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Latest Analyses(7)

Opening Bell: Chip-Sektor (Qualcomm, On Semi, Skyworks), Wendy's, Zebra Tech, Cisco Systems, Tencent
DER AKTIONÄR TV|13. Mai

Opening Bell: Chip-Sektor (Qualcomm, On Semi, Skyworks), Wendy's, Zebra Tech, Cisco Systems, Tencent

📊 Market Overview
  • DAX: Slight recovery (+0.25%) after yesterday's -1.6% dip, now around 24,015 points.
  • Wall Street: Tech stocks (Nasdaq) pre-market +0.36%, Dow Jones slightly negative (-0.5%).
  • Key concerns: High oil prices, inflation fears, interest rate expectations.
🔍 Chip Sector: Correction or Revaluation?
  • Sharp sell-off yesterday: Qualcomm -13%, Intel -8%, iShares Semiconductor ETF -5%.
  • Catalyst: Michael Barry compares current rally to dot-com bubble – possible top formation.
  • Today's rebound: Qualcomm +5%, Intel +2.7%, On Semiconductor +1.4%; only Skyworks weak (+0.1%).
  • Year-to-date: On Semi still up 130% despite recent drop.
🍔 Wendy's: Going Private?
  • Nelson Peltz plans a takeover bid, seeking investors (including from Middle East).
  • Stock down 45% over 12 months – yesterday +17%, today +0.5%.
  • Benefit: Easier restructuring as private company.
📦 Zebra Technologies: Strong Earnings
  • Q1: EPS $4.75 (est. $4.25), revenue $1.49B.
  • Guidance: Revenue growth +10–14% (prior 9–13%).
  • Stock: +11% yesterday, +1.2% today.
  • Drivers: Retail/logistics investment cycle, labor shortages.
🌐 Cisco Systems: Earnings Tonight
  • Expected: Revenue $15.56B, EPS $0.94 – already priced in.
  • Analysts: Moderate Buy to Strong Buy, price target $94.70.
  • Risk: Disappointment if only meeting expectations.
🇨🇳 Tencent: Solid Quarter
  • Revenue 196.5B yuan (+9%), profit +11% – gaming and AI-powered advertising drive growth.
  • Stock: +2.3% today, but long-term downtrend persists.
📰 Outlook
  • Der Aktionär magazine: Cover story “Super stock markets – chips, space, hydrogen – up to 100% returns”. Hot stock: Wechselasant (AI).
  • No show tomorrow (Ascension Day holiday).
SOURCE