What is your opinion on the share $HOT (-0,13%)

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- KEPLER CHEUVREUX raises the price target for SAP from EUR 200 to EUR 230. Hold. $SAP (-1,87%)

- UBS upgrades HUGO BOSS from Neutral to Buy and raises target price from EUR 41 to EUR 49. $BOSS (+0,31%)

- BOFA raises the price target for FRAPORT from EUR 55 to EUR 56. Neutral. $FRA (+0,51%)

- UBS raises target price for RICHEMONT from CHF 144 to CHF 150. Buy. $CFR (+0,31%)

- BOFA upgrades HOCHTIEF from Neutral to Buy and raises target price from EUR 112 to EUR 140. $HOT (-0,13%)

- JPMORGAN raises target price for FEDEX from USD 350 to USD 366. Overweight. $FDX (-5,06%)

- JPMORGAN raises the price target for ROCHE from CHF 220 to CHF 230. Underweight. $ROG (+1,31%)

- UBS upgrades BMW from Neutral to Buy and raises target price from EUR 75 to EUR 83. $BMW (-0,12%)

- JEFFERIES raises target price for UNICREDIT from EUR 47 to EUR 49. Buy. $UCG (-0,29%)

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- HAUCK AUFHÄUSER IB lowers the price target for DELIVERY HERO from EUR 61 to EUR 52. Buy. $DHER (-3,81%)

- BARCLAYS lowers the target price for VOLKSWAGEN VORZÜGE from EUR 110 to EUR 100. Overweight. $VOW (-0,15%)

- BARCLAYS lowers the target price for PORSCHE SE from EUR 35 to EUR 30. Underweight. $PAH3 (+0,48%)

- UBS downgrades MERCEDES-BENZ from Buy to Neutral and lowers target price from EUR 72 to EUR 55. $MBG (-1,31%)

- EXANE BNP downgrades HYPOPORT from Outperform to Neutral. $HYQ (-3,92%)

- HAUCK AUFHÄUSER IB lowers the price target for IBU-TEC from EUR 12 to EUR 7.40. Hold. $IBU (+1,97%)

- KEPLER CHEUVREUX downgrades SYMRISE from Buy to Hold and lowers target price from EUR 122 to EUR 114. $SY1 (+0,2%)

- DEUTSCHE BANK RESEARCH lowers the price target for SANOFI from EUR 90 to EUR 85. Sell. $SAN (+0,91%)

- JPMORGAN lowers the price target for CARL ZEISS MEDITEC from EUR 56 to EUR 45. Underweight. $AFX (-0,59%)

- JPMORGAN lowers the price target for SARTORIUS from EUR 290 to EUR 275. Overweight. $SRT (-2,19%)

Analsyst updates, 08.11.

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- GOLDMAN upgrades BIONTECH from Neutral to Buy and raises price target from USD 90 to USD 137. $BNTX (+3,14%)

- BOFA raises target price for UNDER ARMOUR from USD 9 to USD 13. Neutral. $UAA (-0,73%)

- DEUTSCHE BANK RESEARCH raises the price target for DELIVERY HERO from EUR 29 to EUR 35. Hold. $DHE

- DEUTSCHE BANK RESEARCH raises the price target for SIEMENS from EUR 197 to EUR 200. Buy. $SIE (-0,45%)

- JEFFERIES raises the price target for HOCHTIEF from EUR 135 to EUR 138. Buy. $HOT (-0,13%)

- DEUTSCHE BANK RESEARCH raises the price target for SIEMENS HEALTHINEERS from EUR 60 to EUR 62. Buy. $SHL (+0,45%)

- DEUTSCHE BANK RESEARCH raises the price target for NORDEX from EUR 18 to EUR 19. Buy. $NDX1 (+0,87%)

- DEUTSCHE BANK RESEARCH raises the price target for RATIONAL from 832 EUR to 841 EUR. Hold. $RAA (+1,23%)

- DEUTSCHE BANK RESEARCH raises the target price for AXA from 37 EUR to 39 EUR. Buy. $CS (+0,45%)

- WARBURG RESEARCH raises the price target for BASTEI LÜBBE from EUR 11.70 to EUR 12.20. Buy. $BST (-0,76%)

- DEUTSCHE BANK RESEARCH raises the price target for ARCELORMITTAL from EUR 28 to EUR 29. Buy. $MT (-0,49%)

- DZ BANK raises the price target for SWISS RE from CHF 130 to CHF 140. Buy. $SREN (-0,09%)

- ODDO BHF raises the price target for HEIDELBERG MATERIALS from EUR 99 to EUR 110. Neutral. $HEI (+0,51%)

- KEPLER CHEUVREUX raises the price target for DAIMLER TRUCK from EUR 35 to EUR 41. Hold. $DTG (-1,07%)

- KEPLER CHEUVREUX upgrades REDCARE PHARMACY from Reduce to Hold. $RDC (-1,39%)

- ODDO BHF raises the price target for HENKEL from EUR 67 to EUR 73. Neutral. $HEN (-0,41%)

- ODDO BHF raises the price target for FREENET from EUR 27 to EUR 28. Neutral. $FNTN (+0,91%)

- BARCLAYS raises the target price for ABOUT YOU from EUR 3.10 to EUR 3.40. Underweight. $YOU (+0,15%)

- BARCLAYS raises the target price for NEMETSCHEK from EUR 108 to EUR 125. Overweight. $NEM (-0,34%)

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- BOFA lowers the price target for PINTEREST from USD 45 to USD 39. Buy. $PINS

- WARBURG RESEARCH lowers the price target for DAIMLER TRUCK from EUR 56 to EUR 55. Buy. $DTG (-1,07%)

- UBS lowers the price target for JCDECAUX from EUR 21.60 to EUR 18.50. Neutral. $DEC (+0,33%)

- WARBURG RESEARCH lowers the price target for ADTRAN HOLDING from EUR 9.70 to EUR 9.30. Buy. $ADTN (-4,43%)

- ODDO BHF lowers the price target for NORDEX from EUR 18 to EUR 17. Outperform. $NDX1 (+0,87%)

- BARCLAYS lowers the target price for VESTAS from DKK 99 to DKK 80. Underweight. $VWS (-1,47%)

- KEPLER CHEUVREUX lowers the price target for FRAPORT from EUR 62 to EUR 59. Buy. $FRA (+0,51%)

- BARCLAYS lowers the target price for GSK from GBP 15.50 to GBP 14.50. Equal-Weight. $GSK

- BERENBERG lowers the price target for COMPUGROUP from EUR 23 to EUR 21. Buy. $COP (-0,63%)

- BERENBERG lowers the price target for JUNGHEINRICH from EUR 41 to EUR 39. Buy. $JUN3 (-0,22%)

- JEFFERIES lowers the target price for SUSS MICROTEC from EUR 87 to EUR 75. Buy. $SMHN (-1,71%)

Who benefits from the reconstruction of Ukraine?

Yes, it's a macabre topic - but the reconstruction of Ukraine will bring investment and economic opportunities that are already being talked about. The question is: which companies could benefit the most? Will construction companies like $DG (-0,09%) and $HOT (-0,13%) , machine manufacturers such as $CAT (-2,26%) or energy companies like $ENR (-4,27%) get the biggest contracts? Who do you think could play a central role in this reconstruction project?

Hello,

Assuming you believe that the mass of new data center construction is still estimated too conservatively - where do you see potential, taking into account current valuations and thus CRV? Who will still benefit strongly from this, where it is perhaps not yet priced in too extremely?

Chip designers, of course, but I would like to leave them out of the equation, as I am involved with $ASML (-0,72%) and $AVGO (-3,16%) well involved and I assume, for example, that the prices $NVDA (-3,63%) will not be able to maintain prices and that the big techs will continue to push into the market.

I was thinking of construction companies like $HOT (-0,13%) or necessary cooling equipment etc. Companies from the 2nd tier.

Please send me your ideas and reasons. 💪🏼

$HOT (-0,13%)

Hochtief the share price can now choose where to go. Kürzzel is #hot as is the share?

According to the Essen-based company, the largely dismissed lawsuit filed by Hochtief subsidiary Abertis against the Spanish state has "no impact on earnings". The net effect is estimated at a manageable 5.8 million euros. At the same time, the Group announced four new major orders in the USA within just one week. The temporary double-digit fall in the MDAX share price (EUR 99; DE0006070006) appears to be exaggerated.

Dividend yield 4%

Hello

I wanted to present a more detailed text about my portfolio and my reasons behind each of my individual shares (wall of text incoming). My depot consists of 2 parts and 3 depots :

scalable capital depot ( my main depot) 47 k €trade republic: created sometime to collect the free share together with my sister 2,5 k € $IWDA (-1,03%) + 0,25 $MBG (-1,31%) sharesemployee share deposit 2k $EOAN (+0,41%)
before that something short about me :

25 years old apprenticeship eletroniker made now a study support program (electrical engineering who guessed it :D ) from my employer due to special achievements.

besides running 2 small companies (1x IT/hardware things together with 2 friends runs okay is not enough to live but for the time used quite okay, as another hobby / business candle production-> not really good but I have joy in it) between training ud study 3/4 year as a journeyman worked.

investment horizon >20 years but soon partial withdrawal to the housing loan final sum repay (about 17 k since apartment in the training together with sister bought) [money for the apartment was up to 20 k of me or my sister earned apartment 50/50 my sister and I she pays back more and that she gets with the end of the loan already times proportionally back rest after the end of my studies loan amount was 100k on 2 people )

now to the relevant part( descending by size in aggregated getquindepot)

unfortunately no table possible therefore formatted as follows)

NAME of the share, share in the total depot, why did I choose it, savings plan available

$IWDA (-1,03%) 9,35 %, will be steadily expanded later as an ageing investment+ constant growth, savings plan 80€

$ASML (-0,72%) 7,12%, probably the strongest moat there can be+future of semiconductors is very safe, not saved

$EOAN (+0,41%) 6,99% ->employee shares since 2 years with 360€ free per year(209 employee shares)+ bought a little bit by myself, not saved except in the frame of employee shares

$AVGO (-3,16%) 6.01%, steady growth in almost every product with built-in wireless, not saved

$OHI (-0,67%) 5.55%, retirement home reit grow old and die we will always constant distribution, not besparpart

$BAS (+1,69%) 4,52% chemistry is important but difficult in germany i might switch soon to $LYB (+0,56%) because the dutch take better care of their industire :D, not saved

$IUIT (-2,19%) 4,07%, no getting past US IT companies,20€ savings plan

$FNTN (+0,91%) 3,74%,8% dividend payout from reserves first time no KAP, not saved

$XEON (+0,01%) 3,25%, money market etf as day money substitute-> no desire for day money account hopping,not saved

$EIMI (+0,06%) 3,09%, in combination with the $IWDA (-1,03%) to represent the whole world, 45€ savings plan

$SEMI (-2,59%) ,2,84%, am strongly convinced of semiconductors therefore very gladly there also in addition to asml and broadcom a general overweighting,20€ savings plan

$BLK 2.72%, leading investment manager of large etf providers in my eyes good annual growth, 45€ savings plan because in my eyes currently relatively "favorable with a kgv of 19-20

$MBG (-1,31%) 2.44%, there is nothing qualitatively what with the best or nothing can keep up already before the spinoff$DTG (-1,07%) spinoff held therefore also 9 truck shares "get given in addition quite a nice div return, not bespart

$LHA (-0,44%) 2.06% on the rebound after a long dry spell, but will probably be sold soon because too volatile and difficult business field, no savings plan

$ALV (-0,14%) 1.85% a German constancy in the depot comes because of the ghröße worldwide almost no one past in particular it benefits very strongly from the riester pension contracts, etc., no savings plan

$CPXJ (-0,37%) 1,65% as compensation for the much europe and USA in my depot, 22€ savings plan

$PEP (+3,26%) 1,60% big food company nice growth big diversification not only beverages like $KO (+2,3%) no savings plan

$MEUD (+0,15%) 1.57% general europe does not hurt to reduce the usa share in the etfs, 25€ savings plan

$BAYN (+1,43%) 1,48 %, pharma giant and fertilizer and seed makes no one on this planet can live permanently without bayer, no savings plan

$MUV2 (-0,6%) 1,4% big reinsurance nice even growth but maybe a little too expensive maybe it will be sold soon and bought again later because currently >50% in plus, no savings plan

$TMV (+1,21%) 1,36% bought for speculation but will be out soon because there is no moat and the product is too small and completely easy to replace-> don't ask me what made me buy it but it is currently even in plus :D, no savings plan

$AMAT (-1,89%) 1.34% what would be semiconductors without waver?,no savings plan

$HOT (-0,13%) 1.3% large construction company builds a lot for the public sector and they like to be ripped off the sit out has paid off after an interim -30%, no savings plan

$FORTUM (-0,13%) 1.29% former $UN01 mother and since the uniper has once belonged to my employer knows thezum largely the Finnish state->can not go broke but unfortunately very high withholding tax and only partially refundable-> soon out, no savings plan

$VNA (+0,26%) 1.28% actually already more getquin has once again synronisationsprobleme) with the housing shortage in germany a defacto nobrainer comes in my eyes to 110% with falling interest rates back to old nievau, about 50 € per month or even bissl more depending on what remains (but only if share is quoted below 20 € )

$AIR (-3,2%) 1,26% , boing shoots itself down only one relevant civil aircraft manufacturer remains, no savings plan

$PMT (+1,89%) 1.25% actually solid ride am currently not sure whether to sell or stock up meaningful -> bad of me what do you advise me? no savings plan

$MSFT (-1,57%) 1.16% still from the early days but stocksolide mMn also better than $AAPL (+0,26%) because much broader positioned and not only lives from the brand but also from the products Azure office + hardware + OS probably remains forever, no savings plan

$PBB (+0,21%) 1,14% actually good business model currently suffers from few construction loans + high divrendite ohnje kapsteuer-> top up, irregular savings plan see $VNA (+0,26%)

$DTE (+0,67%) 1.13% only viable provider in germany regarding wireless network + most of us mobile , no savings plan

$DBK (+0,12%) <1% wanted to have a bank in the depot could not decide therefore partly$DBK (+0,12%) and partly $CBK (-0,9%) bought commerzbank is good deutche bank rather less->deutsche bank flies out, no savings plan on either of them

$ULVR (+0,79%) <1% lebnesmittelgroßklonzern remains forever very diversified, no savings plan

$MO (+1,86%) <1% dead said live longer performance is ok may stay for now,no savings plan

$MTX (-3,41%) <1% every fleiger needs at least 2 of them and there are only few relevant manufacturers of them, no savings plan

$SIE (-0,45%) <1%, 100gramm Siemens 100€ immortal industrial giant remains forever in the depot, no savings plan

$TGT (-2,56%) <1%,convinced that target will come back in some areas in the USA indispensable, sparplam 45€

$SHEL (-1,69%) <1% has understood that oil is finite has meanwhile very large e-charging network and much renewable dirt (but brings due to the current political craze for renewable and sustainability protection insane subsidies and profits, no savings plan

$IBM (-0,47%) <1% no one gets past enem IBM mainframe in banking+ very well back in quantum computing (possibly a rise to old glories soon ), no savings plan

$DPW (+0,55%) <1%, logistik weltmarkführer in einem stark steigendem markt ->i should actually increase TM, no savings plan yet

$G (-1,43%) <1%, eigentlich gute versicherung lohnt sich nicht aber aufgrund der italienischen steuer -> will be out soon, no savings plan

$LIN (-0,84%) <1% gas giant similar to bayer and basf in its area constant growth could one times again increase if it falls again something, currently still no savings plan

$VOW3 (+1,32%) <1%, one of the few old utokonzernen I trust a change just a pity for Mr. diess, no savings plan

$DTG (-1,07%) <1%, spinoff from $MBG (-1,31%) but runs well may therefore remain, no savings plan

$UN01 <1%, will hopefully come back after the war, will first be held, no savings plan

$SAP (-1,87%) <1% absolutely shitty software but unfortunately almost every company has to use it because of the competition in particular $CRM (-2,41%) still umpteen times worse unstable and weitausweniger powerful, no savings plan

$MMM (-2,37%) <1% actually of me very loved company investment but only after completion of all the legal proceedings, no more savings plan

$FLXI (-0,55%) <1% democratic country with more than 1000000000 inhabitants in the upswing , the hopefully soon new china( only economically seen ), savings plan 12€

$CCL (-5,14%) <1%, vacation especially with rich very popular only debt ratio makes him very much to create undecided whether to be sold, no savings plan

$UNP (-0,01%) <1%transnational rail traffic in USA sometime they will also(rediscover) the importance of the railroad, irregular savings plan

$AR4 <1% actually convinced but the management is a disaster actually out but i don't want to pay a low volume surcharge :D, definitely no savings plan

$QCOM (-4,11%) <1%, there are ekine other performanten prozessoen for cell phones ( if one comes with mediatek please just be quiet they are snot) still builds a lot for us militä, sparpla for 2 months about 50€

$ORI (+1,27%) <1% top versicherung jedoch innerhalb eines sparplanzyklus zu stark gestiegen(10%) damit derzeit zu teur sparplan ausgesetzt

wer es bis hier geschafft hatglückwunsch und danke fürs lesen

ich bin für sämltliche anregungen offen

zu dem punkt weshalb ich die von mir angesprochen en aktien die ich gerne verkaufen würde noch nicht verkauft hab.: bin mir noch nicht sicher was es genau anstelle dessen werden soll und solange gilt immer time in the market >timing the market.

therefore I am happy about suggestions what I should buy from the soon to be sold positions.

LG Drööd O Fant

Why "green" hydrogen can't live up to the hype. - Part 2

Values Community,

First of all, a big thank you that my last contribution on the subject of "hydrogen" was so well received or even sourly received.

In order to understand the context, I ask you to read part 1 as well, so that as few misunderstandings as possible occur.

https://app.getquin.com/activity/MDWIzGWvkU?lang=de&utm_source=sharing

Here again 5 reasons why the stock market values "green" hydrogen too high. Numbering follows the last post.

Please take a more speculative view. Clairvoyance is not my superpower.

6. storage medium, no energy carrier!

Contrary to the perception of many, hydrogen does not serve as an energy carrier, but as a storage medium.

Hydrogen can be produced extremely cheaply via electrolysis in the event of overproduction on the power grid. Why? The efficiency does not matter at all. The electricity is surplus anyway and is not needed anywhere else.

In fact, we would already have this surplus of electricity in Germany today. Due to the high prices, however, it is probably more lucrative to export it than to promote domestic electrolysers with it. It doesn't matter whether the electricity is generated from renewable sources or fossil fuels, and thus at least laying the foundations for a sustainable hydrogen industry. I can recommend the negative success story of the highly praised "WunH2" project in cooperation with Siemens. $SIE (-0,45%) , can be recommended. The failure should, speculatively, have a signal effect.

https://www.bundesnetzagentur.de/SharedDocs/Pressemitteilungen/DE/2023/20230104_smard.html#:~:text=Deutschland%20war%20im%20Jahr%202022,um%2051%2C1%20Prozent%20gestiegen.

7. geopolitics - finally new dependencies again.

Hydrogen should serve the general public accordingly for "everything". Heating medium, alternative fuel, chemical raw material, ...

However, nobody questions the production sites. These will not be able to take place in the temperate climate zones. Europe is also generally quite limited due to population density. This means that production sites are already being relocated to more southerly countries, such as those bordering the Mediterranean or African states. There are also concrete plans for hydrogen pipelines to Europe. Algeria, Angola, Egypt, ... These are all countries that are generally known for their legal security and economic obligations.

But what is the disadvantage, although it would of course be more efficient because of the solar intensity? We are once again becoming dependent, but in the case of an "energy turnaround" this will hit us much harder than the last time we were dependent on Russia.

None of today's investors can say in retrospect that they did not know this. $PLUG (-4,22%) are already reaping the fruits of great investments, especially in Egypt, according to one magazine, or even the German flagship company $PNE3 (-0,63%) with its involvement in South Africa.

8. safety first!

Hydrogen is probably the most dangerous gas in terms of explosiveness that could be handled. From a volume concentration of 18%, it inevitably leads to an explosion on contact with atmospheric oxygen! Furthermore, it is still flammable from 4% volume concentration.

Who wants to be around in the event of a leak from a pipe, container, motor vehicle, etc.? Volunteers? - Please don't!

Examples for the extent of such a reaction is for example the crash of the Hindenburg. Here, however, "only" a fire occurred, because the concentration of oxygen in the air was too low.

A possible solution would be the mixture with nitrogen. However, according to the risks involved, this would mean that a volume concentration ratio of approx. 95/5 would have to exist. This aspect alone again speaks in favor of the air separation giants Linde $LIN , Air Liquide $AI (+4,21%) , Air Products $APD (-1%) or also Nippon $4091 (+2,97%) to name a Japanese company, which would find new sales opportunities in the field of nitrogen for safety reasons.

9. storage and capacities

A topic that is very rarely addressed, but is part of every value chain - storage.

It's not as simple as people like to think: "Let's just do away with natural gas and use the existing infrastructure for hydrogen." Nonsense! Hydrogen and natural gas are fundamentally different in their makeup! Hydrogen is the element with the highest energy density, but it is also the most finely porous. This means: Hydrogen would still volatilize in existing storage facilities because the porosity, i.e. the ratio of the void volume to the total volume, of the materials is for the most part insufficient in Germany.

Hydrogen is transported and stored in liquid form. Hydrogen is compressed to 700bar and cooled in isolation at -250 degrees Celsius.

This would benefit plant manufacturers such as Sulzer $SUN (-1,15%) , Voestalpine $VOE (-0,28%) or Hexagon Composites $HEX (-0,4%) .

In context, this means that the infrastructure must first be created before we can even think about regenerative hydrogen in the future. In my contribution to Vorwerk $VH2 (-3%) from which I would advise against at the moment, I also explained profiteers of the infrastructure change. For example Vinci $DG (-0,09%) , Ferrovial $FER , Hochtief $HOT (-0,13%) or Strabag $STR (-1,35%) .

Realistically, it will be in Germany only in 20+ years, which for me again does not reflect the current stock market values of the H2 companies.

For the time being, I exclude the adsorption of hydrogen to solid or liquid media. From the current point of view, it does not seem to be a mass solution for the whole society.

10. mobility in individual traffic

The biggest dichotomy, with many still seeing renewable hydrogen in the race, is private individual transport.

The electric car will dominate private households and rightly so! The big disadvantage of the hydrogen car here is efficiency.

While electric cars can use electricity without further conversion and have an efficiency of between 70% and 90%, the form of energy in the hydrogen car must be converted several times.

Here, green hydrogen is produced with the help of electrolysis. For transport, this is compressed and liquefied. Only then is the vehicle refueled. The back reaction of the electrolysis now takes place by means of a fuel cell. An illustration of this can be found in the appendix.

Nevertheless, it is of course up to you to decide which fuel form you will prefer in the future, and this is in no way intended as an appeal to drive an electric car in the future. Compared to other carriers, however, it is the most sensible option in terms of efficiency.

I hereby expressly ask you to note that this is exclusively about the passenger car in this point. For reasons of resource conservation alone, I am in favor of the fuel cell as a drive system for freight transport on roads and railways, as well as in aviation and at sea.

Further energy sources and possibilities of the future power mix I will explain in further contributions.

Of course, if there is also interest, the pro-hydrogen arguments can also be brought to light in further articles. Because these outweigh without question. Nevertheless, the hype, as it is currently traded, is simply unjustified and at least 20 years too early. The stock market may trade the future, but dreaming will be punished.

Planned and already in process is:

- Why it still makes sense to invest in oil and gas producers for 30+ years.

- Waste-to-Fuel - Away with the garbage!

- Regenerative methanol production and the real opportunities for C02 reduction.

Economy on 24.02.2023...

Next week professionally in Egypt, more dazu⤵️

Yesterday, I really hardly noticed anything from the market. Next week it goes for me professionally to Egypt. Many of you know that I work as a purchasing manager in the shipbuilding industry. For almost 2 years now, I have ships built there and now I would like to have a look at it myself. We also have a few meetings on site, because it is about some more ships in the next few years. So it's an exciting trip for me. So yesterday I first got myself a few things. A tropical overall, helmet with ventilation and so on. In the evening I had some calls with people from Instagram. That's why I really did not notice yesterday, and the numbers that I now post, I see even for the first time (except for MüRück, there I have already luschert). Next week I will not post here either. Maybe if I'm bored, I'll look for a nice picture out, which I could make there, and take you times a piece with. But maybe I end up in the evening in some bar... who knows :D. I am curious about Egypt Air. But now back to the stock market:

$MAIN (-0,54%)
Main Street Capital:

Missed analyst estimates of $0.89 in the fourth quarter with earnings per share of $0.13. Revenue of $113.88 million beat expectations of $104 million.

$BYND (-0,52%)
Beyond Meat:

Beats fourth-quarter analyst estimates of -$1.20 with earnings per share of -$1.05. Revenue of $79.94 million beats expectations of $75.8 million (shares up 17%)

$SQ (-12,06%)
Block:

Missed analyst estimates of $0.30 in the fourth quarter with earnings per share of $0.22. Revenue of $4.65 billion exceeded expectations of $4.62 billion (stock still up 6%!!!)

$WBD (-2,83%)
Warner Bros Discovery:

Missed analyst estimates of -$0.29 in the fourth quarter with earnings per share of -$0.86. Revenue of $11.01 billion below expectations of $11.23 billion (sold it all this week)

$ADSK (-0,56%)
Autodesk:

Beat analyst estimates of $1.81 in the fourth quarter with earnings per share of $1.86. Revenue of $1.32 billion above expectations of $1.31 billion (Also a WEB3 favorite for me)

$INTU (-1,66%)
Intuit:

Second-quarter earnings per share of $2.20 beat analyst estimates of $1.47. Revenue of $3 billion beat expectations of $2.91 billion.

$BKNG (-5,35%)
Booking Holdings:

Beats fourth-quarter analyst estimates of $22.00 with earnings per share of $24.74. Revenue of $4 billion beats expectations of $3.9 billion.

$AMT (-0,19%)
American Tower Corp:

Missed analyst estimates of $1.04 in the fourth quarter with earnings per share of -$1.47. Revenue of $2.71 billion exceeded expectations of $2.68 billion.

$MRNA (+6,04%)
Moderna Inc:

Missed analyst estimates of $4.70 in the fourth quarter with earnings per share of $3.61. Revenue of $5.1 billion exceeded expectations of $5.05 billion.

$IRM (-1,24%)
Iron Mountain Inc:

Hits fourth-quarter analyst estimates with earnings per share of $0.43. Revenue of $1.28 billion below expectations of $1.31 billion (The LUNE really tops my list!!!).

$HOT (-0,13%)
HOCHTIEF:

Will pay dividend of €4 per share for 2022 (PY: €1.91, analyst forecast: €4.06); 2022 sales at €26.2 billion (PY: €21.38 billion (forecast: €24.9). For 2023, Hochtief targets net profit (adjusted) of €510 million to €550 million (forecast: €490 million).

$MUV2 (-0,6%)
Munich Re:

Will achieve gross premiums of €67.13 billion in 2022 (PY: €59.56 billion, forecast: €67.3 billion), an operating result of €3.582 billion (PY: €3.517 billion, forecast: €3.035 billion), an investment result of €4.903 billion (PY: €7.156 billion), and a net profit after minorities of €3.432 billion (PY: €2.933 billion). In the outlook for 2023, the company expects a net profit of around €4.0 billion (analyst forecast: €4.022 billion). (I have 30% of my shares still sold at € 237.90, to take some profit and pressure out. The share was in the portfolio, by the high performance in recent times, the largest position with me. Therefore somewhat reduced!)

$AG1 (+0,69%)
Auto1:

Reaches 2022 revenues of €6.5 billion according to preliminary figures (PY: +36.8%, analyst forecast: €6.6 billion), sales of 649,709 vehicles (forecast: around 660,000) and Ebitda (adjusted) of -€165.6 million (forecast: -€174 million).

$DTE (+0,67%)
Deutsche Telekom:

Reports Q4 revenue of €29.8 billion (PY: €28.65 billion, analyst forecast: €30.00 billion), Ebitda AL (adjusted) of €40.2 billion (PY: €37.3 billion, forecast: €40.1 billion) and net profit (adjusted) of €1.99 billion (PY: €1.23 billion, forecast: €1.18 billion). In the outlook for 2023, the company expects Ebitda AL (adjusted) of +4% to around €40.8 billion (PY: €39.3 billion).

That's enough now, otherwise it will be too much. I'd like to get some feedback on this, because otherwise I always end up with the values that interest me. Maybe they are not the same ones that interest you. But otherwise the post will be too big and then no one reads it anymore. Still briefly to the economic dates. DAX changes, I have already announced in yesterday's post. Here again to look:

https://app.getquin.com/activity/VpjwppEQfv?lang=de&utm_source=sharing

Economic data (shortened version)

08:00

• DE: GDP (2nd release) 4Q calendar and seasonally adjusted yoy PROGNOSIS: -0.2% yoy 1st release: -0.2% yoy 3rd quarter: +0.5% yoy calendar-adjusted PROGNOSIS: +1.1% yoy 1st release: +1.1% yoy 3rd quarter: +1.4% yoy
• DE: GfK Consumer Climate Indicator March PROGNOSIS: -30.2 points previous: -33.9 points

08:45

• FR: Consumer confidence February PROGNOSIS: 81 previously: 80

14:30

• US: Personal Spending and Income January Personal Spending PROGNOSE: +1.4% yoy previously: -0.2% yoy Personal Income PROGNOSE: +1.2% yoy previous: +0.2% yoy PCE price index / core rate PROGNOSE: +0.5% yoy/+4.4% yoy previous: +0.3% yoy/+4.4% yoy

16:00

• US: Consumer Sentiment Index Uni Michigan (2nd survey) February PROGNOSIS: 66.4 1st survey: 66.4 previously: 64.9
• US: New home sales January PROGNOSIS: +0.6% yoy previous: +2.3% yoy

Untimed:

• EU: rating review for Netherlands (Fitch); North Rhine-Westphalia (S&amp;P); Austria (Moody's); Austria (S&amp;P); Sweden (Moody's);

Quarterly figures / corporate dates Europe

07:00 BASF | Holcim annual results

08:00 International Consolidated Airlines

10:00 Metro AGM (virtual)

No time stated: VW: Detmold Regional Court, ruling in proceedings against Volkswagen on end of production of vehicles with internal combustion engines by 2030

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