$HAUTO (+3,76%) It's out…
What should I put in now? 🤔
Hoegh actually was a pretty good fit for my portfolio (logistics sector)
So now, maybe $MAERSK A (-3,11%) or $HLAG (-0,23%) add it?
So many questions…
GaLiGrü
Hapag Lloyd
Azione
Azione
ISIN: DE000HLAG475
Ticker: HLAG
DE000HLAG475
HLAG
Price
Discussione su HLAG
Messaggi
31
2Mes·
Company Profile
Hey there, community ✌️
I’m a bit short on time right now, but I’d still like to introduce you to a stock—or rather, a sector—that not many people are paying attention to at the moment 👀
Today’s topic is container ships 😬—more specifically, Danaos Corp $DAC (-1,5%)
🧬 Danaos Corp: The Unshakable Cash Flow Colossus of the World’s Oceans
Danaos Corporation $DAC (-1,5%) is not a traditional shipping company that gambles on volatile spot markets in the hope that freight rates will rise. Danaos is the “Fortress” of the global logistics infrastructure. While competitors are reeling from fluctuating rates, Danaos $DAC (-1,5%) as a highly disciplined “tonnage provider.” The company owns and operates one of the world’s most modern and efficient container shipping fleets and leases it on a long-term basis to the industry’s giants (Maersk $MAERSK A (-3,11%) , Hapag-Lloyd $HLAG (-0,23%) , MSC). Danaos $DAC (-1,5%) is the epitome of operational excellence, having transformed itself from a heavily indebted maritime problem child into a debt-free cash cow.
1. The Business Model: The Triad of Freight Dominance ⚓💻💰
Danaos $DAC (-1,5%) controls value creation not through the trading of goods, but through the provision of critical infrastructure:
The Assets (The Fleet): With a fleet of 75 modern container ships, 15 dry-bulk carriers, and 29 highly efficient newbuilds in its order book, Danaos offers exactly what liner companies need: reliability, energy efficiency, and scalability.
The Software Layer (Backlog Management): Danaos’s true “product” $DAC (-1,5%) is not the ship itself, but the contractually secured backlog. With an astronomical order backlog of over $4.6 billion extending well into 2038, Danaos is virtually immune to short-term economic fluctuations. Coverage for container ships stands at 100% and 93%.
Strategic Expansion (Dry Bulk Booster): The re-entry into the dry bulk segment (Capesize) on the spot market serves as an additional cash catalyst, while the core container ship business remains firmly secured.
2. Key Figures (as of Q2 2026) 📊
Market capitalization: approx. $2.66 billion (listed on the NYSE under the ticker $DAC (-1,5%) at a current price of around $146.30). The stock has risen sharply but remains fundamentally undervalued.
Balance Sheet Strength (The Fortress): This is the absolute game-changer. Danaos has reduced its leverage ratio (net debt / adj. EBITDA) from over 7.0x in 2017 to its current level of 0.30x . The company holds cash reserves of over $1.4 billion, and 78 of its 87 vessels in the fleet are completely debt-free (unencumbered).
Profitability (Margin Power): With an operating margin consistently above 50% , Danaos outperforms most big-tech companies.
Free Cash Flow: The FCF margin remains stable at ~40% . Despite massive reinvestments in fuel-efficient new dual-fuel vessels, cash flow is abundant enough for dividends ($0.90/quarter) and buybacks.
3. Why is this stock so exciting? 🚀
1. The massive valuation discount: A P/E ratio (TTM) of just under 4.9x with a trailing EPS of ~$29.50 is absurdly low. The market is pricing in a panic scenario, while the $4.6 billion backlog guarantees revenue for years to come.
2. The “Fortress” security: With a net debt/EBITDA ratio of 0.3x and $1.4 billion in liquidity, Danaos can easily weather even a multi-year global downturn without having to borrow a single cent.
3. Disciplined capital allocation: Instead of buying overpriced ships at market peaks, CEO Dr. Coustas makes highly accretive investments, renews the fleet with an ESG focus, and capitalizes on selective opportunities (e.g., a $50 million investment in the Alaska LNG project).
4. Risks ⚠️
❗️Cyclicality of global trade: A severe global recession would weigh on renegotiation rates for expiring charter contracts after 2027 in the medium term.
put pressure on.
❗️Geopolitics & Trade Routes: Rerouting (e.g., Red Sea/Strait of Hormuz/Suez) is currently keeping rates extremely high. A sudden return to peace along trade routes would free up capacity and normalize rates.
push down.
❗️Fleet Oversupply: If the industry’s global container ship order book hits the market in full starting in 2027/2028, this could drive down charter rates for older vessels
5. Personal Conclusion & Reaper Bonus 🧐
Danaos $DAC (-1,5%) has risen from a formerly debt-ridden problem child to the undisputed cash powerhouse of the shipping industry. Danaos $DAC (-1,5%) is delivering exactly what was outlined in the playbook! An absolutely overlooked, underestimated player in the sector.
Anyone who understands its rock-solid balance sheet and $4.6 billion backlog knows that this cash compounder is far from having run its course.
💀Jack’s Verdict:
"Forget the outdated prejudices about ailing shipping companies. Danaos is a mathematical marvel of cash generation. You’re not buying crisis-prone ships here, but a contractually secured $4.6 billion cash stream. While others are fighting for every percentage point of return at 20x P/E ratios, Danaos is printing cash and has virtually no debt left. Anyone who bought in under $120 can sit back and collect the dividends. For newcomers: Don’t chase the 52-week high out of FOMO—the new target price for additional purchases is a solid ~$132.00 USD."
Reaper Rating: 🔥 HOLD / ACCUMULATE ON DIPS (Deep Value Cash Flow Compounder)
DIP-BUYING LIMIT: ~$132.00
Reaper Score:
8.5/10 (50% margins and a P/E ratio below 5x; minor point deduction only due to the current price being near the 52-week high)
@Get_Rich_or_Die_Tryin
@Tenbagger2024
@Raketentoni
@Multibagger
@Dividendenopi
@Stocktective
@NichtRelevant
@SAUgut777
@PikaPika0105 and, of course, all the others ✌️
+ 4
1515
10 Commenti
Hey, @Aktienhauptmeister! 🚀
Looks like our "Brain" has once again dug deep into the treasure chest of maritime superlatives! "Unshakable cash flow colossus"—did you watch a pirate movie last night, or where does this nautical poetry come from? 😂
But all joking aside, old Grim Reaper: Your analysis of **Danaos Corp ($DAC)** makes for a really exciting read. But you know I don’t let myself be blinded by prose and “adjusted” fantasies. I’ve taken a close look at the hard facts from our Research Center, the Q2 numbers from August 2026, and the chart.
Here’s Raketentoni’s unvarnished reality check on your idea!
---
### ✅ 1. Where you absolutely hit the nail on the head (The Fortress)
Credit where credit is due: The fundamental security you’re touting here is indeed real and impressive.
* **The rock-solid balance sheet:**
Your numbers are spot on. Danaos has reduced its net debt to a staggering $224.5 million, which corresponds to a net debt/EBITDA ratio of just 0.3x. With $1.5 billion in total liquidity (including $1.0 billion in cash) and 78 out of 87 vessels completely debt-free, the company is a true fortress.
* **The massive backlog:**
The $4.6 billion order backlog, with an average remaining term of 4.7 years, provides tremendous planning certainty. Coverage of 100% for 2026 and 93% for 2027 is a dream come true for any cash flow investor.
* **The Attractive Valuation:**
A P/E ratio of 4.92x (TTM) with an EPS of $29.50 does indeed look, at first glance, like a major valuation error on the part of the market.
---
### ❌ 2. Where You’re Wearing Rose-Colored Glasses (The Reality)
But let’s hit the brakes on the euphoria for a moment, Brian. You’re overlooking a few crucial points here that are extremely important for our system:
* **Container Growth = Zero:**
You’re celebrating the core container business, but the reality from Q2 2026 shows: Revenue from container ships completely stagnated at $238.7 million (even a minimal year-over-year decline of $0.8 million). The strong quarterly growth came almost exclusively from the dry bulk segment, where revenue skyrocketed by 57% to USD 35.7 million because Capesize rates soared to over USD 30,400 per day.
* **Profit Decline Ahead:**
You mention an “excessive valuation discount.” But the market isn’t pricing in panic here—it’s simply pricing in falling profits! Analysts forecast that EPS will fall from $28.07 in 2026 to $24.94 in 2027 (-11.2%) and further to $22.11 in 2028. Normalizing interest rates and higher depreciation costs due to fleet expansion will erode margins going forward.
* **Dividend Stinginess & Buyback Freeze:**
You write that cash flow is “flowing abundantly for dividends and buybacks.” Wrong! CEO Dr. Coustas made it clear during the earnings call that there will be no “spectacular dividend increases.” The current dividend yield is a meager **2.46%**. And even worse: The share buyback program has been paused, even though there’s $1.5 billion in liquidity sitting on the balance sheet. This has left many investors extremely disappointed.
* **The Valuation Is Stuck at the Limit:**
You say the stock is “fundamentally significantly undervalued.” The hard math tells a different story:
At a price of $146.30, the InvestingPro Fair Value stands at exactly $146.90. That’s a calculated upside of just **0.52%**. The stock is hovering near its 52-week high ($146.80) and is fairly priced.
---
### 📊 3. Check against my core formulas
* **Cash Flow Quality Formula:** FCF yield = **7.39%**. That’s rock-solid and easily clears our >5% threshold. Danaos is definitely a cash machine.
* **Dividend Filter:** Yield = **2.46%**. That falls short of my strict minimum of 3.5%. BUT: Since the balance sheet is extremely strong and the dividend has been growing steadily for 5 years, my exception rule applies here.
---
### 🎯 My Conclusion for You
Brian, your post is strong in substance, and Danaos is a fundamentally extremely solid company with an impressive moat thanks to its billion-dollar backlog.
But: Anyone who jumps in now at around $146 is paying full price with no margin of safety.
The P/E ratio of just under 5x is an optical illusion, since earnings will decline over the next two years.
Your “bargain-hunting limit” of **~$132** is therefore by far the best and smartest suggestion in your entire post!
At this level, a small margin of safety begins to build up again. Until then, the stock remains firmly moored on the watchlist!
Best regards from Denmark
Your RaketenToni
Looks like our "Brain" has once again dug deep into the treasure chest of maritime superlatives! "Unshakable cash flow colossus"—did you watch a pirate movie last night, or where does this nautical poetry come from? 😂
But all joking aside, old Grim Reaper: Your analysis of **Danaos Corp ($DAC)** makes for a really exciting read. But you know I don’t let myself be blinded by prose and “adjusted” fantasies. I’ve taken a close look at the hard facts from our Research Center, the Q2 numbers from August 2026, and the chart.
Here’s Raketentoni’s unvarnished reality check on your idea!
---
### ✅ 1. Where you absolutely hit the nail on the head (The Fortress)
Credit where credit is due: The fundamental security you’re touting here is indeed real and impressive.
* **The rock-solid balance sheet:**
Your numbers are spot on. Danaos has reduced its net debt to a staggering $224.5 million, which corresponds to a net debt/EBITDA ratio of just 0.3x. With $1.5 billion in total liquidity (including $1.0 billion in cash) and 78 out of 87 vessels completely debt-free, the company is a true fortress.
* **The massive backlog:**
The $4.6 billion order backlog, with an average remaining term of 4.7 years, provides tremendous planning certainty. Coverage of 100% for 2026 and 93% for 2027 is a dream come true for any cash flow investor.
* **The Attractive Valuation:**
A P/E ratio of 4.92x (TTM) with an EPS of $29.50 does indeed look, at first glance, like a major valuation error on the part of the market.
---
### ❌ 2. Where You’re Wearing Rose-Colored Glasses (The Reality)
But let’s hit the brakes on the euphoria for a moment, Brian. You’re overlooking a few crucial points here that are extremely important for our system:
* **Container Growth = Zero:**
You’re celebrating the core container business, but the reality from Q2 2026 shows: Revenue from container ships completely stagnated at $238.7 million (even a minimal year-over-year decline of $0.8 million). The strong quarterly growth came almost exclusively from the dry bulk segment, where revenue skyrocketed by 57% to USD 35.7 million because Capesize rates soared to over USD 30,400 per day.
* **Profit Decline Ahead:**
You mention an “excessive valuation discount.” But the market isn’t pricing in panic here—it’s simply pricing in falling profits! Analysts forecast that EPS will fall from $28.07 in 2026 to $24.94 in 2027 (-11.2%) and further to $22.11 in 2028. Normalizing interest rates and higher depreciation costs due to fleet expansion will erode margins going forward.
* **Dividend Stinginess & Buyback Freeze:**
You write that cash flow is “flowing abundantly for dividends and buybacks.” Wrong! CEO Dr. Coustas made it clear during the earnings call that there will be no “spectacular dividend increases.” The current dividend yield is a meager **2.46%**. And even worse: The share buyback program has been paused, even though there’s $1.5 billion in liquidity sitting on the balance sheet. This has left many investors extremely disappointed.
* **The Valuation Is Stuck at the Limit:**
You say the stock is “fundamentally significantly undervalued.” The hard math tells a different story:
At a price of $146.30, the InvestingPro Fair Value stands at exactly $146.90. That’s a calculated upside of just **0.52%**. The stock is hovering near its 52-week high ($146.80) and is fairly priced.
---
### 📊 3. Check against my core formulas
* **Cash Flow Quality Formula:** FCF yield = **7.39%**. That’s rock-solid and easily clears our >5% threshold. Danaos is definitely a cash machine.
* **Dividend Filter:** Yield = **2.46%**. That falls short of my strict minimum of 3.5%. BUT: Since the balance sheet is extremely strong and the dividend has been growing steadily for 5 years, my exception rule applies here.
---
### 🎯 My Conclusion for You
Brian, your post is strong in substance, and Danaos is a fundamentally extremely solid company with an impressive moat thanks to its billion-dollar backlog.
But: Anyone who jumps in now at around $146 is paying full price with no margin of safety.
The P/E ratio of just under 5x is an optical illusion, since earnings will decline over the next two years.
Your “bargain-hunting limit” of **~$132** is therefore by far the best and smartest suggestion in your entire post!
At this level, a small margin of safety begins to build up again. Until then, the stock remains firmly moored on the watchlist!
Best regards from Denmark
Your RaketenToni
•
44
•
3Mes·
𝐇𝐚𝐩𝐚𝐠-𝐋𝐥𝐨𝐲𝐝: 𝐇𝐞𝐛𝐭 𝟐𝟎𝟐𝟔-𝐄𝐫𝐠𝐞𝐛𝐧𝐢𝐬𝐩𝐫𝐨𝐠𝐧𝐨𝐬𝐞 𝐚𝐧
🎯 𝐀𝐮𝐬𝐛𝐥𝐢𝐜𝐤
• EBITDA for 2026 now expected to be $2.7B–$3.7B (previously: $1.1B–$3.1B)
• EBIT for 2026 now expected to be $0.1B–$1.1B (previously: -$1.5B to $0.5B)
• Equivalent to EBITDA of €2.3B–€3.2B and EBIT of €0.1B–€1.0B
⠀
📌 Key Points
• Forecast raised due to recent strong market demand
• Positive trend in spot freight rates supports the outlook
• Forecast remains subject to high uncertainty due to volatile freight rates and geopolitical uncertainties
55
7Mes·
Podcast episode 138 "Buy High. Sell Low." Iran war winners and losers, buy the dip, oil.
Subscribe to the podcast so that there will soon be peace.
00:00:00 Oil and government bonds
00:37:50 Liberty Energy $LBYE
00:48:30 Cheniere Energy $LNG (+1,92%)
00:56:35 Kinder Morgan $KMI (+1,15%)
01:00:52 Iran war losers / Buy The Dip
01:19:20 Bitcoin
Spotify
https://open.spotify.com/episode/7jouQHLiEbfg5QGyZOdZWJ?si=Du2whTFIR7WOE8AFD1RICA
YouTube
Apple Podcast
$TKA (+4,89%)
$SZG (+6,19%)
$SZGPY (+7,97%)
$HLAG (-0,23%)
$VNA (+2,71%)
$CCL
$AAL (+6,59%)
$SMSD (+3,58%)
$005930
$CONTININS
$TUI1 (+3,56%)
$IFX (+7,71%)
$MC (-1,01%)
$BA (-1,18%)
$2330
$CCO (+5%)
open.spotify.com#138 Irankriegsgewinner und -Verlierer, Buy The Dip, Öl
77
8Mes·
🌍 Middle East escalation moves the markets - capital flees to security & defense
The military escalation between the USA, Israel and Iran is causing strong market movements worldwide. Investors are shifting out of cyclical sectors and into security, energy and defense.
_________________________
Bitcoin $BTC (-0,79%) shows surprising stability
- 📈 In the meantime +8,1 %
- 💰 Just over 70,000 dollars
- Stabilization at around 69,000 dollars
Despite geopolitical risks, Bitcoin is apparently being used as a liquidity parking lot in the short term. At the same time, volatility remains high - further escalations could trigger new spikes.
_________________________
🛢 Oil prices up significantly
- Brent: + just under 6 %
- WTI: + a good 5 %
- In the meantime even +13 %
According to the report, the USA is currently no release from the strategic oil reserve. The market is still considered to be supplied, but the situation remains tense.
_________________________
🏦 Banks under pressure
The European banking index loses around 3,5 % - sharpest decline since April 2025.
Particularly affected:
- HSBC - $HSBA (+3,45%)
- Barclays - $BARC (+2,78%)
- Standard Chartered - $STAN (+3,31%)
- Deutsche Bank - $DBK (+3,85%)
- BNP Paribas - $BNP (+2,68%)
- BBVA - $BBVA (+4,21%)
- Commerzbank - $CBK (+4,91%)
In the USA also weaker until the US opening:
- Bank of America - $BAC (+1,26%)
- Citigroup - $C (+1,75%)
Reason: Strong Middle East business of many institutions and general risk aversion of investors.
_________________________
✈️ Travel industry collapses
High oil prices and uncertainty weigh heavily on tourism stocks:
- TUI - $TUI1 (+3,56%) (-11 %)
- Lufthansa - $LHA (+3,82%) (-11 %)
Flights to the region are canceled, travel offers suspended. Investors fear rising costs and falling booking figures.
_________________________
💎 Luxury stocks clearly in the red
The European luxury index loses almost 4 %.
Strongly affected:
- Richemont - $CFR (+1,03%)
- Swatch - $UHR (+1,65%)
- LVMH - $MC (-1,01%)
- Hermès - $RMS (+0,72%)
- Kering - $KER (+1,53%)
- Brunello Cucinelli - $BC (+1,49%)
- Moncler - $MONC (-0,22%)
- Ferragamo - $SFER (+0,31%)
Background:
Luxury is heavily dependent on global travel. Capital flows out of cyclical stocks.
_________________________
🛡 Defense stocks as clear winners
Geopolitical tensions drive up defense stocks:
- BAE Systems - $BA. (+3,78%)
- Lockheed Martin - $LMT (+2,94%)
- RTX - $RTX (+2,86%)
- Kratos - $KTOS (+6,99%)
- Hensoldt - $HAG (+6,54%)
- Leonardo - $LDO (+4,31%)
- Renk - $R3NK (+4,57%)
- Rheinmetall - $RHM (+3,63%)
Partial price increases of 3-6 %.
The focus is particularly on missile defense systems and possible increases in defense budgets.
_________________________
🚢 Shipping companies benefit
Transport values increase due to detour (avoidance of Hormuz, Suez Canal & Bab al-Mandab):
- Maersk - $MAERSK A (-3,11%)
- Hapag-Lloyd - $HLAG (-0,23%)
- Torm - $TRMD A (+0,13%)
- Frontline - $FRO (-3,4%)
- Hoegh Autoliners $HAUTO (+3,76%)
Reason: Shortage of transport capacity and speculation on rising freight rates.
_________________________
🥇 Gold in demand
- Gold price: +2,5 %
Profiteers in mining stocks:
- Evolution Mining - $EVN (+7,34%)
- Northern Star - $NST (+2,34%)
The sector has been showing relative strength for several days.
$4GLD (+1,36%)
$GOLD
$GOLD (+2,86%)
_________________________
📊 Market logic clearly recognizable
Winner:
🛡 Armaments
🚢 Shipping companies
🥇 Gold
₿ Bitcoin (short-term)
Losers:
🏦 Banks
✈️ Travel
💎 Luxury
_________________________
🔎 Conclusion
The market reaction follows the classic pattern of geopolitical crises:
- Risk is reduced
- Capital seeks security
- Energy prices rise
- Defense stocks benefit
The decisive factor remains whether the situation eases diplomatically - or escalates further.
_________________________
Source:
Reuters: Anleger greifen bei Bitcoin als "Fluchtvehikel" zu (Via TradingView)
de.tradingview.comAnleger greifen bei Bitcoin als "Fluchtvehikel" zu
2323
2 Commenti
Nice summary of the trading day. $HAUTO is also one of the winners of the last few days.
•
44
•
8Mes·
Hapag-Lloyd acquires Israel shipping company
Hamburg - A new giant is emerging on the world's oceans. Germany's largest container shipping company Hapag-Lloyd is taking over its Israeli rival ZIM. The Hamburg-based group is putting around 3.5 billion euros on the table for the deal. This was officially announced by the company on Monday. Hapag-Lloyd is paying 35 dollars per share. The takeover will be financed entirely in cash, not via a share swap. For Hapag-Lloyd it is one of the largest acquisitions in the company's history.
A spirit of optimism for the shipping companies
During the corona years, freight rates exploded and shipping companies earned billions. Then came the crash: overcapacity, falling prices, geopolitical tensions. Many companies had to reposition themselves. Now the next phase is beginning - the big players are securing market shares and expanding their networks. ZIM, based in the Mediterranean port of Haifa, is currently the ninth largest container shipping company in the world. The company operates 145 ships, including 130 container ships and 15 vehicle carriers. Hapag-Lloyd is currently in fifth place in the global rankings. With the takeover, the Group intends not only to defend this position, but also to strategically expand it.
Together over 400 ships
Together, the two companies would have more than 400 ships. According to analysts' estimates, Hapag-Lloyd's global market share would rise from around 7 percent to just under 9 percent. This would bring the Hamburg-based group closer to its Chinese rival Cosco and consolidate its role as one of the largest players in the global container business.
Hapag-Lloyd is merging its own subsidiary in Israel with ZIM. The billion-euro purchase will be financed partly from the company's own funds and partly through loans of up to around 2.1 billion euros. The closing of the transaction is still subject to the approval of the State of Israel. Hapag-Lloyd expects the deal to be completed by the end of 2026. According to Israeli media, parts of the workforce at the ZIM headquarters in Haifa reacted to the takeover with a strike. The works council reportedly felt ignored.
Found at Bild
55
3 CommentiSince you didn't write this text yourself, you should cite the newspaper with the four letters from which you copied it as the source. Just as a tip. Copyright laws and such also apply here 😬
•
1111
•8Mes·
🚢 ZIM Integrated Shipping + Hapag-Lloyd in advanced takeover talks
Israeli media report:
• Deal value: $3.5B+
• 100% acquisition → $ZIM to be delisted from NYSE
• Hapag-Lloyd to take global ops, fleet & international routes
• FIMI to acquire Israeli strategic assets (ships, HQ, national lines)
Official ad-hoc (Hapag-Lloyd):
• Advanced negotiations to acquire all shares of ZIM
• No binding agreements signed yet
• Board & Supervisory Board approvals still required
• Israeli state approval needed (special rights in ZIM charter)
• Talks with FIMI to assume obligations tied to those special rights
• Subject to further regulatory approvals & ZIM shareholder vote
Deal not final — but clearly moving into late-stage territory. Shipping consolidation narrative just got serious.
33
2 Commenti8Mes
what does 100% acquisition means? do they buy all stocks including the ones circulating, aka mine?
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11
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1Anno·
Quarterly figures 10.11-14.11.25
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1111
3 CommentiI'm looking forward to Plug Power on Monday and Allianz on Friday.
•
22
•1Anno·
The week ahead 📅
>> Like, if you want a list like this every week.
MondayAugust 18, 2025:
- 08:00: Germany: Building permits (June) - indicator for construction activity.
- 11:00: Eurozone: Trade Balance (June) - Impact on EUR.
- 12:00: Germany: Bundesbank Monthly Report (August) - Monetary policy assessments.
- 16:00: USA: NAHB Housing Market Index (August) - leading indicator for the real estate sector.
- Corporate figures:
- Australia: BHP Group, annual figures (approx. 22:00).
- USA: Palo Alto Networks, Q4 figures (approx. 22:00).
TuesdayAugust 19, 2025:
- 08:00: Germany: Manufacturing order backlog/reach (June) - industrial activity.
- 10:00: Eurozone: ECB Current Account (June) - impact on EUR.
- 14:30: USA: Building Permits and Housing Starts (July) - housing market and economic sentiment.
- Corporate figures:
- Germany: Ceconomy, Hannover Re, K+S (approx. 07:00-08:00).
- USA: Home Depot, Q2 figures (approx. 12:00).
WednesdayAugust 20, 2025:
- 01:50: Japan: Trade Balance (July) - impact on JPY.
- 08:00: Germany: Producer prices (July) - inflationary pressure.
- 08:00: UK: Consumer prices (July) - signal for BoE policy.
- 16:30: USA: Crude Oil Inventories (week) - impact on oil prices.
- 20:00: USA: FOMC meeting minutes (July 29/30) - Fed interest rate policy.
- Corporate figures:
- Germany: Brenntag, E.ON, Porsche Automobil Holding (approx. 07:00-08:00).
ThursdayAugust 21, 2025:
- 09:15: France: Manufacturing/Services PMI (August, preliminary) - economic activity.
- 09:30: Germany: PMI Manufacturing/Services (August, preliminary) - Economic activity.
- 10:00: Eurozone: PMI Manufacturing/Services (August, preliminary) - Economic activity.
- 10:30: UK: PMI Manufacturing/Services (August, preliminary) - Economic Activity.
- 14:30: USA: Initial Jobless Claims (week) - Labor Market Health.
- 14:30: USA: Philadelphia Fed Business Outlook (August) - Regional Economic Indicator.
- 16:00: USA: Existing Home Sales (July) - Real Estate Market.
- 16:00: Eurozone: Consumer Confidence (August, preliminary) - Consumer Sentiment.
- Corporate figures:
- Germany: Hapag-Lloyd, LANXESS, HHLA (approx. 07:00-08:00).
- UK: Aviva, H1 figures (approx. 08:00).
- USA: Walmart, Q2 figures (approx. 13:00); Intuit, Q4 figures (approx. 22:00).
FridayAugust 22, 2025:
- 02:30: Japan: Jibun Bank PMI Manufacturing/Services (August, preliminary) - economic activity.
- 08:00: Germany: GDP (Q2, 2nd release) - economic activity.
- 08:00: UK: Retail Sales (July) - Consumer Behavior.
- 16:00-18:00 (expected): USA: Fed Chair Powell, speech at Jackson Hole - monetary policy.
- Corporate figures:
- Finland: Fortum, Q2 figures (approx. 08:00).
- Germany: H&R, mobilezone (approx. 07:00-08:00).
#FinX
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