Heidlbrger Druck

Quarterly figures for EU companies on 01.08.2024

Hugo Boss +++ DHL +++ Symrise +++ BMW +++ Volkswagen +++ and many more

Heidelberger Druck $HDD (-0,75%) achieves sales of €403 million (previous year: €544 million), EBITDA (adjusted) of -€9 million (previous year: +€41 million) and a net result of -€42 million (previous year: +€10 million) in the 1st quarter. Forecast confirmed.

HUGO BOSS $BOSS (-1,13%) achieved sales of €1.015 billion in the second quarter (previous year: €1.026 billion, preliminary figures from July 15: €1.015 billion), EBIT (final) of €70 million (previous year: €121 million, preliminary: €70 million) and net profit of €37 million (previous year: €75 million).

Symrise $SY1 (-0,01%) achieved sales of €2.57 billion in the first half of the year (previous year: €2.41 billion, analyst forecast: €2.56 billion), EBITDA of €529.8 million (previous year: €446 million, forecast: €526.1 million) and net income of €239.5 million (previous year: €187.5 million, forecast: €251.2 million). Outlook for 2024 confirmed.

BMW $BMW (-1,16%) achieves Q2 revenues of €36.9 billion (previous year: €37.2 billion, analyst forecast: €37.4 billion), EBIT (Group) of €3.88 billion (previous year: €4.34 billion, forecast: €3.95 billion) and Group net profit of €2.71 billion (previous year: €2.96 billion, forecast: €2.62 billion). Outlook for 2024 confirmed.

Volkswagen (VW) $VOW (+0,66%) achieved sales of €83.3 billion in the second quarter (previous year: €80.1 billion, forecast: €81.9 billion), an operating profit of €5.46 billion (previous year: €5.60 billion, forecast: €5.38 billion) and earnings after tax of €3.63 billion (previous year: €3.79 billion). In the outlook for 2024, VW confirms the forecast for sales and deliveries.

Klöckner & Co $KCO (-0,95%) achieved sales of 2.3 million tons in the first half of the year (previous year: 2.1 million tons), EBITDA before material special effects of €83 million (previous year: €130 million) and net income from continuing operations of -€26 million (previous year: €39 million). In the outlook for 2024, the company expects a slight decline in sales compared to the previous year and EBITDA before material special effects of €120 million to €180 million.

DHL $DHL (-1,56%) achieved revenue of €20.6 billion in the second quarter (previous year: €20.1 billion, analyst forecast: €20.3 billion), EBIT of €1.4 billion (previous year: €1.7 billion, forecast: €1.3 billion) and net profit of €744 million (previous year: €978 million, forecast: €754 million). Outlook for 2024 and EBIT forecast for 2026 confirmed.

Merck KGaA $MRK (-0,63%) achieves final Q2 sales of €5.35 billion (preliminary: €5.35 billion), final adjusted EBITDA of €1.509 billion (preliminary: €1.509 billion) and final adjusted earnings per share of €2.20 (preliminary: €2.20). Outlook confirmed.

MTU Aero Engines
$MTX (-0,52%) achieves Q2 revenues (adjusted) of €1.755 billion (previous year: €1.57 billion), EBIT (adjusted) of €193 million (previous year: €242 million, analyst forecast: €223 million) and net profit of €185 million (previous year: €143 million, forecast: €163 million). Margin forecast for 2024 raised to around 13% (previously: more than 12%) Outlook for sales, adjusted EBIT margin and FCF confirmed.

Daimler Truck
$DTG (+0,1%) achieved order intake of 92,569 vehicles in Q2 (previous year: -5%), revenue of €13.3 billion (previous year: €13.88 billion), EBIT (adjusted) of €1.17 billion (previous year: €1.43 billion) and earnings per share of €0.93 (previous year: €1.11).

I have just gone long in $HDD (-0,75%) gone. Last Friday, the value has broken out nicely under very high volume. In addition, it is not impressed by the market weakness this morning.

What do you think?

due to regrouping

Quarterly figures on 09.11.2022....

Pocket money for the kids only in Robux, that's the Roblox Währung⤵️

The market currently really forgives no slip-ups in the numbers! You can see that again today:

$RBLX
Roblox:

misses analyst estimates of -$0.30 in the third quarter with earnings per share of -$0.50. Sales of $517.7 million below expectations of $690.79 million.

$TTD (-0,36%)
The Trade Desk Inc:

Surpassed analyst estimates of $0.22 in the third quarter with earnings per share of $0.26. Revenue of $394.77 million exceeded expectations of $385.98 million.

$ADS (+0,41%)
adidas:

Posts Q3 sales of €6.40 billion (PY: €5.75 billion), gross profit of €3.14 billion (PY: €2.88 billion), operating profit of €564 million (PY: €672 million), pre-tax profit of €411 million (PY: €629 million). In its outlook for fiscal year 2022, adidas now expects low-single-digit percentage sales growth for the overall company on a currency-neutral basis. The company expects a gross margin of around 47.0% in 2022. Operating margin in 2022 is expected to be around 2.5% according to the new expectations and profit from continuing operations to reach a value of around €250 million.

$SIX2 (-0,57%)
Sixt:

Achieves Q1-3 revenue of €2.32 billion (PY: €1.63 billion, analyst forecast: €2.32 billion), EBT of €506.3 million (PY: €317.4 million, forecast: €496 million). In its outlook for 2022, Sixt now expects to achieve the upper forecast range for EBT.

$DEZ (+2,59%)
DEUTZ:

Achieves Q3 sales of €465.4 billion (PY: €403.2 billion), order intake of €442.1 million (PY: €485.2 million), Ebit (adjusted) of €23.3 million (PY: €14.1 million), free cash flow of -€45.1 million (PY: +€5.5 million) and net income of €17.1 million (PY: €10.4 million). In its outlook for 2022, the company now expects unit sales of between 175,000 and 185,000 DEUTZ engines, leading to revenue growth to between €1.75 billion and €1.85 billion. The adjusted EBIT margin is expected to be in a range of 4.5 to 5.0 percent. Free cash flow is expected to be in the low to mid double-digit negative million euro range.

$LXS (-0,79%)
LANXESS:

Posts Q3 sales of €2.185 billion (PY: €1.58 billion, analyst forecast: €2.0 billion), Ebitda (Pre Ex) of €240 million (PY: €229 million, forecast: €237.6 million) and net income of €80 million (PY: €74 million). In the outlook for 2022, the company expects Ebitda (adjusted) of €0.90 to €0.95 billion (previous year: €0.90 to €1.0 billion, forecast: €942 million).

$HDD (-0,75%)
Heidelberger Druck:

Achieves 2nd quarter sales of €590 (previous year: €542 million), incoming orders of €622 million (previous year: €593 million), Ebitda of €68 million (previous year: €60 million), Ebitda margin of 11.6% (previous year: 11.0%), and net profit of €39 million (previous year: €27 million). Outlook for 2022/2023 confirmed.

$BNR (-0,12%)
Brenntag:

Reports Q3 sales of €5.1 billion (PY: €3.738 billion, analyst forecast: €4.6 billion), Ebitda (adjusted) of €459.7 million (PY: €342.9 million, forecast: €453 million) and net profit of €248.8 million (PY: €161 million). Profit outlook for 2022 confirmed.

$EVT (+4,17%)
Evotec:

Achieves Q1-3 revenues of €510.8m (PY: €431m, forecast: €520.5m), Ebitda (adjusted) of €44.6m (PY: €70.1m), 2022 outlook and mid-term targets confirmed.

$CBK (+2,61%)
Commerzbank:

Reports Q3 revenues of €1.886 billion (PY: €2.006 billion, analyst forecast: €1.780 billion), an operating profit of €282 million (PY: €472 million, forecast: €137 million) and a net profit of €195 million (PY: €403 million, forecast: €116 million). Loan loss provisions were reported at €84 million in Q3 (PY: €22 million, forecast: €133 million). Commerzbank expects 2022 loan loss provisions of around €700 million, a CET1 ratio of over 13.5%; net interest income of over €6 billion and net profit of over €1 billion (forecast: €1.18 billion). Further dividend of 30% of net profit after deduction of AT-1 planned. In the outlook for 2024, Commerzbank sees operating profit rising from €3.0 to €3.2 billion, with earnings guidance now expected at €10 billion (previously: €9.1 billion).

$SHL (-0,14%)
Siemens Healthineers:

Reports Q4 sales of €6.0 billion (previous year: €5.16 billion, outlook €5.8 billion), Ebit (adjusted) of €1 billion (previous year: €0.793 billion, analyst forecast: €0.977 billion) and net income of €636 million (previous year: €466 million). In the outlook for 2022/2023 the company expects adjusted earnings per share of €2.00 to €2.20 (forecast: €2.23). Proposed dividend 2021/2022 of €0.95 (PY: €0.85) per share. Diagnostics business to be restructured.

$EOAN (-1,05%)
E.ON:

Reports Q1-3 sales of €81.6 billion (PY: €48.1 billion), Ebitda (adjusted) of €6.1 billion (PY: €6.3 billion) and net income of €2.1 billion (PY: €2.2 billion). E.ON confirms outlook for 2022 at Group level.

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#roblox
#adidas
#thetradedesk

Tachchen,

I just wanted to know what the opinions in the community are about the company.

I personally find it quite interesting, especially the new charging station division and the (possibly) new wind in the management could be useful.

What do you think about it? I am thinking about opening a post.

Heidelberger Druckmaschinen AG - Sustainable Turnaround?

Since December 20, 2021, Heidelberger Druck is back in the SDAX after one and a half years and wants to create a new business segment to complement the weakening classic business, in which it is slowly getting back on track.

For the new e-mobility business area, the company is relying on the charging station technology of the utility EnBW.

The production of wallboxes will not only attract private customers who charge their cars at home, but above all municipal utilities, local authorities and companies.

Heidelberger Druck has already established itself as one of the leading suppliers of wallboxes with sales in Austria and Switzerland, demonstrating its international competitiveness.

Following strong growth in the 1990s, the Heidelberg-based company has had to contend with declining sales since the beginning of the 2000s, which was exacerbated by the slump in the advertising industry following the September 11 attacks and the financial and economic crisis in the spring of 2008.

The strong growth did not prove to be sustainable and Heidelberger Druck had to undertake a number of sales and restructurings. In addition, RWE sold its stake in the company in 2004.

With its basic business of sheetfed offset presses, with a market share of over 40%, it is the market and technology leader in the printing industry. Together with the restructuring measures of recent years and the new business area, Heidelberger Druck aims to be more effective and flexible.

In your opinion, will the sustainable growth now work out and would the share be a buy for you or would it at least get a place on your watch list?

Current share price: 2.65€

Performance 1 year: +230.6%

Performance 5 years: +3.5%

_______

No investment recommendation

Sources: finanzen.net,
heidelberg.com

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗘𝗹𝗲𝗸𝘁𝗿𝗼𝗮𝘂𝘁𝗼𝘀 𝗮𝘂𝗳 𝗱𝗲𝗺 𝗩𝗼𝗿𝗺𝗮𝗿𝘀𝗰𝗵 / 𝗔𝗱𝗶𝗱𝗮𝘀 𝘂𝗻𝗱 𝗕𝗼𝗿𝗲𝗱 𝗔𝗽𝗲𝘀

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Ametek ($AME (-0,03%)), Electronic Arts ($EA (-0,13%)) and HP ($HPQ (-0,56%)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Ashtead Group ($AHT (+0,84%)), AutoZone ($AZO (+0%)) and Ferguson ($FERG) present their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Heidelberger Druck ($HDD (-0,75%)) - Heidelberger Druckmaschinen AG is expanding its range of products and services in the field of electromobility by acquiring the charging column technology of EnBW ($EBK). In addition to the range of charging devices on the wall at home (wallbox), corresponding products for public spaces are added. This is expected to attract new customers from the municipal utility, local authority or corporate sectors. The share was able to rise after this news and is currently at a level of 2.68 euros.

Tesla ($TSLA (+0,08%)) - Norway is the e-car front-runner. There are 81 e-cars per 1,000 inhabitants and 11,269 new electric vehicles were registered in November, most of which were Tesla models.

In Germany, the number of new registrations also increased, although there is still a lot of catching up to do in terms of network infrastructure.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Adidas ($ADS (+0,41%)) - Adidas dives into the metaverse. In early December, adidas Originals confirmed collaborations with Bored Ape Yacht Club (BAYC), NFT comics PUNKS Comic, and crypto investor and NFT collector gmoney. Alongside this, adidas Originals has changed its Twitter profile image to a Bored Ape cartoon with adidas Originals apparel, featuring the PUNKS Comic logo and gmoney's iconography alongside the adidas Originals logo.

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𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗶𝗴𝗶𝘁𝗮𝗹𝗲𝗿 𝗜𝗣𝗢 / 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰𝘀 𝘁𝗲𝗶𝗹𝘁 𝘀𝗶𝗰𝗵 / 𝗧𝗵𝗲 𝗠𝘂𝘀𝗸 𝗯𝗿𝗼𝘁𝗵𝗲𝗿𝘀 / 𝗜𝗡𝗚 𝘂𝗻𝗱 𝗞𝗿𝘆𝗽𝘁𝗼

𝗜𝗣𝗢𝘀 🔔

CI&T - The price of CI&T's initial public offering has been announced. Shares are expected to begin trading on the New York Stock Exchange under "CINT" on November 10, 2021. A total of 13,043,478 shares of common stock will be offered at $15 per share. CI&T is a global digital specialist and end-to-end digital transformation partner for over 50 large enterprises. It also has a global presence in 8 countries.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Alliance Data ($LID (-0,03%)), A10 Networks ($8A0 (-0,03%)), BP ($BPE5 (+0,88%)), Crown Holdings ($CWN (+0,04%)), Corteva ($2X0 (-0,04%)), Calavo Growers ($CVGW), Emerson Electric Company ($EMR (-0,15%)), Comfort Systems USA ($9CF (-0,07%)), Honeywell International ($ALD (+0,88%)), Invesco ($3IW (-0,06%)), MSCI ($3HM (-0,07%)), Materion ($BEM (+0,27%)), Royal Dutch Shell ($R6C), The J.M. Smucker Company ($JM2 (+1,32%)), Bio-Techne ($TE1 (+0,69%)), Visa Inc. ($3V64 (+0,39%)) and Essential Utilities ($A2A (-0,26%)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Adidas ($ADS (+0,41%)), Allianz SE ($ALV (-0,3%)), Alstom ($AOMD (+1,14%)), Asahi Beer ($ABW (+0,21%)), Casio ($CAC1 (-0,32%)), Continental AG ($CON (-1,32%)), Deutz AG ($DEZ (+2,59%)), E.ON ($EOAN (-1,05%)), Heidelberger Druckmaschinen ($HDD (-0,75%)), Hensoldt ($5UH (+1,81%)), Infineon ($IFX (-1,12%)), Jungheinrich ($JUN3 (+0,44%)), LEG Immobilien ($LEG (-0,3%)), Leoni AG ($LEO), Mazda ($MZA (-4,08%)), OHB ($OHB (+2,03%)), OSRAM ($OSR), Siemens Energy ($ENR (+3,43%)), SMA Solar Technology ($S92 (-1,46%)), Synlab ($SYAB (+0%)), Tencent ($NNND (+1,26%)) and Walt Disney ($WDP (-0,95%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

General Electrics ($GCP (-0,15%)) - One of the largest companies in the United States announced it would split into three publicly traded individual companies. These companies will then focus on the "Aviation", "Health Care" and "Energy" industries. Wall Street analysts are in favor of the company's plan. This could enable GE to escape from the astonishingly weak performance of the last two decades.

Tesla ($TL0 (+0,08%)) - Elon Musk's brother, Kimbal Musk (pictured right), sold Tesla shares shortly before his brother's Twitter poll. As previously reported, Elon Musk had a vote on the sale of ten percent of his Tesla shares via Twitter. The majority of his followers were in favor of a sale. As a result, the Tesla share price temporarily plummeted to just under 880 euros. Now Elon Musk could again find himself confronted with the U.S. supervisory authority SEC as a result of his market-moving tweets. In addition, publicly viewable SEC forms show that Kendal Musk, who is also a Tesla supervisory board member, apparently sold off his Tesla shares before the survey. He exercised an option to buy 25,000 Tesla shares at $74.17 apiece and sold them right back for prices between $1,223 and $1,236. Thus, he made a profit of $108.8 million. It remains unclear whether he knew about his brother's upcoming Twitter poll.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

ING Group ($INN1 (-0,05%)) - ING's CIO, Annerie Vreugdenhil, announced at the Singapour FinTech Festival that the bank with the orange lion and the ad featuring Dirk Nowitzki is currently working on a DeFi (Decentralised Finance) P2P lending project. It is doing this in cooperation with the Dutch financial regulator AFM. The big bank's ambition to become part of the crypto world became known at the latest through the whitepaper they published in early 2021 about the ways in which banks can learn from what is happening in the crypto space. As a strong collaborative partner, ING cited Aave ($AAVE/EUR (-4,81%)) - a project that offers interest on over-collateralized crypto assets without the need for an intermediary.

Apple ($APC (+0,27%)) - The tech giant's CEO stated in the past day that he personally holds cryptocurrency, specifically Ethereum and Bitcoin. However, according to his statements, the Apple company does not currently plan to invest in cryptocurrencies.

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