...the dividends keep coming 🫠

"So hop in with a relaxed attitude"

🦘📉🦘📈🦘📉🦘📈🦘📉🦘📈🦘

Hello,

Tell me, so far the dividend has always arrived on payday, but I haven't received any yet. I am with TR. Has anyone already received the dividend?

Greetings Thomas

$HAUTO (-3,76%)

As some of you may have noticed, things have become a little quieter around me and my constant news flow, or rather, for certain reasons, I have stopped writing for the time being.

There are several reasons for this...

...on the one hand, I received a "nice" email from Getquin itself, on the other hand, my training, which was previously interrupted due to an urgent operation, will finally continue in April and the last IHK final exam (accounting specialist) in the field of tax law is coming up after a short time, so you have to sit on all 5s and do something about it.

After that, the certifications from DATEV itself, i.e. "DATEV accounting/DATEV payroll accounting", are still on the agenda and so I'm busy cramming, learning and implementing until the end of the year, in addition to everything else...but nothing comes from nothing.

I also don't really like some developments, grades, dictation and the constant reduction in services, even for premium customers, on the part of the platform operators...

...regardless of the fact that I can't really do anything with the coins I've collected so far anyway, the whole thing about the coins has gone up in smoke and mirrors...

...I don't really need overpriced caps, T-shirts and the like for coins either, I'm not a free or at my own expense free advertising medium and it doesn't help if you get an e-mail with a thank you for the arrangement and a stupid note at the same time...could have sent an appreciation or supporter package for the "arrangement" on their own initiative without a stupid hint...it's more common in the market...but no matter, the community support from Getquin is more and more like falling asleep...at some point the tingling just stops 😅

Be that as it may, February was a relatively good month this year despite all the capers...

...even after tearing several small ATH's, it has positioned itself today, just below the last one 😊 ...but also in the overall view of the year...

...it still looks quite good so far and even in the long term, everything is in the green 👍🏻

So now it's time to keep the ball rolling and stay true to our own strategy, which should pave the way for further growth with Orange.

In addition to value, the focus was of course once again on my beloved dividends and so last month there were €133.34 in net dividends, which represents an increase of 38.85% in the YOY and will be further expanded over time. The good months are still to come....😊

》Top 3《

$HAUTO (-3,76%) +26,34% (+64,76%)

$DTE (+1,77%) +23,34% (+20,19%)

$VICI (+0,2%) +8,89% (+25,35%)

》Flop 3《

$ASWM (+2,1%) -8,54% (-4,05%)

$YYYY (+0,38%) -6,43% (-9,68%)

$1211 (+0,28%) -3,95% (-13,58€)

》Purchases《

$1211 (+0,28%) 10x

$PID 35x

Apart from that, there wasn't really much else worth mentioning this month...

...so in this, wishing everyone another good hand...see you soon 👋🏻

The military escalation between the USA, Israel and Iran is causing strong market movements worldwide. Investors are shifting out of cyclical sectors and into security, energy and defense.

_________________________

Bitcoin $BTC (+2,2%) shows surprising stability

• 📈 In the meantime +8,1 %
• 💰 Just over 70,000 dollars
• Stabilization at around 69,000 dollars

Despite geopolitical risks, Bitcoin is apparently being used as a liquidity parking lot in the short term. At the same time, volatility remains high - further escalations could trigger new spikes.

_________________________

🛢 Oil prices up significantly

• Brent: + just under 6 %
• WTI: + a good 5 %
• In the meantime even +13 %

According to the report, the USA is currently no release from the strategic oil reserve. The market is still considered to be supplied, but the situation remains tense.

_________________________

🏦 Banks under pressure

The European banking index loses around 3,5 % - sharpest decline since April 2025.

Particularly affected:

• HSBC - $HSBA (-1,08%)
• Barclays - $BARC (-0,33%)
• Standard Chartered - $STAN (-2,68%)
• Deutsche Bank - $DBK (-0,69%)
• BNP Paribas - $BNP (-0,79%)
• BBVA - $BBVA (-1,13%)
• Commerzbank - $CBK (-1,97%)

In the USA also weaker until the US opening:

• Bank of America - $BAC (+0,15%)
• Citigroup - $C (+0,99%)

Reason: Strong Middle East business of many institutions and general risk aversion of investors.

_________________________

✈️ Travel industry collapses

High oil prices and uncertainty weigh heavily on tourism stocks:

• TUI - $TUI1 (-0,91%) (-11 %)
• Lufthansa - $LHA (-1,99%) (-11 %)

Flights to the region are canceled, travel offers suspended. Investors fear rising costs and falling booking figures.

_________________________

💎 Luxury stocks clearly in the red

The European luxury index loses almost 4 %.

Strongly affected:

• Richemont - $CFR (-1,81%)
• Swatch - $UHR (-0,63%)
• LVMH - $MC (-3,32%)
• Hermès - $RMS (-0,99%)
• Kering - $KER (-2,49%)
• Brunello Cucinelli - $BC (-2,16%)
• Moncler - $MONC (-0,47%)
• Ferragamo - $SFER (+1,45%)

Background:

Luxury is heavily dependent on global travel. Capital flows out of cyclical stocks.

_________________________

🛡 Defense stocks as clear winners

Geopolitical tensions drive up defense stocks:

• BAE Systems - $BA. (-0,5%)
• Lockheed Martin - $LMT (+0,08%)
• RTX - $RTX (+1,75%)
• Kratos - $KTOS (-1,4%)
• Hensoldt - $HAG (-0,51%)
• Leonardo - $LDO (-0,36%)
• Renk - $R3NK (-1,42%)
• Rheinmetall - $RHM (+2,46%)

Partial price increases of 3-6 %.

The focus is particularly on missile defense systems and possible increases in defense budgets.

_________________________

🚢 Shipping companies benefit

Transport values increase due to detour (avoidance of Hormuz, Suez Canal & Bab al-Mandab):

• Maersk - $MAERSK A (+3,98%)
• Hapag-Lloyd - $HLAG (+6,62%)
• Torm - $TRMD A (-1,05%)
• Frontline - $FRO (-1,3%)
• Hoegh Autoliners $HAUTO (-3,76%)

Reason: Shortage of transport capacity and speculation on rising freight rates.

_________________________

🥇 Gold in demand

• Gold price: +2,5 %

Profiteers in mining stocks:

• Evolution Mining - $EVN (-4,14%)
• Northern Star - $NST (-17,07%)

The sector has been showing relative strength for several days.

$4GLD (+0%)
$GOLD
$GOLD (-5,92%)

_________________________

📊 Market logic clearly recognizable

Winner:

🛡 Armaments

🚢 Shipping companies

🥇 Gold

₿ Bitcoin (short-term)

Losers:

🏦 Banks

✈️ Travel

💎 Luxury

_________________________

🔎 Conclusion

The market reaction follows the classic pattern of geopolitical crises:

• Risk is reduced
• Capital seeks security
• Energy prices rise
• Defense stocks benefit

The decisive factor remains whether the situation eases diplomatically - or escalates further.

_________________________

Source:

Reuters: Anleger greifen bei Bitcoin als "Fluchtvehikel" zu (Via TradingView)

$HAUTO (-3,76%)

Here the title is $HAUTO (-3,76%) is very well presented. Immediately on my watchlist with price signals to enter.

$HAUTO (-3,76%)

Hoegh Autoliners ASA is a Norwegian shipping company with over 90 years of history. The focus is on the transport of vehicles, machinery and other rolling stock across the world's oceans using specialized RoRo (roll-on/roll-off) vessels. The shipping company has developed into one of the most important players in global vehicle and heavy goods transportation and has significantly expanded its fleet.

Why dividend hunters should take a look here

What particularly interests dividend investors is the dividend policy, and Höegh Autoliners is exceptional in this respect:

🟦 Quarterly dividend payment

The company pays dividends several times a year, usually quarterly in March, May, September and November.

🟦 Very high dividend yield

The dividend yield is one of the highest on the market. Depending on the calculation period, it is clearly in the high double-digit range - around 19% to 25% compared to current share prices.

For example:

• An expected annual dividend of around € 1.95 per share corresponds to a dividend yield of almost 20% on the current share price.
• Historically, dividend yields of over 25 % to 30 % have even been observed when special payments are taken into account.

These are all yields that traditional dividend stocks in Europe or the USA can usually only dream of.

Total return ≠ dividend only

An often overlooked point about extremely high dividends is that they should not be viewed in isolation:

• Dividend yields of this level are partly the result of special distributions or share price declines that drive up the dividend percentage.
• The share has experienced strong price fluctuations in the past, and high dividends alone are no guarantee of long-term returns.

Nevertheless, quarterly distributions combined with an attractive valuation (low P/E ratio) are an interesting package for investors who prioritize current income.

Opportunities for dividend hunters

🟦 "Cash yield" instead of "price yield"

A large part of the dividend yield comes from actual cash distributions, not just theoretical calculations. This is a clear advantage for investors who want real income or rely on dividends for financial independence.

🟦 Quarterly payments instead of annual dividends

Many traditional dividend stocks only pay once a year. Four payments per year reduce reinvestment risks and improve cash flow.

🟦 Low valuation can mean further upside potential

A currently low P/E ratio (e.g. below 5) signals that the market is valuing the share very favorably. This can mean for dividend hunters:

➡️ High current distribution and potential for the share price to catch up.

Risks you should be aware of

As with any strong dividend stock, there are risks:

• Shipping industry volatility: fluctuating freight rates and global economic conditions impact earnings.
• Dividend fluctuations: Very high payments in one year can be lower the next if special payouts are not repeated.
• Share price risk: High dividend yields are often the result of falling share prices.

A dividend hunter should therefore see this share not just as an "interest payment", but as a company with operational risks and opportunities.

For whom is this share really interesting?

Ideal for:

• Investors who want stable and regular cash income
• Dividend income strategies with quarterly payments
• Investors with a medium to long-term horizon who can withstand fluctuations

Less suitable for:

• Investors who focus exclusively on price potential
• Risk-averse savers who prefer stable shares without sector cyclicality

Conclusion

The Hoegh Autoliners ASA share is a particularly exciting stock for yield and dividend hunters: it offers above-average current income, regular quarterly dividends and a business model with global reach in vehicle and heavy goods transportation. However, this attractiveness does not come without risk and volatility.

So if you prioritize "cash flow in the portfolio" over share price capitalization and are prepared to endure short-term fluctuations, this stock definitely belongs on your watchlist - because where else can you find similar dividend yields in established companies?

Of course, this is not a top analysis as you can see for yourselves. This is my personal opinion and I wanted to share it with you. Of course, it is not intended to encourage anyone to buy or sell. Everyone has to form their own opinion and start their own analysis.

$HAUTO (-3,76%)
$MAERSK A (+3,98%)
#dividende
#cashflow
#dividend
#transport

Somehow I think I'm rebuilding the depot from @Dividendenopi after.

$BATS (+1,64%) , $RIO (-2,19%) , $DTE (+1,77%) , $PFE (+0,3%) , $ARCC (-0,5%) - all identical.

Instead of $ALV (+1,43%) I have $MUV2 (+0,88%) , Instead of $HAUTO (-3,76%) I have $WAWI (-3,17%) . 🙂

I missed HSBC, I was too slow. The ETF position is different and @Dividendenopi there is even more "smoke" in the portfolio with other tobacco stocks...

In January 2026, Höegh Autoliners transported$HAUTO (-3,76%) 1.3 million cubic meters of freight on a pro rata basis.

The transport volume in the last three months (November to January) amounted to 4.0 million cubic meters.

The pro rata gross freight rate in January 2026 was USD 92.2 per cbm (+0.5% compared to the average pro rata gross freight rate of the last three months of USD 91.7 per cbm).

The pro rata net freight price in January 2026 amounted to USD 77.7 per cbm (-1.3% compared to the average pro rata net freight price of the last three months of USD 78.8 per cbm).

The share of HH/BB in the pro rata transport volume in January was 22%.

In the last three months

the proportionate HH/BB share amounted to 22 %.

Andreas Enger, CEO of Höegh Autoliners, comments: "January delivered stable results in line with seasonal patterns, with weather-related delays continuing throughout the month."