Earnings next week 🗓️

$MU (-0,01%)

$NKE (+0,28%)

$CCL (+0,17%)

$FDX (+0,48%)

$RCAT (+5,18%)

$ACN

$BB (-0,6%)

$LEN (+0%)

$DRI

$CTAS (+0,52%)

$MAMA

$FDS (+0,01%)

$GIS (-0,53%)

$HEIA (-0,54%)

$ABM (+0%)

$WGO (+0,65%)

$AMTM

$BIRK (+0,19%)

$REE

$TTC

$CAG

$AVO (-0,42%)

$MLKN (+0,47%)

$PAYX (-0,6%)

$KMX (+0,18%)

$FCEL

$SCHL (+0,52%)

$SCS

$WS (+0,59%)

$LW (+0,28%)

$QIPT

$CMP

$MITK (+0,96%)

$JBL (+0,82%)

$EPAC (-0,46%)

$OGI

$RICK (+0,39%)

Analyst updates, 04.12.

⬆️⬆️⬆️

- BARCLAYS raises the price target for SIEMENS from EUR 125 to EUR 130. Underweight. $SIE (+1,23%)

- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 35 to EUR 36. Equal-Weight. $ENR (+7,05%)

- JEFFERIES raises the target price for ADYEN from EUR 1695 to EUR 1797. Buy. $ADYEN (+0,36%)

- JPMORGAN raises the target price for SALESFORCE from USD 340 to USD 380. Overweight. $CRM (+1,67%)

- HSBC raises the target price for ZALANDO from EUR 37 to EUR 40. Buy. $ZAL (-2,26%)

- JPMORGAN raises the target price for RHEINMETALL from EUR 680 to EUR 800. Overweight. $RHM (+1,33%)

- DEUTSCHE BANK RESEARCH raises the target price for COCA-COLA HBC from GBP 31.50 to GBP 32. Buy. $CCH (-1,88%)

- BARCLAYS raises the target price for KNORR-BREMSE from EUR 55 to EUR 60. Underweight. $KBX (+1,1%)

- BARCLAYS raises the price target for ABB from CHF 40 to CHF 42. Underweight. $ABBNY (+2,68%)

- BARCLAYS raises the price target for ALSTOM from EUR 8 to EUR 9. Underweight. $ALO (-2,42%)

- HSBC upgrades MERCK & CO to Buy. Target price USD 130. $MRK (-0,22%)

- JPMORGAN raises the target price for DSV from DKK 1685 to DKK 1800. Overweight. $DSV (-0,92%)

- JPMORGAN raises the target price for LUFTHANSA from EUR 4.80 to EUR 5.50. Underweig$LHA (-0,47%)

- UBS raises the target price for AROUNDTOWN from EUR 2 to EUR 3.30. Neutral. $AT1 (-1,11%)

⬇️⬇️⬇️

- JPMORGAN lowers the target price for DHL GROUP from EUR 47 to EUR 42.50. Overweight. $DHL (-1,54%)

- WARBURG RESEARCH lowers the target price for UNITED INTERNET from EUR 38.50 to EUR 37.30. Buy. $UTDI (-1,01%)

- 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 (-0,66%)

- DEUTSCHE BANK RESEARCH downgrades HEINEKEN from Buy to Hold and lowers target price from EUR 95 to EUR 76. $HEIA (-0,54%)

- EXANE BNP lowers the price target for SCHOTT PHARMA from EUR 36 to EUR 28. Neutral. $1SXP (-0,51%)

- BARCLAYS downgrades SIGNIFY to Underweight. Target price EUR 18. $LIGHT (+0,35%)

- CFRA downgrades BRISTOL-MYERS SQUIBB to Hold. Target price USD 60. $BMY (-0,27%)

- MORGAN STANLEY downgrades MOLLER-MAERSK to Underweight. Target price DKK 12200. $AMKBY (-0,36%)

- BARCLAYS downgrades ANDRITZ to Underweight. Target price EUR 40. $ANDR (+0,43%)

- JPMORGAN lowers the price target for HAPAG-LLOYD from EUR 85 to EUR 80. Underweight. $HLAG (+0,76%)

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 (-2,01%) Bitcoin logo on the wheel arch of the Jeep.

In addition to the car brands, $MBG (+0,19%)
$DTG (+0,18%)
$VOW (-0,05%)
$BMW (+0,71%)
$VOLV B (-0,1%)
$TSLA (+0,37%)
$1211 (-0,03%)
$P911 (-3,03%)
$F (-1,68%)
$8058 (-0,58%) I was able to discover numerous other companies that were new to me.

New for me was $6971 (+0,02%) Kyocera, a manufacturer of electronic devices from Japan and $WLK (+0,44%) Westlake Chemical from the USA.

From Germany there were also $SIX2 (-0,9%) Sixt $DTE (-1,32%) Telekom $TUI1 (-2,6%) Tui $AGCO (+1,41%) (Fendt) $256940 Eberspächer (supplier to the automotive industry) $SIE (+1,23%) Siemens $EBK ENBW $DHL (-1,54%) Post and $ALV (+0,82%) in the process.

Other companies:

$CAT (+0,07%) Caterpillar $HEIA (-0,54%) Heineken $HOG (+0,34%) Harley Davidson $PM (-0,12%) Philip Morris $NKE (+0,28%) Nike $AAPL (-1,05%) Apple $005930 Samsung $UPS (+0,75%) UPS $SHEL (+0,4%) Shell $V (-0,06%) Visa $MA (+0,59%) Mastercard $KER (-1,15%) Kering

$KO (-0,14%) Coca-Cola $QSR (-0,21%) Restaurant Brands (Burger King)

$O (-0,29%) 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 (-0,54%) and $CARL A (+3,36%) shares.

The setback of the $HEIA (-0,54%) share brought me closer to the brewery groups. After a little research, I had bought 8 shares of the $HEIO (-0,52%) 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 (-0,67%) and $CARL A (+3,36%) 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.