Earnings season is in full swing and this week has been particularly exciting with the delivery of Big Tech. While Microsoft presented strong numbers as expected, the other Big Techs clearly faltered. Outside of the tech sector, there have been various other numbers and there have been positive and negative surprises.
At the macro level, inflation and interest rate fears continue to spread and with the Central African Republic, another country after El Salvador that has recognized Bitcoin as legal tender.
Three questions for Bernecker: Is the banking sector currently offering opportunities, when will the tech sector emerge from its valley of tears, and which sector is now the best place for investors to go?
The accelerated week:
Market Update: Strong accounting season brings investors back to stocks – Jefferies sees 50% potential for Aixtron, Verbio under pressure
Market Update: Dax recovery continues dynamically – Hellofresh strong, Delivery Hero continues to fall, Fielmann disappoints with outlook
Market Update: Dax back above 14,000 – Beiersdorf, Wacker Chemie and Fielmann weaken – LPKF Laser back on track
Market Update: Deutsche Bank weak, Adler Group continues to slide, lots of movement in second and third rows
Market Insight: Strong quarterly numbers don’t stop Dax downtrend – Puma, Symrise and Qiagen deliver – Commerzbank aims for billions in profit and Linde competitor Air Liquide is convincing
Market update: US stock exchanges pull Dax back towards 14,000 points – now US tech giants need to put out the fire – store drugstores rally strongly
Market update: Musk takes over Twitter for $44 billion, Hypoport braces for downtrend, Stabilus takes over – JPMorgan: Market expectations are ‘too cautious’
Deutsche Bank: Raid in Frankfurt on suspicion of money laundering
Tesla: Elon Musk sells another stock worth $4 billion
Henkel: Stock down after forecast cut – Russian withdrawal costs €1 billion in sales
MTU: recovery continues – share increases very slightly
BASF: The forecasts are on fragile foundations, but they hold! – “The market environment remains characterized by exceptionally high uncertainty”
Apple: Mega quarter despite various headwinds – profit of $25 billion – stock rises after trading
Intel: PC Market Shrinks – It’s Driving Sales Down – Stocks Under Pressure After Trading Day
Amazon online retailer disappointed by weak numbers – market share drops to double digits after hours
Linde: the increase in forecasts does not help – goes into the red
Twitter: Upside down numbers
Meta: Action with price fireworks expected in US trading – Analyst: “Valuation now ridiculous”
MTU: Corona pandemic should only be a short-lived obstacle – this is how analysts assess the share before the numbers
Hellofresh: Record sales in the first quarter pushes the stock up sharply
Delivery Hero: share requested for numbers – is this the trend reversal?
Deutz: Preliminary figures welcome – stock clearly up
Meta: User numbers are growing again – however, sales growth remains limited – share continues to climb significantly after the trading day
Mercedes: Stuttgart defies chip shortage and delivery bottlenecks – investors breathe sigh of relief
Deutsche Bank: balance sheet better than expected – last chance to seize?
DWS: numbers above expectations, but customers are taking money out
General Motors: Mixed numbers cause mixed feelings – despite higher forecast, stock loses after-hours trading
Alphabet: numbers below expectations – a bad day for shareholders
Microsoft: Precision landing instead of big surprise – stock rises slightly after the trading session
GE: Stock under pressure after outlook – earnings expected only at low end for current year
Jack Dorsey on the future of Twitter: Musk is “the only solution I trust”
Coca-Cola CEO sees ‘storm clouds on the horizon’ despite sales jump – is the stock still interesting?
Puma: Good deal despite various pitfalls – can the sporting goods maker go further in 2022? This is what analysts are waiting for before the figures
Valneva: Sharing under strong pressure – European Medicines Agency requests additional data
‘Economist’ Wieland: The ECB must finally fight against inflation
Big Tech: The Corona boom is over – Apple, Amazon and Intel grapple with lockdowns and delivery bottlenecks
Bitcoin: After El Salvador – another country introduces Bitcoin as legal tender
Stock markets: Mood deteriorating, warnings getting louder – will a crash be announced?
Bitcoin: short-term pain, long-term gain? The dollar could be a crucial indicator
Stock markets: this analyst sees another potential correction of 20% for the markets
China: Corona situation is becoming increasingly serious – fear of further lockdowns drives Chinese stock markets down
U-turn in the trade dispute with China? – The United States is considering the abolition of punitive tariffs
A selection of our columnists:
Rate hike? I want to see first!
Kutzer’s interjection: Inflation is getting worse and worse
With Macron’s re-election, Europe has only bought time
The editorial staff of onvista wishes you a good weekend!