Woke up Monday morning, look into the depot....

I briefly considered going back to sleep :-)

I think I made the best of the week:

Buy more, buy more and buy more again.

I am most pleased about the fall in $ASML (-7,33%)

I added a total of 30 shares here.

I have moved from $KO (+0,82%) and $HAS (-12,9%) and

At the moment $NVDA (-6,05%) headache as the next few days will show.

Have a nice evening

As every weekend, the most important news from the past week, as well as the dates for the coming week.

Also as a video:

https://youtube.com/shorts/IbYaScMMo60?si=ePaPjhlOHN8f9jxQ

Monday:

The ifo index falls again. The ifo business climate is considered the most important barometer for the economy in Germany. The value of 100 is the average of all statements made by managers on the economy in 2015. The index is currently well below the mood in 2015. The index fell to 86.6 points after 87.0 in the previous month.

https://www.handelsblatt.com/politik/konjunktur/konjunktur-ifo-index-sinkt-erneut/100063167.html

Tuesday:

The buying mood in Germany continues to fall. The consumer climate deteriorates to -22 points, 3.4 points less than in July. By comparison, before the coronavirus pandemic, the index was usually around +10 points. The index improved briefly during the European Championships, but the euphoria seems to have faded.

https://www.handelsblatt.com/politik/konjunktur/gfk-konsumklima-kauflaune-in-deutschland-gibt-im-august-deutlich-nach/100063482.html

The labor market is also continuing to cool down. The ifo employment barometer fell for the third month in a row. In April, 150,000 employees in industry were already on short-time working.

https://www.handelsblatt.com/politik/konjunktur/arbeitsmarkt-ifo-beschaeftigungsbarometer-sinkt-zum-dritten-mal-in-folge/100063542.html

Wednesday:

The Danish 🇩🇰 toy manufacturer Lego is growing again, leaving its US competitors $MATT (-0%) Mattel and $HAS (-12,9%) Hasbro behind it. In the first half of 2024, sales increased by double digits to more than 4 billion euros. Profit grew even faster than turnover to 800 million euros. Lego is benefiting in particular from investments in its own stores and factories.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/spielwaren-lego-waechst-sprunghaft-und-haengt-die-konkurrenz-ab/100061159.html

Björn Höcke makes anti-business statements. The AfD's top candidate in Thuringia wishes all companies that took part in the 'Made in Germany - Made by Vielfalt' campaign 'economic decline'. His reasoning was that the companies that took part in the campaign were responsible for deindustrialization through relocations abroad. However, this statement is really fictitious. 1. the deindustrialization mentioned does not really exist from a scientific point of view. 2. Trigema is also involved in the campaign. If any company does not relocate jobs abroad, it is Trigema.

https://www.handelsblatt.com/politik/deutschland/landtagswahl-thueringer-wirtschaft-und-afd-auf-konfrontationskurs/100060393.html

Thursday:

$DHER (-1,71%) Delivery Hero wants to list its fast-growing subsidiary Talabat on the stock exchange in Dubai. This would fill Delivery Hero's coffers. Talabat not only delivers food in the Middle East, but also everyday items.

https://www.deraktionaer.de/artikel/aktien/delivery-hero-ipo-dieser-tochter-geplant-aktie-schiesst-nach-oben-20365084.html

For the first time in three years, the inflation rate is below the ECB's 2.0% target. While prices rose by 2.3% in July compared to the previous year, in August it was only 1.9%. Real wages are also rising again in Germany. Nevertheless, the consumer mood is not really there yet.

https://m.bild.de/geld/wirtschaft/statistisches-bundesamt-inflation-sinkt-auf-1-9-prozent-66d0637b78f47027c38aa897?t_ref=https%3A%2F%2Fwww.bild.de%2Fgeld%2Fwirtschaft%2Fstatistisches-bundesamt-inflation-sinkt-auf-1-9-prozent-66d0637b78f47027c38aa897

Friday:

Growth in India 🇮🇳 is weakening somewhat; instead of 8 or 9 %, GDP grew less strongly at 6.7 % in Q2 compared to the same quarter of the previous year. A problem for the ruling Modi is that he has lost his absolute majority. This means that reforms can be implemented less quickly or not at all, which is hampering growth.

https://www.handelsblatt.com/politik/international/asien-warum-67-prozent-wachstum-modis-reformagenda-gefaehrdet/100063588.html

Key dates for the coming week:

Tuesday: 16:00 Manufacturing (USA)

Wednesday: 11:00 Producer prices (EU)

Wednesday: 15:45 Interest rate decision (Canada)

$HAS (-12,9%) & $MAIN (-4,32%)

These two stocks are currently on my list.

What do you think of these two stocks?

I think that I will add both of them to my portfolio at the end of this week.

Good evening to you

Subsequent purchase

The portfolio is being restructured, the following positions are being removed:

• Hasbro
• EA
• RR

Various stocks already in the portfolio will be bought back

Actually ne quite machine, we have all had as children what from $HAS (-12,9%) on Monday is bought, savings plan is already created

My parents used to spend vast sums of money on Hasbro because of me. Today, I could get that money back from the parents who spoil their children today and shower them with toys.

Toys, action figures, board games.

Known names -> Monoploy, Transformers, Play-Doh.

Current:

> 2020 revenue -> $5.4 billion.

> profit after tax 2020 -> $222 million

> Market cap -> approx. $13.7 billion

-> KUV 2.53

-> P/E RATIO 62

-> dividend yield 2.7%

Sales Expectation:

2021 > $6.27 billion

2022 > $6.67 billion

2023 > 7 bn$

Pair of info about the company:

Hasbro is one of the world's largest toy manufacturers.

Its product line includes toys for all ages of children, board games for kids, adults and the whole family, puzzles, and newer developments such as DVD board games.

The best-known brands include Parker, MB Spiele and Play-Doh. Alongside classic games such as Monopoly, Trivial Pursuit, Risk, Taboo and ''Four Wins'' are toys such as My Little Pony, Beyblade and Furby, which has sold over forty million copies worldwide. Board games and puzzles account for just over a third of sales.

Since the beginning of the new millennium, Hasbro has pursued a strategy of increasingly appearing as an entertainment company. Whereas previously cartoon and comic adaptations of Hasbro toy series were made, cinema adaptations of Hasbro licenses are now playing an increasingly important role.

Conclusion:

Not a stock that will make you rich in a year, not a stock that will disappoint big time. Great name, customers are born again and again, the fortune of the '''parent generation''' is growing, very large product range, great names, new business areas, very good dividend. In addition, since 2020, a Pokémon hype that can potentially jump to other topics.

Category, more solid than Aker Carbon Capture, more volatile/risky than Microsoft 👍🏼😊

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

Ex-dividend date: Blackstone Group ( $BBN1 (-7,93%) ), Citigroup ( $TRVC (-11,29%) ), Hasbro ( $HAS (-12,9%) ), Texas Instruments ( $TII (-8,2%) ), Evertec ( $2EV (-7,25%) ), Kinder Morgan ( $2KD (+0%) ), Oneok ( $ONK (-9,27%) ) and Banco Santander ( $BSDK (-4,82%) ).

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today Air France-KLM ( $AFR ), Bank of China ( $BOF (-5%) ), BNP Paribas ( $BNPQY (-4,15%) ), Caixabank ( $48CA (-4,19%) ), Chevron Corporation ( $CHVG ), Daimler AG ( $DAI (-2,59%) ), FORTEC Elektronik ( $FEV (-1,31%)), W. W. Grainger ( $GWW (-4,77%) ), Nomura Holdings ( $NSEA (-8,77%) ), PetroChina ( $PC6 (-4,33%) ) and Weyerhaeuser ( $WHC (-8,65%) ) present their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Daimler ( $DAI (-2,59%) ) - Despite a massive drop in sales, Daimler was able to post surprisingly good numbers in the last quarter. Thanks to higher prices, the company was able to keep its revenues almost stable and even increase its profit. Net profit rose by 21 percent and now stands at 2.47 billion euros. Analysts expect the share price to rise as Daimler has proven its strength and resilience.

Facebook / Meta ( $FB2A (-7,03%) ) - The group is changing its name to "Meta." The idea is to create a brand that unites all of the group's businesses and products. The reason for this name is the planned metaverse that the group wants to build.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Ethereum ( $ETH-USD (-1,39%) ) - Following the successful launch of the Altari Beacon blockchain update, ETH hit a new all-time high of $4,400.97 last night. The upgrade paves the way for ETH 2.0, which will be based on proof of stake rather than proof of work. ETH has been able to maintain bullish momentum since July, when its price was still at $1,780. Ethereum has particularly benefited from the rise of DeFi and NFT in recent months.

Thanks a lot @MarketNewsUpdate for the shoutout! ;)