$TMV (+1,61%) The TeamViewer share has not exactly shone recently. Nevertheless, I see good growth opportunities. I find the trend towards unattended vending machines particularly exciting. More and more companies are relying on remote maintenance to control these machines efficiently. This is exactly where TeamViewer could benefit greatly. If they do it cleverly, there is still a lot of room for improvement. What do you think? Will the share remain a slow seller or is there more to it?
TeamViewer
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ISIN: DE000A2YN900
Ticker: TMV
DE000A2YN900
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104
3Settimana·
Dates week 8
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/qwz6dsaeNi4?si=uQ4zQHw4NJjDUFFf
Monday:
$MCD (+0,13%) McDonalds delivers surprisingly poor figures. In the USA, sales fell by 1.4 % in the 4th quarter; experts had only forecast a fall of 0.4 %. Adjusted profit also fell by 5 % to USD 2.04 billion. However, McDonalds grew worldwide and surprised analysts positively.
Tuesday:
Turnover at the French luxury goods conglomerate $KER (-5,25%) Kering declines significantly. The main reason for this is weak figures at the Italian subsidiary Gucci. Overall, turnover fell by 12% to 17.2 billion euros in 2024. The slump in consumption in China in particular is weighing on earnings. However, Pinault is seeing the first signs of recovery from China.
Wednesday:
$TMV (+1,61%) TeamViewer shines with strong figures and is optimistic. Double-digit growth is planned again from 2027. The Göppingen-based company aims to generate sales of one billion euros as early as 2028. On balance, Teamviewer generated a profit of 123.1 million euros in 2024.
US inflation data is somewhat hotter than expected, causing the markets to slump. Experts were expecting an inflation rate of 2.9% for January, which turned out to be 3.0%.
$CSCO (+0,34%) Cisco raises its forecast and exceeds sales expectations. The reason for this is the high demand from companies for AI infrastructure. This is one of the reasons why Cisco is also increasing its dividend.
https://www.ariva.de/amp/ki-boom-hilft-netzwerkausruester-cisco-11534732
Thursday:
The world's largest and probably most controversial food company is growing again. $NESN (+0,46%) Nestlé is planning a dividend increase. Sales increased by 2.2 % excluding exchange rate effects. Profit fell by 2.9 % to 10.9 billion Swiss francs.
https://www.nzz.ch/wirtschaft/nestle-waechst-wieder-aus-eigener-kraft-ld.1870435
Friday:
The US economy 🇺🇸 suffered a double setback in January. Retail sales and industrial production were down. Retail sales fell by the most in two years. This was due to the low temperatures and customs duties. Industrial production fell, as economists had expected. The production of motor vehicles in particular was responsible for the decline.
https://de.tradingview.com/news/invezz:f6400bd08600c:0/
These are the most important dates for the coming week:
Monday: 00:50 GDP figures (Japan)
Wednesday: 20:00 FOMC minutes (USA)
Thursday: 08:00 Producer prices (DE)
Can you think of any other dates? Write it in the comments 👇
www.youtube.comDie wichtigsten WIRTSCHAFTSTERMINE der kommenden Woche
1Mes·
12.02.2025
Super Micro Computer lowers revenue forecast for 2025 + Teamviewer aims for double-digit growth again + Siemens Energy confirms forecast + Weak device business weighs on Carl Zeiss Meditec
Super Micro Computer $SMCI (+6,59%)sees higher Q2 results
- Super Micro Computer (SMCI) late Tuesday reported preliminary Q2 non-GAAP earnings of $0.58 to $0.60 per diluted share, up 5% from a year ago.
- Analysts polled by FactSet had expected $0.61.
- Preliminary net revenue for the quarter ended Dec. 31 was $5.6 billion to $5.7 billion, up 54% from the year-ago period.
- Analysts polled by FactSet had expected $5.77 billion.
- For Q3, the company expects non-GAAP earnings per share of $0.46 to $0.62 on revenue of $5 billion to $6 billion.
- Analysts surveyed by FactSet expect $0.65 billion and $5.92 billion, respectively.
- For fiscal 2025, the company now expects revenue of $23.5 billion to $25 billion compared to its previous guidance of $26 billion to $30 billion.
- Analysts surveyed by FactSet expect $24.11 billion.
- The company's shares rose 3.6% in after-hours trading.
Teamviewer $TMV (+1,61%)wants to return to double-digit growth in the medium term
- The software provider Teamviewer intends to accelerate its growth again in the coming years by expanding IT automation and digitally transforming the industry.
- From 2027, the MDAX-listed company aims to return to double-digit percentage annual revenue growth, as the Göppingen-based company announced on Wednesday. By 2028, turnover is expected to climb above one billion euros.
- According to the plans of CEO Oliver Steil, the revenue share of large corporate customers in the so-called enterprise business should then grow to over 40 percent of total revenue, compared to less than a quarter in 2024.
- The higher profitability of the business is expected to increase the Group's adjusted operating margin (adjusted EBITDA) to between 44% and 45%.
- For the current year, the specialist for remote maintenance software has set itself the target of currency-adjusted revenue growth of 5.1% to 7.7%.
- This would correspond to pro forma sales of 778 to 797 million euros, compared to 740 million in the previous year.
- The pro forma figures are based on the assumption that the acquisition of 1E, which was completed at the end of January 2025, would have taken place at the beginning of 2024.
- Teamviewer in its current form is expected to generate revenue of EUR 697 million to EUR 712 million - analysts had previously assumed a figure at the lower end of the range on average.
- The pro-forma adjusted operating margin should be around 43% in 2025.
- Teamviewer had already presented key figures for 2024.
- Revenue increased by 7 percent to 671.4 million euros.
- The adjusted operating margin was 44 percent.
- Below the line, Teamviewer achieved a profit of 123.1 million euros after 114 million euros a year earlier.
Siemens Energy $ENR (+3,62%)confirms forecast
- Following a robust first quarter, the energy technology group Siemens Energy has confirmed its forecast for the current fiscal year 2024/25.
- Comparable revenue is expected to increase by eight to ten percent in the fiscal year ending September 2025, the company announced on Wednesday when presenting detailed figures.
- The management expects the adjusted operating margin to be between three and five percent.
- The grid and gas technology businesses in particular are expected to contribute to this.
- The Munich-based company is still aiming for an after-tax profit of around the break-even point.
- In the first quarter (as of the end of December), Siemens Energy benefited from continued good business and increased sales year-on-year from 7.65 billion to 8.9 billion euros.
- The operating result adjusted for special effects increased from 208 to 481 million euros.
- The gas business made the largest contribution to earnings, followed by grid technology.
- The Group thus confirmed preliminary figures from the end of January.
- Although earnings after tax fell from 1.6 billion to 252 million euros, Siemens Energy had benefited in the same quarter of the previous year from the sale of shares in its Indian energy business to the former parent company Siemens.
Weak equipment business weighs on Carl Zeiss Meditec $AFX (+5,31%)
- Continued weak demand, particularly in the equipment business, has overshadowed the start to the new fiscal year for medical technology provider Carl Zeiss Meditec.
- Thanks to the recent acquisition of Dutch Ophthalmic Research Center (D.O.R.C.), the company's revenue increased by a good 3 percent to around 491 million euros in the first three months of the financial year to the end of December.
- Adjusted for the acquisition and currency effects, however, there was a decline of 7 percent, the company announced in Jena on Wednesday.
- However, incoming orders and orders on hand increased significantly, according to the information provided, which has led to cautious optimism among management.
- The recovery in orders, coupled with a good response to the company's new products, "gives us confidence that we will return to solid organic growth in the coming months," said Group CEO Markus Weber.
- The management confirmed the targets for the year.
- These envisage moderate sales growth and a stable to slightly higher operating result (Ebita).
- However, this key figure fell significantly in the first quarter to 35.2 million euros, compared to 46 million euros in the previous year.
Wednesday: Stock market dates, economic data, quarterly figures
- ex-dividend of individual stocks
- Exxon Mobil USD 0.99
- Target 1.12 USD
- Paccar USD 0.33
- Quarterly figures / company dates USA / Asia
- 08:30 Softbank Group quarterly figures
- 13:00 Kraft Heinz quarterly figures
- 22:00 Cisco Systems quarterly figures
- Quarterly figures / Company dates Europe
- 07:00 Carl Zeiss Meditec | Siemens Energy | Teamviewer | Essilor-Luxottica | Heidelberger Druckmaschinen | ABN Amro | Heineken quarterly figures
- 07:25 Telecom Italia preliminary annual results and strategy 2025-2027
- 07:30 Voestalpine 9 months results | Jenoptik preliminary annual results
- 07:45 Ahold Delhaize annual results
- 08:00 Verbio half-year figures
- 10:00 Deutsche Börse BI-PK | Voestalpine PK
- 10:30 Siemens Energy analyst and press conference
- 14:00 Verbio Analyst Conference
- 17:40 Michelin annual results
- Economic data
14:30 US: Consumer prices January PROGNOSE: +0.3% yoy/+2.9% yoy previous: +0.4% yoy/+2.9% yoy Core Consumer Prices PROGNOSE: +0.3% yoy/+3.1% yoy previous: +0.2% yoy/+3.2% yoy
14:30 US: Real income January
16:00 US: Fed Chairman Powell, hearing in the Financial Services Committee of the US House of Representatives
16:30 US: Crude oil inventory data (week) from the government Energy Information Administration (EIA) previous week
18:00 US: Fed Atlanta President Bostic, speech at National Association ofCorporate Directors (NACD)
18:30 UK: Governing Council member Nagel, speech on "r* in the monetary policy universe: navigational star or dark matter?"
2323
2Mes·
Dates week 3
As every Sunday, the most important news of the last week, as well as the three most important dates of the coming week.
Also as a video:
https://youtube.com/shorts/uFwVbCNGMd4?si=R4ReCZQl2ud6wUW-
Monday:
$9868 (-7,45%) Xpeng and $VOW3 (+0,16%) VW deepen their partnership in China 🇨🇳. Among other things, they are opening up their fast-charging networks to each other. New charging stations are also to be built jointly. VW holds a 5% stake in Xpeng.
$BOSS (+0,32%) Hugo Boss wants to further strengthen the brand and has brought brand expert James Foster on board for this purpose. Foster was most recently head of marketing at Netflix in EMEA and worked at IKEA and Adidas.
https://www.absatzwirtschaft.de/neuer-globaler-marketingchef-bei-hugo-boss-265528/
Inflation is clearly above expectations and is therefore depressing sentiment for the time being. In December, inflation stood at 2.6% Economists had expected 2.4%. The inflation rate is also likely to remain well above the 2.0% target in January. This is due to higher CO2 prices and a more expensive ticket to Germany.
The USA 🇺🇸 puts Tencent on a list of companies that allegedly support the Chinese military. The share loses significantly.
Tuesday:
A cooperation between $NVDA (+4,13%) NVIDIA, $KGX (+6,3%) Kion and $ACN (-0,94%) Accenture to optimize supply chains causes Kion shares to rise significantly. Kion and Accenture are relying on AI from NVIDIA for optimization.
https://www.ariva.de/amp/ki-anwendungen-kion-arbeitet-mit-nvidia-zusammen-11493206
Wednesday:
$TMV (+1,61%) Teamviewer announces via ad hoc that it has exceeded its forecast for the year. Turnover increased by 9% in 2024. In total, it will probably be 671 million euros. The forecast was 662 - 668 million euros. This was mainly due to new billings and significant contracts signed with major customers.
Retail sales have been growing again for 2 years. In real terms, however, the level is still below that of 2021. Compared to the previous month, sales have fallen more sharply than expected. However, the overall consumer mood among Germans is on the rise. The GfK consumer barometer climbed by 1.8 points to -21.3 points.
Donald Trump is calling for more military spending and also wants to annex three countries - Canada, Panama and Greenland. This is not only highly dangerous rhetoric, but above all in the interests of Russia and China, who are planning to do the same with Ukraine and Taiwan. If Trump follows up his words with action, this would put the 'ambitions' of China and Russia into perspective
Thursday:
The Chinese fast clothing delivery service Shein probably wants to go public in the first half of the year. The IPO is planned for London. Shein is headquartered in Singapore.
Friday:
$1913 (+0%) Prada is probably planning to take over the Italian fashion house Versace. Versace is currently part of the Capri holding company. A sale of the entire holding company for 8.5 billion euros has failed. Individual brands such as Versace and Jimmy Choo are now up for sale.
The labor market report from the USA is significantly better than expected. This could lead to the Fed lowering interest rates more slowly than previously assumed. The unemployment rate fell to 4.1%, expected: 4.2%. A total of 256,000 new jobs were created, compared to an expected 155,000.
$NLM (+0%) Frosta exceeded the profit forecast. As expected, turnover amounted to 638.1 million euros. Profit rose to 42.1 million euros and was thus significantly higher than in the previous year (34.1 million euros). The profit margin was also above expectations at 6.6%.
https://www.4investors.de/nachrichten/amp/boerse.php?sektion=stock&ID=181168
These are the most important dates for the coming week:
🇺🇸
Tuesday: 14:30 Producer prices (USA)
Wednesday: 14:30 Inflation data (USA)
Friday: 15:15 Industrial production (USA)
Can you think of any other dates? Write it in the comments 👇
www.youtube.comDie wichtigsten WIRTSCHAFTSTERMINE der kommenden Woche
44
2 Commenti
2Mes
Yes...good idea with the Statue of Liberty...then you know it's about the USA....but what do you care about last week's news?
••
2Mes·
TeamViewer SE:
TeamViewer $TMV (+1,61%) achieves annual revenue 2024 of approx. 671
million (+9 % at constant currency compared to the previous year) and exceeds forecast -
Higher billings of approx. EUR 700 million in the full year were the decisive factor
55
1 CommentoDoes billing mean that customers have used more data that is billable? Then it is very cool, because then the product is also used....
••
2Mes·
My Journey to Financial Growth: Lessons, Failures, and Ambitions - Happy 2025 The year of change.
Hi there!
First off, I want to introduce myself. I'm a 24-year-old who's spent about two years diving into the world of investing. Though I’m just starting, I’d love to share a bit of my journey with you all.
My Beginnings
I’ve always had a unique approach to life and investments, which often feels different from most people I know. I started working young, driven by a goal to save €10,000. For someone living in Portugal, where building wealth takes time, this felt like a mountain to climb.
Unfortunately, at 18, I fell victim to a scam and lost €5,000 in my first year of trying to invest. It was a harsh lesson. My family thought I was naive for believing I could become wealthy quickly through trading. They’d never ventured into investments, so I was forging a path on my own.
Hitting Rock Bottom
After the scam, I swore off markets altogether. I moved to Spain to try earning more, but the isolation and inability to grow my savings left me depressed. It was during this tough time that my boss introduced me to Bitcoin.
He told me: “Diogo, buy Bitcoin. This could change your life. Don’t spend on cars or houses—invest in this!” At first, I thought he was crazy. Bitcoin was volatile, and I couldn’t imagine risking so much. But his passion stayed with me, and I began paying attention to the market.
Turning Things Around
In 2022, I returned to Portugal, reuniting with family, friends, and a sense of purpose. I found a stable job—not well-paying, but it gave me a foundation to rebuild. Slowly, I started meeting people active in the markets, shifting my mindset, and planning my future more thoughtfully.
I set a goal to save €10,000 again, this time with a clear strategy. By saving at least €200 a month and focusing on long-term growth (like investing in the S&P 500), I envisioned reaching €1 million by the time I turn 40.
Lessons and Progress
By the end of 2023, I came close to my goal, saving €9,500. My biggest win was investing in NVIDIA ($NVDA (+4,13%) ), which gave me a 55% return in less than a year!
In 2024, I made another significant investment—this time in myself. I used some savings to fix my teeth, boosting my confidence. Despite that expense, I managed to grow my investments to €23,000 by year's end.
My Current Strategy
This year, I’m focusing on stocks and crypto that are undervalued but have strong potential for growth. My portfolio includes:
Cripto:
Final Thoughts
My goal is to end this year with €40,000 invested, to be able to get half of it into the real state,It’s ambitious, but I’ve learned that persistence and patience can yield great rewards.
I’ll keep you all updated on my journey. Best of luck to everyone on yours!
Diogo Cordas
16Posizioni
0,54%
1313
6 Commenti
2Mes
Olá Diogo, em primeiro lugar parabéns! Com 24 anos ja tens uma estratégia de poupança e investimento bem definida.
Algumas questões/recomendações
Porque não um ETF diversificado de acumulação ou então alguns growth stocks? Os dividendos em Portugal são taxados a 28% vais perder muita rentabilidade aqui.
E para crypto eu investiria sempre pelo menos 70%-80% em BTC.
Bons investimentos!
Algumas questões/recomendações
Porque não um ETF diversificado de acumulação ou então alguns growth stocks? Os dividendos em Portugal são taxados a 28% vais perder muita rentabilidade aqui.
E para crypto eu investiria sempre pelo menos 70%-80% em BTC.
Bons investimentos!
•
22
•
2Mes·
As every Sunday, the most important news from the past week, as well as the dates for the coming week.
Also as a video:
https://youtube.com/shorts/hywPiISUD-k?si=1w7z3o-eGUTg2jX-
Monday:
Slightly better economic data from China 🇨🇳. Industrial production is up, but Chinese consumption continues to cause problems. The growth rate in the retail sector was two percentage points below economists' estimates. The reason for this is the ongoing real estate crisis.
The Purchasing Managers' Index in Germany is worse than expected. Values above 50 signal growth, values below signal contraction. The index currently stands at 47.8 points, higher than in November but worse than expected. However, the manufacturing sector continues to plummet to 42.5 points. The service sector is at 51 points.
https://finanzmarktwelt.de/einkaufsmanagerindex-2-332850/?amp
Tuesday:
Several insider purchases at $TMV (+1,61%) Teamviewer, after the share was sold off due to the 1E purchase. We ourselves hold the share in our value portfolio.
https://www.finanzen.net/insidertrades/teamviewer
Retail sales in the USA 🇺🇸 are slightly above expectations. Compared to the previous month, they increased by 0.7%, while experts had expected 0.6%. Car sales in particular were higher than expected.
Wednesday:
The equipment manufacturer $M5Z (+5,05%) Manz slides into insolvency. Most recently, the company focused on production technology for battery factories. However, the boom in battery factories was not quite as strong as expected. The share is down more than 80% today. In 2021, the share was still trading at more than 70 euros.
The Fed cuts interest rates again by a quarter of a percentage point, but holds out the prospect of fewer rate cuts in the coming year.
https://www.instagram.com/p/DDux4v5TQZi/?igsh=YnM0c2ljamdka3Rq
Thursday:
The US economy is growing more strongly than previously thought, with consumer spending in particular boosting growth. Consumer spending rose by 3.7% in the third quarter. GDP increased by 3.1 %. Exports also exceeded preliminary estimates. This means that the Fed is unlikely to cut interest rates more than twice in the coming year.
Friday:
Today, however, there is a direct counter-indicator with regard to the Fed's decision. Inflation in the USA 🇺🇸 is rising, but less strongly than expected. At 2.4%, inflation was only slightly higher than in October (2.3%).
Key dates for the coming week:
Monday: 08:00 GDP figures (UK)
Tuesday: 14:30 Industrial orders (USA)
Friday: 00:30 Inflation data (Japan)
What other important dates can you think of?
www.youtube.comDie wichtigsten WIRTSCHAFTSTERMINE der kommenden Woche
33
Titoli di tendenza
I migliori creatori della settimana
Dati finanziari di FactSet