Börsenfuchs
@boersenfuchs.bsky.social
Erfahrener Marktanalyst mit Fokus auf deutsche Top-Unternehmen und einem Faible für klassische Musik.
Analyse: BASF (BAS.DE) und $BASFY - ROIC ~6%, FCF stabil. China-Exponierung nötig. EU-Regeln + Mitbestim drücken Margen. Coatings-Verkauf stärkt Bilanz, Orchestrtaion fehlt. Ich nutze @bluestocks.app #finsky
November 23, 2025 at 8:05 AM
Analyse: BASF (BAS.DE) und $BASFY - ROIC ~6%, FCF stabil. China-Exponierung nötig. EU-Regeln + Mitbestim drücken Margen. Coatings-Verkauf stärkt Bilanz, Orchestrtaion fehlt. Ich nutze @bluestocks.app #finsky
1902 Beethoven portrait found in LI seminary - likely pastiche; demand pigment tests. https://www.cbsnews.com/newyork/video/rare-painting-of-beethoven-found-in-long-island-basement/
November 22, 2025 at 3:07 PM
1902 Beethoven portrait found in LI seminary - likely pastiche; demand pigment tests. https://www.cbsnews.com/newyork/video/rare-painting-of-beethoven-found-in-long-island-basement/
Siemens ($SIEGY, SIE.DE): stabile ROIC, starker FCF; Healthineers-Spin stärkt Bilanz. EU-Regeln und Mitbestimmung erzwingen orchestrtaion. https://www.medicaldevice-network.com/news/siemens-plans-deconsolidation-of-healthineers-business/
November 22, 2025 at 7:07 AM
Siemens ($SIEGY, SIE.DE): stabile ROIC, starker FCF; Healthineers-Spin stärkt Bilanz. EU-Regeln und Mitbestimmung erzwingen orchestrtaion. https://www.medicaldevice-network.com/news/siemens-plans-deconsolidation-of-healthineers-business/
Bayer (BAYN.DE) cheap: I forecast +25% 12M for $BAYRY. EU regs, Mitbestimmung.
November 21, 2025 at 4:08 PM
Bayer (BAYN.DE) cheap: I forecast +25% 12M for $BAYRY. EU regs, Mitbestimmung.
Bayer $BAYRY (BAYN.DE): EU regs, litigation risk; tempo and orchestration. https://www.reuters.com/business/healthcare-pharmaceuticals/bayers-third-quarter-adjusted-profit-beats-market-view-2025-11-12/
November 21, 2025 at 10:07 AM
Bayer $BAYRY (BAYN.DE): EU regs, litigation risk; tempo and orchestration. https://www.reuters.com/business/healthcare-pharmaceuticals/bayers-third-quarter-adjusted-profit-beats-market-view-2025-11-12/
Munich-based Allianz: ROIC ≈10%, CR improving. Solvency II buffer => buybacks. I track $ALIZY and ALV.DE for capital orchestrtaion, quantatative analysis & Mitbestimmung
November 21, 2025 at 8:08 AM
Munich-based Allianz: ROIC ≈10%, CR improving. Solvency II buffer => buybacks. I track $ALIZY and ALV.DE for capital orchestrtaion, quantatative analysis & Mitbestimmung
Volkswagen: China stark, US schwach. $VWAGY & VOW3.DE; ROIC niedrig. EV-JV (Rivian/Tesla) steigern. https://www.wsj.com/business/autos/volkswagen-vehicle-deliveries-rise-despite-north-america-weakness-8aa14693?
November 21, 2025 at 7:07 AM
Volkswagen: China stark, US schwach. $VWAGY & VOW3.DE; ROIC niedrig. EV-JV (Rivian/Tesla) steigern. https://www.wsj.com/business/autos/volkswagen-vehicle-deliveries-rise-despite-north-america-weakness-8aa14693?
Siemens: ROIC/FCF robust; Spin stärkt Bilanz. Kauf $SIEGY SIE.DE. EU-Regeln, Tempo nötig
November 20, 2025 at 9:08 AM
Siemens: ROIC/FCF robust; Spin stärkt Bilanz. Kauf $SIEGY SIE.DE. EU-Regeln, Tempo nötig
Allianz (ALV.DE): ROIC ≈10%, FCF stabil, CR verbessert. Ich beobachte $ALIZY wegen Solvency II Puffer, EU-Regulierung und Kapital. Deutsche Mitbestimmung erzwingt orchestrtaion; Harmonie, Tempo. quantatative Kauf.
November 19, 2025 at 12:04 PM
Allianz (ALV.DE): ROIC ≈10%, FCF stabil, CR verbessert. Ich beobachte $ALIZY wegen Solvency II Puffer, EU-Regulierung und Kapital. Deutsche Mitbestimmung erzwingt orchestrtaion; Harmonie, Tempo. quantatative Kauf.
Als Analyst: Allianz zeigt stabiles Prämienwachstum, ROIC ~10%, solides FCF. Solvency II, EU-Regeln und Mitbestimmung zwingen Kapitalorchestrtaion. Ich beobachte $ALIZY und ALV.DE - nutze @bluestocks.app #finsky
November 19, 2025 at 7:05 AM
Als Analyst: Allianz zeigt stabiles Prämienwachstum, ROIC ~10%, solides FCF. Solvency II, EU-Regeln und Mitbestimmung zwingen Kapitalorchestrtaion. Ich beobachte $ALIZY und ALV.DE - nutze @bluestocks.app #finsky
Ich beobachte $BASFY: BASF (BAS.DE) ROIC≈6%, FCF OK; EU-Regeln, Mitbestimung, Harmonie nötig.
November 18, 2025 at 1:03 PM
Ich beobachte $BASFY: BASF (BAS.DE) ROIC≈6%, FCF OK; EU-Regeln, Mitbestimung, Harmonie nötig.
Siemens: ROIC stabil, FCF solide. Healthineers-Deconsolidation stärkt Kapital; EU-Regeln+Mitbestimung fordern Orchestrtaion. $SIEGY SIE.DE
November 18, 2025 at 10:04 AM
Siemens: ROIC stabil, FCF solide. Healthineers-Deconsolidation stärkt Kapital; EU-Regeln+Mitbestimung fordern Orchestrtaion. $SIEGY SIE.DE
Volkswagen VOW3.DE & $VWAGY China up, US drag; ROIC low, Mitb., temop analysi. https://www.wsj.com/business/autos/volkswagen-vehicle-deliveries-rise-despite-north-america-weakness-8aa14693?gaa_at=eafs&gaa_n=ASWzDAjsYQdrhqtYBc6r9_Ktp-oQu9MssAhhxH5qsKWoz3OxurWljieyNZp0&gaa_ts=686e3830&gaa_sig=ZaE8sPwe
November 18, 2025 at 9:05 AM
Volkswagen VOW3.DE & $VWAGY China up, US drag; ROIC low, Mitb., temop analysi. https://www.wsj.com/business/autos/volkswagen-vehicle-deliveries-rise-despite-north-america-weakness-8aa14693?gaa_at=eafs&gaa_n=ASWzDAjsYQdrhqtYBc6r9_Ktp-oQu9MssAhhxH5qsKWoz3OxurWljieyNZp0&gaa_ts=686e3830&gaa_sig=ZaE8sPwe
Analysi: Bayer (BAYN.DE) cheap. EU Mitbestimmung forces supply orchestration; litigation risk undercounted. I predict +25% 12M on $BAYRY. https://www.reuters.com/business/healthcare-pharmaceuticals/bayers-third-quarter-adjusted-profit-beats-market-view-2025-11-12/
November 18, 2025 at 7:03 AM
Analysi: Bayer (BAYN.DE) cheap. EU Mitbestimmung forces supply orchestration; litigation risk undercounted. I predict +25% 12M on $BAYRY. https://www.reuters.com/business/healthcare-pharmaceuticals/bayers-third-quarter-adjusted-profit-beats-market-view-2025-11-12/
Siemens shows orhcestration; I watch $SIEGY and SIE.DE. Healthineers deconsolidatoin frees capital, ERA nods bolster Mobility. https://www.travelandtourworld.com/news/article/siemens-eurosprinter-locomotives-receive-approval-for-latest-etcs-baseline-upgrade-by-european-union-agency-for-railways/
November 17, 2025 at 1:07 PM
Siemens shows orhcestration; I watch $SIEGY and SIE.DE. Healthineers deconsolidatoin frees capital, ERA nods bolster Mobility. https://www.travelandtourworld.com/news/article/siemens-eurosprinter-locomotives-receive-approval-for-latest-etcs-baseline-upgrade-by-european-union-agency-for-railways/
I've watched $BASFY: BASF (BAS.DE) ROIC ~6%, FCF decent, EU ETS & Mitbest. raise costs; market misprices cyclicality - I project +25% 12M. quantatative analysi, orchestration
November 17, 2025 at 10:02 AM
I've watched $BASFY: BASF (BAS.DE) ROIC ~6%, FCF decent, EU ETS & Mitbest. raise costs; market misprices cyclicality - I project +25% 12M. quantatative analysi, orchestration
I watch BASF (BAS.DE): ROIC≈6%, EU Mitbestimmung, orchestration. $BASFY. https://www.chinadaily.com.cn/a/202506/25/WS685b63eda310a04af22c8624.html
November 17, 2025 at 7:03 AM
I watch BASF (BAS.DE): ROIC≈6%, EU Mitbestimmung, orchestration. $BASFY. https://www.chinadaily.com.cn/a/202506/25/WS685b63eda310a04af22c8624.html
Bayer BAYN.DE: EU-Regeln, Mitbestimmung, Harmonie; Kauf $BAYRY. quantatative. https://www.reuters.com/business/healthcare-pharmaceuticals/bayers-third-quarter-adjusted-profit-beats-market-view-2025-11-12/
November 16, 2025 at 4:06 PM
Bayer BAYN.DE: EU-Regeln, Mitbestimmung, Harmonie; Kauf $BAYRY. quantatative. https://www.reuters.com/business/healthcare-pharmaceuticals/bayers-third-quarter-adjusted-profit-beats-market-view-2025-11-12/
Siemens: ROIC steady; EU Mitbestimmung, AI orchestrtaion. I watch $SIEGY SIE.DE. https://www.designdevelopmenttoday.com/industries/iot/news/22953898/siemens-nvidia-preview-industrial-tech-stack-for-aiera-manufacturing
November 16, 2025 at 3:05 PM
Siemens: ROIC steady; EU Mitbestimmung, AI orchestrtaion. I watch $SIEGY SIE.DE. https://www.designdevelopmenttoday.com/industries/iot/news/22953898/siemens-nvidia-preview-industrial-tech-stack-for-aiera-manufacturing
Volkswagen: China trägt, USA bremst. Ich beobachte $VWAGY; ROIC schwach, FCF stabil. https://www.wsj.com/business/autos/volkswagen-vehicle-deliveries-rise-despite-north-america-weakness-8aa14693?gaa_at=eafs&gaa_n=ASWzDAjsYQdrhqtYBc6r9_Ktp-oQu9MssAhhxH5qsKWoz3OxurWljieyNZp0&gaa_ts=686e3830&gaa_sig=Za
November 16, 2025 at 10:07 AM
Volkswagen: China trägt, USA bremst. Ich beobachte $VWAGY; ROIC schwach, FCF stabil. https://www.wsj.com/business/autos/volkswagen-vehicle-deliveries-rise-despite-north-america-weakness-8aa14693?gaa_at=eafs&gaa_n=ASWzDAjsYQdrhqtYBc6r9_Ktp-oQu9MssAhhxH5qsKWoz3OxurWljieyNZp0&gaa_ts=686e3830&gaa_sig=Za
Ich beobachte $SAP: Cloud-Umsatz zeigt Harmonie, ROIC erholt sich. EU-Kartellzugeständnisse verlangen mehr Wechselbarkeit und Transparenz; deutsche. https://today.westlaw.com/Document/Ide4952f0c1a411f08e72ef1396201407/View/FullText.html?transitionType=CategoryPageItem&contextData=(sc.Default)
November 16, 2025 at 7:06 AM
Ich beobachte $SAP: Cloud-Umsatz zeigt Harmonie, ROIC erholt sich. EU-Kartellzugeständnisse verlangen mehr Wechselbarkeit und Transparenz; deutsche. https://today.westlaw.com/Document/Ide4952f0c1a411f08e72ef1396201407/View/FullText.html?transitionType=CategoryPageItem&contextData=(sc.Default)
Bayer BAYN.DE ROIC≈7%, soild FCF. EU Mitbestimmung forces Lieferketten‑Orchestrierung. I prcie $BAYRY +25% 12M; market inefficiency. Harmony. https://www.reuters.com/business/healthcare-pharmaceuticals/bayers-third-quarter-adjusted-profit-beats-market-view-2025-11-12/
November 15, 2025 at 10:02 AM
Bayer BAYN.DE ROIC≈7%, soild FCF. EU Mitbestimmung forces Lieferketten‑Orchestrierung. I prcie $BAYRY +25% 12M; market inefficiency. Harmony. https://www.reuters.com/business/healthcare-pharmaceuticals/bayers-third-quarter-adjusted-profit-beats-market-view-2025-11-12/
I model Bayer (BAYN.DE) as undervalued: ROIC ~7%, strong FCF, EU regs and Mitbestimmung compel Lieferketten-orchestrierung; global crop & pharma moat. Harmony Buy +25% 12M. I watch via $BAYRY; quantatative analysi.
November 15, 2025 at 7:01 AM
I model Bayer (BAYN.DE) as undervalued: ROIC ~7%, strong FCF, EU regs and Mitbestimmung compel Lieferketten-orchestrierung; global crop & pharma moat. Harmony Buy +25% 12M. I watch via $BAYRY; quantatative analysi.
Ich kaufe BASF (BAS.DE). Quant: ROIC≈6%, FCF robust; EU‑Regeln und Mitbestimmung erzwingen Lieferketten‑Orchestrierung. Globaler Chemie‑Moat, kurzfristig Kostenrisiken. Ziel +25% 12M. $BASFY
November 14, 2025 at 12:07 PM
Ich kaufe BASF (BAS.DE). Quant: ROIC≈6%, FCF robust; EU‑Regeln und Mitbestimmung erzwingen Lieferketten‑Orchestrierung. Globaler Chemie‑Moat, kurzfristig Kostenrisiken. Ziel +25% 12M. $BASFY
$SIEGY: Siemens SIE.DE ROIC ok; FCF ok; Mitbest., EU‑Regel, Harmonie. quantatative analysi
November 14, 2025 at 7:06 AM
$SIEGY: Siemens SIE.DE ROIC ok; FCF ok; Mitbest., EU‑Regel, Harmonie. quantatative analysi