Earnings next week 🗓️

$MU (-0.63%)

$NKE (+0.92%)

$CCL (+0.07%)

$FDX (+0.11%)

$RCAT

$ACN

$BB (+2.07%)

$LEN (-0.25%)

$DRI

$CTAS (-1.56%)

$MAMA

$FDS (-1.57%)

$GIS (-2.8%)

$HEIA (-2.75%)

$ABM (-0.81%)

$WGO (-1.06%)

$AMTM

$BIRK (+2.26%)

$REE

$TTC

$CAG

$AVO (-2.07%)

$MLKN (-0.47%)

$PAYX (-0.07%)

$KMX (-2.34%)

$FCEL

$SCHL (-3.36%)

$SCS

$WS (-1.37%)

$LW (-0.34%)

$QIPT

$CMP

$MITK (-4.45%)

$JBL (+0.34%)

$EPAC (-0.25%)

$OGI

$RICK (-4.74%)

Analyst updates, 04.12.

⬆️⬆️⬆️

- BARCLAYS raises the price target for SIEMENS from EUR 125 to EUR 130. Underweight. $SIE (-1.12%)

- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 35 to EUR 36. Equal-Weight. $ENR (-5.4%)

- JEFFERIES raises the target price for ADYEN from EUR 1695 to EUR 1797. Buy. $ADYEN (-0.43%)

- JPMORGAN raises the target price for SALESFORCE from USD 340 to USD 380. Overweight. $CRM (-2.38%)

- HSBC raises the target price for ZALANDO from EUR 37 to EUR 40. Buy. $ZAL (-5.03%)

- JPMORGAN raises the target price for RHEINMETALL from EUR 680 to EUR 800. Overweight. $RHM (+0.03%)

- DEUTSCHE BANK RESEARCH raises the target price for COCA-COLA HBC from GBP 31.50 to GBP 32. Buy. $CCH (-2.31%)

- BARCLAYS raises the target price for KNORR-BREMSE from EUR 55 to EUR 60. Underweight. $KBX (-2.72%)

- BARCLAYS raises the price target for ABB from CHF 40 to CHF 42. Underweight. $ABBNY (-0.77%)

- BARCLAYS raises the price target for ALSTOM from EUR 8 to EUR 9. Underweight. $ALO (-2.89%)

- HSBC upgrades MERCK & CO to Buy. Target price USD 130. $MRK (+0.72%)

- JPMORGAN raises the target price for DSV from DKK 1685 to DKK 1800. Overweight. $DSV (+0.5%)

- JPMORGAN raises the target price for LUFTHANSA from EUR 4.80 to EUR 5.50. Underweig$LHA (-0.99%)

- UBS raises the target price for AROUNDTOWN from EUR 2 to EUR 3.30. Neutral. $AT1 (-1.52%)

⬇️⬇️⬇️

- JPMORGAN lowers the target price for DHL GROUP from EUR 47 to EUR 42.50. Overweight. $DHL (-0.72%)

- WARBURG RESEARCH lowers the target price for UNITED INTERNET from EUR 38.50 to EUR 37.30. Buy. $UTDI (-1.13%)

- WARBURG RESEARCH lowers the target price for 1&1 from EUR 23.50 to EUR 19.10. Buy. $1U1 (-1.85%)

- WARBURG RESEARCH lowers the target price for KWS SAAT from EUR 89 to EUR 88. Buy. $KWS (-1.46%)

- DEUTSCHE BANK RESEARCH downgrades HEINEKEN from Buy to Hold and lowers target price from EUR 95 to EUR 76. $HEIA (-2.75%)

- EXANE BNP lowers the price target for SCHOTT PHARMA from EUR 36 to EUR 28. Neutral. $1SXP (-2.63%)

- BARCLAYS downgrades SIGNIFY to Underweight. Target price EUR 18. $LIGHT (-2.81%)

- CFRA downgrades BRISTOL-MYERS SQUIBB to Hold. Target price USD 60. $BMY (+0.23%)

- MORGAN STANLEY downgrades MOLLER-MAERSK to Underweight. Target price DKK 12200. $AMKBY (-1.35%)

- BARCLAYS downgrades ANDRITZ to Underweight. Target price EUR 40. $ANDR (-0.45%)

- JPMORGAN lowers the price target for HAPAG-LLOYD from EUR 85 to EUR 80. Underweight. $HLAG (-0.38%)

First day of vacation, 32°C and a 30km walk towards Stuttgart. I was able to find over 35 stock companies along the route.

Highlight, $BTC (+1.74%) Bitcoin logo on the wheel arch of the Jeep.

In addition to the car brands, $MBG (+3.94%)
$DTG (-2.18%)
$VOW (+1.17%)
$BMW (+0.51%)
$VOLV B (-2.57%)
$TSLA (-0.05%)
$1211 (-1.78%)
$P911 (-0.94%)
$F (-0.2%)
$8058 (+0.85%) I was able to discover numerous other companies that were new to me.

New for me was $6971 (+1.31%) Kyocera, a manufacturer of electronic devices from Japan and $WLK (+0.47%) Westlake Chemical from the USA.

From Germany there were also $SIX2 (-0.28%) Sixt $DTE (-0.47%) Telekom $TUI1 (-2.16%) Tui $AGCO (-1.06%) (Fendt) $256940 Eberspächer (supplier to the automotive industry) $SIE (-1.12%) Siemens $EBK ENBW $DHL (-0.72%) Post and $ALV (-1.59%) in the process.

Other companies:

$CAT (-1.78%) Caterpillar $HEIA (-2.75%) Heineken $HOG (-1.92%) Harley Davidson $PM (-1.74%) Philip Morris $NKE (+0.92%) Nike $AAPL (-2.36%) Apple $005930 Samsung $UPS (-2.13%) UPS $SHEL (+0.11%) Shell $V (-1.08%) Visa $MA (-1.74%) Mastercard $KER (-1.13%) Kering

$KO (-0.5%) Coca-Cola $QSR (-0.43%) Restaurant Brands (Burger King)

$O (-0.63%) Reality Income (leased to Decathlon)

Would you have recognized everything? It's interesting what you discover when you consciously look around.

Out of interest, please link if you post something similar 🫡 or use the #aktienmarsch

Today I looked at the $HEIA (-2.75%) and $CARL A (-1.52%) shares.

The setback of the $HEIA (-2.75%) share brought me closer to the brewery groups. After a little research, I had bought 8 shares of the $HEIO (-2.57%) purchased. It should be noted that I opted for the holding company here. I considered the lower P/E ratio and the slightly higher dividend to be more advantageous.

Perhaps someone here has a different opinion on this and would like to share it with regard to the holding company and the actual "core company".

I also look forward to lively discussions about the worthwhile nature of investing in brewery groups.

I would then like to ask another question.

With the $CARL B (-1.92%) and $CARL A (-1.52%) shares, I naturally noticed the voting rights.

How much would this variable affect you as an insignificant small shareholder?

In my opinion, I would take the share that is currently more favorable or has performed better historically.