Which Dax shares do you have in your portfolio?
Source: https://t.co/1KCO9l8ZsE
#dax
#dividend
#dividende
#dividends
$ADS (-0,23%)
$AIR (-8,31%)
$ALV (-8,43%)
$BAS (-5%)
$BAYN (-6,12%)
$BMW (-5,51%)
$BEI (-0,89%)
Airbus
Ação
Ação
ISIN: NL0000235190
Ticker: AIR
NL0000235190
AIR
Price
Discussão sobre AIR
Postos
110
6D·
Dividend outlook 2025
- 14 positive surprises
- Three negative surprises
- Dividend increases
- Dividend decreases
- Overview of all DAX stocks
Link:
$ALV (-8,43%)
$MUV2 (-6,68%)
$RHM (-10,98%)
$MBG (-5,9%)
$SAP (-5,31%)
$BMW (-5,51%)
$AIR (-8,31%)
$VOW (-3,61%)
$DBK (-10%)
$CBK (-6,01%)
$SIE (-7,45%)
$P911 (-4,36%)
$DTE (-4,46%)
$IFX (-8,33%)
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1Semana·
Detailed Airbus share analysis
Detailed Airbus share analysis
- Company portrait
- Business model and competition
- Strategy and Management
- Performance
- Position compared to competitors
- Order backlog and annual production
- New developments
- Product range
- Defense business
- Project risks
- Government influence
- Loss of confidence due to allegations of corruption
- Quarterly figures and annual financial statements
- Outlook 2025
Link:
88
1Semana·
The future starts now: These industries will dominate the coming decades! 📈🚀
Technological advances and global challenges are opening up new opportunities in various sectors. In addition to well-known areas such as artificial intelligence and renewable energies, there are less recognized sectors with significant growth potential. Here are some areas where I see a lot of potential.
For each area, I have listed a few stocks that are considered pioneers or already established...
1. 💧 Water management - the blue gold of the future
Why is it exciting?
- Water scarcity is becoming a pressing problem worldwide.
- Investments in water treatment, desalination and efficient use are increasing.
Example company:
- Xylem Inc. $X1YL34 - Specialized in water technologies and solutions.
- Veolia Environnement $VIE (-7,27%) - Leader in water and waste management.
2. 💻 Data processing & data centers - backbone of the digital era
Why is it exciting?
- Increasing data volumes require powerful infrastructures.
- Cloud computing, edge computing and quantum computing are revolutionizing the industry.
Example companies:
- Equinix $EQIX (-3,33%) - The world's leading provider of data center services.
- Digital Realty $DLR (+0,82%) - Specializes in data center solutions for companies.
3. 🚀 Space industry - The new economic space
Why is it exciting?
- Private companies are driving innovation and reducing costs.
- Applications range from satellite communication to space tourism.
Example companies:
- Virgin Galactic Holdings Inc. $SPCE (-0,77%) (SPCE) - pioneer in the field of space tourism.
- Rocket Lab USA Inc. $RKLB (-8,63%) (RKLB) - provider of low-cost rocket launches for small satellites.
- Airbus $AIR (-8,31%) (AIR) - Leader in aerospace technologies.
- Boeing Co. $BA (-8,12%) (BA) - Involved in manned space programs and satellite technology.
- Northrop Grumman Corp. $NOC (-5,33%) (NOC) - Specializes in defense and space systems.
4. 🌍 Rare earths & raw materials - foundation of modern technologies
Why are they exciting?
- Electromobility, renewable energies and electronics rely on rare metals.
- Recycling and sustainable mining are becoming increasingly important.
Example company:
- MP Materials $MP (-6,7%) - Largest producer of rare earths in the USA.
- Lynas Rare Earths $LYSDY (-0,5%) - Leading supplier outside China.
5. 🌱 Vertical farming - the future of urban food production
Why is it exciting?
- Population growth and urbanization require new farming methods.
- Indoor farming enables year-round production with reduced water consumption.
Example company:
- AeroFarms (not found on getquin) - pioneer in vertical farming with innovative cultivation techniques.
- AppHarvest $APPHQ - Operates high-tech greenhouses for sustainable cultivation.
💡 Conclusion: These emerging sectors offer significant opportunities for investors and innovators. Early involvement could be advantageous in the long term.
🔥 Which of these future industries do you think are particularly promising? Share your opinion in the comments!
✅ I'll list the companies mentioned in the comments here:
$LRV (-10,57%) (rare earths)
$TTEK (-2,57%) (water management)
$BMI (-5,8%) (water management)
$TSLA (-9,97%) (Robotics)
🔍 Disclaimer: No investment advice - only my personal assessment. Everyone should do their own research!
1717
12 Comentários
1Semana
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2Semana·
Trump: "We'll sell our allies toned down military planes, because someday, maybe they're not our allies"
Trump - the best sales guy the European defense industry has ever had.
Speaking of fighter aircraft: did I already mention that Saab ($SAAB B (-11,16%)) not only has its own platforms such as the Gripen fighter jet, but is also involved in the modernization of the European Eurofighter ($AIR (-8,31%) - $LDO (-14,89%) - $BA. (-9,05%)) fleets and the construction of the upcoming latest "Eurofighter EK" models?
It's time for Kötbullar again.
www.threads.netFactPost (@factpostnews) on Threads
1212
2Semana·
Airbus military , Space direction
What do you think of $AIR (-8,31%) at the moment or so for the long term you would not do anything wrong or ?
44
5 Comentários
2Semana
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55
•2Semana·
F-35, Patriot, HIMARS & Co: Macron openly advises Europe against buying US armaments
It seems like my post about Europas F-35-Sicherheitsdilemma could not have come at a better time:
Dependence on US armaments is increasingly perceived as a risk factor for Europe's military and security sovereignty and is now being publicly addressed at the highest political level faster than I would have expected.
French President Emmanuel Macron
President of France Emmanuel Macron has made it clear in an interview with Le Parisien that he is critical of Europe's purchase and use of US armaments and proposed replacing them with European alternatives.
Macron was also quite clear: "Those who buy Patriot systems should be offered the next generation of the Franco-Italian SAMP/T. Those who buy F-35s should be offered the Rafale fighter aircraft."
His main concern is greater strategic autonomy for Europe:
- Criticism of US systems: Poland plans to buy American F-35 fighter jets ($LMT (-3,69%)) and Patriot ($RYTT34). Macron questions these decisions and proposes European solutions.
- European optionsMacron specifically mentions approaches such as joint European development projects to reduce dependence on the USA. Examples include European fighter jets such as Saab Gripen ($SAAB B (-11,16%)), Eurofighter ($AIR (-8,31%) - $BA. (-9,05%) - $MTX (-9,58%) - $LDO (-14,89%)) or Dassault
Rafale ($AM (-11,79%)) or air defense systems (e.g. SAMP/T from $HO (-7,85%), $BA. (-9,05%), $AIR (-8,31%) and $LDO (-14,89%) or Oerlikon Skynex from $RHM (-10,98%)). - Long-term strategyMacron's proposals aim to strengthen Europe's military independence by pooling technology, production capacities and resources in the EU member states' own economic area in the long term.
Macron is thus sending a clear signal for more European cooperation in the defense sector and against an excessive focus on US technology.
#emmanuelmacron
#usa
#defense
#verteidigung
#rüstungsindustrie
#europa
$R3NK (-12,52%)
$IE0002Y8CX98 (-10,2%)
$HAG (-12,95%)
2020
11 Comentários
2Semana
Also top topic on Politico: https://www.politico.eu/article/macron-to-eu-colleagues-stop-buying-american-buy-european/
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22
•2Semana·
The next domino: Canada is now also looking for an alternative to the F-35
With Canada the next NATO partner is now looking for alternatives to the US fighter jet F-35 ($LMT (-3,69%) ) and is examining various models such as the Gripen ($SAAB B (-11,16%) ) or the Eurofighter ($AIR (-8,31%)
$BA. (-9,05%)
$LDO (-14,89%)
$MTX (-9,58%) ). The background to this is not only financial aspects - technical requirements and geopolitical considerations also play a role. At the same time, there are questions about maintenance costs and military independence from the USA. With its decision, Canada is setting the course for new international cooperation. This opens up exciting opportunities for the European aerospace industry.
In my opinion, Saab's Gripen currently has the best chance of becoming Canada's newest fighter jet. The concept of the Swedes, especially in terms of range, price/performance, maintenance and usability (optimized for use in Canadian latitudes; for take-off and landing on regular roads in remote regions and service there with small teams) fits like a glove to the Canadian aviator's eye. Canada also has the opportunity to produce the Saab Gripen in its own country.
Source: https://www.n-tv.de/politik/Kanada-sucht-nach-Alternativen-zum-US-Kampfjet-F-35-article25632225.html
www.youtube.comGripen - Always combat ready
2Semana·
Made & Controlled in the USA: Europe's F-35 fleets as an expensive security dilemma
First countries reconsider their orders, Portugal has now canceled, Turkey now wants Eurofighters. Eurofighter, Gripen and Rafale as alternatives.
In Europe, and particularly among the USA's NATO partners, uncertainty about political and military relations between the USA under Donald Trump and Europe has been growing steadily since his inauguration in January 2025. Trump's statements and especially his actions in recent weeks have shown unmistakably that the USA is no longer a reliable partner for Europe (and presumably also NATO) and does not want to be.
Especially those European countries that, in response to Russia's war of aggression against Ukraine F-35 fighter jets from Lockheed Martin $LMT (-3,69%) worth well over 250 billion euros are now faced with a critical dilemma:
Technically, Europe's F-35 fleets can be deactivated by the US at any time, as each aircraft relies on US-controlled launch codes and proprietary US communication and navigation systems (see also the deactivation of Ukrainian HIMARS systems (from Lockheed Martin $LMT (-3,69%) ) in the last few days. Source: Tagesspiegel, March 2025). In the event of a crisis, the USA could practically paralyze the European air forces or at least prohibit missions. The USA had already done this with Egyptian F-16 fighter jets in 2014. (Source: T-Online, February 2025)
Since 2022, 12 European countries have ordered around 550 F-35 fighter jets (in different variants and versions):
- Germany: 35
- Romania: 32 (additionally planned: 16)
- Czech Republic: 24
- Finland: 64
- Switzerland: 36
- Netherlands: 52 (including additional orders)
- Poland: 32
- Belgium: 34
- Italy: 90 (60 F-35A and 30 F-35B)
- Norway: 52
- United Kingdom: 48 (planned: 138)
- Denmark: 27
The first countries are already taking action: Portugal recently announced that it was halting the planned procurement of F-35 fighter jets and looking at European alternatives instead.
"The Portuguese Defense Minister Nuno Melo has announced that the country will not purchase F-35 fighter jets from the United States in view of the current geopolitical situation and the unpredictability of US policy. Instead, alternatives from European production will also be considered." (Source: Poder Aéreo, March 2025)
Turkey also recently received a concrete offer for 40 Eurofighter jets from Airbus $AIR (-8,31%) BAE Systems $BA. (-9,05%) and Leonardo $LDO (-14,89%) - a clear sign of distancing itself from the USA.
"Turkey plans to procure a total of 40 Eurofighter Typhoon Tranche 4 fighter jets in the form of 20+20. All Tranche 4 jets, which represent the most advanced Typhoon configuration for air-to-air combat, will be newly produced.
However, Ankara can also procure a number of used Typhoons for training purposes. This possibility is also currently under discussion." (Source: Al-Monitor, March 2025).
If other European countries follow these examples, European fighter aircraft manufacturers could benefit considerably. Now, fighter aircraft are not of-the-shelf products that are mass-produced (with the exception of the F-35, unfortunately). Germany primarily opted for the F-35 because only the F-35 can be equipped with the nuclear weapons stationed in Germany (the use of nuclear weapons stationed in Germany - even just transportation from A to B - requires joint technical approval by Germany and the USA).
In my opinion, Gripen (Saab $SAAB B (-11,16%) ) and Eurofighter (Airbus $AIR (-8,31%) BAE Systems $BA. (-9,05%) Leonardo $LDO (-14,89%) MTU Aero Engines $MTX (-9,58%) etc) would be the most attractive alternatives in the short term. The Saab Gripen has an almost unbeatable price-performance ratio (especially thanks to the low service and maintenance costs) and the infrastructure for Eurofighter is already solidly developed. Dassault Aviation $AM (-11,79%) (Rafale) should of course not be underestimated either, but I see it in 3rd place.
I can well imagine that this costly security dilemma is currently being hotly debated in Europe's defense ministries and that exit strategies are already being evaluated. I can also imagine that European buyers of the F-35 are holding on to their canceled orders as leverage in case Trump imposes even more dramatic punitive tariffs or even escalates to a whole new level. In addition to the orders for F-35s, the Europeans are also likely to be reviewing their orders for HIMARS and the like.
However, one thing is already clear to the Europeans: Europe must become sovereign as quickly as possible - in terms of security policy, economy and technology - and can no longer rely on the USA. After Portugal and probably also Turkey, I expect more F-35 dominoes to fall in the near future.
Sources:
www.t-online.deUS-Kontrolle: Kann Trump die EU-Jets abschalten?
1212
5 Comentários
2Semana
Not only Canada is rethinking its position, Europe is too.
Is a trade dispute really worthwhile for the USA :'D
Is a trade dispute really worthwhile for the USA :'D
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