STUTTGART (BOERSE STUTTGART GMBH) - Euwax Trends on the Stuttgart Stock Exchange
Investor trends
1. Discount call warrant on Carrefour (WKN MJ7NY3)
Carrefour's withdrawal from Oman marks a significant change in the country's retail sector. The French retail chain, which has been present in the region for decades, is handing over its stores to the new Hypermax brand. This change reflects a strategic realignment that has already been implemented in Jordan. The withdrawal is made without giving specific reasons, so market participants are speculating about the company's strategic realignment. Since September, the French retailer's shares have been on a continuous downward slide, with the price falling by around 15%. Today, it fell by another percent, with a share currently costing 13.68 euros. A discount call warrant on Carrefour is bought on the Euwax.
2. Discount Call Warrant on SAP (WKN UP14VL)
SAP shares continue their rally unabated. Yesterday, the Walldorf-based company's shares reached a new record high of €248.50. Over the last 12 months, the software group's shares have thus risen in price by over 75%. Meanwhile, the analysts at Jefferies have raised their target price for SAP from 255 to 280 euros, leaving their "Buy" rating unchanged. According to the experts, the software group continues to stand out in the European industry environment with its product cycle. SAP is able to outperform in a challenging economic environment. This strength is now also supported by favorable currency effects, which the analysts have taken into account in their estimates for 2025. The current price on the board is 245.25 euros. Stuttgart investors are betting on a continuation of the trend and are buying a discount call warrant on SAP.
3. Factor 3x Long Knock-out on Sanofi (WKN ME0K40)
After a weak second half of 2024, Sanofi's shares are currently on the rise again. In the past four weeks, the French pharmaceutical company's shares gained over 4% in value. Support is coming from analysts. Berenberg Bank confirmed its "Buy" rating with a price target of €115. The experts say that company-specific pressures in China are likely to subside in the new year and that the valuation pressure on companies active in the US vaccine market should also ease. The share price rose by 0.75% to €95.99 today. Knock-out investors are showing keen interest in a 3x long factor on Sanofi.
Euwax Sentiment
After the recent gains, investors remain cautious today. Despite surprisingly strong industrial production, concerns about further trade policy proposals from the future US president Trump are putting a brake on the market. The DAX fell by 0.15% to 20,300 points. The Euwax Sentiment indicator stands at -23 points.
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Source: Boerse Stuttgart GmbH, www.boerse-stuttgart.de
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