3D·

The top 10 for the 3rd quarter

Since September 1999, Bankhaus Metzler has published a list of ten German shares that it recommends for the following quarter. Since then, this top ten list has achieved a return of more than 600 percent. In the same period, Germany's leading index, the Dax, gained around 350 percent.

The research team has now published the top 10 for the third quarter.

4 DAX stocks

$DB1 (-0,65%)
$MUV2 (-0,21%)
$SIE (-1,27%)

3 MDAX stocks

$BC8 (-0,1%)
$EVK (-0,44%)
$JUN3 (-1,11%)

2 SDAX stocks

$BFSA (+0,11%)
$VOS (+0,11%)

1 stock outside the indices

$IVU (-0,63%)

Source: Handelsblatt, 04.07.25

4 Comentários

Novius@Novius

As a result of the article, I looked at $BFSA and built up an initial position

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Tim@Tacticus

Do you have a link to the list from Bankhaus direkt?

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Novius@Novius

@Tacticus No, I have not

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finanzperpetuum@finanzperpetuum

I'm on board with $VOS and $JUN3. I continue to be very optimistic about both and see them as very well positioned for the future.

Here is a nice presentation from Jungheinrich on Strategy 2030, focusing on growth in North America and APAC. What we often forget is that it's not just about selling trucks. Those days are long gone. The magic word is intralogistics and Jungheinrich can offer the complete package. What the BNP analyst said a few days ago somehow doesn't fit in at all.

https://media-live2.prod.scw.jungheinrichcloud.com/resource/blob/1971594/ea420401f415c1bc78c8d3962bcbadb4/praesentation-strategie-2030--data.pdf

"Exane analyst Christoph Blieffert downgraded Jungheinrich to "Neutral" and pointed to the forklift truck manufacturer's limited growth potential. Among other things, the recently announced withdrawal from the Russian market could slow down growth. Kion, on the other hand, should benefit more from the new German government's financial package."

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