Hella Azione Forum

Once upon a time....

A stock market recommendation with a dividend strategy

Aareal Bank
$ARLN

Purchase was made in 2014, buy into rising prices, buy bank stocks with dividends

was said 😊

After several lows and takeover recommendations, the share price has not really recovered for over 10 years

recovered and has not seen a new ATH. 😭

Dividends were canceled in 2021 nor collected in previous years: EUR 3816

After the bank was finally taken over in 2023, trading was low except for some stock exchanges, where trading was

possible anymore.

Sale comes after a long wait and consideration, probably the price is now rising like Hella $HLE (+0,11%) and Hornbach $HBH (-1,52%) after I sold.

Money will either be put into the savings plan or bought in stages for interesting stocks.

Whether combustion or electric, HELLA is up and running.

HELLA secures several major orders from the USA

05.09.24 12:34 pm

$HLE (+0,11%)

5 years ago today, the HELLA GmbH share was traded on the XETRA stock exchange. The closing price of HELLA GmbH shares on that day was EUR 39.68. If an investor had invested EUR 10,000 in HELLA GmbH shares at that time, there would now be 252.016 shares in his portfolio. The shares held would be worth EUR 22,706.65 on September 4, 2024, as the last price was EUR 90.10. This results in an increase in the original investment of 127.07 percent.

HELLA GmbH was recently worth EUR 10.11 billion on the market. The first trading day of HELLA GmbH shares on the XETRA stock exchange was November 11, 2014, when the initial price of the HELLA GmbH share was EUR 27.50.

Please note that share splits and dividend payments are not taken into account in the above calculation.

finanzen.net editorial team

https://www.finanzen.net/nachricht/aktien/millairden-volumen-hella-aktie-dennoch-schwaecher-hella-sichert-sich-mehrere-grossauftraege-aus-den-usa-13821351

06.09.2024

TESLA at the top of the NASDAQ-100 + C3.ai has to cut spending + Further acquisition in the precious metals sector + Major orders from the USA for headlight specialist Hella

TESLA $TSLA (+9,97%) at the top of the NASDAQ-100 - Climbing well above the 50-day line

C3.ai $AI (+0,87%) fell 19% after the AI software company missed estimates for quarterly subscription revenue as companies cut back on spending amid economic uncertainties.

First Majestic $FR (-3,37%) are pleased to announce that they have entered into a definitive merger agreement pursuant to which First Majestic will acquire all of the issued and outstanding common shares of Gatos. Gatos is a leading silver producer with a 70% interest in the Los Gatos joint venture, which owns the producing Cerro Los Gatos underground silver mine in Chihuahua, Mexico.

The headlamp specialist Hella $HLE (+0,11%) has received orders for electronics and lighting projects in the USA worth more than two billion euros. The company, which has been part of the French automotive supplier Forvia since the beginning of 2022, announced that series production for the unspecified US car manufacturer will start in Mexico within two to four years. For comparison: Hella is targeting currency and portfolio-adjusted Group sales of between around 8.1 and 8.6 billion euros in 2024.

Friday: Stock market dates, economic data, quarterly figures

ex-dividend of individual stocks

Bank of America USD 0.26

PepsiCo 1.36 USD

Booking Holdings USD 8.75

Quarterly figures / company dates USA / Asia

/

Quarterly figures / Company dates Europe

10:20 PSI Software Half-year figures

Economic data

• 08:00 DE: Trade balance July Trade balance calendar and seasonally adjusted FORECAST: +20.6 billion euros previously: +20.4 billion euros Exports FORECAST: +0.8% yoy previously: -3.4% yoy Imports FORECAST: +1.1% yoy previously: +0.3% yoy
• 08:00 DE: Production in the manufacturing sector July seasonally adjusted OUTLOOK: -0.2% yoy previous: +1.4% yoy
• 08:45 FR: Industrial production July OUTLOOK: -0.3% yoy previous: +0.8% yoy
• 11:00 EU: GDP (3rd release) 2Q Eurozone FORECAST: +0.3% yoy/+0.6% yoy 2nd release: +0.3% yoy/+0.6% yoy 1st quarter: +0.3% yoy/+0.5% yoy
• 14:30 US: Labor market data August employment ex agriculture PROGNOSE: +161,000 yoy previous: +114,000 yoy Unemployment rate PROGNOSE: 4.2% previous: 4.3% average hourly earnings PROGNOSE: +0.3% yoy/+3.7% yoy previous: +0.2% yoy/+3.6% yoy

German winning stocks of the past five years

+603% SUSS Microtec $SMHN (+1,16%)

+411% Rheinmetall $RHM (+1,63%)

+329% Redcare Pharmacy $RDC (+9,53%)

+326% ATOSS Software $AOF (-0,34%)

+262% PNE $PNE3 (-0,45%)

+258% Mutares $MUX (-3,12%)

+232% Energiekontor $EKT (-3,66%)

+231% GFT Technologies $GFT (-0,78%)

+230% Elmos Semiconductor $ELG (-0,47%)

+229% Adtran Networks $ADV (+0%)

+161% Commerzbank $CBK (-1,43%)

+146% Krones $KRN (+0,5%)

+131% Hella $HLE (+0,11%)

+126% Munich Re $MUV2 (-0,5%)

+125% Deutsche Bank $DBK (-2,66%)

+111% VERBIO $VBK (-2,98%)

+111% KSB (Vz) $KSB (-0,78%)

+109% Infineon $IFX (-0,83%)

+109% Siemens $SIE (-2,51%)

+107% Talanx $TLX (-0,88%)

+103% Encavis $ECV (-0,21%)

+100% SFC Energy $SFC

+95% Nemetschek $NEM (-0,52%)

+93% Aixtron $AIXA (-2,14%)

+90% flatexDEGIRO $FTK (-0,6%)

+84% SAP $SAP (-0,4%)

Which ones do you have in your portfolio or on your watchlist?

I sold Infineon and Elmos too early.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗔𝗸𝘁𝗶𝗲𝗻𝗰𝗿𝗮𝘀𝗵 𝗱𝘂𝗿𝗰𝗵 𝗞𝗿𝘆𝗽𝘁𝗼𝗺𝗮𝗿𝗸𝘁? / 𝗦𝗠𝗔 𝗦𝗼𝗹𝗮𝗿 𝘀𝗲𝗻𝗸𝘁 𝗣𝗿𝗼𝗴𝗻𝗼𝘀𝗲 / 𝗧𝗵𝘆𝘀𝘀𝗲𝗻𝗞𝗿𝘂𝗽𝗽 𝗽𝗹𝗮𝗻𝘁 𝗘𝗶𝗻𝗻𝗮𝗵𝗺𝗲𝗻 𝘃𝗼𝗻 𝟲𝟬𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻𝗲𝗻 𝗘𝘂𝗿𝗼

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, tsmc ($TSM (+0,91%)), Delta Air Lines Inc ($DAL (+1,41%)) and Hella ($HLE (+0,11%)) present their quarterly figures.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, AbbVie Inc ($ABBV (+1,03%)), Bank OZK ($OZK (-1,19%)) and Life Storage Inc ($LSI) are trading ex-dividend.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

ThyssenKrupp ($TKA (-3,23%)) - The ThyssenKrupp Group is taking another step towards the IPO of its hydrogen division under the name Nucera. Nucera is expected to triple its sales by 2026. Revenues of up to 600 million euros are planned from the IPO.

SMA Solar ($S92 (+0,89%)) - Solar company SMA Solar significantly lowered its forecasts for the past quarter. Instead of the previously forecast Ebitda of 50-60 million euros, it will probably only be in the range of 20-30 million euros. The background to this lies in ongoing negotiations regarding an existing service contract in the area of operations management and maintenance for photovoltaic power plants (O&M business). Yesterday, the share price fell by 9% in after-hours trading.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

The IMF came forward yesterday with a warning that volatility in the crypto market is negatively impacting the stock market. According to the IMF, the volatility in the stock market would increase due to the high volatility in the crypto market. In a research, they found that there is an increased correlation between the stock market and the crypto market. According to data, it states "This rising correlation between cryptocurrencies and equities raises the possibility of spillover effects of investor sentiment between these asset classes."

Follow us for french content on @MarketNewsUpdateFR

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

AutoStore wants to go public / Ford makes 'Ford'step / Get off the hamster wheel

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

Today is the deadline for Main Street Capital ($13M (+0,69%)) and Philip Morris ($4I1 (+1,85%)).

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, Borussia Dortmund ($BVB (+0,07%)), HELLA ($HLE (+0,11%)) and Micron Technologies ($MTE (-0,29%)) will present their figures.

𝗜𝗣𝗢𝘀 🔔

𝗢𝗟𝗔𝗣𝗟𝗘𝗫 - California-based hair care products maker plans to go public this week. OLAPLEX, which was founded in 2014 and bought by private equity firm Advent International in 2019, expects to have an enterprise value of $10.4 billion on the American stock exchange. It will offer 67 million shares for between $14 and $16 per share.

𝗔𝘂𝘁𝗼𝗦𝘁𝗼𝗿𝗲 - The Norwegian company, which develops fully automated and robotic warehouse systems, is also planning an IPO next month on the Oslo Stock Exchange. The IPO is expected to have a market value of about $12 billion. The company is largely backed by Japanese tech investor SoftBank, which holds a 40 percent stake in AutoStore. AutoStore's systems are already being used by large companies such as Puma () and Ikea (). Last year, AutoStore reported sales of $182 million. Sales of over 300 million are forecast for the end of 2021 and 500 million the following year.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

𝗥𝗼𝗵𝘀𝘁𝗼𝗳𝗳𝗲 - European Brent oil prices rise above $80 for the first time in 3 years. Gas shortages in the UK and parts of Europe are the catalyst of this, according to analysts, as diesel and gasoline are substitutes for gas in many cases. Therefore, if gas shortages continue, prices can be expected to continue to rise as winter is still ahead.

In addition, there is a shortage of supply due to the hurricane season in the United States. Since Hurricane Ida at the end of August, the region has produced a total of 74.4 million barrels (1 barrel = ~159 liters) less than planned.

𝗙𝗼𝗿𝗱 ($FMC1 (+0,87%)) - The U.S. automaker plans to invest about $11 billion in the electric pick-up truck division together with South Korean battery maker SK Innovation. Ford plans to shoulder the bulk of the investment and hire about 11,000 new employees at its plants in Kentucky and Tennessee. SK, on the other hand, has announced plans to build three more plants to meet demand.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

𝗛𝗮𝗺𝘀𝘁𝗲𝗿 - Since June 2021, Mr. Goxx the hamster has been trading cryptocurrencies in his purpose-built box. The performance that the rodent has been able to record is remarkable. Currently, the hamster has been able to outperform both the S&P 500 and Bitcoin. The hamster's portfolio is currently up 24 percent. The hamster makes the decision to buy or sell a security by going through either the buy or sell tunnel. A graphic of the hamster's cage structure can be found attached to the post. You can follow the development of the hamster portfolio via its Twitter page @mrgoxx.