https://www.ilsole24ore.com/art/effetto-conti-lusso-parigi-tonfo-kering-ed-hermes-AItitzVC
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80As every Sunday, the most important news from the past week, as well as the most important dates for the coming week. Also as a video:
https://youtube.com/shorts/j--aDNRO-iU?is=sKyIdCnD-ujDiJ2M
Monday:
Industrial production in Germany fell slightly in January, but on a 3-month horizon Germany is in the black. This also has to do with the defense industry, where Germany is now the fourth largest exporter in the world and has overtaken China
https://hasepost.de/industrieproduktion-in-deutschland-sinkt-im-januar-2026-deutlich-689215/
Tuesday:
As was already the case at $MBG (-2,5%) Mercedes, Volkswagen's profit is halved. Instead of 12.4 billion euros, it was only 6.9 billion euros. Turnover remained largely stable at 322 billion euros. However, the profit margin is now only wafer-thin. In addition to the well-known problems in China and the USA, this is also due to problems at Audi and $P911 (+3,06%) Porsche.
$BOSS (+1,92%) HUGO BOSS surprises on the stock market. The Group delivers above expectations in almost all key figures. Sales fell slightly to around 4.27 billion euros. Profit rose by 17% to 249 million euros. The dividend is cut to 4 cents, but the company buys its own shares. The outlook of a slight decline in turnover for 2026 is confirmed.
Wednesday:
The International Energy Agency proposes the release of part of the oil reserve of 400 million barrels. The reason for this is the enormous increase in oil costs and the shortage caused by the war in Iran. However, supply bottlenecks are expected more in Asia than in Europe.
Friday:
$VOW3 (+3,26%) Volkswagen is once again the market leader in China. Because Beijing is cutting subsidies, BYD is losing $1211 (-0,64%) BYD loses its market leadership again. Without state subsidies, VW's cars seem to be more convincing.
The most important dates for the coming week:
Wednesday: 20:00 Interest rate decision (USA)
Thursday: 13:00 Interest rate decision (UK)
Thursday: 14:15 Interest rate decision (EUR)
#fed
#ezb
#zinsen
#inflation
#ölpreis
Can you think of any other dates?
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/GB4Z_GRSo5A?si=i9GRNwhrXp_YYedY
Tuesday:
$BAYN (+0,86%) Bayer can make significant gains in pre-market trading. The US government is pushing for a landmark ruling before the Supreme Court in the glyphosate case. This could put an end to the wave of lawsuits.
The inflation rate in the eurozone surprisingly rises to 2.2%. Economists had expected 2.1%. The ECB's target is inflation of 2% in the eurozone.
https://www.tagesschau.de/wirtschaft/konjunktur/eurozone-inflation-100.html
$BOSS (+1,92%) Hugo Boss anticipates falling sales in 2026 and is punished on the stock market. 2026 will be a year of refocusing. 2027 & 2028 should then see growth again.
Wednesday:
The ISM index for service providers in the US rises more strongly than economists had expected and now stands at 52.6 points.
Thursday:
Just before Christmas, the retail sector in the eurozone appears to be weakening. October sales remained at the September level. However, the stagnation came as no surprise and was already expected by economists.
Wednesday: 20:00 Fed interest rate decision (USA)
Thursday: 14:30 Producer prices (USA)
Friday: 08:00 Inflation data (DE)
Can you think of any other dates?
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/nTIkjeQ1GYs?si=Q03PAjSQHlDGM7KJ
Monday:
The industrial data from the USA is unexpectedly poor. The PMI falls to 48.7 points after 49.1 points in September. Economists had expected an increase to 49.5 points.
Tuesday:
The fashion company $BOSS (+1,92%) HUGO BOSS recorded a 4% drop in sales in the third quarter. At the same time, EBIT stagnated at 95 million euros. By increasing efficiency, the company was able to maintain earnings despite the decline in sales. The company plans to achieve its annual targets for the 4th quarter with price increases. Annual sales are expected to fall slightly to 4.2 billion euros, compared to 4.3 billion euros in the previous year.
Thursday:
Similar to HUGO BOSS, the situation at $DHL (+2,8%) DHL. Sales are falling, but profits are actually rising. Sales fell by 2.3% to 20.1 billion euros in the third quarter. EBIT rose by 7.6% to 1.477 billion euros.
Friday:
The US shutdown is having a surprisingly negative impact on consumer sentiment in the US. The barometer of the University of Michigan fell to 50.3 points from 53.6 points.
These are the most important dates for the coming week:
Monday: 10:30 Sentix Investor Confidence (EUR)
Thursday: 14:30 Inflation data (USA)
Friday: 14:30 Producer prices (USA)
Can you think of any other dates?
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$CCO (+0,34%)
$DOCN (-3,84%)
$LMND (+4,3%)
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$HAG (+1,47%)
$DKNG (-3,97%)
$LAC (+0%)
$KKR (+1,7%)
$PETR3 (-5,09%)
$CEG
$WEED (+0%)
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/Jo7cv6cxIg8?si=c1Uqneo64xq-qDbo
Monday:
Contrary to the industry trend $BOSS (+1,92%) HUGO BOSS grows in Q2. Sales increase by 1%, and the 27% growth in profits is particularly impressive. The annual forecast was also confirmed.
The $DHL (+2,8%) DHL Group also surprised positively. Although the logistics group's turnover fell due to customs uncertainty, profits increased thanks to cost-cutting measures. EBIT improved by 6% to 1.4 billion euros in Q2.
https://www.deraktionaer.de/artikel/aktien/dhl-group-positive-ueberraschung-20384361.html
Tuesday:
Data from the ISM index for the services sector fell short of expectations. This led to major setbacks in the US on Tuesday afternoon. While almost all data (business activity, prices, supplier deliveries) improved, there was a setback in the area of expectations.
Thursday:
In a narrow decision, the Bank of England has also already decided to cut interest rates to 4%. This could be a harbinger of an interest rate cut in the US.
https://www.bbc.com/news/articles/c5yprwyxjlxo.amp
These are the most important dates in the coming week:
Tuesday: 14:30 Inflation data (USA)
Thursday: 11:00 Economic data (EUR)
Thursday: 14:30 Producer prices (USA)
Can you think of any other dates? Write it in the comments
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$9434 (+2,28%)
$FR0010108928
$DHL (+2,8%)
$BOSS (+1,92%)
$CONTININS
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$FRA (+6,6%)
$PFIZER
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$SMCI (+0,79%)
$OPEN (+0%)
$CPNG (+0,22%)
$LCID (-5,2%)
$CBK (+3,47%)
$ZAL (+0,09%)
$NOVO B (-0,59%)
$VNA (+3,53%)
$BAYN (+0,86%)
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$SHOP (+3,35%)
$MCD (+1,65%)
$DIS (+2,43%)
$ROK (+3,36%)
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$RUN (+2,24%)
$FTNT (-1,16%)
$O (+1,14%)
$DASH (+2,32%)
$DUOL
$S92 (-5,75%)
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$CYBR
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$RL (+4,78%)
$PINS (+1,18%)
$TTWO (-1,01%)
$TWLO (+2,17%)
$MNST (+0,95%)
$STNE (-1,45%)
$MUV2 (+0,52%)
$WEED (+0%)
$GOOS (+3,68%)
$PETR3T
$ANET (+1,95%)
Not only $UNH (+2,38%) and $NOVO B (-0,59%) .
Today I would like to introduce interested derivatives traders to a very risky, but also extremely lucrative opportunity on a German second-line stock, as was the case with AMD a few weeks ago.
A discount certificate on $BOSS (+1,92%)
Why and what it can do
@Klein-Anleger1 MK2014
I believe the new investor Frasers Group now has 25% and options on the total over 5%. If they exercise them and get over 30% a takeover bid is due. They also want to vote against the dividend and prefer to invest the money in growth.
The discounter has a base of €50 and a cap of €55. This means that if the share rises to at least €55 by December 19, it will be worth €5. That would be around 900% worthless below €50. In between 1 to 1. Hot trade, but if it works!!! The first exciting date is the quarterly figures on Tuesday.
I have risked a small position.
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/gGuvm-ufS6g?si=n_oieHiKS3DMhl4K
Tuesday:
At $BOSS (+1,92%) HUGO BOSS performed worse in the first quarter than in the previous year. Sales fell to 999 million euros from 1.014 billion in the previous year. Profit also fell from 57 to 52 million euros. However, there were special effects in the previous year, and the Group believes it is still on track for its annual targets.
Good news for future inflation. Producer prices, a leading indicator of inflation, have turned out to be lower than expected. In the eurozone, prices fell by 1.6% month-on-month. Compared to the previous year, the increase was 1.9 %; experts had expected 2.5 %. Lower energy prices are primarily responsible for the decline.
https://www.boerse.de/nachrichten-amp/Eurozone-Erzeugerpreise-fallen-staerker-als-erwartet/37359135
Wednesday:
The Fed demonstrates its independence. Despite Trump's calls for interest rate cuts, the Fed leaves key interest rates at 4.25 - 4.5%.
Thursday:
The Bank of England cuts interest rates and welcomes news of a trade deal with the US, although it has not been informed of the details. The prime rate is cut from 4.5% to 4.25%.
https://www.bbc.com/news/live/c33zve8zmg6t
These are the most important dates for the coming week:
Tuesday: 14:30 Inflation data (USA)
Thursday: 14:30 Producer prices (USA)
Friday: 16:00 Consumer Confidence (USA)
Can you think of any other dates? Write it in the comments 👇
Hugo Boss reported sales of 999.0 million euros (-1.5 percent) for the first quarter. The consensus was 974.0 million euros. Adjusted EBIT fell by 11.6 percent to 61.0 million euros. The market was expecting 50.0 million euros.
For the year as a whole, the fashion group is forecasting sales of between 4.2 billion euros and 4.4 billion euros. EBIT is expected to be between 380 million euros and 440 million euros. The Baader analysts' model is based on 4.3 billion euros or 386.1 million euros. There are a number of uncertainties for the rest of the year, including the US tariffs. It is therefore not entirely clear whether the targets are really realistic.
The experts maintain their buy recommendation for Hugo Boss shares. The price target remains unchanged at 45.00 euros.
The experts at Warburg also maintain their buy recommendation for Hugo Boss shares. The target price here is 69.00 euros. The latest quarterly figures are above the analysts' estimates.
Hugo Boss shares (WKN: A1PHFF, ISIN: DE000A1PHFF7, Chart, News) gained 6.0 percent to 38.59 euros. Over the past twelve months, the share price has fallen by almost 20 percent.
https://www.4investors.de/nachrichten/boerse.php?sektion=stock&ID=183476
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