Siemens Energy WKN: ENER6Y ISIN: DE000ENER6Y0 Kürzel: ENR Forum: Aktien User: BörseTrader

na wenn wirklich noch eine KE kommt, dann rauscht der Kurs ja noch weiter runter

Ja, übertrieben allemal! Wer Eier hat kauft bei LS den 32,86x Turbo mit SL bei 19€

Der Abverkauf ist wohl ein bisschen zu heftig, oder? Wie fiel gerade an Marktkapitalisierung vernichtet wird, passt sicherlich nicht zu den weniger zu erwartenden Gewinnen. Völlig übertriebene und die SL Welle schiebt jetzt erst mal richtig los zu gehen

Meine Familie hat bei 20€ vorhin nachgekauft, naja lass sie mal machen … die haben ja auch Daimler Aktien von 1990 und verkaufen selten.

Quelle:https://www.research-hub.de/companies/research/SIEMENS%20ENERGY%20AG

Preliminary FQ1 disappoint for wind power. Yesterday evening, Siemens Energy announced preliminary FQ1 results. A major disappointment was wind power: For the Siemens Gamesa Renewable Energy (SGRE) subsidiary, FQ1 EBITA before special items turned into the red at a loss of EUR 63m (FQ1 21: profit of EUR 366m). After special charges the FQ1 loss widened to EUR 309m. SGRE blames supply chain problems and difficulties with the ramp-up of its new onshore wind turbine platform. Guidance for wind power reduced. As a consequence, SGRE also downgraded its FY22 guidance: revenues are now expected to decline by -2% to -9% (old: -2% to -7%) and adjusted EBIT margin is expected in the range of -4% to +1% (old: +1% to +4%). So even after replacing the management, the problems carry over into the new fiscal year. SGRE continues to work on cost optimization programs. Gas and Power segment beats consensus and confirms guidance. The Gas and Power segment (GP) reported strong FQ1 order intake (EUR 5.9bn, +12% yoy) on slightly lower than expected revenue (EUR 4.1bn, -6% yoy). Operating profit surprised positively at an adjusted EBITA margin of 5.8%. GP guidance of +1% to +5% revenue growth and adjusted EBITA margin before special items of +4.5% to +6.5% was confirmed. Estimates and PT down, remains BUY. We adjust estimates downwards to reflect the weaker than expected showing of SGRE. The problems in wind power could continue to be a drag not only on margins but also on sentiment for the stock. However, once optimization programs gain traction and supply chain issues are sorted out, attention should once again turn to the future growth and margin potential: for example, the likely EU classification of new gas-fired power plants as "green" and as a transitional technology should play into Siemens Energy’s hands. The company is prioritizing the development of a sustainable portfolio and, as the example of H2-Ready gas fired power plants shows, is in a good position to do so given its size and clout. We reiterate to BUY with new price target of EUR 36.00 (old: EUR 38.00).

Wer verkauft denn bei diesen Kursen? Da hat doch keiner gewinn?!

Ich kann rechtswieinks in diesem Fall nur beipflichten - selbst wenn sich der Kurs am Montag erholen sollte, gilt hier wie in vielen anderen Fällen : nicht ständig und immer wieder nachkaufen: dürfte die richtige Einstellung sein

KE wird kommen...