After the interest rate cuts, will dividend stocks win the race in 2025?

Dear stock market players and dividend pearls.

Where will you invest after the interest rate cuts? Bonds!

Or like the Swiss, did you know they have a key interest rate of 0.75%, or dividend favorites and aristocrats:

$LISN (-2,25%)

$SIKA (+0,19%)

$STMN (+1,3%)

$TECN (+4,51%)

$GIVN (+1,56%)

$NOVN (+1,21%)

$ROG (+1,7%)

>4% yields are:

$BALN (+0,17%)

$SCMN (+0,05%)

$NESN (-0,34%)

$$

Coffee is the world's second most traded commodity after oil

100 million people live from coffee and for many countries it is the most important source of income. Be it through the cultivation, processing or distribution of coffee.

Coffee. The black gold of the 21st century. A market that sounds so boring. And at the same time growing so strongly.

And yet, in contrast to oil stocks, coffee stocks can hardly benefit.

$MDLZ (-0,15%)
$NSRGY (+0,25%)
$SBUX (-0,05%)

The coffee plant has powerful enemies in the wild. Mealybugs, borer beetles, leaf blight and tree cancer can destroy entire plantations in a very short time. Due to the changing global climate, the plants must also become more robust - heat, heavy rain and drought in rapid succession would quickly put an end to the traditional coffee varieties. Thanks to the acquisition of Monsanto, Bayer is able to meet this challenge on many levels.

$BAYN (+0,41%)

Many specialty coffees are already treated with aromas in advance. This makes it possible to give a natural product, which is subject to fluctuations in taste due to climate and origin, a consistent quality.

The absolute top dog among flavor manufacturers, with a market share of 20%, comes from Switzerland and is called Givaudan. The German manufacturer Symrise is in 4th place with a market share of around 12%.

$SY1 (-0,07%)
$GIVN (+1,56%)

De'Longhi machines are particularly popular due to their high reliability and attractive appearance. The simpler models start at around EUR 100 and are fed with Nespresso capsules from Nestlé.

The high-end machines have a grinder that freshly grinds the roasted beans and turns them into "espresso" or "Americano" at high pressure.

$DLG (-0,54%)
$PHIA (+1,34%)

https://fitneo.de/kaffee/

(Switzerland) - The most important dates for this trading week

This week is the best of the year for real number crunchers: More than forty listed companies will present their half-year report. These include small companies such as the Walliser Kantonalbank (WKBN), but also big names on the Swiss market such as $ROG (+1,7%) and $NESNE / $NESN (-0,34%) . Naturally, observers will be keeping a close eye on the outlook for the second half of the year.

On Monday, only the climate specialist Belimo $B9H will report on the first half of the year.

Seven companies have announced their reports for Tuesday. These are the logistics company Kuehne + Nagel $KNIN (-2,18%)
, the chocolate manufacturer Lindt & Sprüngli
$LISN (-2,25%) and the fragrance producer Givaudan $GIVN (+1,56%)
, also reporting Logitech $LOGN (+0,05%), Dätwyler $DAE (-1,85%)
, Temenos $TEMN (-0,81%) and the Valais Cantonal Bank ($WKBN). At Lindt & Sprüngli $LISN (-2,25%) will be watching for comments on the high cocoa prices. At Kühne + Nagel $KNIN (-2,18%) the renewed increase in the complexity of sea transportation due to the threat to shipping in the Red Sea could have an initial positive effect.

On Wednesday, nine companies will give an insight into their finances. For example, the goods inspector SGS
$SGSN (+0,7%) and also Bobst ($BOBNN) , So $ALSN (-0,1%)
Cembra Money Bank $CMBN (+0,96%)
, Cicor $CICN (-1,1%)
Cosmo Pharmaceuticals $COPN (+0,37%)
EFG International $EFGN (+0,58%)

and Medacta $MOVE (+0,67%)
. At SGS $SGSN (+0,7%) it is to be expected that, as in previous quarters, decent sales growth will be offset by negative exchange rate effects.

Thursday is the highlight of the interim reporting season: a total of sixteen company reports are on the agenda. Among them are Nestlé $NESN (-0,34%)
, Roche $ROG (+1,7%)
, Lonza
$LONN (+0,47%) and Julius Baer $BAER (-1,13%)
, but also Bachem $BANB, Bucher $BUCN (-1,56%)
, Galderma $GALD
, Autoneum $AUTN (+0,16%)
, Bellevue $BBN (+7,97%)
, Calida $CALN (-3,85%)
, Idorsia $IDIA (-10,95%)
, Leonteq $LEON (-0,12%)
, the Graubündner Kantonalbank $GRKP (+0,4%)
, Meier Tobler $MTG (-1,86%)
, StarragTornos $STGN and Valiant $VATN (-0,35%)
. At Nestlé $NESN (-0,34%) the question is whether a return to positive growth rates can be achieved.

Many listed companies have once again announced their half-year figures for Friday. They include Holcim $HOLN (+0,08%)
Sulzer $SUN (+0,21%)
, Vontobel $VONN (+0,87%)
, Forbo $FORN (-1,11%)
, APG $APGN (+1,41%)
, Zehnder $ZEHN (+0,53%)
, Orell Füssli $OFN (-0,24%)
, Lem $LEHN (+0,23%)
, AMS Osram $AMS and BB Biotech $BION (-0,26%) and the SIX as the operator of the Swiss stock exchange. The industrial group Sulzer $SUN (+0,21%) should deliver a positive surprise after a strong performance that has been ongoing for some time.

Have a good week everyone!

GG

First purchase of the flavor and fragrance giant $IFF (+0,48%)

Why $IFF (+0,48%) ? I wanted to increase my US share :)

$GIVN (+1,56%) or $SY1 (-0,07%) had been the alternatives.

Two more purchases are still planned for 2023

Profit taking