Earnings next week 🗓️

$MU (+0,19%)

$NKE (+0,35%)

$CCL (+0,26%)

$FDX (-0,48%)

$RCAT

$ACN

$BB (-2,33%)

$LEN (+0,17%)

$DRI

$CTAS (+0,68%)

$MAMA

$FDS (+0,06%)

$GIS (+0,67%)

$HEIA (-0,59%)

$ABM (+0%)

$WGO (+0%)

$AMTM

$BIRK (+0,04%)

$REE

$TTC

$CAG

$AVO (-2,81%)

$MLKN (+0,47%)

$PAYX (+0,04%)

$KMX (+0,03%)

$FCEL

$SCHL (+0,52%)

$SCS

$WS (+0,09%)

$LW (-1,19%)

$QIPT

$CMP

$MITK (+0,34%)

$JBL (-0,47%)

$EPAC (+2,01%)

$OGI

$RICK (+0%)

Analyst updates, 04.12.

⬆️⬆️⬆️

- BARCLAYS raises the price target for SIEMENS from EUR 125 to EUR 130. Underweight. $SIE (+0,58%)

- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 35 to EUR 36. Equal-Weight. $ENR (+3,82%)

- JEFFERIES raises the target price for ADYEN from EUR 1695 to EUR 1797. Buy. $ADYEN (+0,4%)

- JPMORGAN raises the target price for SALESFORCE from USD 340 to USD 380. Overweight. $CRM (+0,21%)

- HSBC raises the target price for ZALANDO from EUR 37 to EUR 40. Buy. $ZAL (-2,67%)

- JPMORGAN raises the target price for RHEINMETALL from EUR 680 to EUR 800. Overweight. $RHM (-0,05%)

- DEUTSCHE BANK RESEARCH raises the target price for COCA-COLA HBC from GBP 31.50 to GBP 32. Buy. $CCH (+0,6%)

- BARCLAYS raises the target price for KNORR-BREMSE from EUR 55 to EUR 60. Underweight. $KBX (+1,37%)

- BARCLAYS raises the price target for ABB from CHF 40 to CHF 42. Underweight. $ABBNY (-0,37%)

- BARCLAYS raises the price target for ALSTOM from EUR 8 to EUR 9. Underweight. $ALO (+1,32%)

- HSBC upgrades MERCK & CO to Buy. Target price USD 130. $MRK (+0,21%)

- JPMORGAN raises the target price for DSV from DKK 1685 to DKK 1800. Overweight. $DSV (-1,32%)

- JPMORGAN raises the target price for LUFTHANSA from EUR 4.80 to EUR 5.50. Underweig$LHA (-4,83%)

- UBS raises the target price for AROUNDTOWN from EUR 2 to EUR 3.30. Neutral. $AT1 (+3,19%)

⬇️⬇️⬇️

- JPMORGAN lowers the target price for DHL GROUP from EUR 47 to EUR 42.50. Overweight. $DHL (-1,62%)

- WARBURG RESEARCH lowers the target price for UNITED INTERNET from EUR 38.50 to EUR 37.30. Buy. $UTDI (-0,5%)

- WARBURG RESEARCH lowers the target price for 1&1 from EUR 23.50 to EUR 19.10. Buy. $1U1 (+0,51%)

- WARBURG RESEARCH lowers the target price for KWS SAAT from EUR 89 to EUR 88. Buy. $KWS (+0,69%)

- DEUTSCHE BANK RESEARCH downgrades HEINEKEN from Buy to Hold and lowers target price from EUR 95 to EUR 76. $HEIA (-0,59%)

- EXANE BNP lowers the price target for SCHOTT PHARMA from EUR 36 to EUR 28. Neutral. $1SXP (+1,68%)

- BARCLAYS downgrades SIGNIFY to Underweight. Target price EUR 18. $LIGHT (-0,83%)

- CFRA downgrades BRISTOL-MYERS SQUIBB to Hold. Target price USD 60. $BMY (+0,3%)

- MORGAN STANLEY downgrades MOLLER-MAERSK to Underweight. Target price DKK 12200. $AMKBY (-5,13%)

- BARCLAYS downgrades ANDRITZ to Underweight. Target price EUR 40. $ANDR (-0,69%)

- JPMORGAN lowers the price target for HAPAG-LLOYD from EUR 85 to EUR 80. Underweight. $HLAG (-8,78%)

First day of vacation, 32°C and a 30km walk towards Stuttgart. I was able to find over 35 stock companies along the route.

Highlight, $BTC (-2,46%) Bitcoin logo on the wheel arch of the Jeep.

In addition to the car brands, $MBG (-0,23%)
$DTG (+0,23%)
$VOW (+0,82%)
$BMW (-1,25%)
$VOLV B (+0,93%)
$TSLA (+0,17%)
$1211 (+0,55%)
$P911 (+0,35%)
$F (+0,69%)
$8058 (-0,56%) I was able to discover numerous other companies that were new to me.

New for me was $6971 (-1,75%) Kyocera, a manufacturer of electronic devices from Japan and $WLK (+0%) Westlake Chemical from the USA.

From Germany there were also $SIX2 (-0,09%) Sixt $DTE (+0,69%) Telekom $TUI1 (-0,57%) Tui $AGCO (+0,06%) (Fendt) $256940 Eberspächer (supplier to the automotive industry) $SIE (+0,58%) Siemens $EBK ENBW $DHL (-1,62%) Post and $ALV (-0,23%) in the process.

Other companies:

$CAT (+0,29%) Caterpillar $HEIA (-0,59%) Heineken $HOG (+0,55%) Harley Davidson $PM (+0,39%) Philip Morris $NKE (+0,35%) Nike $AAPL (+0,29%) Apple $005930 Samsung $UPS (+1,19%) UPS $SHEL (+0,86%) Shell $V (+0,33%) Visa $MA (+0,1%) Mastercard $KER (+1,25%) Kering

$KO (+0,31%) Coca-Cola $QSR (-0,38%) Restaurant Brands (Burger King)

$O (+0,6%) Reality Income (leased to Decathlon)

Would you have recognized everything? It's interesting what you discover when you consciously look around.

Out of interest, please link if you post something similar 🫡 or use the #aktienmarsch

Today I looked at the $HEIA (-0,59%) and $CARL A (+0,88%) shares.

The setback of the $HEIA (-0,59%) share brought me closer to the brewery groups. After a little research, I had bought 8 shares of the $HEIO (-0,35%) purchased. It should be noted that I opted for the holding company here. I considered the lower P/E ratio and the slightly higher dividend to be more advantageous.

Perhaps someone here has a different opinion on this and would like to share it with regard to the holding company and the actual "core company".

I also look forward to lively discussions about the worthwhile nature of investing in brewery groups.

I would then like to ask another question.

With the $CARL B (+1,12%) and $CARL A (+0,88%) shares, I naturally noticed the voting rights.

How much would this variable affect you as an insignificant small shareholder?

In my opinion, I would take the share that is currently more favorable or has performed better historically.