$HOT (-0,35%)

DOW JONES--After an unexpectedly significant increase in profit last year, the company is Hochtief significantly increases the dividend and announces another considerable improvement in earnings for 2026.

Shareholders are to receive EUR 6.60 per share for the past year, 26 percent more than in the previous year, as the construction group announced when presenting its balance sheet in Essen. Most of this will go to the Spanish parent company ACS, which controls almost 76 percent of Hochtief shares.

According to the company, 65 percent of the Group's operating profit will be distributed. This also climbed by 26 percent year-on-year to 789.3 million euros in 2025. It was thus above the upper end of the target range, which was raised to between 750 and 780 million euros in November. Hochtief improved its nominal net profit by 16.3 percent to 902.3 million euros.

Turnover climbed by 14.8 percent to 38.24 billion euros.

The market had expected sales of 38.33 billion euros and consolidated operating profit of 759 million euros for 2025.

CEO Juan Santamaria said that Hochtief had become the market leader in fast-growing strategic growth areas such as the AI, digital and tech sectors as well as the energy/nuclear, critical minerals and defense segments. "In these fields, the demand for modern infrastructure is increasing more and more."

Order intake climbed by 25.8 percent to 52.6 billion euros. In total, Hochtief had orders worth 72.5 billion euros on its books at the end of the year - almost 5 billion euros more than in the previous year.

For 2026, Santamaria is targeting a consolidated operating profit after taxes in the range of 950 million to 1.025 billion euros. That would be an increase of at least 20 and a maximum of 30 percent.

Source: www.finanzen.net

Strabag

$STR (+1%)

Porr

$POS (-4,03%)

Bilfinger

$GBF (-3,12%)

Hochtief

$HOT (-0,35%)

Since 2024, the shares of the profiteers of data centers, cable and pipeline construction and building reconstruction Ukraine, or economic package winners.

STRABAG SE recorded extremely high demand at the start of 2026 and confirmed new record figures for the 2025 financial year. The order backlog exceeded the € 30 billion mark (approx. € 31.4 billion) for the first time.

PORR AG records strong order growth at the start of 2026, in particular due to a EUR 150m road construction order for the western bypass of Szczecin (Poland) and rail construction projects.

In 2026, Bilfinger SE will focus on growth and efficiency instead of selling significant parts of the company. The industrial services provider is planning acquisitions in the USA and the Middle East.

HOCHTIEF shares are currently experiencing a strong upswing and reached new record highs in February 2026.

Jens Vollmar has not been in office as CEO of $IMPN (-1,14%) but still has ambitious goals for the construction group.

16.01.2026 16:00

300 days: that's how long Jens Vollmar will soon have been CEO of Implenia. "He has consistently pursued the strategy of his predecessor André Wyss since taking office at the beginning of April 2025 and accelerated it in parts," says Anja Felder, Senior Financial Analyst at St.Galler Kantonalbank (SGKB), summarizing his time in office so far.

Implenia impressed the market with its figures for the first half of 2025, in which it increased its operating profit and the corresponding margin. "The market was pleased with this development, which should have further strengthened investors' confidence in Jens Vollmar as the new CEO."

After 289 days, the CEO has now made a bold statement that should give investors further hope. "We can become twice as big!" said Vollmar at Immo26, the Swiss real estate fair for investors, on Wednesday. He gave this answer to the question "What do you want to achieve with Implenia?" in a "question fire" at the end of a 25-minute talk, i.e. short questions, quick answers.

Of course, such a statement should be treated with caution if no time horizon and no specific key figures are mentioned. However, he was probably referring to key figures that measure company growth - i.e. turnover, profit, market share or company size. The 41-year-old has been with Implenia for more than 10 years and, according to Swiss law, still has 24 years of employment ahead of him - plenty of time to achieve his ambitious goal.

The CEO's statement is not entirely far-fetched. After all, the share price has doubled since he took office from CHF 40.80 to CHF 82 in January - so the doubling target has already been achieved. In addition, the prospects for business activities are also good. In Switzerland in particular, falling interest rates are increasing the willingness to invest in the real estate market, and in Germany the 500 billion euro economic stimulus package is likely to have a positive effect.

"The decisive factor will now be the extent to which the German infrastructure program is actually reflected in future figures. We assume that noticeable effects will not be visible until 2027 at the earliest," emphasizes the SGKB expert. It is also crucial that the planned investments are actually implemented and that Implenia can successfully assert itself against the competition. The clear focus on profitable growth is the right strategic path.

On Thursday, the Group announced new orders in Germany and Norway worth 350 million euros. When the half-year figures were published, the order backlog had already grown by 9.8 percent to CHF 7.8 billion. Anja Felder of SGKB is optimistic: "In our view, Implenia will be able to further increase its operating profit in the future and achieve its medium-term target of a margin of over 4.5 percent." Expectations of Implenia and its CEO Jens Vollmar are correspondingly high.

Strong project pipeline

Prior to the Q&A, Vollmar was asked in more detail about his first few months as CEO. One of his highlights was the construction group's many exciting and varied projects, especially infrastructure projects. "Under Jens Vollmar, Implenia has succeeded in winning major projects, which should have a positive impact on order intake and the visibility of future sales," emphasizes Felder.

In particular, the German-born company boss is probably referring to the rail project between Zurich and Winterthur. The federal government is planning a double-track line through the Brüttener Tunnel as well as the expansion of the Dietlikon, Bassersdorf, Wallisellen and Winterthur Töss railroad stations.

At Immo26, the new CEO also spoke of the merger of the divisions from four to three as a highlight. According to him, this was probably relatively "simple". The fact that the majority of the companies were individual contributed to a smooth transition, as Vollmar emphasizes.

The Real Estate division and the Buildings division were combined to form the Buildings unit. In addition, there is the Civil Engineering division and the new Service Solutions division, which includes the real estate service provider Wincasa, for example.

With regard to the low margins in the construction business, Jens Vollmar replied: "The industry suffers structurally from the fact that construction companies can often only differentiate themselves through price. We deliberately don't want to go down this route." Instead, Implenia is focusing on greater differentiation through selected projects in specialized areas.

Aisha Gutknecht has been working as an editor for cash.ch since July 2024.

$IMPN (-1,14%)
$STR (+1%)
$HOT (-0,35%)
$GBF (-3,12%)

$HOT (-0,35%)

The duo EWE Go and Hochtief Ladepartner already have several smaller locations in the German network in operation - but none with a roof yet. Now a roofed charging park has been connected to the network in Oer-Erkenschwick. And the largest of the two partners to date.

With the twelve fast charging points - i.e. six charging stations with two connections each - the two partners are expanding their public charging infrastructure in western Germany. It took around seven months from the ground-breaking ceremony on Horneburger Straße in Oer-Erkenschwick to commissioning, according to Hochtief. A minimum of 200 kW per charging point is prescribed in the German network. If only one charging point of a column is occupied, even up to 400 kW can flow into the battery - if the connected electric car can call up this power.

The charging park at Horneburger Straße 181 is not only located at an important intersection of two busy roads, which Hochtief says is a convenient location. The covered charging points are also located directly next to a retail park with a fast-food restaurant and DIY store. "This means that the site not only offers a convenient location, but also sensible options for bridging the charging time."

The two companies have brought other partners on board for the roof construction. The foundations come from the Dutch family-owned company Bosch Beton, "which is considered one of the pioneers in Europe for sustainable concrete production". The roof structure was produced by RSB Rudolstädter Systembau GmbH, an internationally active company. "Both service providers have created a structure made from sustainable wood and a low-CO2 concrete mix, complemented by PV modules manufactured in Germany," says Hochtief.

The charging park in Oer-Erkenschwick is one of currently 40 projects that EWE Go and Hochtief have already built or are under construction as part of the German network initiated by the Federal Ministry of Transport - another 30 are planned. The focus here is on locations where public charging facilities have not previously been a common sight.

"With the new fast-charging park in Oer-Erkenschwick, EWE Go and Hochtief are showing what modern electromobility can look like: sustainable, powerful and close to everyday life," emphasized Christian Friege, Chief Market Officer at EWE AG, at the opening ceremony. Where there used to be a parking lot, a place has been created where mobility, sustainability and innovation come together. Together with our partners, we have realized a project that stands for climate protection and progress and points the way to a climate-neutral infrastructure," added Peter Coenen, Managing Director of Hochtief PPP Solutions GmbH.

#momentumstrategie

As promised, I have listed the monthly performance of the reported stocks.

I hope it will inspire you to find new companies.

And a little added value.

1 to 10

$ONDS (+0%) 172,70 %. $IREN (-1,97%) 79 %

$NB (-0,52%) 67,48 %. $LMND (-0,83%) 37,24 %

$BMNR (-0,97%) 28,85 %. $UUUU (-6,54%) 24,70 %

$NBIS (-5,57%) 23,64 %. $GILT (+0%) 22,64 %

$UNH (-0,5%) 20,74 % $VLA (-1,52%) 19,61 %.

$ETH (-0,61%) 19,05 %

10 to 20

$APP (-1,46%) 18,69 %. $RDDT (+0,05%) 18,41 %

$MP (-4,58%) 13,81 %. $HOT (-0,35%) 13,37 %.

$9868 (+1,99%) 13,18 %. $XPEV 12,87 %

$LOTB (+0,2%) 12,78 %. $CWCO (+0,62%) 11,76 %

$TUI1 (-3,29%) 9,41 %. $AHT 7,66 %

Remainder

$PRY (+6,04%) 7,47 %. $MU (+2,74%) 6,82 %

$AAPL (-0,98%) 6,87 %

$META (+2,91%)

Hello folks,

AI is not just a pipe dream, AI is a reality.

And the DeepSeek narrative from a year ago has also disappeared.

I hope you are well invested in the shovel manufacturers who are building the infrastructure for the big 7. And supply them with electricity.

Meta secures nuclear power for data centers

$CEG (+6,45%)
$VST (+4,4%)

https://www.tagesschau.de/wirtschaft/energie/meta-atomstrom-100.html

$TLNE

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

https://aktienmagazin.de/blog/analystenempfehlungen/talen-energy-stromproduzent-schliest-langfristigen-vertrag-mit-amazon--152080.html

$EQT (-1,09%)

EQT becomes energy supplier of the next AI era - Pennsylvania relies on gas instead of wind or solar.

$GEV (-0,92%)

GE Vernova is supplying seven @Simpson Homer City with seven high-performance turbines, while Kiewit Power is responsible for construction. This infrastructure lays the foundation for Pennsylvania to serve as a reliable supply location for hyperscalers and AI providers.

https://aktienmagazin.de/nachrichten/hot-news/eqt-wird-energielieferant-der-nachsten-ki-ara-pennsylvania-setzt-auf-g-149150.html

HOCHTIEF subsidiary builds mega data center for Meta in the USA

$HOT (-0,35%)

https://www.hochtief.de/aktuelles-medien/pressemitteilungen/pressemitteilung/hochtief-tochter-baut-in-den-usa-mega-rechenzentrum-fuer-meta

data centers

$NVDA (+4,97%)

NVIDIA Corp ('US67066G1040')

A dominant player: Hardly any AI data center runs without Nvidia

$TLNE

Talen Energy Corp ('US87422Q1094')

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

$APLD (-1,6%)

Applied Digital Corp ('US0381692070')

Applied Digital: AI data centers as growth driver

$LITE (+4,82%)

Lumentum Holdings Inc ('US55024U1097')

Lumentum Holdings is a beneficiary of demand for data center infrastructure

$BTDR (+2,46%)

Bitdeer Technologies Group ('KYG114481008')

Bitdeer grows rapidly: hashrate doubled, but losses still rise significantly

$ALAB (+6,48%)

Astera Labs Inc ('US04626A1034')

Astera Labs goes from insider tip to profit rocket! The AI connectivity star conquers billion-dollar markets!

$IFX (+2,8%)

Infineon Technologies AG ('DE0006231004')

Infineon convinces with green technology in a difficult environment

$TTR1 (+2,93%)

technotrans SE ('DE000A0XYGA7')

Technotrans: Ice cold back on the road to success

$HOT (-0,35%)

Hochtief AG ('DE0006070006')

Hochtief - Infrastructure investments worth billions are growth drivers.

$FLEX (+4,87%)

Flex Ltd ('SG9999000020')

Flex: Contract manufacturer with power - Data center boom drives share to new heights.

$ORCL (-3,46%)

Oracle Corp ('US68389X1054')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$PRIM (-1,15%)

Primoris Services Corp ('US74164F1030')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$VST (+4,4%)

Vistra Energy Corp ('US92840M1027')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$EQT (-1,09%)

EQT Corp ('US26884L1098')

EQT becomes energy provider of the next AI era - Pennsylvania turns to gas instead of wind or solar

$AMZN (+2,93%)

Amazon.com Inc ('US0231351067')

Strategy on multiple fronts! Amazon cools GPUs, invests in Anthropic and fills shopping carts during Prime Days!

$STX (-0,59%)

Seagate Technology Holdings PLC ('IE00BKVD2N49')

Seagate - Irish to significantly improve margins and sales again in H2 with new technology.

$ECL (-1,2%)

Ecolab Inc ('US2788651006')

With 3D TRASAR Technology against water waste: How Ecolab is making data centers smarter.

$AAOI (+14,74%)

Applied Optoelectronics Inc ('US03823U1025')

Applied Optoelectronics reports production milestone and growth in the data center sector

$IESC (+2,31%)

Data centers as growth engine: IES Holdings continues to grow strongly and shines with increasing margins!

$VRT (+1,56%)

WHERE KI CALCULATES, VERTIV COOLS: LIQUID COOLING SYSTEMS FUEL RECORD RESULTS AND A FORECAST INCREASE FOR 2025!

$EME (-2,85%)

ENERGY INFRASTRUCTURE PROVIDER EMCOR BENEFITS FROM US INFRASTRUCTURE PROGRAM AND DATA CENTER MAINTENANCE

$FIX (-9,79%)

COMFORT SYSTEMS BENEFITS FROM THE CONSTRUCTION OF NEW DATA CENTERS AND CHIP FACTORIES - EARNINGS RECORD IN THE SEASONALLY WEAKEST PERIOD!

In a small town in Louisiana, Mark Zuckerberg is having the largest artificial intelligence data center ever built for Meta on agricultural land. It is the size of 70 soccer pitches and cost 10 billion dollars.

Rayville is a town in north-eastern Louisiana in the USA that is experiencing a declining population. In the 2020 census, the population was 3347, down almost 21 percent from 4234 in 2000.

However, this is now likely to change. The state regulatory authorities approved a controversial plan to supply power to the largest artificial intelligence data center to date, which is being built by technology company Meta. This clears the way for the construction of three gas-fired power plants. This was reported by the portal "Nola".

The project is being built on a former agricultural area of around 70 soccer pitches. It is expected to cost around 10 billion dollars (approx. 8.6 billion euros). Meta CEO Mark Zuckerberg has announced plans to further expand the area so that it would be comparable to the size of Manhattan. The company is plunging headlong into the high-risk race for supremacy in the emerging AI sector.

"We chose Louisiana as the location for our largest data center to date for a variety of reasons, including excellent infrastructure connectivity, a strong labor base and a reliable power grid," said a Meta spokeswoman.

Criticism of Meta plans

However, the project in Richland Parish has met with criticism due to its enormous energy requirements, among other things. Davante Lewis was the only person to vote against the plan. He said the agreement leaves fundamental questions unanswered that are "too bitter to swallow", "Nola" quotes him as saying.

https://www.focus.de/finanzen/in-ort-mit-3347-einwohnern-entsteht-fuer-10-milliarden-dollar-groesstes-ki-rechenzentrum_e9ff4911-4348-48b8-9903-9038e11fcefa.html

#momentum Strategy week 33

Hello my dears,

stocks mentioned so far were

$MP (-4,58%)
$NBIS (-5,57%)
$LMND (-0,83%)
$AAPL (-0,98%)
$BMNR (-0,97%)

$ELF (-0,55%)
$9868 (+1,99%)
$XPEV (+2,71%)
$UCG (+0,26%)
$PRY (+6,04%)

$G1A (+0,87%)
$LOTB (+0,2%) +10% $UFPT (-1,06%) +9,34%. $AHT 7,15%. $UNH (-0,5%) 20,26%

$ETH (-0,61%)
$NB (-0,52%)
$VLA (-1,52%)

$HOT (-0,35%) +13%. $CWCO (+0,62%) +14%

$ALV (+0,09%) +6,4 %. $MAIN (-0,45%) +5,3%. $TUI1 (-3,29%) +18,3%

$RDDT (-0,38%) . $GUBRA (-0,71%)
$ONDS (+0%)
$IREN (-1,97%)

My shares would be

$MU (+2,74%) +17%. $GILT (+0%) +20%. $APP (-1,46%) +17%

The shares are for identification purposes only.

And does not constitute a buy recommendation.

An analysis and evaluation of the multiples should definitely be carried out here.

You are also welcome to share your results with us.

I look forward to hearing more about your performers.

$HOT (-0,35%)

• Consolidated operating profit of EUR 355 million, +18% year-on-year, at the upper end of the forecast growth range, currency-adjusted +22%
• Sales grow by 25% compared to previous year, currency-adj. +29%, to EUR 18.4 billion
• Strong operating cash flow of EUR 2.0 billion in the past twelve months, increase of EUR 500 million compared to the previous year before factoring, continued high cash conversion
• Significant increase in incoming orders adjusted for exchange rate effects of 26% on the previous year to EUR 26.1 billion
• Guidance 2025 confirmed: consolidated operating profit of EUR 680 to 730 million (up to +17% on the previous year)

The USA will now probably deliver urgently needed "Patriot" defense missiles to Ukraine after all. This was announced by the US President last night. According to Trump, the weapons will be paid for by the EU.US President Donald Trump has announced the delivery of "Patriot" anti-aircraft missiles to Ukraine. "We will send them 'Patriots', which they urgently need," said Trump. However, he left open how many systems he wanted to send to reporters at Andrews Air Force Base. The weapons are to be financed by the EU: the people in Ukraine need the protection of the "Patriots", "but the European Union is paying for it. We pay nothing," Trump said verbatim. It was a business deal. With a view to an upcoming meeting with NATO Secretary General Mark Rutte, Trump went on to explain that the defense alliance would buy US military technology: "We're basically going to send them various pieces of sophisticated military equipment and they're going to pay us 100 percent for it." Trump plans to meet with Rutte later this week to discuss Ukraine and other issues

Source and full content:

Trump announces "Patriot" delivery to Ukraine | tagesschau.de https://share.google/jk7iR8mM7Sd3HhYzF

Will the war end soon?

Profiting:

$STR (+1%)

$POS (-4,03%)

$HOT (-0,35%)

$NOC (-2,61%)

$LMT (-4,2%)

$RTX (-4,08%)

Good morning to the community.

I would also like to introduce my portfolio and share my thoughts and goals.

First of all, a bit about myself and how I got into trading:

I am 39 years old and have actually NEVER been interested in the stock market/shares. Through a lucky coincidence in the gambling sector, I suddenly had a 5-figure sum in my account. I then went on a kind of overnight interest rate shopping spree. At some point, however, there were no more offers that appealed to me and I ended up with TR call money. At first I didn't want to invest any money in shares or ETFs, but then I decided to take a look. That was in August 2024, when I caught the bug quicker than I would have liked and, thanks to a good friend, I was able to quickly gather some information and recognize the benefits of investing.

I've been invested ever since.

Now to the structure and goals of my portfolio:

The main focus is on an ACWI IMI in order to build up a certain amount of capital through compound interest. I am expecting an investment horizon of 20 - 25 years. The aim is to have built up a certain amount of capital by then so that I can make withdrawals later in and around retirement age and enjoy a good life in retirement without having to worry. The ACWI was the first major building block for diversification. However, I am honest and I was tempted to buy a portfolio with various individual shares. These are mainly dividend-oriented. Most of the positions pay stable dividends and have moderate growth. I deliberately chose many defensive stocks such as $MUV2 (-0,49%)
$ALV (+0,09%) or $JNJ (-1,37%) in my portfolio so as not to be too speculative. Classics like $KO (+0,36%)
$MCD (-1,02%)
$PG (+1,95%) round off the whole thing. I wanted to achieve an inflow of at least €100 per month over the entire year. Currently it's around €2150 for the whole year. I enjoy having a continuous inflow of dividends that I can reinvest freely. I really wanted to take this positive aspect of the investment with me. Accordingly, I also have very strong dividend payers in my portfolio, although they can be quite volatile and operate in a difficult market environment, e.g. $SHEL (-0,57%)
$PETR4 (-2,47%) or $MO (-0,87%) . In December, I invested in shares of $HOT (-0,35%) and $HEI (+0,69%) with the idea that these companies could possibly benefit from the reconstruction of war zones. (I know that's perhaps not the nicest thought and I'm not a friend of wars either, but you have to ignore that when it comes to profits) and the shares of both have done really well for me. That's why I'm also invested in 2 defense ETFs. Another ETF I have in my portfolio is a "tech/software" ETF, AI & Big Data. Individual stocks were too risky for me here and I preferred to take a broadly diversified approach. I also recently added the Germany All Cap to my portfolio, as I think that Germany will be on the rise again in the future. As a small stock with the hope of a real cracker for the future, I have $DEFI (+4,47%) in the portfolio. Let's see what happens. I'm currently running a savings plan of around 200 euros a month, as I don't have the funds to pump huge amounts of fresh money into my portfolio due to a house loan.

With this in mind, I would be grateful for any tips, suggestions and perhaps also positive words. If you have any questions, please let me know.

Kind regards