Hi everyone,
50 Eur came from the deposit account. The rest in the normal way. Does anyone know why the dividend payout was split? Account empty? 🤔
Messaggi
125Redcare Pharmacy returns to profit + Barclays lowers Porsche AG to 'Equal Weight + Zalando starts positively and attracts more customers + Evotec starts the year with a decline in sales + Teamviewer confirms annual targets despite difficult environment
Redcare Pharmacy $RDC (+1,21%)returns to the profit zone operationally as expected
Barclays lowers Porsche AG $P911 (-0,14%)to 'Equal Weight'; target at 42.50 euros
Zalando $ZAL (-3,37%)gets off to a positive start and attracts more customers
Evotec $EVT (+3,08%)starts the year with a decline in sales - targets confirmed
Teamviewer $TMV (-0,05%)confirms annual targets despite difficult environment
Tuesday: Stock market dates, economic data, quarterly figures
Stock market holiday in Japan and South Korea
08:00 DE: Turnover in the service sector February
08:45 FR: Industrial production March FORECAST: +0.2% yoy previous: +0.7% yoy
09:45 IT: Purchasing Managers' Index/PMI non-manufacturing April PROGNOSE: 51.3 previous: 52.0
09:50 FR: Purchasing Managers' Index/PMI non-manufacturing (2nd release) April PROGNOSE: 46.8 1st release: 46.8 PREV: 47.9 Total Purchasing Managers' Index (2nd release) PROGNOSE: 47.3 1st release: 47.3 PREV: 48.0
09:55 DE: Purchasing Managers' Index/PMI non-manufacturing (2nd release) April FORECAST: 48.8 1st release: 48.8 PREV: 50.9 Total Purchasing Managers' Index (2nd release) FORECAST: 49.7 1st release: 49.7 PREV: 51.3
10:00 EU: Purchasing Managers' Index/PMI non-manufacturing Eurozone (2nd release) April FORECAST: 49.7 1st release: 49.7 Previous: 51.0 Total Purchasing Managers' Index (2nd release) FORECAST: 50.1 1st release: 50.1 Previous: 50.9
10:30 UK: Purchasing Managers' Index/PMI non-manufacturing (2nd release) April FORECAST: 48.9 1st release: 48.9 Previous: 52.5
11:00 EU: Producer Prices March Eurozone OUTLOOK: -1.0% yoy/+2.7% yoy previous: +0.2% yoy/+3.0% yoy
Without time data:
- PO: Annual meeting of the ECB
- US: US President Trump receives Canada's Prime Minister Carney
Porsche significantly lowers forecast
In China, the sports car manufacturer Porsche $P911 (-0,14%) is facing a serious sales crisis. In the first quarter, the company recorded a 42 percent drop in sales. This decline is not only due to weak demand in China, but also to the US import tariffs, which are weighing heavily on Porsche. As a result, the company has revised its annual targets sharply downwards. The return on sales will now be between 6.5 and 8.5 percent, whereas previously a range of 10 to 12 percent was targeted. Turnover will be reduced by 1 to 2 billion euros, so that it should now be between 37 and 38 billion euros. In the worst case scenario, operating profit could fall to just 2.4 billion euros - a massive drop compared to 5.6 billion euros in the previous year. A key factor in this development is the US tariffs, which force Porsche to import vehicles from North America, increasing costs by 25 percent. In addition, Porsche is currently holding back deliveries to the USA in order to better assess the impact of the tariffs. The planned reorganization of battery production also poses a challenge, as Porsche wants to realign its activities in this area in order to be able to react more flexibly to market changes.
Deutsche Bank reports highest quarterly profit in 14 years
In the USA, Deutsche Bank $DBK (+1,09%) achieved an impressive quarterly profit in the first quarter of 2023, reaching its highest level in 14 years. Pre-tax profit rose by 39% year-on-year to over €2.8 billion, while net profit climbed to around €1.8 billion. This profit growth is the result of better business in all areas as well as targeted savings. Investment banking in particular contributed around 3.4 billion euros to the increase in earnings. CEO Christian Sewing emphasized that the company has already achieved 85 percent of the targeted cost reductions of 2.5 billion euros. The "Deutsche Bank 3.0" restructuring program is intended to increase the company's efficiency, with the aim of achieving a return on equity of over 10 percent by 2025. A figure of 11.9 percent was already achieved in the first quarter, underlining the positive development.
Sources:
https://www.n-tv.de/wirtschaft/Porsche-streicht-seine-Prognose-zusammen-article25733168.html
At that time between $P911 (-0,14%) and $RACE (-0,05%) and in retrospect unfortunately made the wrong decision despite Ferrari's high P/E ratio. We used the recent setbacks to make an exchange.
What did I take with me?
It is not a crisis because >\=20% down but a good entry into tranches.
Which stocks were discussed?
$P911 (-0,14%) Unfortunately I've been in Porsche since 2023, when luxury comes back, the Chinese will buy Porsche and not locally
$ABX and $NEM (+0,24%) Barrick and Newmont buy the shovels not the gold. Gold is for value preservation, not for speculation. I was invested in mines decades ago.
$MC (-0,5%) LVMH surprised me, I thought the air was out, will have a look.
$META (-0,09%) I finally understood how Facebook makes money. There's still a lot to come. First purchase?
$GOOGL (-0,79%) Yes, I've been adding to my portfolio since 25.
$H1PE34 Hewlett Packard Enterprise, I only knew it as a hardware manufacturer, here is the shovel for AI Ai chips.
$9988 (+0,9%) and $9888 (+1,77%) Chinese Baidu and Alibaba. I also had it 10 years ago, after the high it went down bloody. But will probably be seen again as a turnaround and cash flow for 2025.
$TTD (-0,02%) I was not aware of Trade Desk until today.
$22U Biontech became known as a corona profiteer, but is looking for the cancer vaccine.
These 10 stocks were discussed as stronger buys on the spot.
Which stocks are of interest to you, or where are you buying now?
This week, we have once again included some titles in our simulation game. At the suggestion of @serkeftin to prepare for Donald Trump's tariff announcements and have reduced our call money position and added short warrants with a 4 - 5 leverage for $VOW (-4,76%) , $MBG (+0,81%) , $P911 (-0,14%) , $BMW (+1,03%) . We are hoping for good returns with a higher risk in a short period of one week.
Do you have any comments or suggestions for the coming weeks?
- 14 positive surprises
- Three negative surprises
- Dividend increases
- Dividend decreases
- Overview of all DAX stocks
Link:
$ALV (-0,07%)
$MUV2 (-1,29%)
$RHM (-0,77%)
$MBG (+0,81%)
$SAP (+1,67%)
$BMW (+1,03%)
$AIR (+1,78%)
$VOW (+1,05%)
$DBK (+1,09%)
$CBK (+0,83%)
$SIE (-0,33%)
$P911 (-0,14%)
$DTE (+0,56%)
$IFX (+0,99%)
Decline at Tesla: Sales figures in Europe fall by almost half
Tesla can currently only dream of the once flourishing sales figures for electric vehicles in Europe. $TSLA (+1,52%) can only dream of at the moment. Instead, they are experiencing a dramatic decline of almost 50 percent. In the first two months of 2025, the electric car manufacturer sold just 19,046 vehicles, which corresponds to a meagre market share of 1.1 percent. This is a sharp contrast to the positive trends in the e-car market, because while Tesla is struggling, other manufacturers are experiencing growth.
In Germany, the decline is particularly clear: Tesla's new registrations fell by an impressive 76 percent in February compared to the previous year. In January, there was already a decline of 59 percent. The Tesla factory in Brandenburg does not seem to offer enough incentive to convince the German market. The company is also suffering from damage to its image, which is being exacerbated by Elon Musk's controversial role in US politics. Many German companies are withdrawing from Tesla as a provider of company vehicles, and some drivers are showing their distance from Musk with stickers on their cars.
In contrast, other e-vehicles are showing that things can be done differently: their sales figures rose by 28.4 percent in February. Hybrid vehicles dominate with 35.2 percent of new registrations, followed by petrol cars (29.1 percent) and battery electric vehicles (15.2 percent).
Porsche SE lowers dividend and insists on savings program at VW and Porsche
Porsche SE $P911 (-0,14%)the main shareholder of Volkswagen $VOW (+1,05%) and Porsche, has cut its dividend. This is due to lower inflows from its main investments, which is forcing those responsible to call for savings programs. A dividend of just 1.91 euros per preference share will be paid out for the past financial year, compared to 2.56 euros in the previous year. The decline is due to an expected lower dividend inflow from Volkswagen, which is putting pressure on Porsche SE's financial position.
In addition, Porsche SE had to recognize high impairment losses on its investments in VW and Porsche, which led to a consolidated accounting loss of 20 billion euros. Net debt is estimated at between 4.9 and 5.4 billion euros for 2025. CEO Hans Dieter Pötsch is aiming for earnings after tax of between 2.4 and 4.4 billion euros in 2025.
VW and Porsche have invested heavily in cost-cutting programs in response to the challenges in the automotive industry. Pötsch emphasizes the "consistent implementation" of these measures. However, rumors of possible sales of VW shares were firmly denied by Porsche SE. The holding company plans to diversify in the long term and now manages 18 companies in its portfolio.
Sources:
I migliori creatori della settimana