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The earnings season is in full swing. In the past few days, a number of US corporate heavyweights have already presented their figures.

However, the delta variation as well as rising inflation concerns are clouding the outlook a bit.

As we do every week, we let our community decide which stocks they think are relevant or not. Some will sound familiar, while others may be a hidden gem.

Happy reading!

P.S. and as always, please remember that investing comes with risk, especially at times like now when we are seeing increased volatility and an abundance of liquidity in the markets.


1. Deutsche Post

Deutsche Post the DAX winner

At the end of the first half of the year, Deutsche Post is a big winner.

The Dax closed around 14 percent higher on a YTD basis. The gains were driven by the economic upturn and hopes of further normalization.

This also meant that cyclical stocks were able to record high gains.

Driven by strong growth in the e-commerce sector and the Corona crisis as a catalyst, Deutsche Post shares closed the first half of the year up 42 percent, making it one of the clear winners on the DAX.

In addition, growth continued in the second quarter, which led the Group to further raise its targets for 2021 and 2023, as there is no sign of a slowdown in the logistics boom for the time being.

This has also prompted many analysts to revise their share price targets upwards.

The company will publish its figures on 05.08.21.

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2. NVIDIA

Unstoppable GeForce ?

Nvidia completed a one-for-four stock split on July 19 after the close of the U.S. stock market.

This made the share visually cheaper and also more interesting for private and small investors. Previously invested investors are therefore hoping for increased demand for the paper.

Nvidia continues to benefit from the increasing level of digitalization and the high demand for graphics cards and graphics chips. In addition, the company is working in cooperation with car manufacturers to meet the demand for processors for autonomous driving and the like.

The chip industry is currently experiencing an upswing that will continue until the middle of the decade, according to the ZVEI association. However, the chip shortage will not abate in the short to medium term, which is why customers should continue to prepare for longer waiting times.

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3. AT&T

Stream Machine

The telecom company from the USA presented its figures from the last quarter last week. Revenue rose 7.6% year over year to $44 billion, beating analysts' estimates.

One driver was the steady growth of HBO, which now has 67.5 million subscribers worldwide. AT&T also raised its forecast for HBO to 73 million subscribers by the end of the year. Previous estimates projected 70 million subscribers.

Another aspect is the planned spinoff of Warner Media's division with Discovery. By revenue, it would create the second-largest media company in the world, second only to Disney.

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4. Disney

Turnaround in sight?

Disney is currently an interesting stock for many investors.

The company is making great strides in the streaming business with its Disney+ streaming offering. It owns franchises such as Star Wars and Marvel, among others.

Add to that the mixed numbers of its closest competitor in the streaming market. Netflix was unable to maintain its subscriber growth from 2020, causing the stock to plummet after the announcement.

What also makes Disney interesting besides the streaming service is the reopening of the parks. Prior to the Corona pandemic, theme parks were the company's second-largest mainstay. Depending on how the Corona virus plays out, they could regain that role.

With this turnaround and rising streaming revenues, dividends could resume in the future.

In October 2020, activist investor Dan Loeb argued for a halt to dividend payments to provide further investment in the Disney+ streaming service.

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5. HeidelbergCement

Rebuilding

The building materials group struggled badly in the Corona year. This led to the company divesting itself of everything that was not very profitable. This included a large part of the U.S. business, which brought proceeds from the sale of around 2.3 billion into the Heidelberg company's coffers. The proceeds are to be used to reduce debt.

Major infrastructure programs and ongoing housing construction give the Group confidence. Government-backed stimulus programs to support the economic recovery should also play into the company's hands.

HeidelbergCement expects a slight increase in sales for the current year.

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