⬆️⬆️⬆️

- BERENBERG raises the price target for SIEMENS from EUR 215 to EUR 245. Buy. $SIE (+0%)

- BERNSTEIN raises the price target for SIEMENS ENERGY from EUR 15 to EUR 22. Underperform. $ENR (-0,93%)

- JPMORGAN PUTS SARTORIUS ON 'POSITIVE CATALYST WATCH' - 'OVERWEIGHT' $SRT (+0%)

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

- UBS raises the price target for NORDEA from EUR 145 to EUR 146. Buy. $NDA FI (+0,05%)

- BERNSTEIN raises the target price for SCHNEIDER ELECTRIC from EUR 275 to EUR 280. Outperform. $SU (+0%)

- 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%)

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

- INFINEON +4.2% - 'TOP PICK' OF THE UBS $IFX (+0%)

⬇️⬇️⬇️

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

- BERNSTEIN downgrades ABB from Market-Perform to Underperform and lowers price target from CHF 46 to CHF 45. $ABBN (+0%)

- BERNSTEIN downgrades SIGNIFY from Outperform to Market-Perform and lowers price target from EUR 30 to EUR 24. $LIGHT (+0%)

- DEUTSCHE BANK RESEARCH lowers the price target for UMICORE from EUR 10.50 to EUR 10. Hold. $UMICY

- DEUTSCHE BANK RESEARCH lowers the price target for DOCMORRIS from CHF 45 to CHF 25. Hold. $DOCM (+0%)

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

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

- JEFFERIES lowers the target price for BHP GROUP from GBP 22.50 to GBP 21.50. Hold. $BHP (+1,4%)

- JEFFERIES lowers the price target for GLENCORE from GBP 5.50 to GBP 4.50. Buy. $GLEN (+0%)

- JEFFERIES lowers the target price for RIO TINTO from GBP 64 to GBP 60. Buy. $RIO (+0,31%)

- BERENBERG lowers the target price for NOVO NORDISK from DKK 975 to DKK 725. Hold. $NOVO B (+1,66%)

Interview with Clemens Fuest - Germany on the brink? Ifo President finds: "Elon Musk is talking nonsense"

The German economy is stagnating and economic output is not rising above the 2019 level. That is the bitter outcome of a lost half-decade, as Clemens Fuest, President of the Ifo Institute, makes clear in an interview with the FAZ.

"We have real problems," says Fuest, adding that it is not just external circumstances that are weighing on Germany's economy, but also home-grown problems. In this tense economic environment, Fuest voices fierce criticism of Elon Muskthe CEO of Tesla. Musk, known for his sometimes controversial statements and visions, hatte zuletzt Vorschläge gemacht which Fuest describes as "gross nonsense". These proposals relate in particular to Musk's ideas on the industry of the future.

"Germany is not on the brink"

Musk has repeatedly emphasized that Germany must fundamentally change its industrial policy in order to remain competitive. Fuest replied: "Germany is not on the brink, wie er behauptet . Our country is stuck in stagnation, that's something completely different."

Fuest emphasizes in the interview that German economic policy should aim to further promote its strengths. "Depending on the count, there are between 1,000 and 1,500 companies in Germany that are world market leaders in a niche. No other country has this in this form. And that leads to the export strength that continues to characterize Germany."

The Ifo Director calls for political decision-makers in Germany and Europe to rethink and adapt their strategies. "The approach of relying heavily on subsidies to transform the economy" was wrong, he emphasizes. The "traffic light coalition has also failed to find an answer to the decline in investment in companies and housing construction".

"Depending on the count, there are between 1,000 and 1,500 companies in Germany that are world market leaders in a niche. No other country has this in this form. And that leads to the export strength that continues to characterize Germany."

My dears, which world market leaders can you think of here? And which German niche companies are you counting on?

$SIE (+0%)
$MUM (+0%)
$SAP (+0%)
$AIXA (+0%)
$ADS (+0%)
$RR. (+0%)
$FRE (+0%)

Interview mit Clemens Fuest - Deutschland am Abgrund? Ifo-Präsident findet: „Elon Musk redet groben Unfug“

Hello everyone,

At the end of last year, I published my "top picks list" here, in which I presented the stocks that I have put on my watchlist for 2024 and am also partially invested in (unfortunately not in all of them 😁).

At the time, I had compiled a list of stocks recommended by well-known analysts and put them through "my requirements profile". The original 100 stock ideas then became the list below. A year later, I'm looking back. This was the performance:

🟢 $TMUS (+0,34%) +1,63%

🟢 Sterling Infrastructure: +100.68%

🟢 $CRM (+0,1%) Salesforce: +28.14%

🟢 $RR. (+0%) Rolls-Royce: +92.56%

🟢 $MOD (+0,13%) Modine Manufacturing: +98.68%

🟠 $MHO (+0,14%) M/I Homes: -1.46%

🟢 $META (-0,19%) Meta: +68.52%

🟢 $MCD (-0,04%) McDonalds: +0.14%

🟢 $MA (-0,17%) Mastercard: +26.26%

🟢 $ISP (+0%) Intesa Sanpaolo: +45.44%

🟢 $ISRG (+0,71%) Intuitive Surgical: +59.62%

🟠 $GCT Gigacloud Technologies: -0.66%

🟢 $FDX (-0,07%) FedEx: +11.11%

🟠 $LPG (+1,05%) Dorian LPG: -47.70%

🟢 $COST (+0,1%) Costco: +43.34%

🟢 $US1011372067 Boston Scientific: +63.23%

🟢 $BKNG (+0,1%) Booking: +44.19%

🟠 $ABX (+0,37%) Barrick Gold: -14.73%

🟢 $APP (+0,59%) Applovin: +753.81%

🟢 $GOOG (+0,11%) Alphabet: +39.28%

🟢 $AMZN (+0,14%) Amazon: +48,05%

🟢 $ANF (+0,12%) Abercrombie & Fitch: +69.99%

As you can see, my stock ideas have done quite well. $APP (+0,59%) with +753.81% was of course a big hit. $DORIAN With -47.70% it was a pipe-dropper.

🔥 I'm currently working on my top picks list for 2025. If you're interested, I'll be happy to share it again and put it up for discussion!

💬 What were your top picks in 2024? And what were the losers? I will reply to every comment and give you a brief assessment.

#stockanalysis
#watchlist

I have started a small position in $RR. (+0%) in this company because I think that there will be a lot of innovation in the field of engines in the next few years, especially in the aviation industry. Also because in my village the company is the biggest employer, which is a point that I find interesting.

It's a small village in Brandenburg and that's where Rolls Royce is setting up shop.

Of course, with the proximity of BER airport, this location makes sense.

It was also recently decided that engines should be serviced and modified at this location.

And I personally think that this company will be successful in the long term. It's not a short-term thing, but rather something that will last for 10 years.

I know it's impossible to look into a crystal ball for 10 years, but I would be happy to hear your assessment.

With this in mind, have a nice

Advent season.

Greetings Carsten

Analyst updates, 17.12.

⬆️⬆️⬆️

• - UBS raises the price target for AMAZON from USD 230 to USD 264. Buy. $AMZN (+0,14%)
• - CITIGROUP raises the target price for ALLIANZ SE from EUR 286 to EUR 314.40. Neutral. $ALV (+0%)
• - BARCLAYS raises the target price for DHL GROUP from EUR 37.50 to EUR 38. Equal-Weight. $DHL (+0%)
• - DEUTSCHE BANK RESEARCH upgrades AIRBUS from Hold to Buy and raises target price from EUR 155 to EUR 185. $AIR (+0%)
• - BERENBERG raises the price target for MUNICH RE from EUR 525 to EUR 552. Hold. $MUV2 (+0%)
• - KEPLER CHEUVREUX raises the price target for ADESSO from EUR 80 to EUR 100. Hold. $ADN1 (+0%)
• - WARBURG RESEARCH raises the price target for FMC from EUR 31 to EUR 36. Sell. $FME (+0%)
• - DEUTSCHE BANK RESEARCH raises the target price for AUTO1 from EUR 12 to EUR 20. Buy. $AG1 (+0%)
• - DEUTSCHE BANK RESEARCH raises the price target for MTU from EUR 329 to EUR 337. Hold. $MTX (+0%)
• - DEUTSCHE BANK RESEARCH raises the price target for HENSOLDT from EUR 37 to EUR 41. Buy. $HAG (+0%)
• - DEUTSCHE BANK RESEARCH raises the target price for ROLLS-ROYCE from GBP 5.55 to GBP 6.30. Buy. $RR. (+0%)
• - BOFA raises the target price for INFINEON from EUR 36 to EUR 40. Buy. $IFX (+0%)
• - BOFA raises the price target for STMICRO from EUR 29 to EUR 30. Buy. $STMPA (+0%)
• - BOFA raises the target price for NOKIA from EUR 4.07 to EUR 4.58. Neutral. $NOKIA (+0,04%)

⬇️⬇️⬇️

• - JPMORGAN downgrades TRANSMEDICS from Overweight to Neutral and lowers target price from 116 USD to 75 USD. $TMDX (-0,75%)
• - BOFA lowers the price target for SILTRONIC from EUR 59 to EUR 46. Underperform. $WAF (+0%)
• - HSBC lowers the price target for CARL ZEISS MEDITEC from EUR 66 to EUR 54. Hold. $AFX (+0%)
• - KEPLER CHEUVREUX lowers the price target for HEIDELBERGER DRUCK from EUR 1.25 to EUR 1. Hold. $HBGRY
• - KEPLER CHEUVREUX lowers the price target for EVONIK from EUR 25 to EUR 21. Buy. $EVK (+0%)
• - KEPLER CHEUVREUX lowers the price target for NORDEX from EUR 17 to EUR 14. Buy. $NDX1 (+0%)

Comdirect - Birthday promotion!

Good morning dear Quinies,

I became aware of a cool Comdirect promotion through our dwarf's junior custody account.

First of all: I had a custody account with Comdirect for many years before I switched to ING and never had any problems there and always received first-class support when I needed it. I only switched at the time for cost reasons. As part of the campaign that I would like to present to you in more detail, I have now opened a second custody account with Comdirect again.

Specifically, Comdirect is offering the following when opening a custody account until 05.12.2024:

• Free custody account management (already standard for regular savings plan executions)
• Free savings plans for the entire available range of shares, funds, ETFs and certificates for 30 months
• 3.90 flat fee per trade (i.e. no additional costs in live trading, otherwise plus exchange-dependent fees)
• When opening a Tagesgeld-Plus account, there is 3.0% p.a. for 30 weeks on this account for new customers

Why have I opened a second custody account there?

As some of you may know, share savings plans at ING are subject to a fee. In addition, unlike ING, Comdirect offers the option of adding other/more shares/ETFs (a number of growth stocks, REITs and private equity, which are not possible with ING) to a savings plan. This was the decisive advantage for me. Comdirect also offers the option of taking out a securities loan and opening foreign currency accounts. Of course, I also used a payback coupon when I opened the account💰(more content from me on the subject of cashback soon😉, I received/will receive 6,000 points, which equates to €60, so some trades would already have been financed).

Since my main strategy at ING runs fully automatically without any effort on my part, but I realize that I'm getting a bit bored without a bit of playing and experimenting in the investment area, I'm using the second custody account at Comdirect as a "gamble portfolio" for the next 30 months. After that, the securities will probably be transferred to ING and I'll think about what to do with them.

So I will invest part of my Christmas money (€2,500) once on 23.11.24 as a savings plan in the following 6 individual stocks and 4 ETFs and then save €25 each month on the 1st for the next 30 months (we are really talking about gambling money here, share of the portfolio <5% of my total portfolio):

$PLTR (-1,33%)

$CPRT (+0,43%)

$SFM (+0,11%)

$D05 (+1,83%)

$RR. (+0%)

$SOFI (+0,31%)

$VUCP (-0,09%)

$K0MR (+0,22%)

$JEGP (+0%)

$FLXX (+0,23%)

From January 2025 I will share monthly updates on my "gamblefolio" here with you.

If you are interested in opening a securities account with Comdirect as part of the birthday campaign, please use the reference link in my bio😉.

I hope you find the article interesting (please leave a like).

Have a nice, relaxed Sunday🆓😎.

Greetings, Marcus

Rheinmetall share: JP Morgan Chase & Co. issues Overweight rating

$RHM (+0,08%)
$HAG (+0%)
$LMT (+0,04%)
$RR. (+0%)

The US bank JPMorgan has left its rating for Rheinmetall at "Overweight" with a target price of 680 euros. Analyst David Perry discusses the exciting developments of the past 24 hours on Thursday morning. In the short term, he sees more uncertainty for the Düsseldorf-based company than for other European defense companies - due to a possible Ukraine ceasefire under Trump and the shaky coalition government in Germany. In the long term, however, he continues to see Rheinmetall as a winner with good prospects for many years to come.

#rüstung
#ukraine

The Rheinmetall-share was trading in red at 09:32 in XETRA trading, losing 0.3 percent to EUR 494.30. This means that the share still has an upside potential of 37.57 percent compared to the issued price target. The number of Rheinmetall shares traded to date amounts to 101,153. Since the beginning of 2024, Rheinmetall shares have risen by 74.1 percent. Rheinmetall is expected to present its next results for Q3 2024 on November 7, 2024.

Publication of the original report: 07.11.2024 / 07:31 / GMT First transmission of the original report: 07.11.2024 / 07:31 / GMT

Good news from $RR. (+0%) Rolls Royce 🤗👍💪

CEZ acquires stake in Rolls-Royce SMR to introduce small nuclear power plants

On October 29, 2024 at 10:54 am

Czech power producer CEZ will take a minority stake in Rolls-Royce SMR to participate in the rollout of small nuclear reactor technology in the UK, the Czech Republic and beyond, the companies announced on Tuesday.CEZ will take a stake of around 20% in Rolls-Royce SMR, subject to regulatory approvals, and plans to install up to 3 gigawatts of power in the company's small nuclear power plants, the companies said in a statement.

$RR. (+0%)

Through our Power Systems business, we have signed a letter of intent with the rail vehicle leasing company Alpha Trains for the overhaul of up to 1,000 mtu of rail drive systems.

Dr. Lukas Köhler, Managing Director Sales and Service Germany at Rolls-Royce Power Systems said: "It is very important for us to be a long-term industry partner for Alpha Trains. In particular, our investments in our conversion plant in Magdeburg and our service technology have enabled us to provide Alpha Trains and its customers with the best possible long-term support in operating their vehicle fleets. Part of our strategy is to continuously improve our service business through sustainable solutions. "

Read more: https://ow.ly/q8u750TUgWT

#mtusolutions
#remanufacturing
#engineoverhaul

Rolls-Royce
$RR. (+0%) aims to play a leading role in the field of mini-nuclear power plants (Small Modular Reactors (SMRs) and has already won a major order from the Czech Republic. Czech Republic 🇨🇿 and Great Britain 🇬🇧.

The growing interest of tech giants such as Google
$GOOGL (+0,15%) and Amazon
$AMZN (+0,14%) in this innovative technology opens up promising export opportunities for the company and strengthens its position in the global market for clean energy market. -Handelsblatt

Photo: Rolls Royce