Mutares

DE000A2NB650

MUX

MUX

German winning stocks of the past five years

+603% SUSS Microtec $SMHN (-4,57%)

+411% Rheinmetall $RHM (+2,51%)

+329% Redcare Pharmacy $RDC (+3,43%)

+326% ATOSS Software $AOF (-0,16%)

+262% PNE $PNE3 (+0%)

+258% Mutares $MUX (+3,41%)

+232% Energiekontor $EKT (-0,45%)

+231% GFT Technologies $GFT (+2,77%)

+230% Elmos Semiconductor $ELG (+4,82%)

+229% Adtran Networks $ADV (-1,13%)

+161% Commerzbank $CBK (-1,28%)

+146% Krones $KRN (+1,41%)

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

+126% Munich Re $MUV2 (+1,2%)

+125% Deutsche Bank $DBK (+1,72%)

+111% VERBIO $VBK (-1,28%)

+111% KSB (Vz) $KSB (-0,4%)

+109% Infineon $IFX (+1,56%)

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

+107% Talanx $TLX (+1,07%)

+103% Encavis $ECV (+0,73%)

+100% SFC Energy $SFC

+95% Nemetschek $NEM (+2,9%)

+93% Aixtron $AIXA (-0,69%)

+90% flatexDEGIRO $FTK (+3,78%)

+84% SAP $SAP (+2,96%)

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

I sold Infineon and Elmos too early.

Mutares $MUX (+3,41%)

Mutares continues growth course and confirms forecast

After the first half of the year, the investment company Mutares sees itself on course to achieve its annual targets.

The Management Board confirms the forecast, announced the SDax-listed company (SDAX) announced in Munich on Tuesday. Accordingly, revenue is expected to grow by more than a third to between EUR 5.7 billion and EUR 6.3 billion in 2024 in the best-case scenario. Net profit for 2024 is expected to be between 108 million euros and 132 million euros - after 102.5 million euros last year.

In the first half of the year, revenue at Group level rose by 15 percent to 2.6 billion euros. Earnings before interest, taxes, depreciation and amortization (EBITDA), on the other hand, fell by over 80% to just under 72 million euros. According to Mutares

naturally fluctuates greatly, as the Munich-based company's investments vary greatly in terms of market environment, business model and progress in the restructuring cycle. The bottom line for the shareholders was a loss of EUR 156 million due to higher depreciation and amortization and a weaker financial result, among other things, compared to a profit of EUR 277 million in the same period of the previous year.

According to Mutares, as a listed private equity holding company, it acquires medium-sized companies that are restructured or repositioned and then resold. In the first half of the year, a total of eleven transactions were completed, of which seven were acquisitions and four were disposals.

In the picture:

One of Mutares' takeovers.

The Iveco Magirus firefighting division.

Source: finanzen.net

$MUX (+3,41%) Good morning stock market participants.

Do you think it's a good time to get in at the moment?

or do you think there is still a downward trend?

Greetings from m Schwabenland✌️✌️✌️

%%% SALE - JULY - SALE %%%

I invested massively in July:

New in the portfolio:

$ASML (+4,37%) 2x at 792,70€ = 2x stock

$ETH (-0,26%) 500€ at 2817€

Topped up:

$CMG (+1,05%) 25x at €46.22 = 125x holding // 75x in tranches in July = €50.25 buy in

$MU (+1,6%) 15x at €98.58 = 45x holding // 45x in tranches in July = €112.25 buy in

$AMD (+5,31%) 15x at 129.68€ = 85x holding

$ELF (-0,85%) 5x at 154,30€ = 25x stock

$MC (+2,48%) 1x 650,49€ = 7x stock

$AMZN (+1,14%) 5x 163,96€ = 25x stock

$SIX2 (+3,5%) 30x 65,25€ = 85x stock

$V (-1,68%) 6x 242,40€ = 20x stock // 8x in tranches = 247,72€ Buy in

$MUX (+3,41%) 50x 33,15€ =95x stock

$PEP (-0,84%) 2x 149,70€ =30x stock // 8x in tranches in July = 152,41 Buy in

$BMY (-1,79%) 25x 36,78€ =160x stock

$SBUX (+0,07%) 10x 69,40€ = 55 stock

$VICI (-1,81%) 25x 26,05€ =175 stock

$JNJ (-1,21%) 5x 134,38€ =55 stock

$MCD (+0,17%) = 5x 229,40€ = 30 stock

A total of about 26.5K in July 🫣

$V (-1,68%) another 5 are to follow and then I'll be out for a while and look at everything in peace 😂

Let's see what happens 🚀👩‍🚀🌕

Out with the critters and into the $HMWO (+1,24%)

All securities have been sold:

• Blackrock $BLK (+0,66%) (729€)
• Palantir $PLTR (-1,19%) (24€)
• Xylem $XYL (+2,2%) (121€)
• Automatic Data Processing $ADP (+0,27%) (219€)
• Visa $V (-1,68%) (249€)
• Nvidia $NVDA (+3,67%) (118€)
• Parker Hannifin $PH (+2,47%) (476€)
• Broadcom $AVGO (+2,97%) (162€)
• Ferrari $RACE (+3,21%) (394€)
• Allianz $ALV (+0,8%) (262€)
• Mutares $MUX (+3,41%) (35€)

Reason: Due to time constraints away from individual stocks and towards ETFs

Easier said than done: You have put time and effort into the analysis and have gone through ups and downs with them.

It's hard for me, but well, it doesn't help