19.12.2023, 2160 Zeichen

DAX: -0,60%

Aktie	Symbol	SK	Perf.
Deutsche Boerse	DB1	180.7	1.69%
Symrise	SY1	99.44	1.45%
Covestro	1COV	53	1.42%
E.ON	EOAN	12.235	-2.28%
Infineon	IFX	37.95	-2.48%
Siemens Energy	ENR	11.005	-3.25%

Social Comments zu den Gewinnern/Verlierern

Deutsche Boerse

17.12 06:56 MichaelB | HQDGR666 High Quality Dividend Growth

While Deutsche Boerse' increased over 12% since our first addition in the High Quality Dividend Growth Wikifolio in October 2023, the fundmentals haven't really changed. The market sentiment probably shiftet due to the more dovish views and statements from the FED regarding interest rates.  Valuation wise Deutsche Boerse trades at 18,7x earnings. Analysts expecting earnings of 10,3€ for 2024. On a foreward looking basis Deutsche Boerse is trading at 17,2x earnings.  The historical median valueation is around 20x PE.  Shares are not as attractivly valued as in October, but still offer a market beating potential of more than 15% total return over the next two years.  The dividend is safe with a low payout ratio of 40%, an AA- rating from S&P and a low financial structure with only 14% long term debt. The dividend is very likely beeing hiked again. Last payment was 3,6€. With expeced earnings of 9,54€ and a payout ratio of 40% that would result in a payment 3,8€ implying a dividend yield of 2,1%. I placed an additional limit order (177,0€) for the wikifolio and expect the company to hold for a very long time, if business growths longterm as it did in the past. I would trim the position if the stock is valued more than 27x earnings.

Christian Drastil: Wiener Börse Plausch

SportWoche Podcast #126: Borussia Dortmund - vor dem CL-Auftakt 2024/25 erklärt ein Aktienanalyst seinen Bewertungsansatz

Bildnachweis

1. Deutsche Boerse am 18.12. 1,69%, Volumen 84% normaler Tage

2. Symrise am 18.12. 1,45%, Volumen 107% normaler Tage

3. Covestro am 18.12. 1,42%, Volumen 57% normaler Tage

4. E.ON am 18.12. -2,28%, Volumen 95% normaler Tage

5. Infineon am 18.12. -2,48%, Volumen 103% normaler Tage

6. Siemens Energy am 18.12. -3,25%, Volumen 70% normaler Tage

Aktien auf dem Radar:CA Immo, Immofinanz, Polytec Group, Warimpex, Austriacard Holdings AG, Addiko Bank, EuroTeleSites AG, Zumtobel, Wiener Privatbank, Strabag, Semperit, AT&S, Cleen Energy, Josef Manner & Comp. AG, Marinomed Biotech, Porr, Wolford, Oberbank AG Stamm, Agrana, Amag, Erste Group, EVN, Flughafen Wien, OMV, Pierer Mobility, Österreichische Post, S Immo, Telekom Austria, Uniqa, VIG, Wienerberger.

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Deutsche Boerse am 18.12. 1,69%, Volumen 84% normaler Tage

Symrise am 18.12. 1,45%, Volumen 107% normaler Tage

Covestro am 18.12. 1,42%, Volumen 57% normaler Tage

E.ON am 18.12. -2,28%, Volumen 95% normaler Tage

Infineon am 18.12. -2,48%, Volumen 103% normaler Tage

Siemens Energy am 18.12. -3,25%, Volumen 70% normaler Tage