Euro Stoxx 50

Novartis $NVS (-0,66%)

Rheinmetall $RHM (-0,79%)

SAP $SAP (-3,22%)

Investment package

ECB

Tariffs

Discussion about Fed chief

Read analysis: https://shorturl.at/slwz6

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#europe

The week will be pure entertainment.

Monday:

• Release of the Empire State Manufacturing Index (July)
• Start of the Republican National Convention
• Statements by FED Chair Jerome Powell and San Francisco
  Fed President Mary C. Daly
• Quarterly results from Goldman Sachs ($GS (+4,07%) ), BlackRock ($BLK ) and Servis1st Bancshares ($SFBS )

Tuesday:

• Start of the ⚠️Amazon Prime Day⚠️
• Continuation of the Republican National Convention
• Publication of retail sales (June), business inventories (May), import/export prices (June) and the real estate market index (July)
• Quarterly results from UnitedHealth ($UNH (+1,21%)), Bank of America ($BAC (+1,46%)), Morgan Stanley ($MS (+2,76%)), Charles Schwab ($SCHW (+0,16%)), PNC Financial ($PNC (+2,56%)), State Street ($STT (+1,26%)) and J.B. Hunt Transport ($JBHT (-1,06%))
• Statements by FED Governor Adriana Kugler

Wednesday:

• End of of the ⚠️Amazon Prime Day⚠️
• Continuation of the Republican National Convention
• Publication of housing data (June) and industrial production (June)
• Publication of the FED Beige Book
• Quarterly results from Johnson & Johnson ($JNJ (-0,96%)), US Bancorp ($USB (+0,95%)), Kinder Morgan ($KMI (-1,55%)) and Discover Financial Services ($DFS)

Thursday:

• Publication of the weekly Jobless Claims (until July 13)
• Publication of of the Philadelphia Fed Manufacturing Index (June)
• Quarterly results from TSMC ($TSM (+1,4%)), Netflix ($NFLX (-1,61%)), Novartis ($NVS (-0,66%)), Abbott ($ABT (+0,58%)), United Airlines ($UAL (+3,46%)) and Intuitive Surgical ($ISRG (-1,06%))
• ⚠️Abschluss of the Republican National Convention with speeches by Donald Trump (not sure)⚠️

Friday:

• Quarterly results from American Express ($AXP (+0,56%)), Travelers Cos. ($TRV (-0,04%)), Halliburton ($HAL (-2,43%)), Fifth Third Bancorp ($FITB (+1,13%)), Huntington Bancshares ($HBAN (+1,17%)) and Regions Financial ($RF (+1,93%))
• Statements from New York
  FED President
  John C. Williams and Atlanta Federal Reserve President Raphael Bostic

Next week will be exciting! An overview:

Monday

• Ryanair Holdings ($RYAAY (+0,98%) ) and Nucor Corporation ($NUE (-0,02%) ) publish quarterly results

Tuesday

• Microsoft ($MSFT (+0,63%) ), Alphabet ($GOOGL (+1,8%) ), AMD ($AMD (+6,32%) ), Pfizer ($PFE (+0,19%) ), UPS ($UPS (+0,01%) ) and Starbucks ($SBUX (+0,83%) ) present quarterly reports before
• S&P Case-Shiller Index for house prices (November)
• Job offers (December)
• Consumer Confidence

Wednesday

• Novo Nordisk ($NVO (-0,44%) ), MasterCard ($MA (-0,34%) ), Novartis ($NVS (-0,66%) ) and Boeing ($BA (+1,5%) ) publish quarterly results
• ADP employment report
• Interest rate decision of the FED

Thursday

• Apple ($AAPL (+1,23%) ), Amazon ($AMZN (+1,56%) ), Meta ($META (+0,46%) ), Merck ($MRK (+0,33%) ), Shell ($SHEL (-0,11%) ) and Honeywell ($HON (-2,23%) ) give quarterly reports announced
• Initial jobless claims (week ending January 27)
• Productivity in the USA (quarter)
• S&P
  Purchasing Managers' Index for the manufacturing sector (January)
• ISM Purchasing Managers' Index for the manufacturing industry (January)

Friday

• ExxonMobil ($XOM (-0,4%) ), AbbVie ($ABBV (-0,1%) ), Chevron ($CVX (-0,65%) ) and Bristol-Myers ($BMY (-0,97%) ) report their quarterly results
• US labor market report
  
• Consumer Sentiment

Figures from day times summarized...

Freshly edited after 10 p.m., below... ⤵️

As announced in my post today:

https://app.getquin.com/activity/NANZSkDukX?lang=de&utm_source=sharing

there is a lot to report today. Let me summarize some important numbers for you:

$HYQ (-1,9%)
Hypoport:

expects revenue to decline by six percent to €105 million in the third quarter based on preliminary figures. EBIT is expected to decrease by 95 percent to 0.5 million. The Management Board has initiated measures to adjust the cost level to the current weak market environment. The results of these measures will take effect from the first quarter of 2023.

$KO (-0,37%)
Coca-Cola:

Posts Q3 revenue of $11.1 billion (PY: $10.0 billion, analyst forecast: $10.52 billion) and adjusted earnings per share of $0.69 (PY: $0.65, forecast: $0.64). In its outlook for 2022, Coca-Cola now expects organic sales growth of 14% to 15% (previously: 12% to 13%).

$8GMA
General Motors Co:

Surpassed analyst estimates of $1.89 in third-quarter earnings per share of $2.25. Revenue of $41.89 billion beat expectations of $41.72 billion.

$MMM (-1,74%)
3M Co:

Third-quarter earnings per share of $2.69 beat analyst estimates of $2.62. Revenue of $8.6 billion below expectations of $8.75 billion.

$GEC
General Electric Co:

Missed analyst estimates of $0.50 in the third quarter with earnings per share of $0.35. Sales of $19.1 billion exceeded expectations of $18.55 billion.

$COVTY (-1,32%)
Covestro:

Posts Q3 sales of €4.6 billion (PY: €4.3 billion, analyst forecast: €4.33 billion), Ebitda of €302 million (PY: €862 million, forecast: €320 million), free operating cash flow of €33 million (PY: €381 million) and net income of €12 million (PY: €472 million, forecast: €40 million). In the outlook for 2022, the company now expects free operating cash flow of €0 to €100 million (previous: €0 to €500 million, forecast: €29 million) and Ebitda of €1.7 to €1.8 billion (previous: €1.7 to €2.2 billion, forecast: €1.83 billion), high gas price impacts forecast.

$SAP (-3,22%)
SAP:

3rd quarter sales of €7.84 billion Q3 revenue of €7.84 billion (previous year: €6.85 billion, forecast: €7.6 billion), cloud revenue of €3.29 billion (previous year: €2.38 billion, forecast: €3.19 billion), license revenue of €406 million (previous year: €657 million, forecast: €454 million), operating profit of €1.239 billion (PY: €1.249 billion), and profit after tax of €547 million (PY: €1.42 billion, forecast: €790 million). In the outlook, SAP confirms medium-term targets until 2025 and outlook for 2022 for revenue and operating profit, outlook for free cash flow for 2022 lowered to around €4.5 billion (previously: over €4.5 billion).

$NVS (-0,66%)
Novartis:

Posts Q3 sales of $12.54 billion (PY: $13.03 billion), operating income of $2.16 billion (PY: $3.23 billion), net income of $1.57 billion (PY: $1.75 billion), core operating income of $4.28 billion (PY: $4.46 billion). Group guidance for fiscal 2022 confirmed.

$MSFT (+0,63%)
Microsoft:

First-quarter earnings per share of $2.35 beat analyst estimates of $2.32. Revenue of $50.1 billion exceeded expectations of $49.86 billion.

$GOOGL (+1,8%)
Alphabet:

Misses analyst estimates of $1.28 in the third quarter with earnings per share of $1.06. Revenue of $69.09 billion below expectations of $71.34 billion.

$V (+0,08%)
Visa:

Beats fourth-quarter analyst estimates of $1.87 with earnings per share of $1.93. Revenue of $7.8 billion beats expectations of $7.57 billion.

$TXN (-1,56%)
Texas Instruments:

Beats third-quarter analyst estimates of $2.39 with earnings per share of $2.45. Revenue of $5.24 billion beats expectations of $5.14 billion.

$SKX
Skechers:

Missed analyst estimates of $0.73 in the third quarter with earnings per share of $0.64. Revenue of $1.88 billion beat expectations of $1.81 billion.

$CMG (-1,83%)
Chipotle Mexican Grill:

Beats third-quarter analyst estimates of $9.17 with earnings per share of $9.51. Revenue of $2.2 billion below expectations of $2.23 billion.

Phew that was really ne a lot today and the next 2 days it will continue to go so strong!

Hello people

I came across the Novartis share.

The payout would be in March, which would provide a little more balance in dividends throughout the year. The increase in dividends over several decades is certainly a positive. 🔝

Negative from my point of view is the median price target which is roundabout 10% above the current price.🙁 (No investment advice just my opinion)

How do you see $NVS (-0,66%)? Would it be worth an individual investment to you?🤔

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗜𝗣𝗢𝘀 🔔

Volvo Cars has had to scale back its ambitions. The carmaker, owned by the Chinese group ($GRU (-0,39%)), will be listed on the Stockholm stock exchange on October 29 at a price of 53 Swedish kronor (5.3 euros) per share. On the occasion of this IPO, Volvo Cars should raise gross proceeds of about 20 billion Swedish kronor (2 billion euros), while it was previously expected to raise about 25 billion kronor

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

Ex-dividend date: Antero Midstream ( $AM (-0,32%) ), Clorox ($CXX (-0,5%)), AptarGroup, Inc ( $AGT (-1,51%) ), Commercial Metals Company ( $CMS (+0,27%) ), Krispy Kreme, Inc ( $9YM (-1,72%) ), Entegris, Inc ( $ENQ (+1,69%) ), Infosys Technologies ( $IOY (-0,17%) ) und Prospect Capital ( $RK8 (+0%) )

𝗖𝗵𝗶𝗳𝗳𝗿𝗲𝘀 𝘁𝗿𝗶𝗺𝗲𝘀𝘁𝗿𝗶𝗲𝗹𝘀 📈

Today 3M ( $MMM (-1,74%) ), Aphabet ( $ABEA (+1,8%) ), Canon ( $CNNA (+0%) ), Capital One ( $CFX (+1,84%) ), General Electric ( $GCP (-0,57%) ), Hasbro ( $HAS (-0,24%) ), Hitachi Construction Machinery ( $HTCMY ), IDEX ( $ID7 (-0,24%) ), Lockheed Martin Corp ( $LOM (-0,76%) ), Logitech ( $LTEC (-0,21%) ), Microsoft ( $MSF (+0,63%) ), Novartis ( $NOTA (-0,66%) ), Texas Instruments ( $TII (-1,56%) ), Twitter ( $TWR ), UBS ( $UBRA (-0,56%) ), UPS ( $UPAB (+0,01%)) and Visa ( $3V64 (+0,08%) ) present their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Tesla ( TL0) - After the car rental company "Hertz" ordered 100,000 Tesla electric cars by the end of 2022, Tesla's stock price reached a level of more than 1,000 US dollars. This transaction brought Tesla's stock value to more than US$1 trillion. By May 2021, the stock was still below 600 euros.

Automotive industry: The German automotive industry is now facing a shortage of magnesium. Magnesium is mainly needed for the alloying of aluminum. The supply shortage is due to energy saving measures in China, which have resulted in a reduction of magnesium production. China's market share, which represents 95% of European magnesium supply, is problematic. Some companies only have magnesium stocks until November, so experts are warning of a possible production shutdown.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

MasterCard () - In collaboration with Bakkt, the payment service provider is integrating crypto-currencies into its system. This would allow more than 2 billion customers to access a wide range of cryptocurrencies and they could even earn additional rewards in bitcoin or similar.

In this context, Bakkt will take over the custody of crypto assets. Since the announcement of this project, Bakkt's share price has already increased by about 470%.

Crypto-currency fraud campaign - YouTube channels are currently being hijacked by hacking creators with fake cooperation requests, according to Threat Analysis Group. After the channels are taken over, they are either sold or used for livestreaming crypto-currency fraud. This campaign can be attributed to a group of Russian hackers.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗲𝗿 𝗖𝗹𝘂𝗯 𝗱𝗲𝗿 𝗕𝗶𝗹𝗹𝗶𝗼𝗻𝗲𝗻 / 𝗜𝗺 𝗩𝗮𝗸𝘂𝘂𝗺 𝗱𝗲𝘀 𝗖𝗵𝗶𝗽𝗺𝗮𝗻𝗴𝗲𝗹𝘀 / 𝗦𝗰𝗮𝗺 𝗖𝗼𝗶𝗻𝘀 𝗼𝗻 𝗬𝗼𝘂𝗧𝘂𝗯𝗲

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, Antero Midstream ($AM (-0,32%)), Clorox ($CXX (-0,5%)), AptarGroup Inc ($AGT (-1,51%)), Commercial Metals Company ($CMS (+0,27%)), Krispy Kreme Inc. ($9YM (-1,72%)), Entegris Inc ($ENQ (+1,69%)), Infosys Technologies ($IOY (-0,17%)) and Prospect Capital ($RK8 (+0%)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, 3M ($MMM (-1,74%)), Aphabet ($ABEA (+1,8%)), Canon ($CNNA (+0%)), Capital One ($CFX (+1,84%)), General Electric ($GCP (-0,57%)), Hasbro ($HAS (-0,24%)), Hitachi Construction Machinery ($HCM (+1,45%)), IDEX ($ID7 (-0,24%)), Juniper Networks Inc. ($JNP), Lockheed Martin Corp. ($LOM (-0,76%)), Logitech ($LOGN), Microsoft ($MSF (+0,63%)), Novartis ($NOTA (-0,66%)), Texas Instruments ($TII (-1,56%)), Twitter ($TWR), UBS ($UBRA (-0,56%)), UPS ($UPAB (+0,01%)), Visa ($3V64 (+0,08%)) and WH Group ($WHGLY) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Tesla ($TL0 (-3,07%)) - After car rental company "Hertz" ordered 100,000 Tesla electric cars by the end of 2022, Tesla's stock price rose to a record level of over $1,000. This deal has increased Tesla's stock value to over one trillion US dollars. In May 2021, the the security was still below 600 US dollars. Tesla posted a profit of US$1.62 billion in the third quarter, a year-on-year increase of 389 percent. Tesla is thus in the club of companies with a market capitalization of over one trillion US dollars. Apple ($APC (+1,23%)), with a market capitalization of 2.5 trillion U.S. dollars, is alongside Microsoft ($MSF (+0,63%)), Alphabet ($ABEA (+1,8%)) and Amazon ($AMZ (+1,56%)) are the leaders in this club.

Pfeiffer Vacuum ($PFV (+0,32%)) - Due to high demand from chip manufacturers, vacuum pump specialist Pfeiffer Vacuum is able to benefit and is again raising its forecast. The company now anticipates sales of between €730 million and €750 million for the fiscal year. Previously, sales of between €710 and €730 million had been anticipated. The renewed increase in the sales forecast is due to the record order backlog. The margin for earnings before interest and taxes is expected to be between 12 and 13 percent. Pfeiffer has been particularly buoyed by high demand from the semiconductor industry over the past nine months. Due to the worldwide chip shortage, chip companies are currently expanding their capacities. To this end, the vacuum pumps manufactured by Pfeiffer are also in very strong demand.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

MasterCard ($M41 (-0,34%)) - Together with Bakkt, the payment service provider is building cryptocurrencies into its system. As a result, more than 2 billion customers would have access to a wide variety of cryptos and can even earn rewards in Bitcoin or the like on top of that.

In this context, Bakkt will take over the custody of crypto assets. Since the announcement of this venture, Bakkt's share price has already risen by about 470%.

Crypto Fraud Campaign - According to Threat Analysis Group, Youtube channels are currently being hijacked by hacking the creators with fake cooperation requests. After the channels are taken over, they are either sold or used for crypto fraud by distributing it via livestream. This campaign is said to be attributed to a group of Russian hackers.

𝗔𝗹𝗹𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 𝗴𝗶𝗯𝘁 𝗲𝘀 𝗮𝗯 𝗷𝗲𝘁𝘇𝘁 𝗮𝘂𝗰𝗵 𝗮𝘂𝗳 𝗙𝗿𝗮𝗻𝘇ö𝘀𝗶𝘀𝗰𝗵

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