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 (+5,12%) Xpeng and $VOW3 (+0,07%) 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.

https://www.handelsblatt.com/unternehmen/industrie/autobauer-xpeng-und-volkswagen-erweitern-ihre-partnerschaft-in-china/100098791.html

$BOSS (-1,49%) 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.

https://www.handelsblatt.com/finanzen/geldpolitik/inflation-teuerungsrate-steigt-in-deutschland-auf-26-prozent/100098327.html

The USA 🇺🇸 puts Tencent on a list of companies that allegedly support the Chinese military. The share loses significantly.

https://de.marketscreener.com/kurs/index/DOW-JONES-INDUSTRIAL-4945/news/USA-fugen-Tencent-und-CATL-der-Liste-chinesischer-Firmen-hinzu-die-angeblich-Pekings-Militar-unte-48689565/

Tuesday:

A cooperation between $NVDA (+0,22%) NVIDIA, $KGX (+0,66%) Kion and $ACN (-1,53%) 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 (-1,93%) 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.

https://www.boerse.de/nachrichten/EQS-Adhoc-TeamViewer-SE-TeamViewer-erzielt-Jahresumsatz-2024-von-ca-671-Mio-EUR-9-Prozent-waehrungsber-ggue-VJ-und-uebertrifft-Prognose-ausschlaggebend-waren-hoehere-Billings-von-ca-700-Mio-EUR-im/36874269

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.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/handel-deutsche-einzelhaendler-steigern-umsatz-im-jahr-2024/100099305.html

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.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/shein-billigmode-haendler-plant-boersengang-wohl-im-ersten-halbjahr/100099587.html

Friday:

$1913 (-0,58%) 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.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/luxusmarken-prada-an-uebernahme-von-versace-interessiert/100099688.html

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.

https://www.handelsblatt.com/politik/international/konjunktur-us-arbeitsmarktbericht-faellt-ueberraschend-gut-aus/100099726.html

$NLM (-2,24%) 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 👇

#termine
#inflation
#industrie
#usa

In addition to my World ETF core, I would like to invest in the following shares (partly via a savings plan) in the coming year.

How do you rate these shares?

Which of them would you also take or do you already have in your portfolio?

$CRWD (-5,09%) - Crowdstrike

$CRM (-1,41%) - Salesforce

$AVGO (-0,66%) - Broadcom

$ACN (-1,53%) - Accenture

$SOFI (+0,43%) - SoFi

$MELI (-2,34%) - Mercadolibre

$TSLA (-1,09%) - Tesla

$AXON (+4,43%) - Axon

$NU (+1,01%) - Nu Holdings (possibly)

I have now decided to reallocate the European stocks. The money is now flowing into Vertex Pharmaceutical $VRTX (-0,46%) and Cintas $CTAS (+0,77%) and my ETF $SPYI (+0,06%)

Companies that I find interesting but do not yet have in my portfolio and that have a 10-year average ROIC of over 10% and a 5-year average ROCE and ROIC of over 10%, $ANET, $MA (-1,59%) , $VRTX (-0,46%) , $RMS (-2,1%) , $PGHN (+0,78%) , $COLO B (+0,9%) , $ACN (-1,53%) , $MNST (-0,08%)
$FICO (+0,52%) , $MCO (-0,79%) , $KNIN (+0%) , $S&P Global, $ISRG (-4,62%)
$III (+1,09%) , $BKNG (-1,03%)
$HLAG (-1,02%) , $QCOM (+2,6%) , $CFR (-4,36%) and $IFX (-0,35%) . Already blatant companies

Earnings next week

$AZO (+0,38%)

$MU (+2,13%)

$ACN (-1,53%)

$COST (-5,6%)

$BB (+1,22%)

$ACN (-1,53%) I've had Accenture on my watchlist for some time, but I've lost sight of the share a little, but I've now taken another look at it.

The chart looks quite good (which is of course not a reason to buy) and the share is "oversold".

How do you see Accenture? Would the share be a good investment from your point of view at the moment?

What we can expect next week:

Monday:

• Empire State Manufacturing Survey
• Speeches by Fed President Patrick Harker and Fed Governor Lisa D. Cook
• La-Z-Boy ($LZB (+0%) ) publishes quarterly figures

Tuesday:

• Publications on retail sales, industrial production, capacity utilization and business inventories
• Quarterly figures by Lennar ($LEN (-0,56%) ) and KB Home ($KBH (-1,26%) )
• Speeches by various Fed Presidents (Logan, Barkin, Musalem, Goolsbee)

Wednesday:

• ⚠️Markt geschlossen⚠️ because of National Independence Day
• Publication of the Housing Market Index

Thursday:

• Initial claims for unemployment benefits
• Release of housing starts for May
• Quarterly figures from Accenture ($ACN (-1,53%) ), Kroger ($KR (+4,59%) ), Darden Restaurants ($D1RI34 ) and Jabil ($JBL (+0,78%) )
• Speech from Richmond Fed President Tom Barkin

Friday:

• Release of the S&P Global Flash Composite U.S. PMI
• Existing home sales figures
• Quarterly figures from CarMax ($KMX (-1,43%) )

hey guys i would just like to share my watchlist with you or the list of stocks i would like to buy:

$VALE3 (+0,88%)

$ULTA (+0,61%)

$ACN (-1,53%)

$LULU (-2,56%)

$JBHT (+0,28%)

$UPS (+0,3%)

I will be 19 in the summer, so I have a longer investment horizon.

The plan is to sell about 1/3 of the $MSFT (-1,69%) shares at a good price and then switch to the other position or an ETF. Would you be more $8001 (+2,21%) or $ACN (-1,53%) top up? Or would you rather not top up and build up an Etf basis or possibly $BRK.B (-0,9%) expand it? I am also considering the alternative $MURGY (+0%) or $ALV (+0,07%) to buy defensive stocks. What is your opinion? What would you most likely choose or would you do something completely different?

My savings rate is irregular at the moment and could possibly even be dropped, as I might invest new money more in my company. However, I'm aiming for around 300 euros.