I Update week 32 I Social-Investor - aktienlust.tvFacebook: Share price booming after strong figures...

5
Your information service regarding social investments + stocks + cryptos + eToro I Update week 47 I STOCK OF THE WEEK 2 Tencent The social media giant presents excellent figures OUR PORTFOLIOS 4 Light at the end of the tunnel Social-Investor The Chief Analysts Jürgen Schmitt and Mick Knauff Your information service regarding social investments + stocks + cryptos + eToro Page 1 S&P-500: Jahresendrally läuft bereits You can trade the S&P 500 directly here S&P 500 The announcement of an effective vaccine against the Co- vid-19 pandemic caused a fireworks display on the inter- national stock markets. There is an exception with stocks and industries that are not affected by the pandemic at all or have even benefited recently - both in terms of busi- ness development and share price. There was, however, widespread demand for shares that had recently lagged far behind, e.g. from the tourism industry. All in all, the strength of cyclical stocks ensured that the S&P-500 even marked a new all-time high, thus, de facto, providing the starting signal for the year-end rally. In conclusion: The stock market is trading the future - and the future is much more positive than the present. eToro-Sentiment: Buying: 61% Dear readers, The prospects for an end to the pandemic have improved significantly in the last week. The vaccine developed by the Mainz-based biotech company BionTech collaborating with US partner Pfizer has given the markets and industries that were particularly affected by the Corona virus a sigh of relief. BionTech chief executive Ugur Sahin predicts a normal winter 2021/2022, if enough people are sufficiently vaccinated. Since we are even expecting further vaccines shortly, the probability of this prediction is increasing. From this point of view, companies and investors can look into the future with more optimism. Setting the course for the future in Asia Additionally, what has been stimulating the markets at the start of the week are promising reports from Asia. After eight long years of negotiations, se- veral countries (including China, Japan and South Korea) have agreed on the largest free trade zone in the world. Very strong economic data from China complement the positive picture from Asia. At least for China, a V- shaped recovery is actually transpiring in the meantime. One reason for caution remains, of course, the pending outcomes of the US presidential election. Donald Trump is still fighting doggedly to remain in office. Sincerely yours, Mick Knauff Jürgen Schmitt Your Capital is at Risk; 75% of retail CFD accounts lose money

Transcript of I Update week 32 I Social-Investor - aktienlust.tvFacebook: Share price booming after strong figures...

Page 1: I Update week 32 I Social-Investor - aktienlust.tvFacebook: Share price booming after strong figures The social media giant Facebook was also able to impress with its busi - ness figures

Your information service regarding social investments + stocks + cryptos + eToro

I Update week 47 I

STOCK OF THE WEEK 2

Tencent

The social media giant presents excellent figures

OUR PORTFOLIOS 4

Light at the end of the tunnel

Social-Investor

The Chief Analysts Jürgen Schmitt and Mick Knauff

Your information service regarding social investments + stocks + cryptos + eToro Page 1

S&P-500: Jahresendrally läuft bereits

You can trade the S&P 500 directly here

S&P 500

The announcement of an effective vaccine against the Co-vid-19 pandemic caused a fireworks display on the inter-national stock markets. There is an exception with stocks and industries that are not affected by the pandemic at all or have even benefited recently - both in terms of busi-ness development and share price. There was, however, widespread demand for shares that had recently lagged far behind, e.g. from the tourism industry. All in all, the strength of cyclical stocks ensured that the S&P-500 even marked a new all-time high, thus, de facto, providing the starting signal for the year-end rally. In conclusion: The stock market is trading the future - and the future is much more positive than the present.

eToro-Sentiment: Buying: 61%

Dear readers,

The prospects for an end to the pandemic have improved significantly in the last week. The vaccine developed by the Mainz-based biotech company BionTech collaborating with US partner Pfizer has given the markets and industries that were particularly affected by the Corona virus a sigh of relief. BionTech chief executive Ugur Sahin predicts a normal winter 2021/2022, if enough people are sufficiently vaccinated. Since we are even expecting further vaccines shortly, the probability of this prediction is increasing. From this point of view, companies and investors can look into the future with more optimism.

Setting the course for the future in AsiaAdditionally, what has been stimulating the markets at the start of the week are promising reports from Asia. After eight long years of negotiations, se-veral countries (including China, Japan and South Korea) have agreed on the largest free trade zone in the world. Very strong economic data from China complement the positive picture from Asia. At least for China, a V-shaped recovery is actually transpiring in the meantime. One reason for caution remains, of course, the pending outcomes of the US presidential election. Donald Trump is still fighting doggedly to remain in office. Sincerely yours,

Mick Knauff Jürgen Schmitt

Your Capital is at Risk; 75% of retail CFD accounts lose money

Page 2: I Update week 32 I Social-Investor - aktienlust.tvFacebook: Share price booming after strong figures The social media giant Facebook was also able to impress with its busi - ness figures

Your information service regarding social investments + stocks + cryptos + eToro Page 2 Your information service regarding social investments + stocks + cryptos + eToro Page 3

Social-Investor Stock of the week

Just over a year ago, we added the Chinese social media giant Tencent with the launch of our Social Investor Portfolio and we are now recor-ding roughly 70% in profit. Even though Tencent is often referred to as the Chinese Facebook, they offer much more. Tencent‘s operational activities cover many areas. In China, the company is the number one in social media, the market leader in music streaming, the gaming sector, the mobile payment sector and, last but not least, the top dog in the venture capital busi-ness. All areas are interconnected and offer attractive synergies and cross-selling effects. The long-term prospects are therefore excel-lent, even though Chinese internet stocks have recently come under pressure.

Chinese regulatory authorities want to prevent mono-polistic practices

The Chinese government has issued regulations to prevent monopolis-tic practices in the internet industry. However, it must be clearly stated that Beijing also knows that China has the best chances of outperfor-ming Europe and the USA, especially in the technology sector. This in-cludes internationally „competitive“ market capitalizations and it is also a matter of investments and acquisitions. Tencent, which presented current quarterly figures last week, is very successful in this respect. These figures turned out to be really excellent. Sales in the third quarter increased by a hefty 29% year-on-year to ¥125.45 billion or around $18.4 billion. The operating result jumped 34% to ¥38.12 billion or just under $5.6 billion.

In China, very little is possible without the social media giant Tencent

These are of course impressive figures in the midst of the Covid-19 pandemic. Even below the line, Tencent was able to significantly im-prove its net result by 32% to ¥33.33 billion or $4.89 billion. Ma Hu-ateng, CEO of Tencent was visibly enthusiastic: „This quarter marked the second anniversary of our strategic organization upgrade, which was intended to enhance our strength in Consumer Internet and ex-tend our presence to Industrial Internet. While the upgrade was de-

Tencent: The social media giant presents excellent figures

Tencent

eToro abbreviation 0700.HKCurrent share price 594.96 HKDMarket capitalisation 743 Bil. DollarRevenue 20e/21e 72 / 89 Bil. (in Dollar)EPS 20e/21e 1.85 / 2.20(in Dollar)P/E 20e/21e 42 / 34Dividend 20e 0.23%Target / Stop 700 / 400 HKDPotential 20%

eToro-Sentiment: Buying: 100%

Sales increased

by 29%, operating

profit by 34%.

Page 3: I Update week 32 I Social-Investor - aktienlust.tvFacebook: Share price booming after strong figures The social media giant Facebook was also able to impress with its busi - ness figures

Your information service regarding social investments + stocks + cryptos + eToro Page 3

Social-Investor Stock of the week

signed to bear fruit over the longer run, we are already seeing initial benefits in areas such as consolidating our advertising services, reju-venating our product and content platforms, growing our cloud and SaaS businesses and building an internal open source code base. In the face of public health, macroeconomic, and geopolitical challen-ges, we will seek to sharpen our focus, innovate, and collaborate with our partners in order to better serve our users, customers and the society at large.“

In the venture capital business, successful IPOs in the coming year could boost the share

In view of the promising venture capital business, the planned IPO of Didi, among others, should bring fresh capital to the company. The Chinese clone off Uber, which is financed by Tencent as well as Softbank and Alibaba, is aiming for an IPO in Hong Kong next year. In a new financing round, the valuation level is to be raised to $60 billion. Although the exact amount of the Tencent stake is unknown it is estimated to be a low double-digit billion amount on a valuation basis of around $80 billion in the course of the IPO.

In conclusion: Despite all discussions about the new guidelines for the con-tainment of monopolistic practices, the Tencent share was able to increase again according to the latest figures and is currently tending towards an all-time high. From a technical point of view, the lights are still green. From a fundamental point of view, we feel positive about the future as well. In the future, Tencent will continue to grow and thrive in a somewhat more regulated envi-ronment. This is where we need to be. Those who have not yet invested should use price weaknesses as an entry point.

Tencent

Chart: The stock has successfully tested its technical breakout level from above.

This is what you should do regarding Tencent

Vote Buy

Purchase limit 600.00 HKD

Target 700.00 HKD

Stop 400.00 HKD

You can trade Tencent directly here

Click here for the video

In the gaming and

social media sector,

China is the

undisputed leader.

Your Capital is at Risk; 75% of retail CFD accounts lose money

Page 4: I Update week 32 I Social-Investor - aktienlust.tvFacebook: Share price booming after strong figures The social media giant Facebook was also able to impress with its busi - ness figures

Social Investor Recommendation List As of: 16/11/2020 Kauf Kurs Kurs Ergebnis

Wertpapier eToro-Kürzel Datum letzter Kauf aktuell letzter Kauf Ziel Stopp* Strategie

Bitcoin BTC 23.02.2019 4.050,00 16.275,00 +301,85% 20000,00 10000,00 Halten

JD.com JD.CH 19.02.2019 24,64 92,08 +273,70% 120,00 60,00 Halten

Nvidia NVDA 19.02.2019 156,64 531,88 +239,56% 700,00 470,00 Halten

Square SQ 24.09.2019 57,82 177,19 +206,45% 250,00 140,00 Halten

Apple Computer AAPL 19.02.2019 42,73 119,26 +179,10% 150,00 100,00 Halten

Intellia NTLA 09.10.2019 13,00 33,18 +155,23% 45,00 20,00 Halten

Pinduoduo PDD 21.05.2020 59,54 151,29 +154,10% 200,00 100,00 Halten

BYD 01211.HK 06.07.2020 71,49 177,64 +148,48% 250,00 140,00 Halten

Ethereum Ethereum 26.08.2019 225,50 454,93 +101,74% 500,00 300,00 Halten

Microsoft MSFT 19.02.2019 108,17 216,51 +100,16% 260,00 180,00 Halten

ServiceNow NOW 04.11.2019 254,99 508,01 +99,23% 600,00 425,00 Halten

Amazon.com AMZN 19.02.2019 1.627,58 3.128,81 +92,24% 4000,00 2500,00 Halten

Okta OKTA 09.09.2019 120,79 221,80 +83,62% 300,00 190,00 Halten

Newmont Mining NEM 05.08.2019 38,02 65,71 +72,83% 80,00 55,00 Kaufen

Facebook FB 19.02.2019 162,29 276,95 +70,65% 350,00 230,00 Halten

Cadence Design CDNS 09.09.2019 68,00 115,82 +70,32% 150,00 94,00 Halten

Tencent Holdings 0700.HK 02.10.2019 351,13 594,96 +69,44% 700,00 400,00 Kaufen

Zendesk ZEN 09.08.2019 74,98 123,55 +64,78% 160,00 90,00 Kaufen

Alphabet GOOG 19.02.2019 1.118,56 1.777,02 +58,87% 2000,00 1400,00 Halten

Alibaba BABA 30.09.2019 165,15 260,43 +57,69% 350,00 230,00 Halten

Zynga ZNGA 15.04.2019 5,46 8,13 +48,90% 12,00 7,00 Halten

Barrick Gold GOLD. 05,08,2019 17,59 25,87 +47,07% 35,00 22,00 Kaufen

Genmab GMAB.CO 23.04.2020 1.619,96 2.292,00 +41,53% 2600,00 2200,00 Halten

Alibaba Health 00241.HK 02.04.2020 14,30 19,88 +39,02% 28,00 16,00 Halten

Baozun BZUN 23.04.2020 31,00 41,61 +34,23% 60,00 27,00 Halten

ASML Holdings ASML.NV 18.05.2020 269,00 353,95 +31,58% 400,00 240,00 Kaufen

Baidu BIDU 30.09.2019 110,91 145,08 +30,81% 200,00 95,00 Kaufen

PayCom PAYC 15.07.2020 292,46 381,71 +30,52% 450,00 290,00 Kaufen

Veeva Systems VEEV 22.06.2020 231,00 264,92 +14,68% 350,00 230,00 Kaufen

SkyWorks Solutions SWKS 27.07.2020 131,16 141,50 +7,88% 200,00 110,00 Kaufen

CyberArk CYBR 25.02.2019 101,91 105,96 +3,97% 200,00 75,00 Halten

Illumnia ILMN 28.09.2020 298,99 308,86 +3,30% 450,00 240,00 Kaufen

CompuGroup COP.DE 02.06.2020 73,75 75,10 +2,92% 100,00 50,00 Kaufen

Ericsson ERIC-A.ST 09.11.2020 112,30 110,40 -1,69% 165,00 78,00 Kaufen

Teladoc TDOC 14.09.2020 189,91 183,07 -3,18% 350,00 140,00 Kaufen

SAP SAP.DE 02.11.2020 105,19 101,78 -3,24% 150,00 80,00 Kaufen

Alteryx AYX 13.01.2020 121,67 110,97 -8,79% 225,00 100,00 Kaufen

* Stopps sind nur eine Orientierungshilfe. Sie sind nicht aktiv platziert. Wir treffen Kauf- und Verkaufsentscheidungen stets direkt

CopyPortfolio Recommendation List As of:16/11/2020

Our TOP-Trader-Recommendation List As of:16/11/2020

Note: P

rofit analysed over the past 24 months.

Page 5: I Update week 32 I Social-Investor - aktienlust.tvFacebook: Share price booming after strong figures The social media giant Facebook was also able to impress with its busi - ness figures

Social-Investor Legal Notice

Wir machen sie fit für die Börse!

Wir bringen die Märkte zu Ihnen!

Ohne DepotgebührenOhne Ordergebühren

Wir machen Ihnen Lust auf Aktien!

Chief Analysts: Jürgen Schmitt, Mick Knauff Editorial office: Cliff Michel, Marcus Neugebauer, Joachim Bohl, Cindy Ullmann, Kathrin DörfeldPublisher: Jürgen Schmitt, Börsen-Spiegel Verlagsgesellschaft mbH, Flemingstr. 20 - 22, 36041 Fulda, Germany T +49 (0)661/480 499-0, F +49 (0)661/480 499-15,Website: www.boersenspiegel.comEditing: Ingrid WendtSubscription service: Natalin GromEditorial deadline: 16 November 2020

1. Our editing team meets every Wednesday between 3 p.m. and 4 p.m. Phone number: +49 (0)661/480 499-0. Please ask your questions or give your suggesti-ons solely during that time. Good suggestions will then be implemented immedia-tely. It may prove profitable for you! Please note that we are only available by phone during this time frame and that we cannot, due to legal regulations, provi-de any kind of investment advice. 2. You can contact us any time by fax +49 (0)661/480 499-15 or via e-mail: [email protected]. We will reply to faxes and e-mails in a timely manner.3. For all questions or messages concerning the subscription service, mailing, invoices etc., please contact: Börsen-Spiegel Verlagsgesellschaft mbH, c/o Leserservice (Mrs Natalin Grom), Flemingstr. 20 - 22, 36041 Fulda, GermanyPhone +49 (0)661/480 499-0, Fax +49 (0)661/480 499-15, e-mail: [email protected]. Our partner website www.aktienlust.tv offers further videos and recommenda-tions regarding the social trading platform eToro.

Legal Notice

Service for Readers

Disclaimer

© 2020 Börsen-Spiegel Verlagsgesellschaft mbH. Text reproduction (including excerpts), commercial distribution or listing in commercial databases requires the publisher‘s written per-mission. Our information is for private purposes only. All information provided in this newsletter has been thoroughly researched and reviewed. Nevertheless, the editorial staff may be misin-formed, or incorrect information may be published as a result of other circumstances. All infor-mation and statements are therefore provided without guarantee. Positive past performances are no guarantee for future positive performances. This also applies explicitly to any form of share transactions/trading and particularly to option and option warrant transactions: stocks and options are subject to economic factors. Consequently, we point out that the investment in stocks and options involves speculative risks which are subject to economic developments and, despite diligent analysis, may lead to losses or in the worst case to total losses. No res-ponsibility is taken for the accuracy of this information, the information is provided without gua-rantee. It is expressly advised not to disperse funds over only few assets or to even take out loans for the investment. Notification of existing conflicts of interest in accordance with section 34b (1) No. 2 WpHG (Securities Trading Act): please note the following as a precautionary measure: financial analyses and recommendations for individual financial instruments in the Social Investor cannot replace individual investment guidance from your investment advisor or investment consultant. Our analyses and recommendations are addressed to all subscribers and readers of our market letter who have very diverse investment approaches and investment objectives. This means that the analyses and recommendations in this market letter do not consider your personal investment profile and situation.