Hello,

I own ABB ADRs $ABBNY (-1,25%) but since May 1, the Swiss ABB share has also been available $ABBN (-1,32%) on our stock exchanges. Would it make sense to switch my ADRs into the Swiss shares? There are not an enormous number of them, but still.

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- BERENBERG raises the price target for SIEMENS from EUR 215 to EUR 245. Buy. $SIE (-1,27%)

- BERNSTEIN raises the price target for SIEMENS ENERGY from EUR 15 to EUR 22. Underperform. $ENR (-2,75%)

- JPMORGAN PUTS SARTORIUS ON 'POSITIVE CATALYST WATCH' - 'OVERWEIGHT' $SRT (-12,15%)

- GOLDMAN raises the price target for FRAPORT from EUR 87 to EUR 90. Buy. $FRA (-0,72%)

- UBS raises the price target for NORDEA from EUR 145 to EUR 146. Buy. $NDA FI (-0,49%)

- BERNSTEIN raises the target price for SCHNEIDER ELECTRIC from EUR 275 to EUR 280. Outperform. $SU (-1,47%)

- UBS raises the target price for WPP from GBP 6.80 to GBP 7.20. Sell. $WPP (+0%)

- BERNSTEIN raises the price target for ALSTOM from EUR 17 to EUR 24. Market-Perform. $ALO (-0,65%)

- STIFEL upgrades HERMES from Hold to Buy and raises target price from EUR 2150 to EUR 2560. $RMS (-0,47%)

- INFINEON +4.2% - 'TOP PICK' OF THE UBS $IFX (-3,39%)

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- RBC downgrades UNILEVER from Sector-Perform to Underperform and lowers target price from GBP 48 to GBP 40. $ULVR (-0,14%)

- BERNSTEIN downgrades ABB from Market-Perform to Underperform and lowers price target from CHF 46 to CHF 45. $ABBN (-1,32%)

- BERNSTEIN downgrades SIGNIFY from Outperform to Market-Perform and lowers price target from EUR 30 to EUR 24. $LIGHT (-1,64%)

- DEUTSCHE BANK RESEARCH lowers the price target for UMICORE from EUR 10.50 to EUR 10. Hold. $UMICY (+0,54%)

- DEUTSCHE BANK RESEARCH lowers the price target for DOCMORRIS from CHF 45 to CHF 25. Hold. $DOCM (-2,79%)

- BERENBERG lowers the price target for HORNBACH HOLDING from EUR 100 to EUR 94. Buy. $HBH (-0,58%)

- CITIGROUP downgrades ROLLS-ROYCE from Buy to Neutral. $RR. (-0,94%)

- JEFFERIES lowers the target price for BHP GROUP from GBP 22.50 to GBP 21.50. Hold. $BHP (+1,02%)

- JEFFERIES lowers the price target for GLENCORE from GBP 5.50 to GBP 4.50. Buy. $GLEN (+2,58%)

- JEFFERIES lowers the target price for RIO TINTO from GBP 64 to GBP 60. Buy. $RIO (+1,39%)

- BERENBERG lowers the target price for NOVO NORDISK from DKK 975 to DKK 725. Hold. $NOVO B (-0,92%)

Hello dear community,

In view of the fact that there are now a lot of newcomers on the platform, I've created a graphic, typical of social media, to give you an overview of stocks that not everyone may have on their radar. It goes without saying that you can't know your way around every sector. But we have come together here in the community for a solid exchange.

But since we're here on Getquin and not on Instagram, here's some input for the inquisitive.

What do the companies do anyway?

Service providers:

On the service provider side, there are some rather atypical companies for the sector.

Here I have Friedrich Vorwerk $VH2 (-1,4%) Vinci $DG (-1,22%) , Ferrovial $FER , Bilfinger $GBF (-2,31%) and Jacobs Solutions $J (+0%) are listed here.

Their main focus is the background work on the properties themselves. They support the companies in planning, realization, construction and maintenance. They work decentrally in regional working groups to cover the breadth of the industry. They offer almost every service for an industrial company.

The established elite

If you want to invest in the hydrogen sector, all roads lead to the giants Linde $LIN (-0,54%) Air Products $APD (-0,22%) and Air Liquide $AI (-0,6%) . Their market power in the field of industrial gases and in today's market environment of commercial hydrogen production seems irrefutable. Their know-how in the gaseous material production segment has been tried and tested for decades and the processes are almost perfectly optimized. Each company also has its own engineering divisions, making them perfectly positioned for the future in electrolyzer development.

The established newcomers

With plenty of money in their pockets, the oil companies Shell $SHEL (+0,3%) Total $TTE (+0,13%) and BP $BP. (+0,53%) are also entering the segment. Oil is finite, but the business should not be. These companies are also experienced in dealing with hydrogen. Hydrogen is an essential component in the refinery process. In order to become less dependent on the big 3, new market areas are also being explored here. Will they be able to prove themselves?

Speculative titles

Never anything but expenses. Years of hype and yet a harsh reality hit the small fish in the shark tank surrounding the segment. Nel $NEL (-0,4%) Plug Power $PLUG (-3,2%) and Ballard $BLDP (+3,31%) are long-suffering. They have never been able to deliver even remotely profitable figures. On the contrary, things seem to be getting worse quarter after quarter. Only turnover is increasing. Can that ever be good?

Plant engineering and equipment

Of course, in a globalized world, you no longer take care of the entire value chain from A-Z. Every company specializes in its own segment. The long-term beneficiaries of the industry are therefore the equipment suppliers, because they have to develop the technical foundations for every innovation in order to survive in the vastness of globalization.

The plant manufacturers

They manufacture the physical parts for the process plants.

Examples of this are Voestalpine $VOE (-0,72%) , Atlas Copco $ATCO B or Sulzer $SUNE .

The suppliers

The transportation of substances is also part of this. Material transport in industry, but also at home, for example in water pipes, is ensured by pumps (for liquids) or compressors (for gases). Established brands here are KSB $KSB (-1,49%) , Xylem $XYL (-0,16%) , Gorrman-Rupp $GRC (-0,31%) but also as a complete supplier Chart Industries $GTLS (-0,14%) or SKF $SKF B (-1,24%) or for specialized tools Stanley B&D $SWK (-0,5%) .

Process control is also indispensable. Brands such as Siemens $SIE (-1,27%) ABB $ABBN (-1,32%) or Rockwell $ROK (-0,81%) and Parker $PH (+0,25%) have established themselves here. They not only supply the electronic equipment for the process systems. They also offer their software services as safety services so that safety in process control can always be guaranteed.

I hope I have given you a little insight into the industry and would be delighted to receive constructive feedback.

#wasserstoff
#h2
#hydrogen

EU companies that could benefit from sustainable development🌱

The market for companies focused on combating climate change is estimated to total $2.3 trillion💰, according to Bank of America.

Accordingly, it has been reported that in the fight against climate change, capital goods companies play a decisive factor and can profit from this development🏭.

What factors favor this statement🧐?

💨According to the EU, greenhouse gas emissions are to be reduced by 55% by 2030

🏨 3% of public buildings to be modernized annually to support the shift to more efficient buildings

⚡️Allgemeine Commitment that charging capacity for e-cars is available every 60 road kilometers

💧Commitment to create hydrogen production capacity in the next 15 - 20 years.

European companies that could benefit from this💥!

🔺Rexxel, Siemens, ABB-> benefit from steadily increasing demand for lighting systems & remote monitoring.

🔺Signify -> manufactures internet-enabled lighting systems ,( benefiting from the continuing efficiency of the systems).

🔺Vestas-> wind turbine manufacturer, steady growth of the industry.

🔺Siemens energy-> specialized in renewable energy, increasing demand of wind energy & hydrogen.

🔺Atlas Copco-> battery manufacturer, benefiting from increasing demand for e-cars

🔺Sandvik-> manufacturer of e-mining vehicles, the trend could also expand in this area

What do you think, are the EU targets realistic & could the mentioned companies benefit from this?🚀

Are any of these companies already in your portfolio?🧐

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Source: Finance 100, Finanzen.net