Received a dividend for the first time today 🥳 Even though I don't follow a dividend strategy, it's still a nice feeling ✨

I can now buy 7 cups of coffee from it ☕️

$VOS (+1,3%)

Vossloh has landed a major order in China. It is worth several million euros. But something else is also important for the company.

Werdohl - Vossloh has landed another major order in China. The Chinese subsidiary of the Werdohl-based rail technology group, Vossloh Fastening Systems China, has been commissioned to supply rail fastening systems for a high-speed line between the two southern Chinese cities of Yulin and Cenxi. According to the company, the order is worth around 20 million euros.

Chinese vote of confidence in Vossloh: New order worth millions

The 111-kilometer link is considered an important section of China's high-speed network. It is intended to improve accessibility within the Guangxi region and strengthen the connection to the metropolitan areas of Nanning, not far from the Vietnamese border, and Shenzhen near Hong Kong. The line will thus make an important contribution to better regional and international networking, in particular by connecting southern China with the neighboring countries of Southeast Asia, according to a company press release from Vossloh AG. The rail fastening systems are to be delivered before the end of this year.

"The conclusion of the contract confirms our technological expertise and the quality of our products, which meet the highest requirements of modern rail infrastructure projects," Oliver Schuster, CEO of Vossloh AG, is quoted as saying in the company press release. Vossloh is all the more pleased about the new order from its Chinese customers. Schuster sees this as a "vote of confidence, which also makes an important contribution to the implementation of our ambitious goals in the current year." Delays in the delivery of orders for China had recently caused the value of the Vossloh share to fall temporarily.

According to Vossloh, the company has been successfully active in China for almost 20 years, particularly in the expansion of the high-speed rail network. Since 2019, the Werdohl-based company has secured orders worth the equivalent of around 300 million euros. The €20 million order for Vossloh Fastening Systems China has now been added. The Chinese subsidiary, based in the eastern Chinese city of Kunshan, has around 130 employees and is one of the leading suppliers of rail fastening systems in the Asian giant.

https://www.come-on.de/lennetal/werdohl/chinesischer-vertrauensbeweis-fuer-vossloh-neuer-millionen-auftrag-93719734.html

🇩🇪Bei I decided to invest in infrastructure companies after the first announcement of the German government's special fund. After some research, my choice a few months ago fell on $VOS (+1,3%) .

However, as I only invested a relatively small amount in order to speculate on short-term profits, I'm wondering when the right time is to sell again. 💸

The current profit usually fluctuates between 14-17% and I think that most of the potential has already been exhausted with a €400 investment. 400 became 470 and so I can buy 70 cups of coffee from the profit in my adopted country of Vietnam. ☕️

What would you do in this situation? I'm still new to the stock market and this would be the first share I would sell. 📈

Have a great start to the day everyone!

Sakamoto 🇻🇳

The German bank has now also used the coalition agreement and the associated special fund as the basis for a list of recommendations.

The result is a list of 10 potential profiteers.

The result:

$CBK (-0,02%) - Commerzbank

$ENR (-2,09%) - Siemens Energy

$VOS (+1,3%) - Vossloh

$HEI (+1,85%) - Heidelberg Materials

$EVK (+0,1%) - Evonik

$KGX (-1,22%) - Kion

$BC8 (+1,32%) - Bechtle

$COK (-2,11%) - Cancom

$VOW (-0,79%) - Volkswagen

$PAL (-1,62%) - Palfinger

Source: "Welt"

$VOS (+1,3%)

The Werdohl-based rail technology company has opened a new production facility for railroad switches in the south-eastern Australian city of Bendigo. According to Vossloh, the plant manufactures switches and components for rail projects in the south and east of Australia. The country on the fifth continent has extensive plans to expand and build new rail links.

Werdohl/Bendigo - More than 100 guests from politics and industry attended the opening event on Friday, April 4. The Premier of the Australian state of Victoria, Jacinta Allan, joined Vossloh representatives to cut the ribbon for the symbolic opening of the new plant, which will produce up to 200 switches per year. "With this plant, we are setting a global benchmark for precision, automation and sustainability in switch production," said Jan Furnivall, the Vossloh manager responsible for operations, in a company press release.

According to the company, the new plant, which cost around €13.9 million, has modern machinery with a high capacity. This could be used to supply major Australian projects, including possible high-speed lines, the statement continues. Vossloh employs around 60 people in Bendigo, who have been taken over from a discontinued plant at the Castlemaine site, the company announced. Should additional construction projects or orders arise in Australia, this number could be doubled.

1600 kilometer long freight railway line

Vossloh is involved in many major rail projects in Australia and has repeatedly received major orders from Down Under in recent years. Vossloh is also involved in the "Inland Rail" project, in which a rail corridor some 1600 kilometers long is to be built for freight traffic between Melbourne and Brisbane at a cost of billions, and is supplying 1.3 million rail ties. Australia intends to use the rail route to cope with the estimated 75 percent increase in national freight volumes by 2031.

According to Vossloh, it is the market leader in Australia in both switch manufacturing and the production of concrete sleepers for railroad tracks. The company supplies all metro and regional railroads in the country as well as all mining companies.

In addition to modern production technology, the new plant in Bendigo is equipped with a solar plant that can generate up to 228 kilowatts peak under ideal conditions. Vossloh is also focusing on energy-efficient technologies at the other end of the world.

https://www.come-on.de/lennetal/werdohl/vossloh-eroeffnet-werk-am-anderen-ende-der-welt-93674351.html

🆕I've been on the stock market and GetQuin for almost 2 months now. Like everyone else, I've had to take a lot of hits in the meantime, especially when it comes to my tech positions. Nevertheless, the build-up of my portfolio is not complete and I still have €7000 cash reserve left.

Taking a closer look at my investments, the following markets are currently covered:

🇺🇸USA Tech: $NVDA (+5,32%) , $GOOGL (+3,6%)

🇩🇪DE Infrastructure/Sustainability: $VOS (+1,3%)
$2GB (+2,91%)
$DEZ (-1,56%)

🇨🇳China Consumer goods/tech:$1810 (+1,41%)

+ Core ETF+ Satelite $VWCE (+0,26%) + $WSML (-0,28%)

📉I am currently already invested with just under €7000. Now, given the current market phase, I would like to invest a further €6000 to complete my portfolio.

🛒Another €3150 will initially flow into the core ETF to build a stable base. In addition, just under €700 should go into defensive stocks such as perhaps$ULVR (+0,07%) or$PEP (-1,35%) should be bought.

☝🏼Wie does that sound good to you?

❓Now the question arises as to what I can do with the remaining available capital. Pharma would be one idea, but I have to be honest and admit that I only have a semi-understanding of the companies and their products. 🫠

👀Of course, I would like to invest my money in a future-oriented way, in stocks that offer good development potential and could also be valued favorably at the moment. 🔮

😵‍💫Als However, as a complete beginner, I find it difficult to recognize such stocks, as there are simply too many ways to get rid of your money.

Which sectors, shares or ETFs would you consider?

Have a nice Sunday everyone! ☀️

According to "Welt", companies active in construction, rail infrastructure, digitalization and the energy industry are considered to be beneficiaries of the debt pact. So-called green sectors are also likely to benefit.

A few examples:

$FAST (+0,6%) - Fastned

$ACC (+1,14%) - Aker Corp

$IOS (+4,85%) - Ionos

$KTN (-1,77%) - Kontron

$NDX1 (-2,87%) - Nordex

$BC8 (+1,32%) - Bechtle

$VOS (+1,3%) - Vossloh

$S92 (-1,18%) - SMA Solar

Despite all the debt euphoria, however, investors should bear in mind that the infrastructure companies are smaller stocks that are not without risk.

Source (excerpt) & chart: World

Tut tut tut the railroad - the British will soon be running on new tracks 🚂🚂

If you don't know what I'm referring to now, you're probably not invested in $VOS (+1,3%) invested.

Vossloh has secured an order worth €30 million for the period 2025-2027. HS2 is the second high-speed line and a flagship project in terms of passenger transport. The route between London and Birmingham will run at speeds of up to 360 km/h in the future. The journey time will be reduced from around 80 minutes to around 40 minutes.

For me, an order like this shows how good Vossloh is at what it does. Rail networks throughout Europe will be modernized in the coming years, and this requires expertise and experience. Vossloh already has this and can now boast another top project.

The course has been set for progress and there is still time to get on board. But as always: start at the platform edge. Hopefully we will soon be able to say with a clear conscience:

Vossloh is on the fast track.

PS: I already had a post weeks ago where I recommended Vossloh ;)

Is that still healthy?

It feels like you talk to work colleagues or friends about developments on the stock market every day: the bull has clearly had the upper hand in recent months - prices are soaring!

So: reason to celebrate 🥳

or is it?

This growth doesn't seem to me to be really healthy and sustainable, everyone is aware that a correction or a crash will come in the future, unfortunately my magic mussel hasn't told me when it will happen and yet I'm often on the verge of selling and waiting for the crash. Do you feel the same way or have you perhaps already sold positions strategically?

It will be interesting to see when the bear will show itself again and how far we have to slide down its hump. Who knows, maybe a few more CEOs will be shot or something.

Anyway, whatever you and I decide, I wish you a Merry Christmas. 🎄

PS: $VOS (+1,3%) Will survive any crash. I LIKE TRAINS (and tracks) 🚂🚂🚂

Vossloh achieves record sales and significant increase in EBIT in the 2023 financial year

The industrial stocks in my portfolio are gradually reporting excellent figures for 2023. $VOS (+1,3%) Strong project business in Mexico and the long-awaited higher demand in the USA. There is also a slightly higher dividend.

In addition to Vossloh, a few WABTEC $WAB (+0,08%) shares. Because where there are rails, something has to roll. Perhaps with the next setback.

https://media.vossloh.com/media/dokumente/investor_relations_1/finanzpublikationen/praesentationen/2024/Vossloh_Praesentation_GB_2023_DE.pdf