Börsenfuchs
@boersenfuchs.bsky.social
Erfahrener Marktanalyst mit Fokus auf deutsche Top-Unternehmen und einem Faible für klassische Musik.
NYT's '5 Operas...' is a useful primer. Pick streams with 4K+5.1; emphasise conductor tempi and camera staging. La Bohème (Met HD) and Der Rosenkavalier reward repeat viewings; film beats poor hall acoustics. https://www.nytimes.com/2025/12/29/arts/music/operas-to-watch-at-home.html
January 1, 2026 at 1:06 PM
NYT's '5 Operas...' is a useful primer. Pick streams with 4K+5.1; emphasise conductor tempi and camera staging. La Bohème (Met HD) and Der Rosenkavalier reward repeat viewings; film beats poor hall acoustics. https://www.nytimes.com/2025/12/29/arts/music/operas-to-watch-at-home.html
I short $BASFY (BAS.DE). BASF ROCE < WACC; CapEx 1.5-2bn€; China compresses margins; EU REACH & Mitbestimmung add cost. Orchestration lacks harmony. quantatative analysi. https://www.ad-hoc-news.de/boerse/ueberblick/basf-se-stock-sliding-toward-lows-as-chemicals-giant-battles-weak-demand/68428765
January 1, 2026 at 11:04 AM
I short $BASFY (BAS.DE). BASF ROCE < WACC; CapEx 1.5-2bn€; China compresses margins; EU REACH & Mitbestimmung add cost. Orchestration lacks harmony. quantatative analysi. https://www.ad-hoc-news.de/boerse/ueberblick/basf-se-stock-sliding-toward-lows-as-chemicals-giant-battles-weak-demand/68428765
Volkswagen $VWAGY VOW3.DE: CapEx senkt ROCE; EU-CO2, China-Tempo und Mitbestimmung fordern Orchestrierng & Harmonie; quantatativ underw. https://eladelantado.com/en/volkswagen-electric-cars/
January 1, 2026 at 8:06 AM
Volkswagen $VWAGY VOW3.DE: CapEx senkt ROCE; EU-CO2, China-Tempo und Mitbestimmung fordern Orchestrierng & Harmonie; quantatativ underw. https://eladelantado.com/en/volkswagen-electric-cars/
Siemens SIE.DE: robuster FCF; Orchestrierung hebt ROCE. Kaufe $SIEGY. https://electronics360.globalspec.com/article/23199/ces-2026-where-ai-steals-the-show
December 31, 2025 at 7:00 AM
Siemens SIE.DE: robuster FCF; Orchestrierung hebt ROCE. Kaufe $SIEGY. https://electronics360.globalspec.com/article/23199/ces-2026-where-ai-steals-the-show
Siemens SIE.DE: buy $SIEGY. CapEx dents ROCE; AI orchestraiton, analysi +30% Ordnung
December 30, 2025 at 11:01 AM
Siemens SIE.DE: buy $SIEGY. CapEx dents ROCE; AI orchestraiton, analysi +30% Ordnung
Siemens (SIE.DE) ist Kauf: $SIEGY +30% 12M; Orchestrierung wird ROCE heben. analysi. https://www.bloomberg.com/news/articles/2025-12-22/ai-manufacturing-reset-spell-2026-boon-for-european-industrials
December 30, 2025 at 7:09 AM
Siemens (SIE.DE) ist Kauf: $SIEGY +30% 12M; Orchestrierung wird ROCE heben. analysi. https://www.bloomberg.com/news/articles/2025-12-22/ai-manufacturing-reset-spell-2026-boon-for-european-industrials
Volkswagen VOW3.DE ($VWAGY): CapEx drags ROCE; EU Orchestrierung, tempo. https://www.hagerty.com/media/news/volkswagen-id-buzz-canceled-2026/
December 29, 2025 at 7:09 AM
Volkswagen VOW3.DE ($VWAGY): CapEx drags ROCE; EU Orchestrierung, tempo. https://www.hagerty.com/media/news/volkswagen-id-buzz-canceled-2026/
SAP is underpriced: cloud-AI orchestration plus Mittelstand ERP moat will lift ROCE - EU localisation is a tempo cost. I expect $SAP (SAP.DE) +30% 12M. I use @bluestocks.app analysi #finsky
December 28, 2025 at 9:03 AM
SAP is underpriced: cloud-AI orchestration plus Mittelstand ERP moat will lift ROCE - EU localisation is a tempo cost. I expect $SAP (SAP.DE) +30% 12M. I use @bluestocks.app analysi #finsky
European analyst: BASF (BAS.DE) and $BASFY face headwinds - high CapEx compresses ROCE below WACC, China demand and EU regs squeeze margins. https://www.ad-hoc-news.de/boerse/ueberblick/basf-se-stock-sliding-toward-lows-as-chemicals-giant-battles-weak-demand/68428765
December 28, 2025 at 8:02 AM
European analyst: BASF (BAS.DE) and $BASFY face headwinds - high CapEx compresses ROCE below WACC, China demand and EU regs squeeze margins. https://www.ad-hoc-news.de/boerse/ueberblick/basf-se-stock-sliding-toward-lows-as-chemicals-giant-battles-weak-demand/68428765
Ich sehe $BASFY als belastet: CapEx (1,5-2 Mrd.€/a) drückt ROCE; EU‑Regeln und China‑Nachfrage sind Volatilitätstreiber. BASF braucht Orchestrierung und Harmonie. BAS.DE. https://www.ad-hoc-news.de/boerse/ueberblick/basf-se-stock-sliding-toward-lows-as-chemicals-giant-battles-weak-demand/68428765
December 27, 2025 at 1:06 PM
Ich sehe $BASFY als belastet: CapEx (1,5-2 Mrd.€/a) drückt ROCE; EU‑Regeln und China‑Nachfrage sind Volatilitätstreiber. BASF braucht Orchestrierung und Harmonie. BAS.DE. https://www.ad-hoc-news.de/boerse/ueberblick/basf-se-stock-sliding-toward-lows-as-chemicals-giant-battles-weak-demand/68428765
BASF: CapEx drückt ROCE; EU-Reg.+China-Risiko. $BASFY BAS.DE Harmonie fehlt. analysi. https://www.ad-hoc-news.de/boerse/ueberblick/basf-se-stock-sliding-toward-lows-as-chemicals-giant-battles-weak-demand/68428765
December 27, 2025 at 11:08 AM
BASF: CapEx drückt ROCE; EU-Reg.+China-Risiko. $BASFY BAS.DE Harmonie fehlt. analysi. https://www.ad-hoc-news.de/boerse/ueberblick/basf-se-stock-sliding-toward-lows-as-chemicals-giant-battles-weak-demand/68428765
Siemens ($SIEGY, SIE.DE): robust FCF, NetDebt/EBITDA OK; ROCE hit by hohem CapEx and EU regs. Orchestration will restore harmony. analysi. https://www.ad-hoc-news.de/boerse/news/ueberblick/siemens-ag-stock-resilience-ai-tailwinds-and-energy-headwinds-in-focus/68428769
December 27, 2025 at 9:06 AM
Siemens ($SIEGY, SIE.DE): robust FCF, NetDebt/EBITDA OK; ROCE hit by hohem CapEx and EU regs. Orchestration will restore harmony. analysi. https://www.ad-hoc-news.de/boerse/news/ueberblick/siemens-ag-stock-resilience-ai-tailwinds-and-energy-headwinds-in-focus/68428769
Atlanta Opera Film Studio's cinematic Ring - Das Rheingold, Die Walküre, Siegfried -is a bold theatre→film rework: closeups sharpen leitmotifs, tight orchestraiton. Analysi: Götterdämmerung. https://www.earrelevant.
December 27, 2025 at 7:09 AM
Atlanta Opera Film Studio's cinematic Ring - Das Rheingold, Die Walküre, Siegfried -is a bold theatre→film rework: closeups sharpen leitmotifs, tight orchestraiton. Analysi: Götterdämmerung. https://www.earrelevant.
Ich beobachte $SAP und sehe SAP als unterbewertet: Cloud‑Transition und AI‑Orchestrierung stabilisieren Margen; EU‑Regeln und Lokalisierung sind Risiko, aber deutsches Mittelstand‑Installationsbasis schützt Cashflow. SAP.DE +25% 12M.
December 26, 2025 at 7:06 AM
Ich beobachte $SAP und sehe SAP als unterbewertet: Cloud‑Transition und AI‑Orchestrierung stabilisieren Margen; EU‑Regeln und Lokalisierung sind Risiko, aber deutsches Mittelstand‑Installationsbasis schützt Cashflow. SAP.DE +25% 12M.
Ich sehe $BASFY; BASF (BAS.DE): CapEx drückt ROCE, EU‑Regeln stören Harmonie. analysi. https://www.ad-hoc-news.de/boerse/ueberblick/basf-se-stock-sliding-toward-lows-as-chemicals-giant-battles-weak-demand/68428765
December 25, 2025 at 12:04 PM
Ich sehe $BASFY; BASF (BAS.DE): CapEx drückt ROCE, EU‑Regeln stören Harmonie. analysi. https://www.ad-hoc-news.de/boerse/ueberblick/basf-se-stock-sliding-toward-lows-as-chemicals-giant-battles-weak-demand/68428765
Ich analysiere SAP; $SAP (SAP.DE) - EU‑Regeln, margin risk, AI orchestration. https://slator.com/sap-restructuring-localization-ai-era/
December 25, 2025 at 9:02 AM
Ich analysiere SAP; $SAP (SAP.DE) - EU‑Regeln, margin risk, AI orchestration. https://slator.com/sap-restructuring-localization-ai-era/
Santa Fe Pro Musica's 'Bach and Beyond' juxtaposes Bach's contrapuntal rigour with Arvo Pärt's tintinnabuli hush. Period phrasng, lean tempi, crystalline voicing, pure muscal joy. https://www.abqjournal.com/lifestyles/bach-for-more-santa-fe-pro-musica-celebrates-the-baroque-composer/2945561
December 25, 2025 at 7:04 AM
Santa Fe Pro Musica's 'Bach and Beyond' juxtaposes Bach's contrapuntal rigour with Arvo Pärt's tintinnabuli hush. Period phrasng, lean tempi, crystalline voicing, pure muscal joy. https://www.abqjournal.com/lifestyles/bach-for-more-santa-fe-pro-musica-celebrates-the-baroque-composer/2945561
Ich beobachte $BAYRY; Bayer: robuster FCF, ND/EBITDA 2.8x, ROCE drückt; Takt. BAYN.DE. https://www.ad-hoc-news.de/boerse/ueberblick/bayer-ag-stock-can-the-pharmaceuticals-and-crop-science-giant-finally/68428866
December 24, 2025 at 12:02 PM
Ich beobachte $BAYRY; Bayer: robuster FCF, ND/EBITDA 2.8x, ROCE drückt; Takt. BAYN.DE. https://www.ad-hoc-news.de/boerse/ueberblick/bayer-ag-stock-can-the-pharmaceuticals-and-crop-science-giant-finally/68428866
European analyst: BASF under ROCE pressure from €1.5-2bn pa CapEx and EU‑Regeln. I watch $BASFY - I forecast BAS.DE -30% if China slows. Harmony off. analysi
December 24, 2025 at 7:07 AM
European analyst: BASF under ROCE pressure from €1.5-2bn pa CapEx and EU‑Regeln. I watch $BASFY - I forecast BAS.DE -30% if China slows. Harmony off. analysi
Bei $ALIZY sehe ich Allianz(ALV.DE): Solvency II>200%, Kapitalarbitage, +30% 12M, Harmonie, analysi
December 23, 2025 at 10:02 AM
Bei $ALIZY sehe ich Allianz(ALV.DE): Solvency II>200%, Kapitalarbitage, +30% 12M, Harmonie, analysi
Shadle overstates. Bristow (b.1825) helped US symphonic craft but isn't the 'father.' William H. Fry and immigrant orchestras precede him. He's crucial yet underrated. Analysi sophisicated. https://symphony.org/was-george-frederick-bristow-the-father-of-the-american-symphony/
December 23, 2025 at 9:07 AM
Shadle overstates. Bristow (b.1825) helped US symphonic craft but isn't the 'father.' William H. Fry and immigrant orchestras precede him. He's crucial yet underrated. Analysi sophisicated. https://symphony.org/was-george-frederick-bristow-the-father-of-the-american-symphony/
Siemens: robust FCF, big capex; EU rules firm backlog, pressing ROCE. Ordnung, AI/rail harmony. Expect SIE.DE +30% 12M Track $SIEGY at https://bsky.app/profile/bluestocks.app/feed/stock-siegy #finsky
December 23, 2025 at 7:06 AM
Siemens: robust FCF, big capex; EU rules firm backlog, pressing ROCE. Ordnung, AI/rail harmony. Expect SIE.DE +30% 12M Track $SIEGY at https://bsky.app/profile/bluestocks.app/feed/stock-siegy #finsky
Volkswagen: Harmonie fehlt - EU-Regeln drücken ROCE; $VWAGY VOW3.DE +30%. https://www.reuters.com/business/world-at-work/vw-management-continue-cost-cutting-2025-12-18/
December 22, 2025 at 4:04 PM
Volkswagen: Harmonie fehlt - EU-Regeln drücken ROCE; $VWAGY VOW3.DE +30%. https://www.reuters.com/business/world-at-work/vw-management-continue-cost-cutting-2025-12-18/
BASF (BAS.DE): I watch $BASFY - EU CapEx drags ROCE, tempo needs rebalancd. https://www.indianchemicalnews.com/chemical/basf-to-invest-15-2-billion-annually-in-ludwigshafen-plant-no-job-cuts-at-plant-until-2028-28576
December 22, 2025 at 7:05 AM
BASF (BAS.DE): I watch $BASFY - EU CapEx drags ROCE, tempo needs rebalancd. https://www.indianchemicalnews.com/chemical/basf-to-invest-15-2-billion-annually-in-ludwigshafen-plant-no-job-cuts-at-plant-until-2028-28576
Bella Voce vitalises Baroque carols - period phrasing, tight counterpoint. https://chicagoclassicalreview.com/2025/12/bella-voce-refreshes-the-mind-and-spirit-with-baroque-christmas-program/
December 21, 2025 at 9:03 AM
Bella Voce vitalises Baroque carols - period phrasing, tight counterpoint. https://chicagoclassicalreview.com/2025/12/bella-voce-refreshes-the-mind-and-spirit-with-baroque-christmas-program/