Good morning dear Getquin community 👋

Today I would like to introduce you to The Humanoid 66 and what it's all about. The market for humanoid robotics is just taking off and is facing one of the biggest upheavals since the advent of the automobile. Morgan Stanley and Goldman Sachs expect the market to be worth between 38 billion and three trillion US dollars by 2035. By 2050, over 60 million humanoid robots could be in use in the USA alone.

With The Humanoid 66, Morgan Stanley has compiled a list of 66 companies that are likely to benefit directly or indirectly from this development. These include not only the manufacturers themselves, but also suppliers and technology groups that provide the necessary infrastructure, from semiconductor and battery producers to sensor technology and software through to platform operators for artificial intelligence.

The leading players include $TSLA (-3,07%) Tesla with Optimus, Figure AI with Figure 02, Agility Robotics with Digit, Boston Dynamics with Atlas and Unitree with H1 and G1. Tesla is already planning to use more than a thousand Optimus robots in its own factories by 2024. The goal is clear: to make humanoid machines suitable for mass production at prices between 20,000 and 30,000 US dollars. Figure AI works closely with $MSFT (+0,63%) Microsoft, OpenAI and $BMW (+0,67%) BMW and was able to raise over 675 million US dollars in a financing round.

Technological progress is the key driver of this development. Multimodal generative AI enables humanoid robots to understand speech, communicate with humans and perform tasks autonomously. Advances in actuator technology, LiDAR systems, force sensors and battery technology are making the machines more efficient and more human-like. The energy density of modern lithium-ion cells is increasing by around 20 percent every two years, while the cost per kilowatt hour is expected to fall to 80 US dollars by 2030.

At the same time, wage costs for human labor are rising significantly. In the USA, they currently stand at just under 40 US dollars per hour, while in China they are around 6.50 US dollars and in India 4.45 US dollars. Studies show that automation can reduce labor costs in industrialized countries such as Germany, Japan and the USA by up to a third by 2025. Sectors such as agriculture, construction, care, logistics and manufacturing, where millions of jobs remain unfilled today, will be particularly affected.

The Humanoid 66 shows that this change goes far beyond individual companies. A new industrial ecosystem is emerging that links hardware, software, energy and data. Price reduction, scalability and integration into existing value chains will determine who will be among the winners.

Takeaway: Humanoid robotics is no longer a vision of the future, but the beginning of a structural reorganization of the global economy. Those who invest early in key areas such as AI chips, batteries, sensor technology and automation are positioning themselves in a sector that is likely to have a similarly profound impact as the invention of the car. The crucial question is just how far society is prepared to accept and integrate this new form of workforce.

For those who want to delve deeper: These are the companies featured in the Morgan Stanley report Humanoids @Tenbagger2024
@Multibagger

1. Tesla - USA - $TSLA (-3,07%)

2. Toyota - Japan - $7203 (+0,82%)

3. Xpeng - China - $XPEV (+0,81%)

4. Naver - South Korea - (not listed)

5. CATL - China - $3750 (+2,68%)

6. LG Energy Solution - South Korea - $373220 Subsidiary of LG

7. Samsung / Samsung SDI - South Korea - $SMSN (+0,52%)

8. SK Innovation - South Korea - $096770

9. HD Hyundai Infracore / Doosan (component) - South Korea - $042670

10. Hengli Hydraulic - China - $601100

11. NTN - Japan - $6472 (+0,76%)

12. NSK - Japan - $6471 (+1,35%)

13. Sanhua - China - $002050

14. Siemens - Germany - $SIE (+1,06%)

15. Top Group ("Topu") - China - $601689

16. Ambarella - USA - $AMBA (+2,55%)

17. Synopsys - USA - $SNPS (+2,1%)

18. NXP - Netherlands / USA - $NXPI (-0,53%)

19. Qualcomm - USA - $QCOM (-0,49%)

20. TSMC - Taiwan - $TSM (+1,4%)

21. Wolfspeed - USA - $WOLF

22. ARM - UK - $ARM (+1,87%)

23. onsemi - USA - $ON (-2,29%)

24. cadence - USA - $CDNS (+2,6%)

25. STMicroelectronics - Netherlands - $STM (-2,28%)

26. NVIDIA - USA - $NVDA (+2,31%)

27. SK hynix - South Korea - $HY9H (+8,78%)

28. sociionext - Japan - $6526

29. SMIC - China - $0981

30. infineon - Germany - $IFX (-0,02%)

31. Renesas - Japan - $6723 (-1,79%)

32. Dassault Systèmes - France - $DSY (-3,76%)

33. Mobileye - Israel / Intel ecosystem - $MBLY

34. Hexagon - Sweden - $HEXA B (+5,61%)

35. Knight Transportation - USA - $KNX (+2,9%)

36. DSV - Denmark - $DSV (-2,56%)

37. Werner Enterprises - USA - $WERN (+0,85%)

38. DHL Group - Germany / international - $DHL (-0,13%)

39. Kuehne + Nagel - Switzerland - $KNIN (+0,46%)

40. Obayashi - Japan - $1802 (+0,34%)

41. China State Construction Engineering Corporation (CSCEC) - China - $601668

42. RBG (presumably an Asian construction company) - (not listed)

43. Shimizu - Japan - $1803 (+0,86%)

44. Taisei - Japan - $1801 (-0,4%)

45. Baker Hughes - USA - $BKR (-4,08%)

46th SLB (Schlumberger) - USA - $SLB

47. Tenaris - Luxembourg / multinational - $TEN (-2,47%)

48. Halliburton - USA - $HAL (-2,43%)

49. amazon - USA - $AMZN (+1,56%)

50th Coupang - South Korea $CPNG (+0,21%)

51. JD.com - China - $JD (+0%)

52. BMW - Germany - $BMW (+0,67%)

53rd Mercedes-Benz - Germany - $MBG (+0,47%)

54th General Motors - USA - $GM (+3,46%)

55. BYD - China - $1211 (-0,58%)

56. Stellantis - NL / multinational - $STLAM (+1,15%)

57. Ford - USA - $F (+6,36%)

58. McDonald's - USA - $MCD (-0,54%)

59th Domino's - USA - $DPZ (-1,68%)

60. BGF Retail - South Korea - $282330

61. GS Retail - South Korea - $007070

62nd Lotte - South Korea - $004990

63. Yum China - China - $YUMC (-1,8%)

Source: Morgan Stanley Research Bluepaper Humanoids Investment Implications of Embodied AI and Stock3 drumbeat of Germany's humanoid robot manufacturers The Humanoid 66, 05.10.2025

https://api.guidants.com/db/e6/4/e134c52068e8c98a.pdf

$BKR (-4,08%) ? I am considering building up a small medium-term position here.

getquin Daily Summary 20.07.2022

Hello getquin,

A partial takeover of Uniper by the federal government? What's up with a vote of no confidence in the CEO of McDonalds? Buy-now-pay-later for business?

Europe🌍:

1. federal government plans partial takeover of Uniper

Insiders claim that troubled energy company Uniper is on the verge of a bailout by the German government. Bloomberg news agency, citing informed sources, reported that the agreement with the German government could be finalized in the coming days. Under the agreement, the German government could hold up to 30% of Uniper's shares, giving it a blocking minority. In addition to buying ordinary shares at par, another option would be to acquire so-called hybrid assets, which analysts classify as similar to shares.

What do you think of the partial takeover? https://bit.ly/3IPD6X2

🟩 $UN01 (🔼 +15,48%)

America🌏:

2nd McDonald's franchisees support no-confidence vote against CEO

McDonald's franchisees unhappy with ownership changes are expressing a lack of confidence in the company's CEO and U.S. president, according to a new survey. An independent franchisee advocacy group recently surveyed its members about changes being made to franchisee lease terms. In late June, McDonald's told owners that starting in 2023, it will evaluate potential new operators equally instead of giving preference to spouses and children of current franchisees.

Do you think Chris Kempczinski will be CEO for much longer? https://cnb.cx/3PH6bpX

🟩 $MCD (-0,54%) (🔼 +0,38%)

Welt🗺️:

3. new types of BNPL coming more into focus.

Venture capitalists are betting that a new generation of startups from Europe will be the real winners in the crowded "buy now, pay later" space. Valuations of consumer-facing BNPL providers such as Klarna and Affirm have plummeted amid concerns about a potential recession. Companies like Mondu, Hokodo and Billie have been able to raise a lot of money from investors on the simple argument that businesses - not consumers - are the more lucrative clientele for the "buy now, pay later" trend

Does this have more of a future? https://cnb.cx/3v47J5E

Quarterly numbers:

Netflix $NFLX (-1,61%)

Netflix lost only about 970,000 subscribers in the second quarter, a smaller loss than the 2 million the company had projected last quarter. The company plans to launch its lower-cost, ad-supported service in early 2023. The streaming giant provided guidance for the third quarter, saying it expects to add about 1 million net new subscribers.

EPS: 🟩 $2.95 expected vs $3.20 published; difference: 8.52%.

Revenue: 🟥 $8.03 billion expected vs $7.97 billion published; variance: -0.80%

Source: https://cnb.cx/3PHQ2AM

Stocks of the day:

🟩 TOP$PGY 5,34 $ (🔼 +97,78%)

🟥 FLOP $BKR (-4,08%) , 24,72 € (🔽 -9,43%)

🟩Most searched $UN01 , 11,82 (🔼 +15.48%)

🟩 S&P500, 3,967.97 (🔼 +0.81%)

🟥 DAX, 13,281.07 (🔽 -0.19%)

🟩 bitcoin ₿, €23,632.91 (🔼 +3.66%) Hier

Time: 17:00 CEST

Fun Fact:

Did you know that although he is already dead, Michael Jackson has earned more than $100,000,000 per year for the last seven years. The most monetarily successful year for him was 2016, when he earned a total of over $825,000,000.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗠𝗶𝗻𝗱𝗲𝘀𝘁𝘀𝘁𝗲𝘂𝗲𝗿, 𝗮𝗯𝗼𝘃𝗲 𝘁𝗵𝗲 𝗰𝗹𝗼𝘂𝗱𝘀 𝘂𝗻𝗱 𝗕𝗶𝘁𝗰𝗼𝗶𝗻

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, AES Corporation ($AES (+2,45%)), Banner Bank ($BANR), Baker Hughes($68V (-4,08%)), Equitrans Midstream ($37W), Realty Income Corporation ($RY6 (-0,39%)), Shell Midstream Part ($SHLX), 1st Source ($SRCE) and Vereit ($50A) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Addex Therapeutics ($ADXN), Arista Networks, Inc. ($117), Asahi Glass ($SHJ (+0,73%)), Ceragon ($GGN (+0,93%)), Clorox ($CXX (-0,5%)), Eisai ($EII (-0,66%)), Kyocera ($KYR (+0,98%)), Leggett & Platt ($LP1 (-1,26%)), McKesson ($MCK (+0,95%)), NXP Semiconductors ($VNX (-0,53%)), Ryanair ($RY4C (+0,63%)), Simon Property ($SQI (-0,41%)), Shionogi Seiyaku ($SH0 (-0,72%)), Tata Motors ($TATB), TDK ($TDK (+8,03%)), Transocean ($RIG (+0,3%)), Williams ($WMB (-2,6%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

G20 - Global minimum tax to come in 2023. In this, every company that exceeds an annual turnover of 750,000 euros is to pay 15% tax on its profits. The large digital corporations must have a turnover of at least 20 billion euros and generate a pre-tax profit margin of at least 10% to also be affected by the global sales tax. Amazon ($AMZ (+1,56%)) would then be spared its 5% margin, while Apple ($APC (+1,23%)) would be asked to pay. Tax havens would also become less attractive, as the tax burden would not fall on the home countries - as it does now - but on the market countries, i.e. where most of the revenue is generated.

Ryanair ($RY4C (+0,63%)) - The airline has finally been able to report a profit again since the start of the pandemic. In the quarter July to September this year, the profit was 225 million euros. In comparison, Ryanair made a loss of 225.5 million euros in the same quarter last year.

However, a loss of 100 to 200 million euros is expected for the year as a whole, as airline tickets have to be offered at discounts.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Bitcoin ($BTC-EUR (+0,12%)) - After Bitcoin's strong October 2021 gain, there are eager hopes for an even stronger price increase. Predictions vary between a $50,000 and $100,000. Next month's result could be significantly influenced by the fact that many investors are in a celebratory mood and expect a continued strong increase. On the other hand, a throttling of the markets is expected after an announcement by the Fed.

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