Verbio

$VBK (+0%)

Deutsche Bank Research lowers the price target from € 20 to € 17. And downgrades the share to Hold.

Jefferies lowers the short target from € 27 to € 22. However, the share is still rated as Buy.

The reason for this is the strong regulation of biodiesel and bioethanol prices.

https://www.4investors.de/nachrichten/amp/boerse.php?sektion=stock&ID=180378

Analyst updates, 21.11.

⬆️⬆️⬆️

- BERNSTEIN RAISES TARGET FOR NVIDIA TO USD 175 (155) - 'OUTPERFORM' $NVDA (+0,56%)

- JPMORGAN RAISES TARGET FOR NVIDIA TO 170 (155) USD - 'OVERWEIGHT' $NVDA (+0,56%)

- EVERCORE ISI RAISES TARGET FOR NVIDIA TO 190 (189) USD - 'OUTPERFORM' $NVDA (+0,56%)

- JEFFERIES RAISES TARGET FOR SIXT STEMS TO EUR 110 (100) - 'BUY' $SIX2 (+0%)

- DEUTSCHE BANK RESEARCH RAISES RHEINMETALL TO 'BUY' (HOLD) - TARGET 700 (550) EUR $RHM (+0,41%)

- BARCLAYS RAISES TARGET FOR FRESENIUS SE TO EUR 40 (38) - 'OVERWEIGHT' $FRE (+0%)

- WARBURG RESEARCH raises the target price for ALSTRIA OFFICE from EUR 3.40 to EUR 7.10. Hold. $AOX (+0%)

- BERNSTEIN raises the price target for ESSILORLUXOTTICA from EUR 194 to EUR 200. Market-Perform. $EL (+0%)

⬇️⬇️⬇️

- DEUTSCHE BANK RESEARCH lowers the price target for NESTLE from CHF 87 to CHF 85. Hold. $NESN (+0%)

- DEUTSCHE BANK RESEARCH lowers the price target for MEDIOS from EUR 23 to EUR 18. Buy. $ILM1 (+0%)

- ODDO BHF lowers the price target for GRENKE from EUR 27.30 to EUR 18.30. Neutral. $GLJ (+9,36%)

- BERNSTEIN lowers the price target for KERING from EUR 260 to EUR 220. Market Perform. $KER (+0%)

- BERNSTEIN lowers the price target for LVMH from EUR 795 to EUR 700. Outperform. $MC (+0%)

- BERNSTEIN lowers the price target for VESTAS from DKK 250 to DKK 215. Outperform. $VWS (+0,05%)

- JEFFERIES lowers the price target for SMA SOLAR from EUR 19 to EUR 14. Hold. $S92 (+0%)

- JEFFERIES lowers the price target for VERBIO from EUR 27 to EUR 22. Buy. $VBK (+0%)

- JEFFERIES lowers the price target for PVA TEPLA from EUR 14.50 to EUR 12. Hold. $TPE (+0%)

- HSBC downgrades TARGET to Hold. Target price USD 138. $TGT (+0,08%)

- UBS lowers the price target for BAYER from EUR 30 to EUR 22. Neutral. $BAYN (+0,15%)

Analyst updates, 14.11. 👇🏼

⬆️⬆️⬆️

- JEFFERIES raises the price target for TESLA from USD 195 to USD 300. Hold. $TSLA (-0,54%)

- WARBURG RESEARCH raises the price target for INIT from EUR 49.50 to EUR 53. Buy $INIT

- WARBURG RESEARCH raises the price target for DEUTSCHE BANK from EUR 21.10 to EUR 21.30. Buy. $DBK (+0%)

- DEUTSCHE BANK RESEARCH raises the price target for AUTO1 from EUR 11 to EUR 12. Buy. $AG1 (+0%)

- DEUTSCHE BANK RESEARCH raises the price target for SIEMENS ENERGY from EUR 43 to EUR 52. Buy. $ENR (-0,63%)

- BERENBERG raises the price target for SCOUT24 from EUR 83 to EUR 110. Buy. $G24 (+0%)

- GOLDMAN raises the target price for RIVIAN from USD 10 to USD 12. Neutral. $RIVN (+0,69%)

- GOLDMAN raises the price target for MOLLER-MAERSK from DKK 12000 to DKK 12300. Neutral. $MAERSK B (+0,06%)

- UBS raises the price target for CISCO from USD 55 to USD 62. Neutral. $CSCO (+0,01%)

⬇️⬇️⬇️

- WARBURG RESEARCH downgrades PORSCHE SE from Buy to Hold and lowers price target from EUR 60 to EUR 36. $PAH3 (-0,27%)

- WARBURG RESEARCH lowers the price target for EXASOL from EUR 6.30 to EUR 6. Buy. $EXL (+0,19%)

- WARBURG RESEARCH lowers the price target for BRENNTAG from EUR 75 to EUR 69. Buy. $BNR (+0%)

- WARBURG RESEARCH lowers the price target for INFINEON from EUR 43 to EUR 39. Buy. $IFX (+0,04%)

- DEUTSCHE BANK RESEARCH lowers the price target for VERBIO from EUR 20 to EUR 17. Hold. $VBK (+0%)

- DEUTSCHE BANK RESEARCH lowers the price target for JENOPTIK from EUR 45 to EUR 39. Buy. $JEN (+0,04%)

- DEUTSCHE BANK RESEARCH lowers the price target for ELRINGKLINGER from EUR 6 to EUR 4.50. Hold. $ZIL2 (+0%)

- DEUTSCHE BANK RESEARCH lowers the price target for BAYER from EUR 29 to EUR 23. Hold. $BAYN (+0,15%)

- HAUCK AUFHÄUSER IB lowers the target price for SAF-HOLLAND from EUR 30 to EUR 28. Buy. $SFQ (+0%)

- KEPLER CHEUVREUX lowers the target price for RWE from EUR 40 to EUR 36. Buy. $RWE (+0%)

- METZLER lowers the price target for JUNGHEINRICH from EUR 42 to EUR 38. Buy. $JUN3 (-0,72%)

- BARCLAYS lowers the target price for RTL from EUR 33 to EUR 26.50. Equal-Weight. $RTLL (+0%)

- BERENBERG downgrades VESTAS from Buy to Hold and lowers target price from DKK 180 to DKK 120. $VWS (+0,05%)

Verbio $VBK (+0%)

Bayer $BAYN (+0,15%)

Stock market darlings and stock market disappointments are close together.

Both stocks today -2 digit %

My condolences to the stock market players

😭

Alternative new all time highs (ATH)

Amazon $AMZN (+0%) and

Ares Capital $ARCC (+0,11%)

Summary Earnings, 12.11. 👇🏼

$VOD (+0%) | Vodafone Q2/H1 24 Earnings

Q2 Service Rev EU7.64B (est EU7.62B)

H1 Oper Profit EU2.38B (est EU2.41B)

Still Sees FY Adj Free Cash Flow At Least EU2.4B

FY25 Guidance Reiterated

$AZN (+0%) | AstraZeneca Q3 24 Earnings

Core EPS $2.08 (est $2.06)

Rev. $13.57B (est $13.08B)

Raises FY Core Eps View To High Teens Percentage Growth

To Invest $3.5B In R&D And Manufacturing In The US

Upgrades FY Guidance

$9434 (-1,97%) | SoftBank Q2/H1 Earnings 2024

Q2 SVF Profit 313.14B Yen (est 83.11B Yen)

Q2 Net Income 1.181 Yen (est 294.83B Yen)

Q2 Dividend 22.00 Yen

H1 Net Income 1,011 Yen

H1 Net Sales 3,471 Yen (est 3.42T Yen)

Still FY Dividend 44.00 Yen (est 44.00 Yen)

$BAYN (+0,15%) | Bayer Q3 24 Earnings

Sales EU9.97B (est EU10.15B)

Core EPS EUO.24 (est EU0.31)

Adj. EBITDA EU1.25B (est EU1.33B)

Sees FY Adj. EBITDA EU10.4B To EU10.7B (est EU10.35B)

Now Sees FY Pharma Outlook At Upper End Of Range

Bayer Confirms Sales Growth Outlook

$IFNNY (+0%) | Infineon Q4 24 Earnings

Rev, EU3.92B (est EU3.98B)

Total Segment Profit EU832M (est EU792.5M)

Infineon Sees Q1 Revenue About EU3.2B (est EU3.77B)

Sees Q1 Rev. About EU3.2B (est EU3.77B)

2025 Revenue Is Expected To 'Slightly' Decline

$BNR (+0%) | Brenntag Q3 24 Earnings:

- Oper EBITA EU281.1M (est EU295.8M)

- Still Sees FY Oper EBITA EU1.1B To EU1.2B

- Cites Challenging Geopolitical, Macroeconomic Operating Conditions

$VBK (+0%) | Verbio recorded an operating loss of 6.6 million euros in the first quarter of the financial year due to a weak biofuel market. Group CEO Claus Sauter expects significant increases in earnings in the second half of the year due to possible new legal regulations.

$JUN3 (-0,72%) | Jungheinrich faces a subdued business outlook due to the weak economy and expects sales and incoming orders to be at the lower end of the forecast ranges. In the third quarter, however, the company recorded a 6.5 per cent increase in incoming orders to 1.3 billion euros, while sales declined slightly.

$JEN (+0,04%) | Jenoptik increases its operating result (EBITDA) by 14.9% to 59.1 million euros in the third quarter and confirms its annual targets for 2024 despite an uncertain market environment. Revenue grows by 4.0% to 274.3 million euros, but falls short of expectations

$SIX2 (+0%) | Sixt is again lowering its profit forecast for the full year to a pre-tax profit of around EUR 340 million, while analysts had expected an average of EUR 352 million. Despite a ten percent increase in revenue in the third quarter, the negative impact of falling residual values is expected to remain high.

$SFQ (+0%) | SAF-Holland is lowering its sales expectations for 2024 from EUR 2 billion to EUR 1.95 billion, but is maintaining its target margin of around ten percent for adjusted EBIT. In the third quarter, the company recorded a decline in sales of over 20 percent and a 63 percent drop in net profit to EUR 9.3 million.

$UTDI (+0%) | United Internet reports a slight decline in EBITDA to EUR 978 million in the first nine months due to increased expenses for the 1&1 mobile network. Sales of the 1&1 mobile subsidiary rose by 2.5 percent, but EBITDA fell by nine percent to EUR 463 million, while the sales forecast was lowered.

$IOS (+0%) | Ionos increases sales in the first nine months by almost eight percent to over 1.1 billion euros and adjusted EBITDA by nine percent to 334.5 million euros. The company confirms its annual targets and is optimistic about the remaining months of the financial year.

$KWS (+0%) | KWS Saat increases net sales by 18 percent to 248.6 million euros in the first quarter and reduces its loss before taxes by 19.4 percent to 37.4 million euros. The company confirms its guidance for fiscal 2024/25 and records extraordinary income of EUR110 million from the sale of its South American corn and sorghum business.

German winning stocks of the past five years

+603% SUSS Microtec $SMHN (-0,43%)

+411% Rheinmetall $RHM (+0,41%)

+329% Redcare Pharmacy $RDC (+0%)

+326% ATOSS Software $AOF (+0%)

+262% PNE $PNE3 (+0%)

+258% Mutares $MUX (+0%)

+232% Energiekontor $EKT (+0%)

+231% GFT Technologies $GFT (+0%)

+230% Elmos Semiconductor $ELG (+0,06%)

+229% Adtran Networks $ADV (+0%)

+161% Commerzbank $CBK (+0%)

+146% Krones $KRN (+0%)

+131% Hella $HLE (+0%)

+126% Munich Re $MUV2 (+0%)

+125% Deutsche Bank $DBK (+0%)

+111% VERBIO $VBK (+0%)

+111% KSB (Vz) $KSB (+0%)

+109% Infineon $IFX (+0,04%)

+109% Siemens $SIE (+0%)

+107% Talanx $TLX (+0%)

+103% Encavis $ECV (+0,03%)

+100% SFC Energy $SFC

+95% Nemetschek $NEM (+0%)

+93% Aixtron $AIXA (+0%)

+90% flatexDEGIRO $FTK (+0%)

+84% SAP $SAP (+0%)

Which ones do you have in your portfolio or on your watchlist?

I sold Infineon and Elmos too early.

Sold after pretty poor figures and lousy outlook. It's a miracle that it has recovered so well. I'm out again for now.

Biogas, a fart idea?

Biogas is considered a flexible energy source that, unlike wind and solar energy, can be stored well. In addition, biogas is considered the climate-neutral alternative to natural gas. It is a domestic, renewable energy source and offers a closed CO2 and nutrient cycle.

In 2019, approximately 9,500 biogas plants produced about 5 gigawatts of electric power. This was about 5% of gross electricity consumption.

At the same time, the production of electricity and heat generated about 8.1 billion euros in biomass sales in the same year.

The production of biogas can be more lucrative than raising animals. For many farmers, biogas has therefore become an important source of income. When they produce electricity for the public grid from biogas, they receive a certain feed-in tariff for each kilowatt hour.

But biogas plants have a problem: their profits depend on the global prices of agricultural products. As more and more new biogas plants are built, competition for biomass from the field intensifies. Since corn is the most efficient crop for biogas, critics see a danger in the proliferation of corn crops, which would desert the landscape and deplete the soil.

The federal government around the Federal Minister of Economics would like to further promote biogas until 2024 in order to secure and expand the energy supply in Germany.

A profiteer could be Verbio Vereinigte BioEnergie AG $VBK (+0%) could be.

VERBIO Vereinigte BioEnergie AG is one of the leading biofuel producers in Europe and sees itself as the only manufacturer and supplier that sells both biodiesel and bioethanol in Germany and Europe.

Its customers include almost all European mineral oil companies.

What do you think, is this share worth an investment?

What an exciting 4 weeks.

My Best Shares:

$TUP +600% ( especially the last 2 weeks).

$RR. (+0%) +31,39 %

$VBK (+0%) + 19,75 %

Not so well run:

$NB2 (+0%) -27.39% (risk position still up 10%)

$6861 (-0,9%) -11.55% ( thus only just above the purchase)

$HIMS (-0,41%) -10.95% (still thickly around plus, profit already taken)

#tradinggame
- A beautiful idea! 🥰

I have been very limited in the spread. Since you could also directly get the $VWRL (+0,04%) as a single position and let it run. 😅

My attempt with 5 positions, which I would probably never acquire privately under Buy&Hold, but since the time is very limited, it should work out.

$VBK (+0%) - A very beleaguered candidate of high grain prices. Chart-wise, with today's euphoria, the upside is now happening. One of my absolute favorite stocks, also in the private sector.

$JD (-1,11%) - A rather unpopular candidate due to its origin. The consumer slump is also persistent in China. But there are strong calls for an interest rate cut there, which should help Chinese stocks in particular.

$DB1 (+0%) - Safe haven for all time. As long as prices move, money will be printed.

$E4C (+0%) - A smallcap with massive potential. Business figures have always been strong and the business model is also robust. After a high dividend payment, the lower entry price should attract new investors again.

$BKHT (+0%) - Also a smallcap with huge potential. They acquire mid-market tech companies and sell them in the B2B space. The acting CEO has a golden hand, which he proves again and again.

Click here for the portfolio: https://getqu.in/7yH2y5/s9Dobr/

I hope for a fair and honest game!

If you are allowed to nominate here, as with every challenge normally, I wish the play along of @Der_Dividenden_Monteur , @Staatsmann and @FrauManu . 😅