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TeamViewer
Azione
Azione
ISIN: DE000A2YN900
Ticker: TMV
DE000A2YN900
TMV
Price
Discussione su TMV
Messaggi
100
17H·
TeamViewer SE:
TeamViewer $TMV (+9,08%) 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
44
1 Commentouserc818a6f2df6247c9@userc818a6f2df6247c9
16H
••
5G·
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 (-1,69%) ), 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%
88
4 Commenti
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!
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11
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2Settimana·
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 (+9,08%) 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 (-11,45%) 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
2Settimana·
Analyst updates, 20.12.
⬆️⬆️⬆️
- DEUTSCHE BANK RESEARCH raises the price target for NIKE from USD 82 to USD 84. Buy. $NKE (-0,97%)
- RBC raises the price target for ALPHABET A SHARE from USD 210 to USD 235. Outperform. $GOOGL (-0,22%)
- RBC raises the price target for AMAZON from USD 225 to USD 255. Outperform. $AMZN (+0,03%)
- RBC raises the price target for META from USD 630 to USD 700. Outperform. $META (-1,25%)
- ODDO BHF raises the target price for MUNICH RE from EUR 540 to EUR 555. Outperform. $MUV2 (+0,12%)
- ODDO BHF upgrades HERMES to Neutral. Target price EUR 2315. $RMS (+1,21%)
- ODDO BHF raises the target price for AIRBUS from EUR 168 to EUR 180. Outperform. $AIR (+0,5%)
- ODDO BHF raises the price target for FRAPORT from EUR 58 to EUR 61. Outperform. $FRA (-1,37%)
- JPMORGAN raises the target price for FEDEX from USD 366 to USD 370. Overweight. $FDX (+0,11%)
⬇️⬇️⬇️
- GOLDMAN lowers the price target for NIKE from USD 97 to USD 91. Buy. $NKE (-0,97%)
- BOFA lowers the price target for NIKE from USD 95 to USD 90. Buy. $NKE (-0,97%)
- ODDO BHF downgrades CARBIOS to Neutral. $ALCRB (-0,58%)
- KEPLER CHEUVREUX lowers the price target for LANXESS from EUR 31 to EUR 30. Buy. $LXS (-2,06%)
- HAUCK AUFHÄUSER IB lowers the target price for DEUTZ from EUR 8.50 to EUR 7. Buy. $DEZ (-1,01%)
- BARCLAYS lowers the price target for VERTEX from USD 509 to USD 418. Equal-Weight. $VRTX (+1,17%)
- GOLDMAN lowers the price target for BIRKENSTOCK from 59.10 USD to 57.90 USD. Neutral. $BIRK (+0,63%)
- GOLDMAN downgrades TEAMVIEWER from Buy to Neutral and lowers target price from EUR 17 to EUR 12. $TMV (+9,08%)
11
2Settimana·
20.12.2024
Goldman lowers Teamviewer to 'Neutral' - target down to 12 euros + Hornbach Holding adjusts sales forecast + Nike outperforms in second fiscal quarter + Today is big expiration day
Downgrade for Teamviewer $TMV (+9,08%)
- The US investment bank Goldman Sachs has downgraded Teamviewer from "Buy" to "Neutral" and lowered its target price from 17 to 12 euros.
- Analyst Mohammed Moawalla wrote on Thursday evening that his buy recommendation was based, among other things, on the prospect of share buybacks.
- However, distributions have become more uncertain in view of the takeover of 1E.
- However, Moawalla remains optimistic about the company's growth potential.
Key figures HORNBACH Holding AG & Co. KGaA Group $HBH (-1,17%)
- Hornbach Holding adjusts its sales forecast for the 2024/25 financial year to the previous year's level, while the forecast for adjusted earnings before interest and taxes (EBIT) is confirmed.
- Third-quarter sales increase by 1.3 percent to EUR 1.505 billion thanks to the European business, while EBIT falls by 28 percent to EUR 34.6 million, mainly due to wage increases
Nike $NKE (-0,97%)
with quarterly figures
- Nike exceeds analysts' expectations in the second quarter with sales of 12.35 billion dollars, although sales fell by 8 percent year-on-year.
- Profit falls by 26 percent to 1.16 billion dollars, while the share price rises by around 8 percent in after-hours trading.
Friday: Stock market dates, economic data, quarterly figures
Big expiry day
- ex-dividend of individual stocks
Hewlett Packard Enterprise 0.13 USD
British American Tobacco USD 0.74
- Quarterly figures / company dates Europe
07:00 Hornbach Holding AG Quarterly figures
- Economic data
08:00 DE: Producer prices November FORECAST: +0.3% yoy/-0.3% yoy previously: +0.2% yoy/-1.1% yoy
08:00 UK: Retail Sales November OUTLOOK: -0.3% yoy/+1.5% yoy previous: -0.7% yoy/+2.4% yoy
12:00 DE: Expiry futures and options STOXX family (Eurex)
13:00 DE: Expiry DAX futures and options (Eurex)
13:00 DE: Expiry TecDAX futures and options (Eurex)
14:30 US: Personal Spending and Income November Spending / Income FORECAST: +0.5% yoy/+0.4% yoy previous: +0.4% yoy/+0.6% yoy PCE Price Index / Total Rate FORECAST: +0.2% yoy/+2.5% yoy previous: +0.2% yoy/+2.3% yoy PCE price index / core rate PROGNOSE: +0.2% yoy/+2.9% yoy PREV: +0.3% yoy/+2.8% yoy
16:00 EU: Eurozone Consumer Confidence Index (flash estimate) December FORECAST: -14.0 previous: -13.7
16:00 US: Index Consumer Sentiment Uni Michigan (2nd survey) December FORECAST: 74.0 1st survey: 74.0 PREVIOUS: 71.8
17:20 DE: Expiry SMI future (Eurex)
17:30 DE: Expiry equity options (Eurex)
21:15 US: Expiry e-mini Nasdaq future | e-mini S&P future
2525
3Settimana·
At $TMV (+9,08%) Teamviewer recently saw two insider purchases. We have the stock in our value portfolio ourselves. This year there were share buybacks amounting to 150 million euros. After the acquisition of 1E, however, the share price fell significantly.
33
3Settimana·
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/qddXVLwZJxA?si=fuYDrtqdo6eoQnvb
Monday:
After various announcements, China is apparently getting serious and actually changing its monetary policy, for the first time in 14 years. The central bank is to pursue a looser monetary policy, meaning interest rate cuts to stimulate the economy. Stocks in China and luxury companies are also benefiting from the news.
$CON (+0,4%) Continental is following the path of many suppliers. The tire business (which has a promising future) is being spun off from the traditional supplier business. In this way, Continental is ensuring that the company will survive the end of the combustion engine.
Tuesday:
The company $TMV (+9,08%) Teamviewer is under pressure following the purchase of London-based software specialists 1E. Teamviewer is buying 1E for around 720 million euros, which would be the largest acquisition in the history of the Göppingen-based company. Products from 1E can probably detect and rectify software problems at an early stage. Well-known customers include Adidas, Nike and AT&T.
Inflation in Germany remains above the ECB's 2% target for the time being. According to the HICP, inflation in November was 2.2% compared to the previous year.
Wednesday:
$ZAL (-1,61%) Zalando buys its direct competitor $YOU (+0,08%) About You for 1.1 billion euros. The reason for the consolidation is the growing competition from China, e.g. Shein and Temu. Zalando pays a hefty premium of 65% on the last stock market price.
The Bank of Canada cuts its key interest rate by half a percentage point. This major cut in the prime rate was expected by most experts. The reason for this was poor labor market
Thursday:
The Kiel Institute for the World Economy also expects 0% growth in Germany in 2025. Stefan Kooth, economist and Head of the Forecasting Center at the IfW, is calling for a move away from interventionism in economic policy and for better framework conditions instead. In this context, he takes a positive view of the idea of more Musk and Milei.
The ECB cuts the deposit rate again to 3.0%. This is the fourth rate cut we have seen this year.
https://www.n-tv.de/wirtschaft/EZB-schraubt-Zinsen-weiter-nach-unten-article25428364.html
Most important dates in the coming week:
Monday: 9:30 Purchasing Managers' Index (DE)
Wednesday: 20:00 Interest rate decision (USA)
Thursday: 14:30 Economic data (USA)
What other important dates can you think of?
www.youtube.comDie wichtigsten WIRTSCHAFTSTERMINE der kommenden Woche
22
3Settimana·
13.12.2024
ECB lowers interest rates as expected + Munich Re expects further profit growth in 2025 + Berenberg lowers Teamviewer to 'Hold' - target 13 euros
No surprise in the interest rate policy
- The European Central Bank cuts the deposit rate by 0.25 percentage points to 3.00 percent, in line with forecasts.
- The European Central Bank lowers the main refinancing rate by 0.25 percentage points to 3.15 percent, as expected.
- The European Central Bank lowers the marginal lending rate by 0.25 points to 3.40 percent, in line with forecasts.
- The European Central Bank (ECB) lowers its inflation forecast for 2024 from 2.5% to 2.4%
- The European Central Bank announces that the disinflation process is "well on track".
- The European Central Bank expects the inflation rate to be 2.1% in 2027
- The European Central Bank (ECB) confirms its inflation rate projection for 2026 at 1.9%.
- The European Central Bank lowers its inflation forecast for 2025 from 2.2% to 2.1%.
Reinsurer Munich Re $MUV2 (+0,12%)expects further profit growth in the coming year
- Munich Re, the world's largest reinsurer, is once again targeting higher profits for the coming year.
- The management of the DAX-listed group is planning a net profit of 6 billion euros in 2025, compared with the target of over 5 billion euros for the current year, as the company announced in Munich on Friday.
- Analysts had previously expected an average profit of 5.9 billion euros in the coming year.
- Munich Re had earned 4.6 billion euros in 2023.
- All business segments should continue to develop well, the Group said.
- The return on investment should improve to over 3.0 percent in 2025.
Teamviewer $TMV (+9,08%)with down rating
- The private bank Berenberg has downgraded Teamviewer from "buy" to "hold" and lowered the target price from 19 to 13 euros.
- Analyst Gustav Froberg justified his reassessment on Friday with concerns regarding the use of capital, which could weigh on the shares for the time being.
- The takeover of 1E makes strategic sense, but it cannot be ruled out that too much money will be sacrificed for it.
- More clarity is needed regarding the effects, also with regard to synergies.
Friday: Stock market dates, economic data, quarterly figures
- ex-dividend of individual stocks
KWS SAAT 0.90 EUR
Walmart USD 0.21
Albemarle USD 0.41
- Quarterly figures / company dates Europe
07:30 Munich Re Outlook 2025
08:30 Munich Re Analyst Conferencez
- Economic data
08:00 DE: Trade balance October Trade balance calendar and seasonally adjusted FORECAST: +18.0 bn euro previous: +17.0 bn euro Exports FORECAST: -3.0% yoy previous: -1.7% yoy Imports FORECAST: -1.0% yoy previous: +2.1% yoy
08:00 UK: GDP month October Forecast: +0.1% yoy previous: -0.1% yoy | Trade Balance October Forecast: n/a previous: GBP -51.1 bn | Industrial Production October Forecast: +0.2% yoy/+0.1% yoy previous: -0.5% yoy/-1.8% yoy
11:00 EU: Industrial Production October Eurozone OUTLOOK: -0.2% yoy/-2.1% yoy previous: -2.0% yoy/-2.8% yoy
14:30 US: Import and export prices November import prices FORECAST: -0.2% yoy previous: +0.3% yoy
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