Earnings next week 🗓️

$MU (+2,58%)

$NKE (-6,85%)

$CCL (+4,78%)

$FDX (-8,08%)

$RCAT

$ACN

$BB (+17,17%)

$LEN (-1,16%)

$DRI

$CTAS (+0,17%)

$MAMA

$FDS (-1,1%)

$GIS (-1,28%)

$HEIA (-1,33%)

$ABM (-2,43%)

$WGO (-4,5%)

$AMTM

$BIRK (+4,23%)

$REE

$TTC

$CAG

$AVO (+3,83%)

$MLKN (-3,6%)

$PAYX (+0,65%)

$KMX (-2%)

$FCEL

$SCHL (-12,44%)

$SCS

$WS (+4,39%)

$LW (-1,58%)

$QIPT

$CMP

$MITK (+2,05%)

$JBL (+2,38%)

$EPAC (-2,54%)

$OGI

$RICK (-0,73%)

Analyst updates, 04.12.

⬆️⬆️⬆️

- BARCLAYS raises the price target for SIEMENS from EUR 125 to EUR 130. Underweight. $SIE (-0,29%)

- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 35 to EUR 36. Equal-Weight. $ENR (+2,08%)

- JEFFERIES raises the target price for ADYEN from EUR 1695 to EUR 1797. Buy. $ADYEN (-0,21%)

- JPMORGAN raises the target price for SALESFORCE from USD 340 to USD 380. Overweight. $CRM (+0,69%)

- HSBC raises the target price for ZALANDO from EUR 37 to EUR 40. Buy. $ZAL (-0,7%)

- JPMORGAN raises the target price for RHEINMETALL from EUR 680 to EUR 800. Overweight. $RHM (-0,78%)

- DEUTSCHE BANK RESEARCH raises the target price for COCA-COLA HBC from GBP 31.50 to GBP 32. Buy. $CCH (+1,26%)

- BARCLAYS raises the target price for KNORR-BREMSE from EUR 55 to EUR 60. Underweight. $KBX (+0,91%)

- BARCLAYS raises the price target for ABB from CHF 40 to CHF 42. Underweight. $ABBNY (+0,22%)

- BARCLAYS raises the price target for ALSTOM from EUR 8 to EUR 9. Underweight. $ALO (-0,84%)

- HSBC upgrades MERCK & CO to Buy. Target price USD 130. $MRK (-1,77%)

- JPMORGAN raises the target price for DSV from DKK 1685 to DKK 1800. Overweight. $DSV (+0,57%)

- JPMORGAN raises the target price for LUFTHANSA from EUR 4.80 to EUR 5.50. Underweig$LHA (+1,28%)

- UBS raises the target price for AROUNDTOWN from EUR 2 to EUR 3.30. Neutral. $AT1 (+4,46%)

⬇️⬇️⬇️

- JPMORGAN lowers the target price for DHL GROUP from EUR 47 to EUR 42.50. Overweight. $DHL (+0,13%)

- WARBURG RESEARCH lowers the target price for UNITED INTERNET from EUR 38.50 to EUR 37.30. Buy. $UTDI (-1,53%)

- WARBURG RESEARCH lowers the target price for 1&1 from EUR 23.50 to EUR 19.10. Buy. $1U1 (-0,61%)

- WARBURG RESEARCH lowers the target price for KWS SAAT from EUR 89 to EUR 88. Buy. $KWS (+0,17%)

- DEUTSCHE BANK RESEARCH downgrades HEINEKEN from Buy to Hold and lowers target price from EUR 95 to EUR 76. $HEIA (-1,33%)

- EXANE BNP lowers the price target for SCHOTT PHARMA from EUR 36 to EUR 28. Neutral. $1SXP (+0,91%)

- BARCLAYS downgrades SIGNIFY to Underweight. Target price EUR 18. $LIGHT (+0,14%)

- CFRA downgrades BRISTOL-MYERS SQUIBB to Hold. Target price USD 60. $BMY (+0,75%)

- MORGAN STANLEY downgrades MOLLER-MAERSK to Underweight. Target price DKK 12200. $AMKBY (-0,65%)

- BARCLAYS downgrades ANDRITZ to Underweight. Target price EUR 40. $ANDR (+0,08%)

- JPMORGAN lowers the price target for HAPAG-LLOYD from EUR 85 to EUR 80. Underweight. $HLAG (+1,67%)

First day of vacation, 32°C and a 30km walk towards Stuttgart. I was able to find over 35 stock companies along the route.

Highlight, $BTC (-0,89%) Bitcoin logo on the wheel arch of the Jeep.

In addition to the car brands, $MBG (-0,07%)
$DTG (-0,16%)
$VOW (+1,96%)
$BMW (+0,87%)
$VOLV B (-0,76%)
$TSLA (-4,58%)
$1211 (-0,27%)
$P911 (-0,41%)
$F (+0,74%)
$8058 (+0,45%) I was able to discover numerous other companies that were new to me.

New for me was $6971 (+0,88%) Kyocera, a manufacturer of electronic devices from Japan and $WLK (-0,91%) Westlake Chemical from the USA.

From Germany there were also $SIX2 (+0,72%) Sixt $DTE (-0,92%) Telekom $TUI1 (+2,78%) Tui $AGCO (+2,63%) (Fendt) $256940 Eberspächer (supplier to the automotive industry) $SIE (-0,29%) Siemens $EBK ENBW $DHL (+0,13%) Post and $ALV (-0,66%) in the process.

Other companies:

$CAT (+0,86%) Caterpillar $HEIA (-1,33%) Heineken $HOG (+1,83%) Harley Davidson $PM (+0,48%) Philip Morris $NKE (-6,85%) Nike $AAPL (+1,34%) Apple $005930 Samsung $UPS (+0,66%) UPS $SHEL (-0,74%) Shell $V (-0,14%) Visa $MA (-0,34%) Mastercard $KER (+0,06%) Kering

$KO (-0,4%) Coca-Cola $QSR (+1,31%) Restaurant Brands (Burger King)

$O (+1,22%) Reality Income (leased to Decathlon)

Would you have recognized everything? It's interesting what you discover when you consciously look around.

Out of interest, please link if you post something similar 🫡 or use the #aktienmarsch

Today I looked at the $HEIA (-1,33%) and $CARL A (-2,19%) shares.

The setback of the $HEIA (-1,33%) share brought me closer to the brewery groups. After a little research, I had bought 8 shares of the $HEIO (-0,35%) purchased. It should be noted that I opted for the holding company here. I considered the lower P/E ratio and the slightly higher dividend to be more advantageous.

Perhaps someone here has a different opinion on this and would like to share it with regard to the holding company and the actual "core company".

I also look forward to lively discussions about the worthwhile nature of investing in brewery groups.

I would then like to ask another question.

With the $CARL B (-1,37%) and $CARL A (-2,19%) shares, I naturally noticed the voting rights.

How much would this variable affect you as an insignificant small shareholder?

In my opinion, I would take the share that is currently more favorable or has performed better historically.