$KTN (-0,83%)

Kontron AG reported a 7% year-on-year decline in revenue for the second quarter of 2025 on Wednesday.

This is partly due to the exit from the unprofitable EMS business of Katek and the deconsolidation of JUMPtec.

Despite the lower revenue, the company's adjusted EBITDA margin improved to 12.6%. This corresponds to an increase of 166 basis points compared to the same period of the previous year and an improvement of 18 basis points compared to the first quarter of 2025.

The Software & Solutions segment was once again Kontron's strongest division. Revenue reached € 137 million in the second quarter of 2025 (+8% year-on-year) with an EBITDA margin of 33.1%.

This segment's share of the Group's total revenue for the first half of 2025 thus rose to 34.7%, compared to 29.9% in the same period of the previous year.

In the Europe segment, sales fell by 15% to € 203 million with an EBITDA margin of 9.6%, while the Global segment recorded sales of € 56 million (-5%) with a strong margin of 31.9%.

Net profit for the quarter amounted to € 19.5 million, which is 4% below the previous year's figure and 3% below the previous quarter. Operating cash flow developed positively in the first half of 2025, reaching € 16.3 million after € -16.8 million in the previous year.

As a result of the sale of JUMPtec, which generated non-operating proceeds of around € 48 million in the second quarter, Kontron has adjusted its forecast for the 2025 financial year.

The company now expects revenue of € 1.8 billion (previously: € 1.9-2.0 billion), but has raised its EBITDA forecast from over € 220 million to at least € 270 million.

The revised forecast implies a significant acceleration to double-digit growth in the second half of the year. According to the company, this is to be driven by projects in the transportation sector, higher defence spending and the further ramp-up of wallboxes.

Greetings :)

I'm almost too interested in the whole stock market topic. Over the last few weeks, I've been completely fixated on shares and finance.

Every day I've been following the posts on the platform, looking through all the portfolios and thinking about what to do next.

Sometimes I ignored the saying "time in the market beats timing the market" and unconsciously started gambling.

I thought about investment strategies every day. Sometimes I simply implemented crazy ideas, which I thought were stupid the next day.

My starting position was 4 ETFs. An All World, a Europe, an Asia and the Gerd Kommer ETF as mentioned in the previous post.

In the end, I decided on the $VWRL (-0,26%) . I sold each ETF to create 2 new positions with the total amount. $SESG (-0,7%) & $VNA (-0,82%) to open. The rest of the total amount was placed entirely in the ETF. I had been watching both individual stocks for a while now and had read up on them. I am convinced of both companies so far. Both make up 6% of the portfolio and will be added to later when the time is right.

In addition, I add $SIE (+0,27%) back into my portfolio via a savings plan. I save this position until it has reached a weighting of 10% in the portfolio.

Once this has been reached, I would like to take the same step with an insurer. However, I have not yet decided whether this will also be a German share like $ALV (+0,24%) or whether I will opt for a Swiss share like $SREN (-0,32%) will be chosen.

Besides, I still have stocks on the screen like $NVDA (-1,38%) | $AMD (-2,22%) | $GOOGL (+0,68%) | $BATS (-0,81%) | $KO (+0,34%) which I am actually convinced of, but am only observing for the time being.

Stocks like $KTN (-0,83%) | $RTLL (-0,35%) | $8001 (+0,31%) | $SOFI (+2,22%) | $6861 (-0,22%) are and will remain quite interesting, but I still have some uncertainties.

$BTC (-1,02%) will find its way into my portfolio sooner or later. Unfortunately, I don't have the money to open another position. So I'll wait and see

Brief battle plan:

• asset accumulation
• Higher savings plan + focus on one ETF
• Add or expand positions through dividends.
• Enforce 10% share limit
• Keep calm and don't become stingy again

Should work.

PS: the vacation pay thing was completely nonsensical.

Let's forget that, please :).

Kontron AG is currently impressing with strong share price growth, an attractive dividend and a bulging order book. Within one year, the share price has risen from around 15 € to over 26 € - an increase of over 70 %. Analysts see further potential with price targets of around 29-30 €. The dividend yield is a solid 3 % - with the prospect of an increase. Particularly noteworthy is the order backlog of over € 2 billion and a project pipeline of 6.6 billionwhich secures long-term growth. Kontron is benefiting from the boom in IoT, infrastructure and industrial projects. A highly interesting SDAX stock.

Are you also invested in Kontron and what are your targets? I'm looking forward to your opinion!

$KTN (-0,83%)

#technologie
#deutschland
#aktie
#dividenden
#hightech
#iot
#dax
#investieren

$KTN (-0,83%)

At the Börse is often ignored that has long been fundamentally obvious - and Kontron
provides the proof. The share is now taking off.

Kontron share: Chart from July 16, 2025, price: EUR 27.52 - symbol: KTN | Source: TWS

It took a while, but things are now really picking up. Kontron has taken off impulsively and is in the process of breaking through the last relevant Widerstand before the all-time high

If a sustained rise above the resistance zone at EUR 26.50 - 26.80 is achieved, a procyclical uptrend will ensue. Kaufsignalwith extrapolated price targets of EUR 30 and EUR 32.

However, if the share falls back below EUR 26.50, the bulls will have missed their chance for the time being and a renewed setback to EUR 26 or EUR 25 must be expected.

At some point, prices will follow - and they always do

There are many reasons for the strong share price performance. Since Kontron has fully focused its business on IoT, things have been going brilliantly.

Since then, the company has received a number of major orders and, for example, an important certification from the US defense industry.

As a result, profits rose by 20% to EUR 1.47 per share last year.

This, as well as any news of new major orders, was largely ignored on the stock market. However, anyone reading along at LYNX Broker could hardly have missed it. Below this article you will find 5 further analyses of the share from the last few months.

It happens all the time on the stock market. Facts are ignored until it is no longer possible.

This is because the strong performance of the previous year continued in 2025. In the first quarter, turnover increased by 8% to 385.4 million euros. Earnings improved by 27% to EUR 0.33 per share.

Kontron unleashed

The order backlog reached a new record high of EUR 2.19 billion. The value of the project pipeline rose from EUR 6.64 billion to EUR 7.45 billion.

The company is forecasting "strong operational growth" for the financial year as a whole. The operating result (EBITDA) is expected to rise to at least EUR 220 million, compared to EUR 191.8 million in the previous year.

According to consensus estimates, earnings should rise by 23% to EUR 1.92 per share. This gives Kontron a P/E ratio of 14.3.

Anyone looking for further arguments will quickly find them. Yesterday Kontron announced that it had landed a service contract with SNCF France (Société Nationale des Chemins de fer Français) worth hundreds of millions. Très bien.

complete article

https://www.lynxbroker.de/boerse/boerse-kurse/aktien/kontron-aktie/kontron-analyse/?a=3355991664&utm_medium=email&utm_source=newsletter&utm_campaign=newsletter-boersenblick&newsletter=true&mc-rss-cache-bypass=2025071706&goal=0_d93daae099-1d2ab9a67d-410756260#kontron-startet-impulsiv-durch-nachster-grossauftrag

$KTN (-0,83%)

Sold half of my shares with a profit of over 50%. I had 1000 shares, but now I have 500 left, which I would like to keep...

$KTN (-0,83%)

The French railroad SNCF awarded Kontron a service contract worth hundreds of millions.

The contract ensures the further development of the mobile communication system into FRMCS. This is a 5G-based communication standard for rail transportation systems.

Current 37.66% book profits and €110 dividends after deductions 🙌

$KTN (-0,83%)

The project commissioned by the state infrastructure company SZ (Sprava zeleznic) on the route between the border with Germany and the towns of Dolni leb, Kralupy and Vltavoumit is worth around 26 million euros, the company announced on Tuesday in Linz, Austria.

Kontron had already received a EUR 34 million order for the expansion of a GSM-R communication system in the Czech Republic at the end of 2024. The orders will provide a wide range of voice and data services required for daily rail operations, it added.

As always, first the link to the first post, where you will also find the links to all the other parts https://getqu.in/cbIOkg/

Today there are a few more details on the indicators from part 3 https://getqu.in/9XGYtO/

As described in part 3, I start my analysis with the SMA 200 / 50 / 5 daysto get an overview of the trend.

Example $UBER (+0,96%)

For me, an important setting for the SMA is that I always use the SMA regardless of my chart setting always on a daily basis. daily basis. This means that even if I have set the chart to weekly or 4h, it always shows me the SMA on a daily basis.

Example $UBER (+0,96%) 1h hour chart - but the SMA are still on a daily basis, not like the default setting, which always refers to the chart - then the SMAs would be calculated on a 200 / 50 / 5 hour basis!

Next, I'll get the VRVP to see the volumes. I have set the chart to the range since Uber has been in an overarching sideways phase.

I can see the price area with the highest volume and the distribution where 68% of the volume has taken place.

My VRVP settings are as follows, I adjust the line size depending on the visible range - the larger the range, the larger the number of lines.

So, I now have a good overview of the trend after a few minutes.

Now it's time to continue with the VWAP. My anchored VWAP I place it in a prominent position for me. In this case the last low before the start of the sideways phase. This is how I see the "DNA" of Uber - How does Uber behave in the statistical areas of the volume-weighted average price.

For my short-term trades, I zoom into the close range, but the anchored VWAP remains. I only switch to the 1 hour chart and the last few months.

The white circles then show potential entries and exits for me. The orange circles at the bottom show the earnings, there's always a lot of movement😁

Of course, I also look in detail at the price action, i.e. the candles per time unit.

In principle, this describes my main procedure for determining the buy/sell point.

That's it 🤷‍♂️ has been working for me for a long time with the outcome as described in part 2 https://getqu.in/TVNdpR/

Because of the overview, I have hidden the VRVP in the VWAP views, but I always leave it on for my analysis.

Example anchored VWAP with VRVP and SMA5 for the short-term trend

Example anchored VWAP with VRVP and VWAP on a weekly basisI can see where the VWAP of the current week has moved. It's also nice to see how and where the big volumes of the week have positioned themselves 😁

So, that's a bit more detail on my setup. As you can see, with a little practice and routing, you can analyze a stock in a short time. For me, such an analysis usually takes no longer than 10 minutes and I know whether a trade makes sense for me and where to place my buy and sell orders.

PS: I have found a clever script on TradingView for some of my stock screener filters. You can always display some criteria live - in the chart at the bottom right

You can find it under the indicators: Ticker Dashboard For Better Stock Selection

$ADYEN (-0,43%)
$MMK (+2,54%)
$MRK (+1,48%)
$KTN (-0,83%)
$BRBY (-2,14%)
$OMV (+0,83%)
$VER (-1,04%)
$BG (+1,48%)
$VOE (+0,15%)
$ZAL (-1,06%)
$VRTX (-0,02%)
$RDC (-1,03%)

#trading