Earnings next week 🗓️

$MU (-4%)

$NKE (-0,48%)

$CCL (-5,14%)

$FDX (-5,06%)

$RCAT (-8,02%)

$ACN

$BB (-5,45%)

$LEN (-1,45%)

$DRI

$CTAS (-0,09%)

$MAMA

$FDS (-0,53%)

$GIS (+3,06%)

$HEIA (+0,74%)

$ABM (+0%)

$WGO (-1%)

$AMTM

$BIRK (-3,71%)

$REE

$TTC

$CAG

$AVO (+0%)

$MLKN (-1,84%)

$PAYX (-0,77%)

$KMX (-3,13%)

$FCEL

$SCHL (+3,96%)

$SCS

$WS (-1%)

$LW (-1,73%)

$QIPT (+5,26%)

$CMP

$MITK (+1,25%)

$JBL (-2,01%)

$EPAC (-2,25%)

$OGI

$RICK (-2,06%)

Analyst updates, 04.12.

⬆️⬆️⬆️

- BARCLAYS raises the price target for SIEMENS from EUR 125 to EUR 130. Underweight. $SIE (-0,45%)

- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 35 to EUR 36. Equal-Weight. $ENR (-4,27%)

- JEFFERIES raises the target price for ADYEN from EUR 1695 to EUR 1797. Buy. $ADYEN (-0,84%)

- JPMORGAN raises the target price for SALESFORCE from USD 340 to USD 380. Overweight. $CRM (-2,41%)

- HSBC raises the target price for ZALANDO from EUR 37 to EUR 40. Buy. $ZAL (-1,25%)

- JPMORGAN raises the target price for RHEINMETALL from EUR 680 to EUR 800. Overweight. $RHM (-1,89%)

- DEUTSCHE BANK RESEARCH raises the target price for COCA-COLA HBC from GBP 31.50 to GBP 32. Buy. $CCH (+0,93%)

- BARCLAYS raises the target price for KNORR-BREMSE from EUR 55 to EUR 60. Underweight. $KBX (+0,71%)

- BARCLAYS raises the price target for ABB from CHF 40 to CHF 42. Underweight. $ABBNY (-0,56%)

- BARCLAYS raises the price target for ALSTOM from EUR 8 to EUR 9. Underweight. $ALO (-2,19%)

- HSBC upgrades MERCK & CO to Buy. Target price USD 130. $MRK (+2,28%)

- JPMORGAN raises the target price for DSV from DKK 1685 to DKK 1800. Overweight. $DSV (-1,62%)

- JPMORGAN raises the target price for LUFTHANSA from EUR 4.80 to EUR 5.50. Underweig$LHA (-0,44%)

- UBS raises the target price for AROUNDTOWN from EUR 2 to EUR 3.30. Neutral. $AT1 (+0,28%)

⬇️⬇️⬇️

- JPMORGAN lowers the target price for DHL GROUP from EUR 47 to EUR 42.50. Overweight. $DHL (+0,55%)

- WARBURG RESEARCH lowers the target price for UNITED INTERNET from EUR 38.50 to EUR 37.30. Buy. $UTDI (+0,66%)

- WARBURG RESEARCH lowers the target price for 1&1 from EUR 23.50 to EUR 19.10. Buy. $1U1 (+1,37%)

- WARBURG RESEARCH lowers the target price for KWS SAAT from EUR 89 to EUR 88. Buy. $KWS (+1,18%)

- DEUTSCHE BANK RESEARCH downgrades HEINEKEN from Buy to Hold and lowers target price from EUR 95 to EUR 76. $HEIA (+0,74%)

- EXANE BNP lowers the price target for SCHOTT PHARMA from EUR 36 to EUR 28. Neutral. $1SXP (+1,99%)

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

- CFRA downgrades BRISTOL-MYERS SQUIBB to Hold. Target price USD 60. $BMY (+0,76%)

- MORGAN STANLEY downgrades MOLLER-MAERSK to Underweight. Target price DKK 12200. $AMKBY (-1,51%)

- BARCLAYS downgrades ANDRITZ to Underweight. Target price EUR 40. $ANDR (-1,04%)

- JPMORGAN lowers the price target for HAPAG-LLOYD from EUR 85 to EUR 80. Underweight. $HLAG (-0,6%)

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 (+0,66%) Bitcoin logo on the wheel arch of the Jeep.

In addition to the car brands, $MBG (-1,31%)
$DTG (-1,07%)
$VOW (-0,15%)
$BMW (-0,12%)
$VOLV B (-0,41%)
$TSLA (-4,32%)
$1211 (+2,45%)
$P911 (+0,35%)
$F (-0,67%)
$8058 (+0,45%) I was able to discover numerous other companies that were new to me.

New for me was $6971 (+0,59%) Kyocera, a manufacturer of electronic devices from Japan and $WLK (-0,94%) Westlake Chemical from the USA.

From Germany there were also $SIX2 (-0,48%) Sixt $DTE (+0,67%) Telekom $TUI1 (-1,21%) Tui $AGCO (-2,38%) (Fendt) $256940 Eberspächer (supplier to the automotive industry) $SIE (-0,45%) Siemens $EBK (+1,26%) ENBW $DHL (+0,55%) Post and $ALV (-0,14%) in the process.

Other companies:

$CAT (-2,26%) Caterpillar $HEIA (+0,74%) Heineken $HOG (-0,68%) Harley Davidson $PM (+1,84%) Philip Morris $NKE (-0,48%) Nike $AAPL (+0,26%) Apple $005930 Samsung $UPS (+0,29%) UPS $SHEL (-1,69%) Shell $V (-0,16%) Visa $MA (-0,3%) Mastercard $KER (+1,01%) Kering

$KO (+2,3%) Coca-Cola $QSR (-0,13%) Restaurant Brands (Burger King)

$O (+1,37%) 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 (+0,74%) and $CARL A (+4,07%) shares.

The setback of the $HEIA (+0,74%) share brought me closer to the brewery groups. After a little research, I had bought 8 shares of the $HEIO (+0,44%) 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 (+2,39%) and $CARL A (+4,07%) 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.