A bit of Tui trading again. Fifth Tui trade this year. Target zone is somewhere between 8.60€-9€

#momentumstrategie

As promised, I have listed the monthly performance of the reported stocks.

I hope it will inspire you to find new companies.

And a little added value.

1 to 10

$ONDS (-5,03%) 172,70 %. $IREN (-6,44%) 79 %

$NB (-3,4%) 67,48 %. $LMND (-1,83%) 37,24 %

$BMNR (-3,45%) 28,85 %. $UUUU (-4,11%) 24,70 %

$NBIS (-7,11%) 23,64 %. $GILT (-1,67%) 22,64 %

$UNH (-2,35%) 20,74 % $VLA (-1,22%) 19,61 %.

$ETH (-4,43%) 19,05 %

10 to 20

$APP (-1,86%) 18,69 %. $RDDT (-0,01%) 18,41 %

$MP (-3,37%) 13,81 %. $HOT (-1,97%) 13,37 %.

$9868 (-4,82%) 13,18 %. $XPEV 12,87 %

$LOTB (-0,44%) 12,78 %. $CWCO (-0,97%) 11,76 %

$TUI1 (+0,16%) 9,41 %. $AHT (-0,81%) 7,66 %

Remainder

$PRY (-1,84%) 7,47 %. $MU (-3,26%) 6,82 %

$AAPL (-0,9%) 6,87 %

$TUI1 (+0,16%)

TUI increased its revenue and earnings more strongly than expected in the third quarter of the financial year 2024/25.

The heatwaves in the Mediterranean and the conflict in the Middle East are slowing down the travel group's summer business $TUI1 (+0,16%) somewhat, however. While the Group's own hotels and cruise ships announced record results, bookings for the summer season in the tour operator business are two percent lower than in the previous year, as TUI announced in Hanover on Wednesday. In Germany, the shortfall was even five percent, explained CEO Sebastian Ebel in a video conference with journalists. Nevertheless, the manager had slightly raised his profit forecast on Tuesday.

The Group did not necessarily have to take "the last customer" with it, from whom it then earned nothing, said Ebel. By the beginning of August, TUI had sold a total of 86 percent of the package tours offered for the summer. Prices were on average three percent higher than in the previous year, and the tour operator division brought in more than half of the guests for the Group's own hotel brands such as Riu, TUI Blue and Robinson Club.

The booking figures and other details on the third quarter were initially well received on the stock market on Wednesday: The TUI share gained via XETRA shortly after the start of trading and was thus at times one of the strongest stocks in the MDAX, the index of medium-sized stocks. However, the mood then changed and the TUI share temporarily lost 0.99 percent to 7.82 euros.

Meanwhile, TUI is struggling with the fact that many customers are booking their trips quite late and are also looking at the weather situation and the development of conflicts such as in the Gaza Strip. The tour operator is also trying to counteract this with discount vouchers. On the other hand, the recent heatwaves could lead to more customers opting for trips in September or October, said Ebel.

In the third financial quarter to the end of June, TUI counted 5.9 million guests, slightly fewer than in the same period in 2019, the year before the coronavirus pandemic. The figure was 6 million, according to a spokeswoman.

Meanwhile, TUI achieved a turnover of 6.2 billion euros this time, seven percent more than a year earlier. Operating profit adjusted for special items (underlying EBIT) rose by 38 per cent to just under 321 million euros and reached its highest level since the merger of the Group with its former tour operator subsidiary TUI Travel in 2014. A surplus of 183 million euros was attributable to shareholders after only 52 million in the same period last year.

For the current financial year until the end of September, Ebel now only expects currency-adjusted sales growth of 5 percent, having previously forecast up to 10 percent. However, adjusted operating profit is expected to grow by 9 to 11 percent. The Management Board had previously targeted 7 to 10 percent. The improved performance will be driven above all by the Group's own hotels and the 17 cruise ships operated by TUI Cruises, Hapag-Lloyd Cruises and Marella Cruises.

Meanwhile, TUI's top management is continuing to work on putting the Group back on a better financial footing following its rescue by the state during the coronavirus crisis. By the end of June, debt had fallen by 0.2 billion to 1.9 billion euros, and CFO Mathias Kiep intends to use the 250 million euros from a recently placed bond to take ownership of previously leased aircraft.

Until now, the aircraft in the TUI fleet have all been leased. The takeover will give the Group more freedom in deciding when to strengthen its fleet or get rid of older aircraft. "You buy aircraft when the euro is strong and sell them when the euro is weak," added CEO Ebel. This results in "considerable earnings potential".

Ebel was now also more optimistic that the crisis-ridden US aircraft manufacturer Boeing will finally deliver the promised new aircraft for TUI in the fall and next spring after severe delays. The manufacturer had recently seen a significant increase in deliveries.

The problems are causing problems for airlines all over the world, especially as the world's largest aircraft manufacturer Airbus from Europe is fully booked into the next decade in the aircraft segment with the highest sales - medium-haul jets.

https://www.finanzen.net/nachricht/aktien/urlaubserlebnisse-boomen-tui-aktie-dreht-dennoch-ins-minus-tui-uebertrifft-mit-umsatz-und-ergebnisplus-die-erwartungen-14722347

#momentum Strategy week 33

Hello my dears,

stocks mentioned so far were

$MP (-3,37%)
$NBIS (-7,11%)
$LMND (-1,83%)
$AAPL (-0,9%)
$BMNR (-3,45%)

$ELF (-2,52%)
$9868 (-4,82%)
$XPEV (-4,92%)
$UCG (-2,33%)
$PRY (-1,84%)

$G1A (+0,08%)
$LOTB (-0,44%) +10% $UFPT (-0,66%) +9,34%. $AHT (-0,81%) 7,15%. $UNH (-2,35%) 20,26%

$ETH (-4,43%)
$NB (-3,4%)
$VLA (-1,22%)

$HOT (-1,97%) +13%. $CWCO (-0,97%) +14%

$ALV (-2,72%) +6,4 %. $MAIN (-1,01%) +5,3%. $TUI1 (+0,16%) +18,3%

$RDDT (-2,95%) . $GUBRA (-2,74%)
$ONDS (-5,03%)
$IREN (-6,44%)

My shares would be

$MU (-3,26%) +17%. $GILT (-1,67%) +20%. $APP (-1,86%) +17%

The shares are for identification purposes only.

And does not constitute a buy recommendation.

An analysis and evaluation of the multiples should definitely be carried out here.

You are also welcome to share your results with us.

I look forward to hearing more about your performers.

$SZG (+0,61%)
$HYQ (-5,71%)
$ABX (-1,94%)
$BBAI (-7,54%)
$PLUG (-4,57%)
$GPRO (-7,61%)
$TEG (-1,89%)
$1SXP (-1,03%)
$SE (-2,5%)
$ETOR (-3,34%)
$NCH2 (-3,09%)
$TUI1 (+0,16%)
$VWS (-2,46%)
$R3NK (-1,17%)
$EOAN (+0,43%)
$CSCO (+0,07%)
$SLI (-4,24%)
$HFG (-2,07%)
$HTG (-2,83%)
$HLAG (+0,13%)
$TKA (-4,55%)
$DOU (-2,61%)
$RWE (-0,93%)
$BIRK (-0,39%)
$9618 (-2,73%)
$DE (+0,1%)
$FR (-3,14%)
$NU (-3,5%)

The Tui trade worked out quite well. Today came the Sl.

Re-entry possible if the cycle now goes down. Price alert set at 6.7€, I think I would try again at 6.50-6.60€. Holding period a little over 2 weeks

New additions $TTD (-2,26%)
$TUI1 (+0,16%) and very important $GME (-1,1%)

subsequent purchase $NU (-3,5%) nananunanana 😉

Adjustment of shares from $SBMO (-1,5%) as I have transferred these to Volksbank and gq can't cope with this

Tui customers book summer vacation later and winter loss falls + Eon increases operating profit strongly at the start of the year + Barclays starts CTS Eventim with 'Overweight' and target price 130 euros + Deutsche Pfandbriefbank confirms forecast

Tui customers $TUI1 (+0,16%)book summer vacations later and winter losses fall

• The late Easter date is pushing back the business of the travel group Tui this year.
• On the one hand, the Group missed out on sales and profits from Easter vacations in the winter half-year.
• On the other hand, people booked their trips for the summer later than usual, as the travel group announced in Hanover on Wednesday.
• Nevertheless, Tui was able to reduce the typical seasonal loss in the months from October to March.
• For the financial year to the end of September, CEO Sebastian Ebel sees the company on course to achieve its targets thanks to higher travel prices.
• In the winter half-year, Tui achieved a turnover of just under 8.6 billion euros, almost eight percent more than a year earlier.
• The operating loss adjusted for special effects (adjusted EBIT) shrank by 15 percent to 156 million euros, although the second quarter was weaker due to the lack of Easter business.
• The bottom line for the shareholders in the six months was a loss of just under 392 million euros, six percent less than in the previous year.
• For the current financial year, Ebel is still aiming for an increase in turnover of 5 to 10 percent.
• Adjusted operating profit is expected to increase by 7 to 10 percent.

Eon $EOAN (+0,43%)increases operating profit strongly at the start of the year

• Higher investments and colder weather have helped the energy supplier Eon to achieve a jump in earnings in the first quarter.
• Adjusted operating earnings before interest, taxes, depreciation and amortization (EBITDA) rose by 18 percent year-on-year to €3.2 billion at the start of the year, as Eon announced in Essen on Wednesday.
• "We have laid a good foundation for a successful financial year 2025," said CFO Nadia Jakobi according to the press release.
• She confirmed the annual forecast as well as the targets for 2028.
• In the first quarter, Eon invested almost 1.5 billion euros, around 22 percent more in the expansion of the electricity grid, such as the modernization and digitalization of the infrastructure and new grid connections.
• The grid business accounts for the lion's share of the Group's earnings and is dependent on regulatory framework conditions.
• At the same time, however, Eon was also helped by the fact that it was colder this year than in the previous year and the demand for energy was correspondingly higher.
• Adjusted net profit for the first three months amounted to EUR 1.3 billion, which corresponds to an increase of 22 percent.
• Meanwhile, the profit attributable to shareholders fell by 9 percent to 529 million euros, which is attributable to non-operating earnings effects from derivatives, for example.

Barclays starts CTS Eventim $EVD (+0,1%)with 'Overweight' and target price 130 euros

• The British investment bank Barclays has started the valuation of CTS Eventim shares with an "Overweight" rating and a target price of 130 euros.
• According to a recommendation issued on Tuesday, Bernd Klanten expects the solid growth and profitability increases at the ticket retailer and event organizer to continue.
• He expects the share price to double within five years.

Deutsche Pfandbriefbank $PBB (-1,48%)confirms forecast

• Deutsche Pfandbriefbank (pbb) has confirmed its targets after a slightly better quarter than expected by analysts.
• The commercial real estate financier continues to be concerned about the situation in the USA.
• For this reason, the Pfandbriefbank is reviewing all options for its existing business in the United States as well as the timing of the share buyback announced at the beginning of the year.
• In the first three months, the SDax-listed company announced on Wednesday in Garching near Munich that pre-tax profit had fallen by around 18 percent year-on-year to 28 million euros.
• Earnings fell by almost a fifth to 118 million euros.
• However, analysts had expected an even weaker result.
• Bank CEO Kay Wolf therefore also spoke of a solid quarter.
• "We were able to consolidate earnings in our core business and significantly reduce risk costs," he said and also confirmed the forecast for 2025 as well as the medium-term targets up to 2027.

Wednesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• SAP SE € 2.35
• Rheinmetall AG €8.10
• freenet AG € 1.97
• WashTec AG € 2.40
• PNE AG € 0.08
• NORMA Group SE € 0.40
• Uzin Utz SE € 1.90
• Deutsche Real Estate AG € 0.04

• Quarterly figures / company dates USA / Asia
• 05:00 Sony annual results and strategy update
• 08:30 Foxconn quarterly figures
• 17:00 American International Group | American Tower AGM
• 18:00 First Solar | AMD AGM
• 22:00 Cisco Systems quarterly figures | Harley-Davidson AGM

• Quarterly figures / Company dates Europe
• 07:00 Bilfinger | Brenntag | Daimler Truck | Eon | Tui | Deutsche Pfandbriefbank
• 07:00 Knaus Tabbert | ABN Amro | Grand City Properties Quarterly figures
• 07:00 Fraport traffic figures April
• 07:30 Renk | Telefonica SA | Alstom | Indus Holding | Bouygues quarterly figures
• 07:45 Eni annual results and AGM
• 07:55 PVA TePla quarterly figures
• 08:00 Verbund AG | PVA TePla | Imperial Brands | Burberry quarterly figures
• 08:00 Daimler Truck | Tui Analyst Conference
• 08:30 Alstom Analyst Conference
• 09:00 Brenntag PK
• 09:30 Deutsche Pfandbriefbank PK
• 10:00 Porsche Automobil Holding SE Quarterly Figures | BMW | Deutsche Börse
• 10:00 K+S | Traton AGM | Bilfinger PK
• 10:15 ES: ECB Governing Council member Nagel, participation in panel discussion at Nova Economia Forum
• 11:00 1&1 AGM | Eon Analyst Conference
• 13:00 Bilfinger AGM
• 14:00 Brenntag Analysts' Conference | Renk Analysts' Conference
• 15:00 Patrizia Analyst Conference 1Q
• 17:50 Pirelli quarterly figures
• 18:00 Deutsche Euroshop | Euronext Quarterly figures

• Economic data

08:00 DE: Consumer prices (final) April PROGNOSE: +0.4% yoy/+2.1% yoy Preliminary: +0.4% yoy/+2.1% yoy Previous: +0.3% yoy/+2.2% yoy HICP PROGNOSE: +0.5% yoy/+2.2% yoy Preliminary: +0.5% yoy/+2.2% yoy Previous: +0.4% yoy/+2.3% yoy

11:15 MA: Fed Governor Waller, speech on Central Bank Research

14:40 EU: ECB board member Cipollone, chairs the panel on liquidity issues

15:10 US: Fed Vice Chairman Jefferson, speech on economic outlook

No time given:

- EE: Governing Council member Muller, presentation of the Eesti Pank Financial Stability Report

- AT: Opec monthly oil market report

$TUI1 (+0,16%) I would have rather invested the money in a vacation. Now I'm sitting here with a screen full of losses and a suitcase full of sand that I've never felt 🙃

Washington Post reports around 20% universal tariffs + Wells Fargo expresses skepticism about Tesla + Reorganization of Varta completed + Tradegate AG achieves new sales record + Tui set for recovery

Washington Post reports around 20% universal tariffs

• Wall Street has some pressure because of the reciprocal tariffs that are due on Wednesday.
• No one knows exactly how extensive and high the tariffs will be.
• However, the Washington Post reports that Trump will impose a universal tariff of around 20%.
• That would be higher than most Wall Street strategists expect, with a correspondingly high risk of coordinated countermeasures.
• 21:00 US: US President Trump, announcement of reciprocal tariffs

Wells Fargo $WFC (-1,6%)expresses skepticism about Tesla $TSLA (-2,12%)

• They point to declining delivery numbers in all key markets as well as diminishing effects of price cuts, which are likely to lead to a deterioration in the automotive margin in 2025.
• The bank remains particularly critical of the planned CyberCab launch in Austin and the announced lower-priced model, for which few details are yet available.
• Sales of new Tesla cars in Denmark fell by 65.6 percent year-on-year to 593 vehicles in March, according to data from Mobility Denmark.

Reorganization of Varta $VAR1completed

• The months-long reorganization of battery manufacturer Varta has been completed.
• "Following the now effective structural and accounting measures of the restructuring concept, its operational implementation will continue as planned until the end of 2027," the company announced.
• Solvency has been strengthened by the proceedings.
• The new owners of the battery manufacturer are the former majority shareholder, Austrian entrepreneur Michael Tojner, and sports car manufacturer Porsche AG.
• Both paid 30 million euros each and now each hold 50 percent of the shares in Varta AG.
• The Group has also received a loan of 60 million euros.
• However, according to earlier information, a larger part of the fresh money has already been earmarked for restructuring costs.
• At the same time, a haircut reduced Varta's liabilities from almost half a billion euros to 230 million euros.

Tradegate AG $T2G (+0%)achieves new sales record

• Tradegate AG, the market specialist for shares and ETFs on the Tradegate Exchange, achieves a monthly turnover record of 51.34 billion euros in March.
• The previous turnover record of EUR 43.55 billion was set in January 2021.
• In the entire first quarter of the current financial year, turnover amounted to around EUR 127 billion, which corresponds to an increase in turnover of 52.8% compared to the same period of the previous year (EUR 83 billion).
• The number of transactions in the first quarter amounted to 18,405,500, which corresponds to an average transaction volume of EUR 6,900 per individual transaction.
• The significant increase in turnover among private investors in the first quarter is attributable to the high volatility on the capital markets in light of the political uncertainties in Germany, Europe and the USA.
• Investor interest in the first quarter focused in particular on the few German "defense stocks", which reached new price highs with very high turnover.

Tui $TUI1 (+0,16%)set to recover, Hauck Aufhäuser advises to buy

• Tui shares, which were recently punished with the travel sector, started a recovery attempt on Tuesday.
• Following a buy recommendation from the private bank Hauck Aufhäuser Investment Banking, the share price rose by 4.1 percent.
• However, not much has been gained after a setback of more than 17 percent within a week.
• Recently, a gloomy mood in the sector had contributed to the Tui slump.
• Airlines in particular had suffered heavy losses in recent days due to concerns about demand on transatlantic routes, which is weakening in the face of economic uncertainty, especially among US consumers.
• The previous day, the Travel & Leisure sector index reached its lowest level since August under the impact of US President Donald Trump's policies.
• Marie-Therese Gruebner from Hauck Aufhäuser Investment Banking now praised Tui's "unique and broad-based business model".
• With a high price target of 10 euros, the expert sees a good half of the share price potential.
• The Group differentiates itself with economies of scale and a brand that is a "highly valued seal of quality".
• The expert assumes that the structural demand for travel will clearly overshadow global economic growth with an increase of 5.1 percent.
• Travel remains a priority for consumers and, in her opinion, increasing cost awareness should tend to boost demand for package tours.
• Gruebner gave Tui a "buy" rating on Tuesday.
• She is thus one of the optimists in the dpa-AFX analyst's database.
• It was only in March that JPMorgan started the valuation of Tui shares with "Overweight".
• Deutsche Bank also recommends buying.
• In addition to neutral assessments from UBS, Bernstein and Jefferies, Barclays has issued an underweight recommendation.

Wednesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Fortum EUR 1.40
• Comcast USD 0.33

• Quarterly figures / company dates USA / Asia
• 15:00 Tesla deliveries and production Q1/25
• 22:00 Amgen quarterly figures
• Untimed: Nintendo presents details of the new Switch 2

• Quarterly figures / Company dates Europe
• 07:30 Auto1 annual results
• 09:00 DHL Capital Markets Day Day 1 of 2
• 15:00 Volvo AB AGM

• Economic data

08:00 DE: Business notifications (business start-ups) 2024

12:30 FR: ECB Director Schnabel, keynote at Masterclass of SciencesPo

14:00 ES: Governing Council member Escriva, speech at event of the Entrepreneurs Association

14:15 US: ADP Labor Market Report March Private Sector Employment PROGNOSIS: +120,000 jobs previously: +77,000 jobs

15:30 UK: Chancellor of the Exchequer Rachel Reeves, discusses the Spring Statement to the Treasury Committee

16:00 US: Industrial orders February FORECAST: +0.5% yoy previous: +1.7% yoy

16:30 US: Crude oil inventory data (week) from the government Energy Information Administration (EIA) previous week

21:00 US: US President Trump, announcement of reciprocal tariffs

21:45 EU: ECB President Lagarde, speech at the Sutherland Leadership Award

22:30 US: Fed Governor Kugler, speech on inflation expectations and monetary policy