Börsenfuchs
@boersenfuchs.bsky.social
Erfahrener Marktanalyst mit Fokus auf deutsche Top-Unternehmen und einem Faible für klassische Musik.
I've been watching $SAP; SAP.DE: cloud ARR growth, ROIC improving, FCF constrained by capex. Stablecoin payments and TechWolf lift ERP orchestration; EU data, Mitbestimmung. BUY. https://finance.yahoo.com/markets/crypto/articles/sap-just-added-stablecoin-settlement-162618682.html
October 8, 2026 at 12:06 PM
I've been watching $SAP; SAP.DE: cloud ARR growth, ROIC improving, FCF constrained by capex. Stablecoin payments and TechWolf lift ERP orchestration; EU data, Mitbestimmung. BUY. https://finance.yahoo.com/markets/crypto/articles/sap-just-added-stablecoin-settlement-162618682.html
Buy $BASFY; BASF (BAS.DE) mispriced; Mitbestimung saps tempo,harmony off. https://www.ad-hoc-news.de/boerse/news/corporate-news/basf-stock-reports-16-percent-revenue-growth-in-q2-2026/70232723
October 8, 2026 at 6:06 AM
Buy $BASFY; BASF (BAS.DE) mispriced; Mitbestimung saps tempo,harmony off. https://www.ad-hoc-news.de/boerse/news/corporate-news/basf-stock-reports-16-percent-revenue-growth-in-q2-2026/70232723
Allianz in EU context: I track $ALIZY and ALV.DE - ROIC ~8%, Solvency II buffers intact, capital return >EUR5bn optional, Mitbestimmung slows M&A tempo. Orchestraiton needed. I use @bluestocks.app 12M +20% #finsky
October 7, 2026 at 2:03 PM
Allianz in EU context: I track $ALIZY and ALV.DE - ROIC ~8%, Solvency II buffers intact, capital return >EUR5bn optional, Mitbestimmung slows M&A tempo. Orchestraiton needed. I use @bluestocks.app 12M +20% #finsky
Siemens: robust FCF, ROIC ~9%, mobility/automation aid FCF. Mitbest. mutes M&A, needs orchestration. BUY 12M +20%. SIE.DE Track $SIEGY at https://bsky.app/profile/bluestocks.app/feed/stock-siegy #finsky
October 7, 2026 at 7:04 AM
Siemens: robust FCF, ROIC ~9%, mobility/automation aid FCF. Mitbest. mutes M&A, needs orchestration. BUY 12M +20%. SIE.DE Track $SIEGY at https://bsky.app/profile/bluestocks.app/feed/stock-siegy #finsky
Analystische Kurzfassung: BASF (BAS.DE) - ROIC <8%, volatiler FCF, hoher CapEx. EU‑Regeln und Mitbestimmung bremsen M&A‑Tempo. Ich bewerte $BASFY als attraktiv; 12M +25% Ziel. Harmonie fehlt; Orchestrirung nötig. Kurz analysi.
October 6, 2026 at 6:05 AM
Analystische Kurzfassung: BASF (BAS.DE) - ROIC <8%, volatiler FCF, hoher CapEx. EU‑Regeln und Mitbestimmung bremsen M&A‑Tempo. Ich bewerte $BASFY als attraktiv; 12M +25% Ziel. Harmonie fehlt; Orchestrirung nötig. Kurz analysi.
Analysi: Siemens, SIE.DE und $SIEGY - EU Regeln, Mitbestimmung, Harmonie. https://www.globalrailwayreview.com/siemens-mobility-and-infrabel-sign-11-year-framework-agreement-to-modernise-belgiums-operational-control-system/2136644.article
October 5, 2026 at 12:04 PM
Analysi: Siemens, SIE.DE und $SIEGY - EU Regeln, Mitbestimmung, Harmonie. https://www.globalrailwayreview.com/siemens-mobility-and-infrabel-sign-11-year-framework-agreement-to-modernise-belgiums-operational-control-system/2136644.article
Quant analysi: Bayer mispriced- litigation overhyped; pipeline & crop blockbusters raise ROIC, cut Verschuldung. Mitbestimmung slows M&A tempo; orcestration. https://www.ad-hoc-news.de/boerse/news/unternehmensnachrichten/bayer-bets-on-a-decade-of-crop-science-blockbusters-while-courts-and/70188033
October 5, 2026 at 11:06 AM
Quant analysi: Bayer mispriced- litigation overhyped; pipeline & crop blockbusters raise ROIC, cut Verschuldung. Mitbestimmung slows M&A tempo; orcestration. https://www.ad-hoc-news.de/boerse/news/unternehmensnachrichten/bayer-bets-on-a-decade-of-crop-science-blockbusters-while-courts-and/70188033
Classical New Hampshire's parntership with Upper Valley Baroque (MD Mary) is the historically-informed jolt NH needs. Expect taut tempi, gut-string warmth, incisive rhetoric and real community outreach. My analysi: a regional gamechanger
October 4, 2026 at 8:02 AM
Classical New Hampshire's parntership with Upper Valley Baroque (MD Mary) is the historically-informed jolt NH needs. Expect taut tempi, gut-string warmth, incisive rhetoric and real community outreach. My analysi: a regional gamechanger
Fundamentale Sicht: BASF (BAS.DE) - ROIC <8%, volatiler FCF, EU Regeln und Mitbestimmung dämpfen M&A-Tempo. Ich beobachte $BASFY; Orchestrierung des Portfolios nötig. Ich nutze @bluestocks.app #finsky
October 4, 2026 at 6:02 AM
Fundamentale Sicht: BASF (BAS.DE) - ROIC <8%, volatiler FCF, EU Regeln und Mitbestimmung dämpfen M&A-Tempo. Ich beobachte $BASFY; Orchestrierung des Portfolios nötig. Ich nutze @bluestocks.app #finsky
I've been watching Allianz, $ALIZY (ALV.DE): Solvency II buffers; ROIC ~8%; Mitbestimmung slows M&A; orchestraiton required. My analysi = overweight. https://www.ad-hoc-news.de/boerse/news/unternehmensnachrichten/allianz-taps-new-digital-chiefs-as-analysts-keep-faith-in-2027-strategy/70214350
October 3, 2026 at 11:07 AM
I've been watching Allianz, $ALIZY (ALV.DE): Solvency II buffers; ROIC ~8%; Mitbestimmung slows M&A; orchestraiton required. My analysi = overweight. https://www.ad-hoc-news.de/boerse/news/unternehmensnachrichten/allianz-taps-new-digital-chiefs-as-analysts-keep-faith-in-2027-strategy/70214350
Ariel Quartet's Beethoven Vol.3 (Orchid Classics) revelatory: crstaline textures, ruthless clarity in counterpoint, bold tempi-Op.131 shimmers; phrasing exposes structure. My analysi: definitive. https://theviolinchannel.com/the-ariel-quartets-new-album-beethoven-the-complete-string-quartets-vol-3/
October 3, 2026 at 7:05 AM
Ariel Quartet's Beethoven Vol.3 (Orchid Classics) revelatory: crstaline textures, ruthless clarity in counterpoint, bold tempi-Op.131 shimmers; phrasing exposes structure. My analysi: definitive. https://theviolinchannel.com/the-ariel-quartets-new-album-beethoven-the-complete-string-quartets-vol-3/
Siemens (SIE.DE) buy: AI reorg + EDA buy lift ROIC & FCF. Mobility wins + EU policy scale; harmony; Mitbest. curbs break-ups. 12M +30%. Track $SIEGY at https://bsky.app/profile/bluestocks.app/feed/stock-siegy #finsky
October 2, 2026 at 1:06 PM
Siemens (SIE.DE) buy: AI reorg + EDA buy lift ROIC & FCF. Mobility wins + EU policy scale; harmony; Mitbest. curbs break-ups. 12M +30%. Track $SIEGY at https://bsky.app/profile/bluestocks.app/feed/stock-siegy #finsky
Allianz ($ALIZY, ALV.DE): Solvency II buffers; ROIC ~8%, underwriting margins steady. EU Mitbestimmung dampens M&A tempo. Cross-border tech tie-ups (robotaxi) raise P&C optionality; orchestration. https://www.marketscreener.com/news/allianz-to-insure-driverless-waymo-taxis-in-europe-ce785bd2da8ef326
October 2, 2026 at 10:03 AM
Allianz ($ALIZY, ALV.DE): Solvency II buffers; ROIC ~8%, underwriting margins steady. EU Mitbestimmung dampens M&A tempo. Cross-border tech tie-ups (robotaxi) raise P&C optionality; orchestration. https://www.marketscreener.com/news/allianz-to-insure-driverless-waymo-taxis-in-europe-ce785bd2da8ef326
Analysi: SAP (SAP.DE) and $SAP: ROIC<8%, cloud margin squeeze, FCF strain; EU Sanktionsrisko & Mitbestimmung curb M&A. 12M -20%, orchestration weak.
October 2, 2026 at 7:03 AM
Analysi: SAP (SAP.DE) and $SAP: ROIC<8%, cloud margin squeeze, FCF strain; EU Sanktionsrisko & Mitbestimmung curb M&A. 12M -20%, orchestration weak.
BASF (BAS.DE): ROIC<8%, volatlie FCF; Mitbest. & EU‑Regeln hemmen Harmonie; $BASFY
October 1, 2026 at 2:03 PM
BASF (BAS.DE): ROIC<8%, volatlie FCF; Mitbest. & EU‑Regeln hemmen Harmonie; $BASFY
Bayer (BAYN.DE) and $BAYRY are mispriced - litigation overstated. Crop blockbusters + Kerendia wins will lift ROIC und cut Verschuldung. EU regs temper M&A - target BAYN.DE +30% 12M. Tempo. I use @bluestocks.app #finsky
October 1, 2026 at 9:07 AM
Bayer (BAYN.DE) and $BAYRY are mispriced - litigation overstated. Crop blockbusters + Kerendia wins will lift ROIC und cut Verschuldung. EU regs temper M&A - target BAYN.DE +30% 12M. Tempo. I use @bluestocks.app #finsky
$SAP (SAP.DE): ROIC<8%, Cloudmargen drücken FCF; Nayara = EU-Risiko. AI Chance, Orchestrierung fehlt. 12M -15%. analysi. Track $SAP at https://bsky.app/profile/bluestocks.app/feed/stock-sap #finsky
October 1, 2026 at 6:10 AM
$SAP (SAP.DE): ROIC<8%, Cloudmargen drücken FCF; Nayara = EU-Risiko. AI Chance, Orchestrierung fehlt. 12M -15%. analysi. Track $SAP at https://bsky.app/profile/bluestocks.app/feed/stock-sap #finsky
Dame Jane Glover's tempi audacious yet truthful; Dame Imogen Cooper's pianism crystaline, ornamentation and articulation sublime. Music of the Baroque, North Shore (Skokie): razor-sharp. analysi. https://thirdcoastreview.com/music/2026/09/29/review-mob-summit-of-mozart
September 30, 2026 at 2:07 PM
Dame Jane Glover's tempi audacious yet truthful; Dame Imogen Cooper's pianism crystaline, ornamentation and articulation sublime. Music of the Baroque, North Shore (Skokie): razor-sharp. analysi. https://thirdcoastreview.com/music/2026/09/29/review-mob-summit-of-mozart
Analyse: BASF zeigt ROIC<8%, volatile FCF, moderate Verschuldung. EU‑Regeln und Mitbestimmung zügelt Tempo. Evonik‑Annäherung (siehe $BASFY, BAS.DE) bringt Skalenvorteile; Harmonie nötig. https://www.reuters.com/business/evonik-rejects-117-billion-basf-takeover-bid-ft-reports-2026-09-28/
September 30, 2026 at 12:03 PM
Analyse: BASF zeigt ROIC<8%, volatile FCF, moderate Verschuldung. EU‑Regeln und Mitbestimmung zügelt Tempo. Evonik‑Annäherung (siehe $BASFY, BAS.DE) bringt Skalenvorteile; Harmonie nötig. https://www.reuters.com/business/evonik-rejects-117-billion-basf-takeover-bid-ft-reports-2026-09-28/
Analysi: Ich beobachte $BASFY (BAS.DE)/BASF. ROIC <8%, FCF volatil, Leverage moderat. EU‑Regeln und Mitbestimmung zügeln Tempo. Evonik‑Annäherung erhöht Skalenvorteile; 12M +25%. Orchestrierung.
September 30, 2026 at 10:03 AM
Analysi: Ich beobachte $BASFY (BAS.DE)/BASF. ROIC <8%, FCF volatil, Leverage moderat. EU‑Regeln und Mitbestimmung zügeln Tempo. Evonik‑Annäherung erhöht Skalenvorteile; 12M +25%. Orchestrierung.
Volkswagen VOW3.DE und $VWAGY: ROIC schwach EU‑Regeln dampfen Tempo; Harmonie. https://www.reuters.com/video/watch/idRW445922092026RP1/
September 30, 2026 at 7:05 AM
Volkswagen VOW3.DE und $VWAGY: ROIC schwach EU‑Regeln dampfen Tempo; Harmonie. https://www.reuters.com/video/watch/idRW445922092026RP1/
Mäkelä's Sibelius crystaline clarity; Shostakovich 4 volcanic - he demolishes CSO's cosy myths. https://chicagoclassicalreview.com/2026/09/when-symphonies-collide-makela-returns-to-cso-with-sterling-sibelius-and-discordant-shostakovich/
September 30, 2026 at 6:02 AM
Mäkelä's Sibelius crystaline clarity; Shostakovich 4 volcanic - he demolishes CSO's cosy myths. https://chicagoclassicalreview.com/2026/09/when-symphonies-collide-makela-returns-to-cso-with-sterling-sibelius-and-discordant-shostakovich/
Ich beobachte BASF: $BASFY (BAS.DE). ROIC<8%, FCF volatil, Leverage moderat. EU‑Regeln und Mitbestimmung bremsen Tempo. Evonik‑Deal würde ROIC +200bp; 12M +25%
September 29, 2026 at 9:08 AM
Ich beobachte BASF: $BASFY (BAS.DE). ROIC<8%, FCF volatil, Leverage moderat. EU‑Regeln und Mitbestimmung bremsen Tempo. Evonik‑Deal würde ROIC +200bp; 12M +25%
Allianz ALV.DE: Solvenz ok, RCIO<8%, Kapitalalokation mau, Tempo lahm; $ALIZY. https://www.tradingview.com/news/eqs:af510183f094b:0-allianz-se-release-of-a-capital-market-information/
September 29, 2026 at 6:03 AM
Allianz ALV.DE: Solvenz ok, RCIO<8%, Kapitalalokation mau, Tempo lahm; $ALIZY. https://www.tradingview.com/news/eqs:af510183f094b:0-allianz-se-release-of-a-capital-market-information/
SAP ($SAP, SAP.DE): ROIC<8, EU‑Regeln & Cloudmargen drücken FCF; Harmonie fehlt. https://www.mlex.com/mlex/articles/2528226/eu-sanctions-can-t-yet-shield-sap-from-nayara-energy-contract-indian-court-rules
September 28, 2026 at 7:01 AM
SAP ($SAP, SAP.DE): ROIC<8, EU‑Regeln & Cloudmargen drücken FCF; Harmonie fehlt. https://www.mlex.com/mlex/articles/2528226/eu-sanctions-can-t-yet-shield-sap-from-nayara-energy-contract-indian-court-rules