Sensible $HBH (-1.29%) sell and in $IWDA (-0.72%) go in. Does the $IWDA (-0.72%) make sense with $IUSA (-0.78%) position ?

Thank you in advance 😊

⬆️⬆️⬆️

- BERENBERG raises the price target for SIEMENS from EUR 215 to EUR 245. Buy. $SIE (-1.02%)

- BERNSTEIN raises the price target for SIEMENS ENERGY from EUR 15 to EUR 22. Underperform. $ENR (-4.65%)

- JPMORGAN PUTS SARTORIUS ON 'POSITIVE CATALYST WATCH' - 'OVERWEIGHT' $SRT (+0.05%)

- GOLDMAN raises the price target for FRAPORT from EUR 87 to EUR 90. Buy. $FRA (-1.09%)

- UBS raises the price target for NORDEA from EUR 145 to EUR 146. Buy. $NDA FI (-0.62%)

- BERNSTEIN raises the target price for SCHNEIDER ELECTRIC from EUR 275 to EUR 280. Outperform. $SU (-2.91%)

- UBS raises the target price for WPP from GBP 6.80 to GBP 7.20. Sell. $WPP (+0%)

- BERNSTEIN raises the price target for ALSTOM from EUR 17 to EUR 24. Market-Perform. $ALO (-2.9%)

- STIFEL upgrades HERMES from Hold to Buy and raises target price from EUR 2150 to EUR 2560. $RMS (-0.84%)

- INFINEON +4.2% - 'TOP PICK' OF THE UBS $IFX (-0.29%)

⬇️⬇️⬇️

- RBC downgrades UNILEVER from Sector-Perform to Underperform and lowers target price from GBP 48 to GBP 40. $ULVR (-1.24%)

- BERNSTEIN downgrades ABB from Market-Perform to Underperform and lowers price target from CHF 46 to CHF 45. $ABBN (-1.41%)

- BERNSTEIN downgrades SIGNIFY from Outperform to Market-Perform and lowers price target from EUR 30 to EUR 24. $LIGHT (-2.72%)

- DEUTSCHE BANK RESEARCH lowers the price target for UMICORE from EUR 10.50 to EUR 10. Hold. $UMICY

- DEUTSCHE BANK RESEARCH lowers the price target for DOCMORRIS from CHF 45 to CHF 25. Hold. $DOCM (+0.1%)

- BERENBERG lowers the price target for HORNBACH HOLDING from EUR 100 to EUR 94. Buy. $HBH (-1.29%)

- CITIGROUP downgrades ROLLS-ROYCE from Buy to Neutral. $RR. (+0.04%)

- JEFFERIES lowers the target price for BHP GROUP from GBP 22.50 to GBP 21.50. Hold. $BHP (-0.75%)

- JEFFERIES lowers the price target for GLENCORE from GBP 5.50 to GBP 4.50. Buy. $GLEN (-1.35%)

- JEFFERIES lowers the target price for RIO TINTO from GBP 64 to GBP 60. Buy. $RIO (-0.05%)

- BERENBERG lowers the target price for NOVO NORDISK from DKK 975 to DKK 725. Hold. $NOVO B (-0.04%)

Good evening!

I've had my portfolio for a few years now (2018) and was very involved with stocks when I was young, but since about 2021 I've lost the time and desire to do so and wanted to let everything run long, which was of course a mistake...

For about 1 month now, I have been motivated again to change this situation and to stick with it in the long term.

Titles like: $BAYN (+0.65%) , $BRN (-0.72%) , $SVA (+3.33%) , $PHE (-0.7%) and $HYSR (+0%) I have been holding them for ages and always hoped that they would go through the roof and missed the chance to sell them when the wind was blowing so that I could cut my losses... so I would rather hold them now than sell them because I missed the chance.

Title like: $KO (-0.47%) and $HBH (-1.29%) I bought a new one last week to lay a good foundation for the realignment ... Long on dividends.

The fund: $Raiffeisen Wachstum (RZ) T I had to take out at the time, I can no longer give the exact reason, as I have repeatedly taken out the necessary small change over the years and have kept the thing running for 2 years (monthly approx. 150€ as a savings plan permanent investment), whereby I am ready to switch this money at any time.

So much for the information on the portfolio ... I would like to try to limit my losses a little over the next 3, 5, 10, 20 years and make my portfolio healthy in the long term.

Budget apart from what is in my portfolio, which could of course be reallocated, would be around €3000.

Stocks like : $NOVO B (-0.04%) and $O (-0.81%) would really appeal to me right now.

Please give me some feedback or information, I am grateful for everything.

Greetings Julian 😃

Goldman lowers Teamviewer to 'Neutral' - target down to 12 euros + Hornbach Holding adjusts sales forecast + Nike outperforms in second fiscal quarter + Today is big expiration day

Downgrade for Teamviewer $TMV (+0.49%)

• The US investment bank Goldman Sachs has downgraded Teamviewer from "Buy" to "Neutral" and lowered its target price from 17 to 12 euros.
• Analyst Mohammed Moawalla wrote on Thursday evening that his buy recommendation was based, among other things, on the prospect of share buybacks.
• However, distributions have become more uncertain in view of the takeover of 1E.
• However, Moawalla remains optimistic about the company's growth potential.

Key figures HORNBACH Holding AG & Co. KGaA Group $HBH (-1.29%)

• Hornbach Holding adjusts its sales forecast for the 2024/25 financial year to the previous year's level, while the forecast for adjusted earnings before interest and taxes (EBIT) is confirmed.
• Third-quarter sales increase by 1.3 percent to EUR 1.505 billion thanks to the European business, while EBIT falls by 28 percent to EUR 34.6 million, mainly due to wage increases

Nike $NKE (+1%)
with quarterly figures

• Nike exceeds analysts' expectations in the second quarter with sales of 12.35 billion dollars, although sales fell by 8 percent year-on-year.
• Profit falls by 26 percent to 1.16 billion dollars, while the share price rises by around 8 percent in after-hours trading.

Friday: Stock market dates, economic data, quarterly figures

Big expiry day

• ex-dividend of individual stocks

Hewlett Packard Enterprise 0.13 USD

British American Tobacco USD 0.74

• Quarterly figures / company dates Europe

07:00 Hornbach Holding AG Quarterly figures

• Economic data

08:00 DE: Producer prices November FORECAST: +0.3% yoy/-0.3% yoy previously: +0.2% yoy/-1.1% yoy

08:00 UK: Retail Sales November OUTLOOK: -0.3% yoy/+1.5% yoy previous: -0.7% yoy/+2.4% yoy

12:00 DE: Expiry futures and options STOXX family (Eurex)

13:00 DE: Expiry DAX futures and options (Eurex)

13:00 DE: Expiry TecDAX futures and options (Eurex)

14:30 US: Personal Spending and Income November Spending / Income FORECAST: +0.5% yoy/+0.4% yoy previous: +0.4% yoy/+0.6% yoy PCE Price Index / Total Rate FORECAST: +0.2% yoy/+2.5% yoy previous: +0.2% yoy/+2.3% yoy PCE price index / core rate PROGNOSE: +0.2% yoy/+2.9% yoy PREV: +0.3% yoy/+2.8% yoy

16:00 EU: Eurozone Consumer Confidence Index (flash estimate) December FORECAST: -14.0 previous: -13.7

16:00 US: Index Consumer Sentiment Uni Michigan (2nd survey) December FORECAST: 74.0 1st survey: 74.0 PREVIOUS: 71.8

17:20 DE: Expiry SMI future (Eurex)

17:30 DE: Expiry equity options (Eurex)

21:15 US: Expiry e-mini Nasdaq future | e-mini S&P future

Once upon a time....

A stock market recommendation with a dividend strategy

Aareal Bank
$ARLN

Purchase was made in 2014, buy into rising prices, buy bank stocks with dividends

was said 😊

After several lows and takeover recommendations, the share price has not really recovered for over 10 years

recovered and has not seen a new ATH. 😭

Dividends were canceled in 2021 nor collected in previous years: EUR 3816

After the bank was finally taken over in 2023, trading was low except for some stock exchanges, where trading was

possible anymore.

Sale comes after a long wait and consideration, probably the price is now rising like Hella $HLE (+0.23%) and Hornbach $HBH (-1.29%) after I sold.

Money will either be put into the savings plan or bought in stages for interesting stocks.

Economy on 22.05.2024...

Markets take a breath near the ATH. A lot going on today. Paypal AGM, Nvidia figures and so on... ⤵️

There has been a lot going on in the last few weeks. Nevertheless, trading went very well and I still have a few positions open.

I'll take a long look at Hugo Boss after the figures and the co-op with David Beckham.

I have gone long on some solar stocks and I am still working on a turnaround $VNA (-1.89%) Vonovia, $PYPL (-3.25%) Paypal and $PAH3 (+0.32%) Porsche.

Closed trades of the last weeks are:

$BAYN (+0.65%) Bayer, $ADE (+1.17%) Bitcoin Group, $JNJ (+1.22%) Johnson & Johnson, $FME (+0.61%) Fresenius Medical Care and $AFX (+3.48%) Carl Zeiss

My savings plans on the ETFs are continuing and otherwise I am building up a lot of cash in order to be able to participate in one or two setbacks

Cryptos have also started well again, especially Ethereum, after the chances of an ETH ETF being approved rose to 75%.

Let's take a look at today's trading day and the dates. There are a few general meetings that are interesting. Paypal, McDonalds and so on, among others. See for yourself:

Singapore stock market holiday

Economic data

08:00

• UK: Consumer prices April PROGNOSE: +0.2% yoy/+2.1% yoy previous: +0.6% yoy/+3.2% yoy Core PROGNOSE: +0.7% yoy/+3.6% yoy previous: +0.6% yoy/+4.2% yoy

10:05

• EU: ECB President Lagarde, video message for Esma event on Capital Markets Union

16:00

• US: Existing Home Sales April PROGNOSE: +1.4% yoy previous: -4.3% yoy

16:30

• US: Crude Oil Inventories EIA

20:00

• US: Fed, minutes of the FOMC meeting April 30/May 1

ex-dividend of individual stocks

Renault EUR 1.85

Quarterly figures / company dates USA / Asia

16:00 $MCD (-0.37%)
McDonalds | $MDLZ (-1.74%)
Mondelez

16:00 $UAL (+5.88%)
United Airlines AGM

16:30 US: Crude Oil Inventories EIA

17:00 PayPal AGM

18:00 $AMZN (-1.34%)
Amazon AGM

22:20 $NVDA (-2.01%)
Nvidia quarterly figures

Quarterly figures / Company dates Europe

07:00 $EVT (-1.17%)
Evotec | $HBH (-1.29%)
Hornbach Holding

10:00 $COP (-0.18%)
Compugroup Medical AGM

10:30 Indus Holding AGM

11:00 $PUMA (-2.52%)
Puma AGM

14:00 Evotec Earnings-Call

Untimed: Einhell quarterly figures

Trend score fell below 60%.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗠𝗲𝗴𝗮𝗸𝗮𝘂𝗳 𝗯𝗲𝗶 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 / 𝗘𝗹𝗼𝗻 𝗠𝘂𝘀𝗸 𝗵𝗮𝘁 𝗴𝗲𝗻𝘂𝗴

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Philip Morris International ($PHMO11BF), Altria Group Inc. ($MO (+0.75%)), and Ralph Lauren Corporation ( $RL (-0.54%)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Hornbach Holding. ($HBH (-1.29%)) and Carmax Inc. ($KMX (-2.42%)) present their quarterly figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Tesla ($TSLA (-0.07%)) - Tesla shareholders can breathe a sigh of relief, CEO Elon Musk announced that he has now sold enough Tesla shares. After a total of 13.5 million shares sold, he now has $13 billion, of which he says he will pay $11 billion in taxes.

Rocket Internet ($RKET) - Rocket Internet shares rose by a full 26% yesterday. The reason for this is the company's offer to buy its own shares now for €35. Last year, the company already announced a delisting from the stock exchange, at that time the takeover price of the shares was around €18.50.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Bitcoin ($BTC (+1.77%)) - The dip in the crypto market was neatly exploited. A previously unknown investor covered himself with 3000 Bitcoins worth 150 million US dollars. In total, the value of this investor's wallet is close to 6 billion US dollars. This makes him the third largest Bitcoin investor in the world.

Follow us for french content on @MarketNewsUpdateFR

The Corona boom may have faded, but business at Hornbach Holding is still excellent. Following a strong third quarter, the DIY chain is even more optimistic for the year as a whole and surprises the stock market with new targets. The share price is soaring.

The holding company's adjusted earnings before interest and taxes (EBIT) are now expected to reach between Euro 330 million and Euro 380 million in the current financial year. Most recently, Hornbach had also targeted the upper third with a range of Euro 290 million to Euro 326 million.

In the best case scenario, Hornbach is thus confident of achieving earnings growth of more than 16 percent this year.

For Hornbach, this is not the first increase in its forecast this year. The company had already raised its targets following a good first quarter in June and then narrowed these to the upper third in terms of sales and adjusted earnings at the end of September.