National Grid Azione Forum

Summary Earnings, 07.11.

$MUV2 (-0,5%)
| Munich Re Q3 24 Earnings

EPS EU7.02 (est EU6.67)

Sees FY Insurance Rev. About EU61B, Saw About EU59B

Sees FY Profit Above EU5B, Saw EU5B

$RHM (+1,63%) | Rheinmetall AG Q3 24 Earnings

Sales EU2.45B (est EU2.42B)

Still Sees FY Sales About EU10B (est EU9.99B)

Sees FY Operating Margin At Upper End Of Guidance

Nissan Motor Q2 2024 Earnings $7201 (+0,06%)

Q2 Operating Income 31.91B Yen (est 65.25B Yen)

Q2 Net Loss 9.34B Yen (est Profit 49.07B Yen)

Sees FY Oper Income 150.00B Yen, Saw 500.00B Yen

To Cut 9,000 Jobs Globally

To Reduce Global Production Capacity By 20%

To Sell Back Up To 10.02% Of Mitsubishi Motors Shares

Air France KLM Q3 24 Earnings $AF

EBITDA EU1.90B (est EU1.9B)

Rev EU8.98B (est EU8.88B)

Net Income EU780M (est EU874.3M)

Sees FY Capex EU3B, Saw Below EU3B

$TEF (+1,75%) | Telefonica Q3 24 Earnings

REV. EU10.02B (est EU10B)

Adj. EBITDA EU3.26B (est EU3.26B)

Net Income EU10M (est EU357M)

To Book €314 Million Non-Cash Impairment For Peru

ArcelorMittal Q3 24 Earnings: $MT (-1,08%)

- Sales $15.20B (est $15.23B)

- EBITDA $1.58B (est $1.47B)

- Still Sees FY CAPEX $4.5B To $5.0B

- Markets Conditions Are 'Unsustainable'

- Positive On Medium/Long Term Outlook

Daimler Truck Holdings Q3 24 Earnings: $DTG (-4,27%)

- Rev EU13.14B (est EU12.98B)

- Adj EBIT EU1.19B (est EU1.13B)

- Still Sees FY Rev EU53B To EU55B (est EU53.45B)

Adyen disappoints with lower than expected sales growth and loses 13% on the stock market. $ADYEN (-4,7%)

Lanxess-shares rise by 4.4% to 26.80 euros after a positive quarterly report, having previously fallen by 13%. The operating margin exceeds expectations, although prices weaken. $LXS (-3,58%)

National Grid increased its adjusted operating profit by 14% to 2 billion pounds in the first half of the financial year and expects an increase of around 10% for the year as a whole. Higher fees in New York and higher revenues in the UK are supporting growth. $NG. (-0,42%)

AMS-Osram increased its profitability in the third quarter despite a decline in sales, but expects business development to be subdued in the fourth quarter and early 2025. To ensure profitability, the company plans further cost reductions of 225 million euros by the end of 2026. $AMS

Suess Microtec is more optimistic after a strong third quarter and now expects to achieve its annual targets in the upper half of the forecast range. Sales are expected to reach 380 to 410 million euros, with an EBIT margin of 14 to 16 percent. $SMHN (+1,16%)

The investment company Mutares slips into the red operationally in the third quarter with an adjusted EBITDA loss of EUR 16.5 million. However, sales increased by 14% to 3.9 billion euros. $MUX (-3,12%)

Delivery Hero expects a free cash flow of EUR 50 to 100 million for 2024 and anticipates GMV growth at the upper end of the forecast of 7 to 9 percent. However, the Group expects adjusted EBITDA to be at the lower end of the range of EUR 725 to 775 million. $DHE

Deutz recorded an 80% drop in profits to EUR 7.2 million in the third quarter and slipped into the red with a bottom line of EUR 2 million. Turnover falls by 14.9% to 430.4 million euros due to a slump in demand. $DEZ (-3,78%)

Compugroup Medical records a decline in EBITDA in the third quarter

EBITDA fell by 12% to 54.9 million euros in the third quarter, but slightly exceeded

analysts' expectations slightly. Turnover falls by 1% to 283.4 million euros

euros, and the company confirms its reduced forecast for 2024. $COP (-0,13%)

Alzchem reports a jump in profits for the first nine months with

a 36% increase in EBITDA to EUR 76.8 million and increases the EBITDA margin to

EBITDA margin to 18.5 %. The Group is sticking to its profit target for 2024

but is aiming for the lower end of the sales forecast due to the discontinuation of low-margin

the lower end of the sales forecast. $ACT (-2,51%)

Nordex is raising its forecast for the EBITDA margin for 2024 and

now expects it to be closer to the upper end of the range of three to four

percent. In the first nine months of the year, the company recorded

an increase in revenue of 14 percent to EUR 5.1 billion and an improved

improved EBITDA margin of 3.7 percent. $NDX1 (-0,04%)

Nemetschek recorded an increase in revenue in the third quarter thanks to the

thanks to the GoCanvas acquisition, Nemetschek recorded a 15.1% increase in revenues to 253 million euros,

however, earnings remained slightly below expectations. The

The operating costs of the acquisition put pressure on profits, so that EBITDA

increases by 6.7 %. $NEM (-0,52%)

Rational increases earnings before interest and taxes in the third quarter

taxes by 18% to just under 78 million euros, exceeding analysts'

analysts' expectations, while sales revenues grew by 8% to 294 million

euros. The company confirms its forecast for the year. $RAA (+2,46%)

National Grid Plc $NG. (-0,42%) announces a capital increase of 7 billion pounds and a five-year investment plan. The share price falls by double digits.

This stock is actually on my watch list, but I haven't bought it yet due to upcoming investments for the expansion of the electricity grid. When do you think would be a good time to buy?

An excess profits tax is becoming increasingly likely. Hence the exit.

With this company $NG. (-0,42%) I just wanted to have another boring company with a high dividend yield in the #depot have.

However, since my first purchase in 2019, National Grid has #sparplan a price increase of 41%. #dividende💷 gibts in the spring and ☀️. I will simply reinvest the money 1:1.📈

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁-𝗖𝗘𝗢 𝘃𝗲𝗿𝗸𝗮𝘂𝗳𝘁 𝘀𝗲𝗶𝗻𝗲 𝗔𝗸𝘁𝗶𝗲𝗻 / 𝗦𝗾𝘂𝗮𝗿𝗲 𝗺𝗶𝘁 𝗻𝗲𝘂𝗲𝗺 𝗡𝗮𝗺𝗲𝗻 / 𝗦𝗰𝗵𝘄𝗲𝗶𝘇𝗲𝗿 𝗕𝗿𝗶𝗲𝗳𝗺𝗮𝗿𝗸𝗲𝗻-𝗡𝗙𝗧

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Analog Devices ($ADI (-0,31%)), Anthem ($ANTM (-0,81%)), Arthur J. Gallagher & Co. ($AJG (+2,25%)), Bank of America ($BAC (+1,3%)), Baxter International ($BAX (-3,12%)), BROWN-FORMAN B ($BF.B (-1,43%)), Dominion Energy ($D (+3,16%)), Imperial Oil ($IMO (-0,26%)), Linde plc ($LIN), Nasdaq ($NDAQ (+1,15%)), National Grid ($NG. (-0,42%)), PepsiCo ($PEP (+1,38%)), Suncor Energy ($SU (-0,3%)), Ingersoll Rand ($IR (-0,02%)) and Waste Management ($WM (+2,82%)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Dollar General ($DG (-0,79%)), DocuSign, Inc. ($DOCU (+4,14%)), Canadian Imperial Bank of Commerce ($CM (+0,82%)) , Marvell Technology Group ($MVL) and Toronto-Dominion Bank ($TD (+1,05%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Microsoft ($MSFT (+0,15%)) - Microsoft CEO Satya Nadella is divesting half of his Microsoft shares, worth $285 million. According to a Microsoft spokesperson, Nadella is selling his shares for diversification and personal financial planning reasons. However, it is believed that he needs the money primarily for tax payments that may soon be due on long-term capital gains. For the same reason, Tesla ($TSLA (+9,97%)) chief Elon Musk sold share packages worth billions.

Square ($SQ (+6,29%)) - The payment service Square is changing its name to Block. The background to this is that Square now wants to focus more on the area of cryptocurrencies, the abbreviation "Block" stands for blockchain. The name change is to be implemented as early as December 10.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

EU countries have agreed on new transparency rules for remittances using bitcoin ($BTC (+0,4%)) and co. On Wednesday, the EU issued a press release saying that all transfers with cryptocurrencies should be traceable in the future. This would mean that anonymous cryptowallets would no longer be allowed. Crypto service providers would thus be obliged to make the information about the recipient and sender of the transfer transparent. The background of the EU lies in the fight against criminal transactions with cryptocurrencies.

Swiss Post NFTs - On Nov. 25, 2021, Swiss Post launched 175,000 NFT stamps for 8.90 Swiss francs each. The NFT stamps were well received, selling out after only four hours. The stamps are available in 13 different designs. The novel stamp can also be used to frank a letter through a QR code on the physical stamp. However, it is mainly used as a collector's item.

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𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗖𝗵𝗶𝗽-𝗔𝘂𝗳𝘀𝗰𝗵𝘄𝘂𝗻𝗴 / 𝗦𝘁𝗮𝗵𝗹𝗵𝗮𝗿𝘁𝗲𝘀 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 / 𝗛𝗼𝗱𝗹 / 𝗣𝗲𝗿𝘂'𝘀 𝗖𝗕𝗗𝗖

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, 3M ($MMM (+1,14%)), Cognizant ($COZ (-0,54%)), Cummins ($CUM (+1,28%)), Ford ($FMC1 (+0,87%)), GlaxoSmithKline ($GS7), Hershey Company ($HSY (+1,79%)), L3Harris Technologies ($HRS (+3,12%)), Microchip Technology ($MCP (-1%)), Otis Elevator Company ($4PG (+0,17%)), Raytheon Technologies ($5UR (+3,63%)), Sherwin-Williams ($SJ3 (+1,26%)) and Tyco Electronics ($TY1C) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Alibaba Group ($2RR (-5,04%)), Applied Materials ($AP2 (-0,37%)), Farfetch ($F1F), Full Truck Alliance Co ($YMM (-3,01%)), Globant ($GLOB (-0,37%)), Intuit ($ITU (+2,04%)), JD.com ($013A (-6,23%)), National Grid ($NNGF (-0,42%)), Nuance Communications ($SC2), Palo Alto Networks ($5AP (+1,75%)), Ross Stores ($RSO (+0,91%)), Williams-Sonoma ($WM1 (-2,32%)) and Workday ($W7D (+0,04%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Nvidia ($NVD (-0,03%)) - In after-hours trading yesterday, NVIDIA shares were able to make strong gains, driven by high demand for chips for data centers and computer games. In the past quarter, NVIDIA reported an 84 percent increase in profits to $2.46 billion. Among other applications, NVIDIA's technology is used for artificial intelligence applications, graphics cards and data center chips. NVIDIA is considering plans to buy British chip designer Arm, whose technology is in almost all smartphones, despite concerns from competition authorities. Based on Arm's chip architecture, companies including Apple ($APC (+0,65%)), Samsung ($SSUN (+0,89%)) and Qualcomm ($QCI (-0,3%)) design their own processors for mobile devices.

thyssenkrupp ($TKA (-3,23%)) - Steel group thyssenkrupp beat expectations for the past fiscal year 2020/21 (ending September) with significant growth and benefited from the economic recovery. Adjusted earnings before interest and taxes came to 769 million euros. However, shareholders will again have to do without a dividend this year. The Group expects mid-single-digit percentage growth and around a doubling of adjusted EBIT to between 1.5 and 1.8 billion euros and net income of at least 1 billion euros for the recently launched new fiscal year.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Bitcoin ($BTC-EUR (+0,4%)) - Recent data shows that bitcoin holders who bought for $20,000 are refusing to sell BTC at all-time highs. Despite tempting triple gains, last November's buyers are determined to continue with the "hodl" strategy. BTC buyers hold their nerve and hold their coins despite various all-time highs.

Peru - The president of Peru's central bank (Julio Velarde) has announced that the country is working with India, Singapore and Hong Kong to develop a central bank digital currency (CBDC). According to the Atlantic Council, 87 countries (accounting for more than 90% of global GDP) are currently researching a CBDC, and seven have already launched their own. By comparison, only 35 countries have considered developing a CBDC in the 2020 mail.

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What do you think of the company?

Great dividend payer & balance sheets of the last years are ok.