Analyst: FOMC may think that interest rates are already restrictCoin World reported that analysts expect the Federal Reserve will continue to raise interest rates by 25 basis points to 5.25%, which marks the terminal interest rate of this round of tightening cycle. Signs of softer economic data and tighter credit could prompt the FOMC to reach a consensus that rates are already restrictive enough to signal an inclination to pause rate hikes at its next meeting. But with inflation stubbornly high, Fed Chairman Jerome Powell will no longer assure markets that a pause in rate hikes is a certainty or that a rate cut is imminent
Buy when we come close to the trendlineHello,
TeamViewer SE is a holding company, which engages in the provision of a cloud-based platform to network computers, machines and industrial equipment and digitally supports work processes along the entire value chain in both the industrial and service sectors.
The company is already forming an upward trend on the daily timeframe. Look for buys once we come close to the trendline with a target at the top on the higher timeframes.
Best regards,
Hesbon Mose
ASOS 500% GAINWhat we have seen in the last years was that ASOS always reached heights of around 60. I wouldn't doubt that it will happen again.
So far the peaks were usually at the beginning of the years (January-March). Since it didn't happen this year so far maybe there will be a climb starting up to a new peak in January-March 2024.
Even if it "only" goes to 40 it will still be a huge gain.
Alibaba Baba ADR Group LTDAlibaba Crashed 79,5 Percent you can call this a crash.
Now Alibaba is retracing to higher levels.
Usually a retrace to the 0.38 and 0.5 Fibonacci is a healthy recovery,that Alibaba should stay infront of.
So from actual price levels of 93.5 USD there is still a 90 Percent upside possibility.
This could be Quick Money.
On the other side the fundamentals of BABA are strong. We have a higher cash quote that we can now invest in things.
Cash is king in times of high interest charges.
The KGV (Price earnings ratio)should decrease from 26,5 to 15,2 by 2024. this is very significant.
The net result is also drastically rising from 69.590Mill to 112 german Mrd.so it will nearly double to 2024.
This should be technically and fundamentally a good investment for the short and long run.
This is just my opinion and no buy or sell advice. Im self invested.
Upside Potential for Long InvestmentsNokia bought in 2015 Alcatel and since then they restructured the Company.
Since Europe is concerned about Huawei and Security, Nokia could become more competitive in the Networking / Cloud / Infrastructure Market in the Next Years.
Upcoming Earnings should reflect the upside Potential since the last Earnings topped Expectations from multiple Analysts.
Disclaimer: Holding Positions into Nokia since 2020
Last Conference Call from 1/26/23 is available to Watch.
Nagarro SE (NA9): Small Cap Multi-Bagger in Germany.Nagarro SE (NA9) is a global software engineering and digital transformation company. It provides services such as software development, cloud computing, data analytics, and user experience design to clients across various industries including retail, healthcare, finance, and manufacturing.
In terms of Nagarro SE's competitive advantages , some of the key factors that set the company apart from its competitors include:
Technical Expertise: Nagarro SE has a highly skilled and experienced team of software engineers, data scientists, and UX/UI designers who are proficient in cutting-edge technologies and frameworks. This technical expertise enables the company to deliver high-quality software solutions that are customized to meet the unique needs of its clients.
Agile Delivery: Nagarro SE follows an agile methodology for software development and delivery, which allows the company to quickly adapt to changing client requirements and market conditions. This approach enables the company to deliver projects faster and with a higher degree of flexibility and scalability.
Global Delivery Model: Nagarro SE has a global delivery model, which allows the company to tap into a diverse talent pool across different geographies. This model also enables the company to provide 24/7 support to its clients and reduce development costs by leveraging the cost arbitrage between different regions.
Client-Centric Approach: Nagarro SE puts a strong emphasis on understanding its clients' businesses and their unique challenges. This client-centric approach enables the company to provide customized solutions that address specific pain points and drive business outcomes for its clients.
Overall, Nagarro SE's technical expertise, agile delivery, global delivery model, and client-centric approach are key competitive advantages that differentiate the company from its competitors in the software engineering and digital transformation space.
As with any company, Nagarro faces various risks that could impact its business and financial performance. Some of the key risks that the company faces include:
Economic and Market Risks: Nagarro SE's business is dependent on the overall health of the global economy and the demand for software engineering and digital transformation services. A slowdown in economic activity or a downturn in the global market could reduce demand for the company's services and negatively impact its financial performance.
Competition: Nagarro SE operates in a highly competitive industry, and faces competition from both established players and new entrants. If the company is unable to compete effectively in terms of price, quality, and innovation, it could lose market share and revenue.
Dependence on Key Clients : Nagarro SE's revenue is concentrated among a few key clients, which increases the risk of revenue volatility if these clients reduce their spending on the company's services, or if the company is unable to secure new clients to replace lost business.
Talent Retention: Nagarro SE's success depends on its ability to attract, retain, and develop top talent in a highly competitive labor market. If the company is unable to attract and retain top talent, it may not be able to deliver high-quality services and meet its clients' needs.
Technological Risks: Nagarro SE operates in a rapidly evolving technology landscape, which requires the company to invest continually in research and development to stay ahead of the curve. If the company is unable to adapt to new technologies or fails to innovate, it could lose market share to competitors that offer more advanced solutions.
Return On Capital Employed (ROCE)
Nagarro has a ROCE of 20%. In absolute terms that's a great return and it's even better than the IT industry average of 15%.
To sum it up, Nagarro has proven it can reinvest in the business and generate higher returns on that capital employed, which is terrific. Given the stock has declined 55% from its highs, this could be a good investment if the valuation and other metrics are also appealing. With that in mind, I believe that the promising trends warrant this stock for further investigation.
VOLKSWAGEN: Bull-trap? Potential formation of Three Black CrowsAfter Job openings, JOLTS data and macroeconomic data weakening in US; a potential formation of Three Black Crows on Daily graph of Volkswagen could be underway jeopardising the last 6 positive candles. Tomorrow's closing candle will confirm if the Three Black Crows take place and next week we will see whether the prophecy ("sell") takes place.
Nordex: Profit Warning from May 2022 underestimated actual costsRECAP: Back in May 25, 2022, Nordex issued a profit warning and its stock was down -17.05%. The new estimates where:
FY2022 PROFIT WARNING ESTIMATES FROM MAY 2022 (Source: Nordex's IR website section):
– FY2022 Consolidated sales: EUR 5.2 to 5.7 billion
– FY2022 EBITDA-margin: minus 4 to 0 percent, including all one-off effects
- Capital expenditure: EUR 180 million
- Working capital ratio: below -7%
In March 31st, 2023 investors got to know the actual figures of the company.
FY2022 ACTUALS (Source: Nordex's IR website section):
– FY2022 Consolidated sales: EUR 5.6936 billion
– FY2022 EBITDA-margin: -4.3%
- Capital expenditure: EUR 204.8 million
- Working capital ratio: -10.2%
Capital expenditure and staff costs were up 21.4% and 18.5%, respectively.
The company suffers from delays in project intakes.
Overall, I reckon Consolidated sales were in the upper boundary of the profit warning but costs increased dramatically, probably due to inflation and related supply-chain issues that are still not fully corrected from China today, in 2023.