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In this episode of On Boards, hosts Joe Ayoub and Raza Shaikh welcome Raffaela Rein, a seasoned entrepreneur and board member with expertise in frontier technology and innovation-driven leadership. Raffaela began her career as an analyst at BlackRock, and launched three companies for the world's largest incubator, Rocket Internet, across China, Australia, and Taiwan before becoming an entrepreneur. She serves on multiple corporate and private equity-backed boards, including Porsche, Mutares and International University IU. As the founder of WildWildVentures and CareerFoundry, she has scaled startups to 120-plus employees and advised many venture-backed businesses. Raffaela serves as a board member for the German startup Verband, where she helps improve legislation for startups. Raffaela was named one of Forbes top women in tech, and she is among Europe's most influential women in startups and venture capital. She has built a career at the forefront of business reinvention. Raffaela discusses her entrepreneurial journey as founder of BoardLens a new AI tool she is developing and how it will transform the future of board meetings and excellence in board members. Key Takeaways 1. Board effectiveness Only 30% CEOs rate their boards as effective. With an expectation that board members come to meetings well prepared, Rein recognizes that board members are tasked with consuming hundreds, and often thousands, of pages of information in preparation for meetings. It is an almost impossible task to complete a thorough review especially if you are if you have a full time job. In Germany, it's common for board members to hire consultants or a ‘chief of staff' that will help them with their board responsibilities. Raffaela is creating a tool that will serve a similar role for board members worldwide. 2. How BoardLens can transform board meetings Raffaela anticipates launching BoardLens in mid-2025. It is an AI driven tool that is built to aid board members with meeting preparation, research, executive summaries, questions and risk analysis. It is meant to support board members while enabling members to fulfill their fiduciary duties and make a meaningful contribution in board meetings. Raffaela likens BoardLens to hiring a personal Goldman Sachs analyst. It is trained with proprietary data and that will enable it to act, think and analyze like a board director. 3. Human edge is still crucial While AI can process vast data and respond quickly, human directors can provide intuition, pattern recognition, and emotional intelligence—skills developed through lived experience that are essential in nuanced decision-making. As technology advances, AI is bound to replace some human roles but to maintain the balance between AI and humans, Rein suggests thinking about how people are able to provide a unique and individual perspective to issues on a board's agenda. 4. Privacy and confidentiality concerns Uploading board packets into non-enterprise AI tools can be a confidentiality risk. BoardLens, however, will be trained to only read one organization's board materials and will not cross share data. Rein explains that the company's IT department will be able to access the software's security suite. Quotes ”Here in Germany we have this system that you can get a consultant or chief of staff who actually helps you, not just with your preparation, but also with thinking things through deeply, doing deep market research, basically doing weeks and weeks of work to help you prepare for a board meeting.” “I don't like the word 'Copilot' for BoardLens because it feels too passive. I like the word “analyst” because if you think of a Goldman analyst, they will do their best to really make you shine and to prepare you, so you should think of it as an analyst that fights for you.” ”The breadth of expertise and the breadth of knowhow you need to have and need to gain very rapidly as a director these days is significant and has accelerated dramatically in the last five years.” Links raffaelarein.com https://boardlens.ai/ https://www.pwc.com/us/en/services/governance-insights-center/library/board- effectiveness-and-performance-improvement.html Raffaela Rein Bio Raffaela Rein is a seasoned entrepreneur and board member with expertise in frontier technologies and innovation-driven leadership. She serves on multiple corporate and private equity-backed boards, including Porsche, Mutares, and the International University IU. As the founder of WildWildVentures and CareerFoundry, she has scaled startups to 120+ employees and advised venture-backed businesses. Named one of Forbes' Top Women in Tech, Capital's 40 Under 40, and among Europe's most influential women in startups and VC, Raffaela has built a career at the forefront of business reinvention and innovation driven leadership. She began her career at BlackRock and launched three companies for Rocket Internet across China, Australia, and Taiwan before becoming an entrepreneur.
In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Daniel Eckert über Enttäuschung bei Super Micro Computer, einen üppigen Gewinnsprung bei der Deutschen Bank und wie ihr Geld machen könnt mit Firmen, die aus Geld Geld machen. Außerdem geht es um Rheinmetall, Deutsche Bank, Symrise, Super Micro Computer, Nvidia, Hensoldt, Renk, Alzchem, Navarro, Mutares, Stayr Motor, Volvo Car (WKN: A40AE9), Novo Nordisk, Hims&Hers, Life MD, Pfizer, JP Morgan, DWS, Blackrock, UBS, HSBC, JP Morgan, Amundi, Emaar (WKN: A0MZ1J), Hochtief und Heidelberg Materials. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Die Rüstungsrally nimmt kein Ende, denn das Finanzpaket der neuen Bundesregierung wurde abgesegnet. Daher sprechen Börsenexperte Alfred Maydorn und Moderator Marco Uome zu Beginn der neuen Folge Maydorns Meinung über die Rally in der Rüstungsbranche. Wie weit kann es noch gehen? Außerdem im Fokus: Steyr Motors, Mutares, BYD, Xpeng, Xiaomi, Apple, Baidu, Tencent Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.
MEGA – Make Europe Great Again
Industriebeteiligungen steigen im Wert
So geht es nach dem Besitzerwechsel bei Buderus Edelstahl weiter, Wasserstoffatome zersetzen Brückenstahl in Marburg und CO-Trainer verlässt HSG Wetzlar. Das und mehr heute im Podcast. Alle Hintergründe zu den Nachrichten des Tages finden Sie hier: https://www.mittelhessen.de/lokales/lahn-dill-kreis/wetzlar/buderus-edelstahl-wohin-der-weg-mit-mutares-fuehren-soll-4378946 https://www.mittelhessen.de/lokales/kreis-marburg-biedenkopf/marburg/wasserstoffatome-zersetzen-brueckenstahl-in-marburg-4447436 https://www.mittelhessen.de/lokales/kreis-limburg-weilburg/limburg/buergerinitiative-kaempft-gegen-riesiges-neubaugebiet-4458260 https://www.mittelhessen.de/lokales/lahn-dill-kreis/dietzhoelztal/unbekannter-sprengt-mobile-toilette-in-mandeln-in-die-luft-4459558 https://www.mittelhessen.de/sport/handball/handball-wetzlar/hsg-wetzlar-und-filip-mirkulovski-gehen-getrennte-wege-4459078 Ein Angebot der VRM.
DAX im Höhenflug trotz neuer US-Zölle auf Stahl und Aluminium. Der Index steigt 0,6 %, MDAX gewinnt 1,2 %. Telekom-Aktie vorne, Gold über 2.900 Dollar. McDonald's überrascht mit Umsatzplus. Mutares bringt Steyr Motors an die Börse. Wikifolio-Trader Philipp Haas erzielt 13 % Rendite mit Nebenwerten – ohne USA. Jetzt reinhören!
echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF
Im zweiten Teil des 7+3-Gesprächs von Tobias Kramer mit Matthias Schmidt geht's um die größte Aktienposition von Matthias nach den echtgeld.tv-Kriterien (mehr als 100 Mio. € Market Cap und über 100.000 € tägliches Handelsvolumen der Aktie). Außerdem sind zwei Unternehmen aus dem Kreise deutscher Nebenwerte mit dabei, die Tobias bereits in seinem echtgeld.tv-Depot hält:
Neste episódio olhamos para a Efacec e a Comissão Parlamentar de Inquérito sobre a tutela política da empresa entre 2020 e 2023, recordando o que está em causa desde que a tecnológica foi nacionalizada. Nesse momento, na sequência do caso Luanda Leaks, o Estado comprou a participação que era de Isabel dos Santos. Venderia a empresa três anos mais tarde à alemã Mutares, numa operação arrasada pelo Tribunal de Contas. Depois, olhamos para a situação cada vez mais tensa em Moçambique na sequência das eleições presidenciais. Com Paulo Moutinho e Celso Filipe, numa edição de Hugo Neutel.
In dieser spannenden Folge des Karriere Insider Podcasts spricht David Döbele mit Jasper Delekat, Mitgründer des Private Equity FairCap. Er gewährt faszinierende Einblicke in seinen Alltag im Private Equity und teilt seine Learnings hinsichtlich der Gründung von Private Equity Firmen. LinkedIn-Profil: https://www.linkedin.com/in/jasper-delekat-92b655 Karriereseite: https://www.fair-cap.com/karriere Wenn wir euch auf eurem Karriereweg begleiten sollen, tragt euch bei uns ein: https://www.pumpkincareers.com/ Timestamps 00:00:00 - Intro 00:02:56 - Jaspers Werdegang 00:07:16 - Einstieg bei Mutares nach mehreren Praktika 00:10:34 - Geschäftsmodell von Mutares 00:14:48 - Mit Ende 20 als CFO eingesetzt 00:17:42 - Gründung von FairCap (Schwerpunkt Carve Outs) 00:19:47 - Geschäftskonzept: Nachhaltiges PE 00:27:11 - Halteperioden sind exit-orientiert 00:30:08 - Evergreen-Struktur des Geschäftsmodells 00:33:19 - Die größten Herausforderungen 00:42:20 - Jaspers Arbeitsalltag 00:44:42 - Betrachtung der eigenen Karriere 00:49:27 - Welche Leute bei Fair Cap eingestellt werden 00:51:06 - Karriere nach inneren Kompass 00:53:18 - Jaspers Privatleben 00:56:16 - Q&A 01:04:19- Outro Weitere hilfreiche YouTube-Videos: INVESTMENT BANKER WERDEN (Guide): https://youtu.be/nT0haK_NCIc UNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/50Hg3nO09HA Die besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0Ks Die besten Unis für den Master: https://youtu.be/fdKknPZzO4w ALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlY ALLE FINANCE JOBS nach dem BWL-Studium: https://youtu.be/6kD05whSvEU Wenn du dich für den Berufseinstieg in Investment Banking, Unternehmensberatung oder Private Equity interessierst, haben wir hier einige nützliche Links für dich zusammengefasst. BWL-Masterplan: https://bwl-masterplan.com/ Der BWL-Masterplan ist ein 11-stündiger Videokurs, der dir sehr übersichtlich aufzeigt, was dich während eines ambitionierten BWL-Studiums erwartet. Kostenpunkt: 49€, hat man schnell wieder drin. Target-Uni-Report: https://pumpkincareers.com/target-uni-report In diesem kostenfreien PDF-Report bekommst du eine Übersicht über alle besonders empfehlenswerten Unis für ein BWL-Studium in der DACH-Region (inkl. Studiengebühren, namhafte Alumni, etc.). Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report Für diesen Report hat pumpkincareers® die LinkedIn-Profile sämtlicher Personen analysiert, die 2019 bis Anfang 2021 bei einer der folgenden Firmen in Frankfurt a.M. als Investment Banking Analysten eingestiegen sind: Goldman Sachs, Morgan Stanley, JP Morgan, Bank of America, Citi, Credit Suisse, Deutsche Bank, UBS, Barclays, Rothschild und Lazard. Du erfährst genau, an welchen Unis diese Leute studiert haben, wie viele Praktika sie benötigt haben, etc. - sehr zu empfehlen für jeden, der im Investment Banking einsteigen will. Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report Auch in diesem Report wurden LinkedIn-Profile analysiert, dieses mal von über 1.200 Personen, die 2019 bis Mitte 2021 bei einer der folgenden Firmen in Deutschland, Österreich oder der Schweiz im Consulting nach dem Bachelor oder Master eingestiegen sind: Bain & Company, Boston Consulting Group (BCG), Kearney, McKinsey & Company, Oliver Wyman, Roland Berger oder Strategy&. Du erfährst wieder genau, an welchen Unis diese Leute studiert haben, wie viele Praktika sie benötigt haben, etc. - sehr zu empfehlen für jeden, der in der Strategieberatung einsteigen will. Eine Gesamt-Übersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/ Schau gerne auch noch in unserem Blog vorbei: https://pumpkincareers.com/blog/ Falls du Fragen hast, die du persönlich mit uns besprechen willst, kannst du uns gerne auch auf LinkedIn (David Döbele, Jonas Stegh) oder Instagram (@pumpkincareers, @david.doebele) anschreiben. LinkedIn: https://www.linkedin.com/company/14829236/
Segundo o relatório da auditoria à Efacec, os encargos para os contribuintes podem ultrapassar os 560 milhões de euros. A análise deste tema é feita pelo jornalista da secção de Economia do ExpressoSee omnystudio.com/listener for privacy information.
El fondo alemán Mutares es la nueva víctima de Gotham City Research, tras la sanción de la CNMV por su papel en el caso Grifols. Gotham City le acusa de inflar sus beneficios a través de un esquema de financiación circular que permite sostener la rentabilidad a costa de capital externo. Mutares tiene una capitalización de menos de 400 millones de euros mientras Grifols era 20 veces mayor. BASF cae en bolsa tras anunciar un plan de crisis que incluye reducir dividendo, cerrar plantas en Alemania y una OPV. H&M también está cayendo en bolsa tras anunciar unos beneficios menores de lo esperado y Commerzbank se reúne con UniCredit este viernes: primer encuentro de ambos bancos desde que el italiano se hizo con el 21% del capital del banco alemán. Por otra parte, Irlanda "blinda" los 14.000 millones que tiene que pagarle Apple para destinos a paliar la crisis de vivienda y Suiza cumple con lo previsto, baja los tipos 25 puntos básicos hasta el 1%. En Expansión y Ciclo, la vicepresidenta primera y ministra de Hacienda, María Jesús Montero, ha defendido en el Congreso que la financiación singular de Cataluña "no supone ninguna quiebra de la solidaridad interterritorial". Entrevistaremos a Juan Fernández Palacios, director del Centro de Investigación Ageingnomics de Fundación Mapfre, para hablar del III Monitor de Empresas de la Economía Sénior 2024. Los temas de la actualidad los debatiremos en la Tertulia de Cierre de Mercados con Pedro Fernández, abogado y profesor, y Ricardo Gómez, experto en Reputación.
In einer konzertierten Aktion haben Notenbank und Regierung in China in dieser Woche ein kraftvolles Konjunkturprogramm angekündigt, um die Wirtschaft zu beleben. Die beiden Wirtschaftsredakteure Dietmar Deffner und Holger Zschäpitz streiten darüber, ob niedrigere Zinsen für Immobilienkredite, mehr Liquidität für Banken, ein Stützungsprogramm für Aktien und ein Konjunkturprogramm den gelben Riesen wieder entfesseln oder die Rallye nur von kurzer Natur ist. Weitere Themen: Dax mit neuem Rekord – Ist ein KGV von 14 bzw. 16 ohne Autos wirklich gerechtfertigt? Alibaba vs Amazon – Ist der Bewertungsabschlag der Chinesen eine Einstiegsgelegenheit? Short-Report bei Mutares – warum nicht nur Aktien, sondern auch die Anleihen gefallen sind Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Sat, 28 Sep 2024 05:55:00 +0000 https://podcast9d261b.podigee.io/118-new-episode 31895a65993db421b0b48f5dbb29cb5d JETZT Gratis DHL Aktie sichern, hier gehts zum Smartbroker+ : https://get.smartbrokerplus.de/aktientalk/?af_ad=&af_ad_id=&af_adset=&af_c_id=537353&af_sub1=1-216f7bf1-a2aa-36b3-80b3-c6aaa2f17b6f-a94450&pid=ingenioustechnologies_int&af_adset_id=&af_channel=Affiliate&af_site_id=527207&af_sub2=&c=Goldesel+x+Investflow&clickid=1-216f7bf1-a2aa-36b3-80b3-c6aaa2f17b6f-a94450&iclid=1-216f7bf1-a2aa-36b3-80b3-c6aaa2f17b6f-a94450&utm_campaign=527207_&utm_medium=affiliate&utm_source=Goldesel+x+Investflow full no Michael Flender & Daniel Wassmer
In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über einen unerwarteten Hoffnungsschimmer für die deutschen Autobauer, die ambitionierten Ziele der Commerzbank und Zweifel bei Rheinmetall. Außerdem geht es um BMW, Mercedes-Benz, Continental, Porsche AG, Siemens, UniCredit, Mutares, Micron Technology, Applied Materials, Microchip Technology, ON Semiconductor, Invesco Physical Silver (WKN: A1KX35), Global X Silver Miners ETF (WKN: A3DC8R). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. OpenAI will Profit. Meta hat Konferenz. Micron macht Rendite. Super Micro Computer bekommt Ärger. BASF ändert Dividende. Evotec mag Novo Nordisk. Mutares hasst Gotham City Research. Und Ubisoft verschiebt. Eine der zuletzt besten Immo-Aktien heißt Aroundtown (WKN: A2DW8Z). Der Grund: Diversifikation und mehr als 3.000 Mieter. Electronic Arts (WKN: 878372) hat eins der stärksten Gaming-Businesses und will nun auch Social-Media-Firma werden. Und was hat das mit EA Sports FC zu tun? Diesen Podcast vom 27.09.2024, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Der DAX bleibt unaufhaltsam und schließt mit 1,2 % Plus bei 19.473 Punkten. An der Wall Street setzt sich die Rekordjagd fort, der Dow Jones klettert auf 42.588 Punkte. Analyst Oldenburger sieht den DAX bald bei 20.000 Punkten. Im Interview erklärt Private Alpha Founder Gum die Vorzüge von KI, während Bastian Bosse vor zu frühem Optimismus warnt. Unternehmensnews: Thyssenkrupp hält an der Strategie fest, Mutares bleibt unter Druck, und Hella senkt den Ausblick.
Los últimos datos de inflación en la eurozona lo están cambiando todo y añaden más presión al BCE para otro recorte de tipos en la reunión de octubre. Las lecturas adelantadas del IPC de Francia y España conocidas este viernes han sorprendido a la baja cayendo por debajo del objetivo del 2%. Los operadores ya dan casi un 80% de probabilidades a una bajada en octubre y para diciembre, descuentan 50 puntos básicos. Por otra parte, la tasa de desempleo de Alemania cayó una décima en septiembre y bajó al 6%, al tiempo que 66.000 personas abandonaron las listas del paro. En clave empresarial, la nueva víctima de Gotham City, la alemana Mutares, se defiende: la firma bajista ha presentado una interpretación negativa y unilateral de la estrategia de la compañía. Lo que busca es aprovehcar la caída del precio de las acciones de Mutares para maximizar sus beneficios mediante posiciones cortas. Y el lujo vuelve a protagonizar las subidas en Europa después de que LVMH haya comprado un 10% de Double R, controlado por el presidente de Moncler, Remo Ruffini. Entrevistaremos a Laura Pérez, country manager de WeRoad, para hablar del Día Mundial del Turismo que se celebra este viernes 27 de septiembre. En Expansión y Ciclo, el INE confirma que la economía española creció un 0,8% en el segundo trimestre y la firma de hipotecas sobre viviendas subió un 23,5% en julio, tras dos meses de caídas. Los temas de la actualidad los debatiremos en la Tertulia de Cierre de Mercados con Juan Iranzo, catedrático de Economía Aplicada de la UNED, e Ignacio Ruiz Jarabo, exdirector general de la Agencia Tributaria.
El fondo alemán Mutares es la nueva víctima de Gotham City Research, tras la sanción de la CNMV por su papel en el caso Grifols. Gotham City le acusa de inflar sus beneficios a través de un esquema de financiación circular que permite sostener la rentabilidad a costa de capital externo. Mutares tiene una capitalización de menos de 400 millones de euros mientras Grifols era 20 veces mayor. BASF cae en bolsa tras anunciar un plan de crisis que incluye reducir dividendo, cerrar plantas en Alemania y una OPV. H&M también está cayendo en bolsa tras anunciar unos beneficios menores de lo esperado y Commerzbank se reúne con UniCredit este viernes: primer encuentro de ambos bancos desde que el italiano se hizo con el 21% del capital del banco alemán. Por otra parte, Irlanda "blinda" los 14.000 millones que tiene que pagarle Apple para destinos a paliar la crisis de vivienda y Suiza cumple con lo previsto, baja los tipos 25 puntos básicos hasta el 1%. En Expansión y Ciclo, la vicepresidenta primera y ministra de Hacienda, María Jesús Montero, ha defendido en el Congreso que la financiación singular de Cataluña "no supone ninguna quiebra de la solidaridad interterritorial". Entrevistaremos a Juan Fernández Palacios, director del Centro de Investigación Ageingnomics de Fundación Mapfre, para hablar del III Monitor de Empresas de la Economía Sénior 2024. Los temas de la actualidad los debatiremos en la Tertulia de Cierre de Mercados con Pedro Fernández, abogado y profesor, y Ricardo Gómez, experto en Reputación.
La firma bajista estadounidense acusa a la alemana Mutares de manipulación financiera, y la compañía cae un 25% en el parqué germano.
Am Freitag verabschiedete sich der DAX mit einem kleinen Plus von 0,1 Prozent ins Wochenende. Auf Halbjahressicht gelang es dem deutschen Leitindex aber ganze neun Prozent zuzulegen.
Bemerkenswerte Entwicklung: In den vergangenen zehn Jahren sind die Umsätze der Autozulieferer in Deutschland nicht einmal halb so stark gewachsen wie die der Autohersteller. Aber an einem „Branchensterben“ liegt das noch nicht, wie Constantin Gall, Automobilexperte von EY, im Gespräch mit FINANCE-TV einordnet: „Es sind gar nicht so viele Zulieferer vom Markt verschwunden“, so Gall. „Viele sind in einer ersten Konsolidierungswelle von anderen Anbietern übernommen worden.“ Jetzt kommt aber noch eine zusätzliche Herausforderung hinzu: der Rückschlag beim Hochfahren der E-Mobilität in Deutschland. „Durch die fehlenden Stückzahlen erreichen die Zulieferer nicht die notwendige Kostendegression, und das ist fatal“, meint Gall.EY ist der Ansicht, dass die Folgen dieser Entwicklung auch am M&A-Markt zu sehen sein werden – in Form einer weiteren Automotive-Konsolidierungswelle, diesmal jedoch weiter oben in der Wertschöpfungskette, bei den Tier-1- und Tier-2-Zulieferern. „Das Thema Konsolidierung beziehungsweise Partnerschaften steht im Moment weit oben auf den Strategie-Boards der großen Player im Markt“, sagt Gall und verweist auf die USA: „Dort haben sich in den vergangenen sechs Monaten schon einige große Zulieferer zusammengeschlossen.“Welche Player als Konsolidierer bei deutschen Autozulieferern auftreten könnten – große Namen aus Deutschland, ausländische Strategen, vielleicht sogar Private-Equity-Häuser – und welche Rolle „Last Man Standing“-Strategien, wie sie Mutares beispielsweise verfolgt, dabei spielen werden – die M&A-bezogene Marktanalyse mit Constantin Gall hier bei FINANCE-TV.
Aktien-Schnelltest im Rahmen von BerneckerTV. Michael Hüsgen im Gespräch mit Bernecker-Experte Volker Schulz ("Der Aktionärsbrief"). Diese Sendung ist eine Audiopodcast-Variante des Schnelltests. Die eigentliche Gesamtsendung inkl. Teil 1 gab es am 16.05.2024 im Bernecker.TV. Schlaglichter: Commerzbank – Kann sich der Kurs nun verdoppeln? CVS Health - Story tot oder Comeback? Mutares - Ziele müssen bald erhöht werden AT&S - Wann endet das Trauerspiel? GameStop – Meme ist wieder in ======= Infos zum Aktionärsbrief: https://www.bernecker.info/aktionaersbrief ======= Lust auf die eigentliche Hauptsendung im Bernecker.TV? Und viele weitere Beiträge der Bernecker-Expertenredaktion? Kommen Sie doch jetzt an Bord bei Bernecker.TV. https://bernecker.info/bernecker-tv ======= Anmeldung zum kostenlosen Experten-Newsletter der Bernecker-Redaktion über unsere Website: https://www.bernecker.info/newsletter
echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF
Teil 2 der echtgeld.tv Dividenden-Wochen – Tobias Kramer und Christian W. Röhl mit der zweiten und dritten Meinung zu den aktuellen Dividenden-Lieblingen unserer Zuschauer. Darunter ein Ausschüttungs-Aristokrat mit einem Abo-Modell für über eine Million B2B-Kunden, ein Pillendreher mit reichlich ungesundem Pillendreher und ein REIT, dem die legendärsten Casino-Hotels auf dem Las Vegas Strip gehören. Dazu der Blick auf Private Equity „made in Germany“ und eine erneute Bestätigung für Christians These „Timing is a b*tch“: Kaum war die Sendung im Kasten, kam die Nachricht, dass BHP Anglo American kaufen will. An der Einschätzung des Rohstoff-Giganten ändert sich dadurch allerdings nichts…
Es gibt wieder Neues von Aurelius: Nachdem es nun lange Zeit etwas ruhiger wurde um die Private Equity Gesellschaft, wurde ein öffentliches Aktienerwerbsangebot angekündigt. Wie Investoren darauf reagieren und wie man die Aktie zum aktuellen Zeitpunkt bewerten könnte, erfahrt ihr in diesem Video. ⌚ Timestamps: (0:00) Intro (0:40) Die vergangenen Ereignisse (2:18) Vorstellung der Solventis (4:57) Das Erwerbsangebot (7:41) Bewertung der Aurelius Aktie (16:42) Neueste operative Entwicklungen (19:03) Vergleich mit Mutares & Kapitalmarktumfeld (21:38) Der kritische Blick auf das Aurelius-Geflecht (26:11) Umgang mit dem Aktienerwerbsangebot (33:35) Schlussplädoyer
Estamos a terminar 2023 e a inflação de dezembro marca o fim do ano. Neste episódio, recuperamos os principais acontecimentos económicos que marcaram este ano que está a contar os seus últimos dias. O ano das “contas públicas certas”, da subida das taxas de juro, das guerras e de momentos críticos para várias grandes empresas. O ano económico em revista, em cerca de 5 minutosSee omnystudio.com/listener for privacy information.
Mutares zeigt, wie es geht. Das Münchner Beteiligungsunternehmen saniert und optimiert den Mittelstand und hat es damit als Small-Cap-Star in den SDAX geschafft, doch dahinter steckt natürlich noch mehr. Das Münchner Unternehmen stärkt die Performance seiner Portfolio-Unternehmen in gleich 4 Bereichen: Automotive & Mobility, Maschinenbau & Technology, Konsumgüter & Services sowie Retail & Food. Durch seine strategischen Zukäufe entdeckt Mutares große Potenziale und leistet somit einen wichtigen Beitrag für die Wirtschaft. Johannes Laumann, CIO von Mutares, gewährt uns spannene Einblicke in das rasante Wachstum des Unternehmens und seine ambitionierten Ziele. Unter anderem dabei im Fokus: Die Verdopplung des Konzernumsatzes und spannende Insights für Anleger. Wir wünschen Ihnen viel Spaß beim Zuhören und freuen uns sehr über Ihr Feedback!
In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über ein Stühlerücken in der Dax-Familie, Apple über 3 Billionen Dollar und eine neue KI-Allianz, die Microsoft und Nvidia vom Thron stoßen könnte. Außerdem geht es um Bitcoin, SAP, Siemens, Deutsche Telekom, Allianz, Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, Fresenius, Palo Alto Networks, ProSiebenSat.1 Media, Dürr, Befesa, Aroundtown, Siltronic, Krones, KSB, Schott Pharma, Mutares, IBM, Dell, Sony, Oracle, AMD, Intel, ServiceNow, Planet Fitness, Basic Fit, Gym Group, Fitell, Novo Nordisk, Eli Lilly, McDonalds, Coca- Cola, iShares MSCI World Energy Sector (WKN: A2PHCF), Xtrackers Nikkei 225 ETF (WKN: DBX0NJ), iShares USD Treasury Bond 20+yr EUR hedged ETF (WKN: A2DXN8). Wir freuen uns über Feedback an aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hier findet ihr alle AAA-Bonus-Episoden bei WELT – dazu den AAA-Newsletter und noch weitere WELTplus-Inhalte: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Kick-off Politik - Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Winkelketen Prénatal Nederland is afgelopen week officieel in handen van een een nieuwe eigenaar, het Duitse investeringsfonds Mutares. Maar ondanks deze overname hangen er nog donkere wolken in de lucht: ook de babyspullenmarkt heeft last van inflatie, moet verduurzamen en blijft werken met flinterdunne marges. Richard Turk, algemeen directeur van Prénatal Nederland is te gast in BNR Zakendoen. Macro met Boot Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Economenpanel Kan de vlag uit in Frankfurt nu de inflatie in Europa weer rond de 2% zit? En: Duitsland laat de rem op schulden los. Is de begrotingscrisis bij onze buren daarmee ten einde? Dat en meer bespreken we in het economenpanel met: -Arnoud Boot, Hoogleraar ondernemingsfinanciering en financiële markten aan de Universiteit van Amsterdam -Bert Colijn, Senior econoom bij ING Luister l Economenpanel Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify.See omnystudio.com/listener for privacy information.
Winkelketen Prénatal Nederland is afgelopen week officieel in handen van een nieuwe eigenaar, het Duitse investeringsfonds Mutares. Maar ondanks deze overname hangen er nog donkere wolken in de lucht: ook de babyspullenmarkt heeft last van inflatie, moet verduurzamen en blijft werken met flinterdunne marges. In ‘De top van Nederland' een uitgebreid gesprek met Richard Turk, algemeen directeur van winkelketen Prénatal Nederland, Presentator Thomas van Zijl vraagt hem... - wat de recente overname betekent voor zijn bedrijf; -naar de toekomst van de babymarkt; -naar de moordende concurrentie; -naar de opkomst van de tweedehandsmarkt; -naar de stappen die Prénatal kan zetten voor verantwoord ondernemen. Over Prénatal Nederland Prénatal verkoopt baby- en peuterspullen in Europa. Sinds kort opereert Prénatal Nederland onder een andere eigenaar. Over Thomas van Zijl Thomas van Zijl is financieel journalist en presentator bij BNR. Hij presenteert dagelijks ‘BNR Zakendoen', het Nederlandse radioprogramma voor economisch nieuws en zakelijk inzicht, waar 'De top van Nederland' onderdeel van is. Ook is hij een van de makers van de podcast ‘Onder curatoren'. Abonneer je op de podcast Ga naar ‘De top van Nederland' en abonneer je op de podcast, ook te beluisteren via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Introduction to Mutares's Diverse Operations In this comprehensive presentation, Lennart Schley, a Managing Director with Mutares for over a decade, navigates through the company's two pivotal segments: goods and services and the freshly inaugurated retail and food segment. Mutares, a company with a well-diversified portfolio of pan-European production and service companies, operates in various industries, with sales ranging from approximately 30 million to 700 million. The company prides itself on its robust portfolio, which includes entities like Fasana, a producer of napkins, and Lapeyre, a French DIY store home centre. The presentation also highlights other subsidiaries like Keeeper, which produces plastic products for household kitchen star applications, and Gläserne Molkerei, a dairy company focusing on organic quality milk, yoghurt, butter, and cheese. Lennart also introduces the goods and service segment, spotlighting companies like Asteri, a Swedish provider of cleaning services, and Palmia, which offers a range of services for daily life, such as security and property maintenance, in the Finnish market. The presentation further delves into other companies under Mutares, such as a Ganter contractor for high-quality interior fittings and Repartim, a French service provider for maintenance and refurbishment services of private homes. Lennart concludes with a deep dive into Arriva. This recently acquired entity operates in public and private transportation in Denmark, Poland, and Serbia, with a workforce exceeding 3,000 and a diverse operation involving trains, buses, water ferries, and car-sharing franchises. The presentation underscores Mutares' strategic positioning, acquisition strategies, and future growth plans across its diverse portfolio. Mutares: A Pan-European OperatorHighlighting Mutares SubsidiariesKey Subsidiaries in Various IndustriesGoods and Service Segment SpotlightDeep Dive into Other Notable Companies under MutaresConclusion: Overview of Arriva ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.
Chegou ao fim o processo de reprivatização da Efacec. Quase três anos e meio depois a empresa portuguesa de energia passa agora para o controlo do fundo alemão Mutares. Fazendo as contas, o Estado assumiu uma exposição total de 395 milhões de euros com a nacionalização e reprivatização da totalidade da Efacec. O que defende o ministro da Economia, António Costa Silva? E o que dizem os trabalhadores da Efacec?See omnystudio.com/listener for privacy information.
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
About the Presentation In this insightful presentation, Mathieu Purrey, the Managing Director and Head of the Automotive and Mobility segment at Mutares guides you through a comprehensive journey exploring the company's diversified portfolio in the automotive sector. Exploring the Portfolio The segment proudly features 17 legal entities and participations, strategically regrouped into two primary groups: Amaneos and FerrAl United, each focusing on different material specializations within the automotive sector. Amaneos: Specializing in Plastics Amaneos, with Mathieu providing exemplary leadership as CEO, positions itself as an innovative engineering supplier with a global impact. Boasting over 250 engineers, more than 15 R&D centres, and ten capacity centres, Amaneos provides a comprehensive technology range related to plastics. The company caters to exterior and interior businesses, managing everything from material part creation—organizing and mixing their compounds—to extrusion, injection moulding, and blow moulding. It also handles various value chain components, such as welding technology and surfacing. With more than 30 plants worldwide, 7,500 employees, and a turnover of 1.3 billion euros, Amaneos stands at the intersection of the old and new worlds, positioning itself as a market consolidator and a one-stop solution for all Original Equipment Manufacturers (OEMs), aiding in navigation through diverse technologies. FerrAl United: The Metallic Powerhouse FerrAl United, the metallic “Powerhouse,” integrates eight companies from the metal side of the automotive segment and boasts a consolidated turnover of approximately 1.3 billion euros. The group handles everything from component creation to full assembly, covering many technologies in the portfolio. This spans from forging to aluminium high-pressure die casting, accompanied by a full range of heat treatment finishing and testing, as well as a complete assembly line. Diverse Entities in the Portfolio The portfolio also includes Plat, operating out of Poland, Ukraine, and Italy, specializing in cable products, and Innovis. This engineering house bolsters the automotive and mobility segment with expertise and technological transformation solutions. Peugeot Motorcycle, acquired in 2023, and Kico, a company that manages mechatronics, also form part of the diverse portfolio. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
In this detailed presentation, Verena Gessner, the ESG Reporting Manager, and Lennart Bauernfeind, the Compliance Officer, shed light on the company's environmental, social, and governance (ESG) strategies and compliance measures for 2023. Environmental: Verena Gessner initiated the discourse by emphasising the commitment of Mutares to robust environmental stewardship. They aim to bolster environmental and energy management systems across their portfolio companies, especially in automotive, mobility, engineering, technology, food, retail, and goods and services. Setting a quantifiable target, the company has slashed greenhouse gas emissions by 10% for every portfolio company by 2028. Energy efficiency was underscored as a pivotal component of this goal, especially given the current energy crisis and the looming energy transition. Social: Moving into the social dimension, Mutares has set forth an ambitious aim to cultivate a zero-accident safety culture. They're vigorously pushing for gender diversity within the Mutares holding and across their portfolio. Community engagement and corporate social responsibility also take precedence. A testament to this commitment is their continuous financial backing for the Munich Children's Hospice for the past three years. Governance: In the governance arena, the company is driving the establishment of a uniform compliance management system, a supplier and business partner code of conduct, and an overarching code of conduct across its entire portfolio. Verena emphasised the salient role of ESG practices, asserting that they're ingrained at every phase of the investment life cycle – from sourcing deals and due diligence to holding and, ultimately, exiting. Lennart Bauernfeind then took the reins to elucidate the compliance dimension. He detailed how Mutares tailors their compliance expectations by the varying stages of its portfolio lifecycle. The company has designed a high-level risk assessment tool for their portfolio companies, enabling them to optimise their compliance efforts. Lennart further stressed the dual responsibility between Mutares and its portfolio companies in upholding compliance. Lennart highlighted that Mutares had become a signatory to the UN Global Compact in 2021 as a marker of their unwavering dedication to global compliance standards. Conclusively, the presentation by Verena and Lennart gave an exhaustive look into Mutares' deep-seated commitment to ESG principles and compliance, illustrating their forward-looking strategy for a sustainable future. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.
In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über wichtige Amerikaner, einen peinlichen Millionenklau, und warum das IPO des Jahres vielleicht doch eine Enttäuschung wird. Und wir küren die größten Gewinner und Loser bei den SPACs. Außerdem geht es um Aurubis, Tesla, BYD, Arm Holdings, Nvidia, Softbank, DWAC, Boston Beer, Pegasus Digital Mobility Acquisition Corp, Moonlake Immunotherapeutics, Merck KGaA, Disc Medicine, Immatics, Curevac, Giddy, Pear Therapeutics, Virgin Orbit, Triterras Fintech, Shango Holdings, Wejo, IronNet Cybersecurity, Electric Last Mile, New Wework, 23&Me, Lilium, Ginkgo Bioworks, Velo3d, Quantumscape, Hyperfine, VW, BMW, Compleo Charging, Windeln.de, Social Chain AG, Porsche, Thyssen-Krupp, Alstria Office, DIC Asset, 1&1, Lanxess, Mutares, K+S, Hornbach Holding, Vonovia, Fresenius, Kion, Cropenergies, Citi, Citizens Financial Group, Capital One, Bank of America, Wells Fargo, Paramount Global, Warner Bros Discover, GM, Kraft Heinz, Nippon Paper, Nissan, Honda Motor, Tokyo Electric Power und Furukawa Electric. Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Kick-off Politik - Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
In this comprehensive presentation, Johannes Laumann, the CIO of Mutares SE, delves into the company's recent H1 2023 financial performance. Mutares SE is a prominent special situation private equity investor located in Munich and with offices worldwide. The company primarily focuses on specialized corporate profiles, restructuring, and turnaround cases within the industry. Operating in four pivotal segments: Automotive, Engineering & Technology, Goods & Service, and Retail & Food, Mutares is particularly interested in brands active in the B2C market in retail and food areas. The company's growth has been astronomical, evolving from €1 billion in 2019 to approximately €5 billion by H1 2023, aiming for €7 billion by 2025. Key acquisitions include CIE Automotive in the automotive sector and other prominent names in all sectors. Highlighting the essence of H1 2023, Johannes touches upon new acquisitions, the establishment of the Federal United Group, the government's trust in FSC privatization in Portugal, the success of SMP as the largest exit in Mutares history, and upgrading their bond. Additionally, emphasis was placed on their most valuable asset – their people, with a current strength of 200 in the holding. The growth potential is immense as Mutares sets its sights on expansion, specifically in the US, China, and other parts of Asia. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ 00:00 MUTARES 00:20 Strong corporate identity supported by financial performance 02:28 Portfolio of currently 28 companies with annualized revenues of EUR 5.5 billion 04:21 Ferr/Al United – newly founded Powerhouse with EUR 1.3 billion in revenues under development 05:35 Key Highlights of H1 2023 08:21 Key financials for Mutares Group and Mutares Holding of H1 2023 10:12 We deliver what we promise T&C This publication is for informational purposes only and does not constitute investment advice. By using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.
Viele Weichenstellungen bei Mutares: 1) "Wir wollen uns in China umschauen, Niederlassung Shanghai". Weichenstellung 2) Das Gleiche gilt für die USA. Weichenstellung 3) Mutares hatte bisher drei Segmente, jetzt kommt ein Viertes dazu: Food. "Wie kommt die Milch von der Kuh in die Molkerei? Wir können Logistik." Weichenstellung 4) Der erfolgreichste Exit der Unternehmensgeschichte, "bis zu 150 Mio. Euro wird der Verkauf bringen". Weichenstellung 5) Erntephase bestehender Firmen und 6 Akquisitionen bisher, Ziel eine im Monat. Noch eine Weichenstellung 6) Re-Finanzierungungen. 7) ... und Indus will ja sein Autogeschäft loswerden. Die Umsatzerlöse im Konzern steigen um 30 % auf EUR 2,3 Mrd. Das adjusted EBITDA verbesserte sich auf EUR 41,2 Mio. Euro. CIO Johannes Laumann: "Ich bin glücklich, weil ich tue, was ich liebe."
Bei 15.996 Punkten blieb die DAX Tafel stehen. Ein freundlicher Tag also an der Börse. Tageshoch knapp 16.060 Punkte. Inflation in den USA zwar wieder etwas höher, aber leicht unter der Schätzung. Reicht, um die Anlegerlaune zu heben. Knapp 1 % das Plus bei DAX und MDAX. Freundlich auch der Start in New York. Die Unternehmen im Schnelldurchlauf: Versicherer gefragt am Donnerstag mit Allianz, Münchener Rück und Hannover Rück. Siemens und Siemens Energy mit den berühmten roten Laternen dagegen. Etwas weniger Wachstum macht Anleger etwas mehr nervös. Henkel wächst 5 %. Die Aktie aber nur ein halbes Prozent. Rheinmetall wächst im Rahmen der Erwartungen. Telekom profitiert von Mobilfunkkunden und dem US-Geschäft. Und der Pilotenstreik bei der Lufthansa ist vom Tisch. Sie hören Auszüge aus den Interviews des Tages: Johannes Schmidt, CEO von Indus, die Lage in der Wirtschaft deutlich besser - wir sollten mehr die Chancen sehen, als die Risiken. Heimo Scheuch, CEO von Wienerberger - Wir müssen Bürokratie Ballast abwerfen und schneller mehr Wohnungen bauen! Mit Polytec und der Post hatten wir noch zwei weitere Big Player aus Österreich. Außerdem Mutares, PNE, All for One und bei 11880 wurden wir auch geholfen.
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Come with Johannes Laumann, Mutares' CIO, for a fascinating tour of the company's presentation on the seat11a platform. During Johannes´ presentation, you'll gain insights into Mutares' success factors, such as the experienced management team, mission, vision, and values that drive the company's operations. Johannes will also walk you through the unique value creation life cycle that forms the backbone of Mutares' investment strategy and how this approach has made the company Europe's most active turnaround investor. You'll learn about Mutares' ESG policy, highlighting the company's commitment to environmental and social issues and corporate governance. The presentation will also showcase Mutares' diverse portfolio of companies from various industries, each with immense growth and value-creation potential. Finally, you'll hear about Mutares' ambitious growth targets, reflecting the team's confidence in their strategy, portfolio, and abilities. About Mutares: As a leading private equity firm in Europe, Mutares specialises in distressed and special situations. The company has ten offices across major European markets, with 32 companies in its portfolio operating in three segments: automotive and mobility, engineering and technology, and goods and services. Mutares' mission is to make tomorrow better than today for the companies in its portfolio. The company achieves this by injecting equity, bringing financing lines for the turnaround, and restructuring companies to stop losses. The company's commitment to sustainability, employees, and ESG policy is reflected in its approach to acquisitions. Mutares is one of Europe's most active private equity firms, buying 14 companies in 2022 and selling six companies, and is committed to conducting its business responsibly. Over the last three to four years, Mutares has achieved significant growth, going from close to one billion in turnover to four billion, and aims to reach seven billion in 2025. T&C This publication is for informational purposes only and should not be considered investment advice. By using this website, you agree to the terms and conditions outlined in the legal and imprint pages at www.seat11a.com/legal/ . www.seat11a.com/imprint/.
O Governo prepara-se para vender a empresa ao fundo Mutares. Não se conhecem os contornos do negócio e falta ainda luz verde de Bruxelas. Três anos depois da nacionalização, são enormes os riscos que pairam sobre o futuro da empresa. Este episódio teve moderação de João Silvestre, editor de Economia do Expresso, e contou com a participação de João Vieira Pereira, diretor do Expresso, Anabela Campos, Jornalista do Expresso, e Luís Mira Amaral, ex-ministro da Indústria e gestor. A edição esteve a cargo de João Martins.See omnystudio.com/listener for privacy information.
Entrevista Antena 1 / Jornal de Negócios - Uma Conversa Capital
A recuperação da Efacec pela Mutares (o fundo alemão que venceu a corrida à privatização) deve levar 3 a 5 anos e, nessa altura, o Estado vai conseguir recuperar o dinheiro que entregou à empresa.
A carteira da Mutares é actualmente constituída por mais de 30 empresas com receitas anuais consolidadas superiores a quatro mil milhões de euros. Entre elas estão a Frigoscandia; o ISH Group; a Arriva e a Palmia.
Tudo indica que o fundo alemão Mutares seja o vencedor e fique a coordenar a Efacec.
Apesar de o Governo ter feito tudo para que fosse o consórcio Visabeira-Sodecia a ganhar a corrida por ser um grupo industrial, a escolha deverá mesmo recair sobre um fundo de private equity, que no caso dos alemães da Mutares tem a vantagem de ter já participações em empresas industrais e sinergias com a Efacec.
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
In this comprehensive video presentation, Johannes Laumann, CIO of Mutares SE & Co. KGaA, details the company's performance for the first quarter of 2023. The presentation starts with the key developments, followed by the company's exit from the Special Melted Products segment. Johannes then discusses Mutares' identity as a turnaround hero, boasting strong achievements and a unique value creation life cycle with an ambitious ROIC target of 7-10x. He gives an overview of the portfolio companies and delves deep into Q1 2023 key financials. The presentation reveals impressive results, with a 21% leap in profit for Mutares Holding and revenues rising 84% to EUR 27.1 million. Group revenues are up by 30% with an improved Adjusted EBITDA. Laumann discusses how the early bond refinancing sets the course for further growth.Johannes also takes us through the high exit activity and successful acquisitions in Q1, notably of Peugeot Motocycles, Palmia, and a Magna plant in Bordeaux. He also discloses that the transaction pipeline is well-filled for the year and beyond, with a total volume of revenues of around EUR 11 billion. Finally, he explains that Mutares has set a decisive course, establishing a new holding company, Amaneos SE, aiming to increase Group revenues to approximately EUR 7.0 billion by 2025. The video concludes with a promising outlook for Mutares' future, detailing expectations for increased annualized revenues and net profit. T&C: This publication is for informational purposes only and should not be considered investment advice. By using this website, you agree to the terms and conditions outlined in the legal pages at www.seat11a.com/legal/
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Get ready to be impressed by Mutares' record-breaking financial year 2022 results! Mutares, a Munich-based private equity investor, has had an incredible year with 13 buy-side transactions and six sell-side transactions, making it one of Europe's most active private equity investors. The company has 25 companies in its portfolio and a turnover of €4 billion in 2022, expected to increase to €7 billion in 2025. Mutares acquires companies with strong operational turnaround potential in three segments: automotive and mobility, engineering technology, and goods and services. The company's net income has reached an all-time high of €72.9 million, with revenues from consulting services and management fees increasing to €71.1 million. Mutares has achieved renewed growth, driven by high transaction activity, with twelve acquisitions and six exits this year. The group's consolidated revenues reached €3.8 billion, with EBITDA at €181.5 million. The Management Board is optimistic about the future and expects net income from €92 million to €112 million in 2023. Despite the uncertain times, Mutares' resilient business model has resulted in robust net income, and the company plans to offer a stable base dividend of €1.00 per share. Mutares are one to watch out for! T&C This publication is for informational purposes only and should not be considered investment advice. Using this website, you agree to the terms and conditions outlined in the legal and imprint pages at www.seat11a.com/legal/. www.seat11a.com/imprint/.
Em comunicado sobre a reprivatização de 71,73% da Efacec Power Solutions, a Parpública diz que recebeu, no prazo estabelecido, propostas vinculativas melhoradas por parte da Mutares, Oaktree, Oxy Capital e Agrupamento Visabeira-Sodecia. De fora ficou a Mota-Engil.
In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die neue Biontech-Realität, ein mittelschweres Krypto-Beben und die E-Auto-Aktie mit dem zweiten Leben. Außerdem geht es um First Citizen Bank, First Republic, Deutsche Bank, Commerzbank, Novartis, Carnival, Porsche, Neste, Siemens Energy, Coinbase, Epigenomics, Paion, Accento Real Estate, Delivery Hero, Mr Spex, Energiekontor, Mutares, Vonovia, United Internet, MLP, Cropenergies, PNE Wind, SFC Energy, Deutsche Bank, VW, 7c Solarparken, Hypoport, Ionos, Knaus Tabbert, Baywa, Sixt, Fisker, Mercedes-Benz, BMW, Tesla. Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Droht uns nun DIE Insolvenzwelle?
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Welcome to seat11a; in today's podcast, we are presenting the Head of Operations: Fatmir Veselaj (Engineering & Technology) Mathieu Purrey (Automotive & Mobility) Dr Lennart Schley (Goods & Services) They will present their Deep Dive Portfolio Presentation: Segment Heads – Introduction Segment: Automotive & Mobility Segment: Engineering & Technology Segment: Goods & Services ▶️ Visit us: https://seat11a.com/ Company Profile Mutares SE & Co. KGaA, Munich (www.mutares.com), as a listed private equity holding company with offices in Munich (HQ), Frankfurt, London, Madrid, Milan, Paris, Stockholm and Vienna, acquires medium-sized companies and parts of larger groups with headquarters in Europe that show a clear potential for operational improvement and are sold again after undergoing a repositioning and stabilization process. Mutares actively supports and develops its portfolio companies with its own investment and consulting teams as well as through acquisitions of strategic add-ons. With for aim a ROIC (Return on Invested Capital) of 7 to 10 times on the total investment with a focus on sustainable growth of the portfolio companies. In 2020, Mutares SE & Co. KGaA generated consolidated revenues of approx. EUR 1.6 billion employing more than 12,000 people worldwide. Based on this, consolidated revenues are expected to increase to approximately EUR 3.0 billion by 2023. Mutares is strongly committed to a sustainable dividend policy consisting of a base dividend and a performance dividend. The shares of Mutares SE & Co. KGaA are listed on the Frankfurt Stock Exchange under the ticker symbol “MUX” (ISIN: DE000A2NB650). ---------------------------- ▶️ Visit us: https://seat11a.com/ ---------------------------- ▶️ Other videos: Elevator Pitches: https://seat11a.com/media-type/elevator-pitch/ Company Presentations: https://seat11a.com/media-type/presentation/ Financial Results: https://seat11a.com/media-type/financials/ Deep-Dive: https://seat11a.com/media-type/deep-dive/ ESG Topics: https://seat11a.com/media-type/esg/ ----------------------------- ▶️ About seat11a: Seat11a is the next-generation roadshow for listed companies. We democratize financial intelligence by offering listed companies an investor video platform to address their message to Institutional and Professional Investors anywhere, anytime. ✅ Disclaimer: This publication is just for informational purposes – it is not considered to give investment advice! You agree to www.seat11a.com/legal/ and www.seat11a.com/imprint/
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Welcome to seat11a; today's podcast presents Johannes Laumann, CIO of Mutares SE. Johannes will present the Deep Dive Presentation: 2022 Recap and Outlook. ▶️ Visit us: https://seat11a.com/ ▶️ In this podcast, Johannes explains: The Mission, Vision, and Values Highlights H1-22 Highlights H2-22 Growth Targets Company Profile Mutares SE & Co. KGaA, Munich (www.mutares.com), as a listed private equity holding company with offices in Munich (HQ), Frankfurt, London, Madrid, Milan, Paris, Stockholm and Vienna, acquires medium-sized companies and parts of larger groups with headquarters in Europe that show a clear potential for operational improvement and are sold again after undergoing a repositioning and stabilization process. Mutares actively supports and develops its portfolio companies with its own investment and consulting teams as well as through acquisitions of strategic add-ons. With for aim a ROIC (Return on Invested Capital) of 7 to 10 times on the total investment with a focus on sustainable growth of the portfolio companies. In 2020, Mutares SE & Co. KGaA generated consolidated revenues of approx. EUR 1.6 billion employing more than 12,000 people worldwide. Based on this, consolidated revenues are expected to increase to approximately EUR 3.0 billion by 2023. Mutares is strongly committed to a sustainable dividend policy consisting of a base and performance dividend. The shares of Mutares SE & Co. KGaA are listed on the Frankfurt Stock Exchange under the ticker symbol “MUX” (ISIN: DE000A2NB650). ---------------------------- ▶️ Visit us: https://seat11a.com/ ---------------------------- ▶️ Other videos: Elevator Pitches: https://seat11a.com/media-type/elevator-pitch/ Company Presentations: https://seat11a.com/media-type/presentation/ Financial Results: https://seat11a.com/media-type/financials/ Deep-Dive: https://seat11a.com/media-type/deep-dive/ ESG Topics: https://seat11a.com/media-type/esg/ ----------------------------- ▶️ About seat11a: Seat11a is the next-generation roadshow for listed companies. We democratize financial intelligence by offering listed companies an investor video platform to address their message to Institutional and Professional Investors anywhere, anytime. ✅ Disclaimer: This publication is just for informational purposes – it is not considered to give any investment advice! You agree to www.seat11a.com/legal/ and www.seat11a.com/imprint/
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Welcome to seat11a, in today's podcast we are presenting Johannes Laumann, CIO of Mutares SE. Johannes will present the Financial Results for Q3-2022 ▶️ Visit us: https://seat11a.com/ ▶️ In this podcast Johannes explains: Key Developments Q3-22 Guidance 2022, Target 2025 Value Creation Steps Harvesting Portfolio Q3-22 Key Figures Revenue/ Net Income: Outlook 2022/ 2025 Company Profile Mutares SE & Co. KGaA, Munich (www.mutares.com), as a listed private equity holding company with offices in Munich (HQ), Frankfurt, London, Madrid, Milan, Paris, Stockholm and Vienna, acquires medium-sized companies and parts of larger groups with headquarters in Europe that show a clear potential for operational improvement and are sold again after undergoing a repositioning and stabilization process. Mutares actively supports and develops its portfolio companies with its own investment and consulting teams as well as through acquisitions of strategic add-ons. With for aim a ROIC (Return on Invested Capital) of 7 to 10 times on the total investment with a focus on sustainable growth of the portfolio companies. In 2020, Mutares SE & Co. KGaA generated consolidated revenues of approx. EUR 1.6 billion employing more than 12,000 people worldwide. Based on this, consolidated revenues are expected to increase to approximately EUR 3.0 billion by 2023. Mutares is strongly committed to a sustainable dividend policy consisting of a base dividend and a performance dividend. The shares of Mutares SE & Co. KGaA are listed on the Frankfurt Stock Exchange under the ticker symbol “MUX” (ISIN: DE000A2NB650). ---------------------------- ▶️ Visit us: https://seat11a.com/ ---------------------------- ▶️ Other videos: Elevator Pitches: https://seat11a.com/media-type/elevator-pitch/ Company Presentations: https://seat11a.com/media-type/presentation/ Financial Results: https://seat11a.com/media-type/financials/ Deep-Dive: https://seat11a.com/media-type/deep-dive/ ESG Topics: https://seat11a.com/media-type/esg/ ----------------------------- ▶️ About seat11a: Seat11a is the next-generation roadshow for listed companies. We democratize financial intelligence by offering listed companies an investor video platform to address their message to Institutional and Professional Investors anywhere, anytime. ✅ Disclaimer: this publication is just for informational purposes only – it is not considered to give any investment advice! You agree to www.seat11a.com/legal/ and www.seat11a.com/imprint/
In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über eine Überraschung bei Workday, den Amazon-Hattrick und Rendite mit heißer Luft. Außerdem geht es um Nvidia, Marvell Technologies, Align Technologies Google, Amazon, Microsoft, Meta, Electronic Arts, 1Life Healthcare, iRobot, Activision, Porsche Automobil Holding, Peloton, Plug Power, HelloFresh, RWE, Vonovia, Continental, Hasen Immobilien, Mutares, LEG, TAG Immobilien, Salzgitter, ThyssenKrupp, Klöckner & Co., Covestro, Wacker Chemie, Hornbach, WisdomTree Carbon (WKN: A3GTR6), SG ICE ECX EUA Hebel 1 (WKN: CU3RPS), Morgan Stanley CO2 Emissionsrechte ICE Hebel 5 (WKN: MC3SF5), SG CO2 Emissionsrechte ICE Hebel 2 (WKN: SB3T89), SG Emissionsrechte ICE Hebel 3 (WKN: SB37KX), SG CO2 Emissionsrechte ICE Hebel 4 (WKN: SD3BU9) Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Welcome to seat11a, in today's podcast we are presenting Johannes Laumann, CIO of Mutares SE. Johannes will present the Financial Results for H1-2022 ▶️ Visit us: https://seat11a.com/ ▶️ In this podcast Johannes explains: Key Highlights H1-22 Key Developments H1-22 Guidance Update FY22-25 Outstanding Growth & Attractive Momentum Value Creation Lifecycle Mutares Portfolio Overview Company Profile Mutares SE & Co. KGaA, Munich (www.mutares.com), as a listed private equity holding company with offices in Munich (HQ), Frankfurt, London, Madrid, Milan, Paris, Stockholm and Vienna, acquires medium-sized companies and parts of larger groups with headquarters in Europe that show a clear potential for operational improvement and are sold again after undergoing a repositioning and stabilization process. Mutares actively supports and develops its portfolio companies with its own investment and consulting teams as well as through acquisitions of strategic add-ons. With for aim a ROIC (Return on Invested Capital) of 7 to 10 times on the total investment with a focus on sustainable growth of the portfolio companies. In 2020, Mutares SE & Co. KGaA generated consolidated revenues of approx. EUR 1.6 billion employing more than 12,000 people worldwide. Based on this, consolidated revenues are expected to increase to approximately EUR 3.0 billion by 2023. Mutares is strongly committed to a sustainable dividend policy consisting of a base dividend and a performance dividend. The shares of Mutares SE & Co. KGaA are listed on the Frankfurt Stock Exchange under the ticker symbol “MUX” (ISIN: DE000A2NB650). ---------------------------- ▶️ Visit us: https://seat11a.com/ ---------------------------- ▶️ Other videos: Elevator Pitches: https://seat11a.com/media-type/elevator-pitch/ Company Presentations: https://seat11a.com/media-type/presentation/ Financial Results: https://seat11a.com/media-type/financials/ Deep-Dive: https://seat11a.com/media-type/deep-dive/ ESG Topics: https://seat11a.com/media-type/esg/ ----------------------------- ▶️ About seat11a: Seat11a is the next-generation roadshow for listed companies. We democratize financial intelligence by offering listed companies an investor video platform to address their message to Institutional and Professional Investors anywhere, anytime. ✅ Disclaimer: this publication is just for informational purposes only – it is not considered to give any investment advice! You agree to www.seat11a.com/legal/ and www.seat11a.com/imprint/
Anleihe und Börsengang abgesagt, doch für einen Arsch-auf-Eimer-Deal finanziell an die Schmerzgrenze gegangen: Investmentchef Johannes Laumann über die aktuelle Situation an den Kapitalmärkten und bei Mutares.
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Welcome to seat11a, in today's podcast we are presenting Johannes Laumann, CIO of Mutares SE. Johannes will present the Financial Results for Q1-2022 ▶️ Visit us: https://seat11a.com/ ▶️ In this podcast Johannes explains: Key Financial Data Q1-22 Company & Business Model Transaction Outlook on Buy- and Sell Side Value Creation Life Cycle Portfolio Allocation We Promise – We will Deliver Again Company Profile Mutares SE & Co. KGaA, Munich (www.mutares.com), as a listed private equity holding company with offices in Munich (HQ), Frankfurt, London, Madrid, Milan, Paris, Stockholm and Vienna, acquires medium-sized companies and parts of larger groups with headquarters in Europe that show a clear potential for operational improvement and are sold again after undergoing a repositioning and stabilization process. Mutares actively supports and develops its portfolio companies with its own investment and consulting teams as well as through acquisitions of strategic add-ons. With for aim a ROIC (Return on Invested Capital) of 7 to 10 times on the total investment with a focus on sustainable growth of the portfolio companies. In 2020, Mutares SE & Co. KGaA generated consolidated revenues of approx. EUR 1.6 billion employing more than 12,000 people worldwide. Based on this, consolidated revenues are expected to increase to approximately EUR 3.0 billion by 2023. Mutares is strongly committed to a sustainable dividend policy consisting of a base dividend and a performance dividend. The shares of Mutares SE & Co. KGaA are listed on the Frankfurt Stock Exchange under the ticker symbol “MUX” (ISIN: DE000A2NB650). ---------------------------- ▶️ Visit us: https://seat11a.com/ ---------------------------- ▶️ Other videos: Elevator Pitches: https://seat11a.com/media-type/elevator-pitch/ Company Presentations: https://seat11a.com/media-type/presentation/ Financial Results: https://seat11a.com/media-type/financials/ The Big Conversations: https://seat11a.com/media-type/conversation/ ESG Topics: https://seat11a.com/media-type/esg/ Product Highlights: https://seat11a.com/media-type/products/ ----------------------------- ▶️ About seat11a: Seat11a is the next-generation roadshow for listed companies. We democratize financial intelligence by offering listed companies an investor video platform to address their message to Institutional and Professional Investors anywhere, anytime. ----------------------------- ▶️ For business inquiries: info@seat11a.com ----------------------------- ✅ Disclaimer: this publication is just for informational purposes only – it is not considered to give any investment advice! You agree to www.seat11a.com/legal/ and www.seat11a.com/imprint/
In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über das Comeback der Meme-Stocks und einen neuen Großaktionär für Robinhood. Außerdem geht es um Bayer, Merck KGaA, Varta, BMW, Affirm, Bumble, GameStop, AMC, Bitcoin, Tesla, Volkswagen, General Motors, Ford, Blackstone, EQT, Wendel, KKR, Carlyle, Mutares, den iShares Listed Private Equity (WKN: A0MM0N) und den Xtrackers LPX Private Equity (WKN: DBX1AN). Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Kick-off Politik - Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++Werbung+++ Hier geht's zur App: Scalable Capital ist der Broker mit Flatrate. Unbegrenzt Aktien traden und alle ETFs kostenlos besparen – für nur 2,99 € im Monat, ohne weitere Kosten. Und jetzt ab aufs Parkett, die Scalable App downloaden und loslegen. Hier geht's zur App: https://bit.ly/3abrHQm Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Die Börsen zeigen nach dem Abverkauf zu Wochenbeginn eine Gegenbewegung. Sind das Schnäppchenjäger oder war das der Turnaround-Tuesday? Das bleibt abzuwarten. An den grundsätzlichen Problemen hat sich nichts verändert, im Ukrainekrieg hört man vom Einsatz von Überschallraketen und Angriffen auf die Hafenstadt Odessa, was auch ein Problem für den Warenverkehr ist. Außenministerin Annalena Baerbock war am Dienstag zu Gast in der Ukraine. In China ist weiter Lockdown, die Lieferketten nach wie vor lahmgelegt. All diese Punkte wurden von den Anlegern aber ausgeblendet und es wurde fleißig gekauft. DAX-Schluss 13.534 Punkte und +1,2 %, wobei zwischenzeitlich sogar die 13.700 überschritten wurde. Nachdem die Erholungsrallye von Montag an der Wall Street nicht fortgesetzt wurde, gab auch der DAX einige der Gewinne wieder ab. Der ATX in Wien legte +0,7 % zu auf 3.027 Punkte. Stärkste Gewinner im DAX war Bayer mit +5,4 % nach guten Zahlen. BASF und die Deutsche Post legten jeweils 3 % zu. Verlierer im DAX waren Fresenius mit -2,3 %, MTU mit -2,7 % und Schlusslicht Porsche mit -3 %. Hören Sie Börsenurgestein Heiko Thieme und Fondsberater Thomas Timmermann in der Diskussion über Technologieaktien, vom Börsentag in Dresden Christian Henke von IG zu den typischsten Anlegerfehlern, Vermögensverwalter Nicolas Kreuz von INVIOS dazu, wie man das Depot wetterfest macht, Andrey Wolfsbein von Freedom Finance über FinTechs in Europa, David Hartmann von Vontobel zu Investments in LNG, zu den Zahlen von Mutares CIO Johannes Laumann, zu den Zahlen von Ecotel CFO Holger Hommes, zur Frage, ob virtuelle Hauptversammlungen anlegerfreundlich sind FACC CFO Ales Starek und zu seinem Wikfolio Cyber Security Innovators Wikifolio Trader Dirk Althaus aka Techguru.
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Welcome to seat11a, in today's podcast we are presenting Johannes Laumann, CIO of Mutares SE. Johannes will present the Financial Results of FY-2021 ▶️ Visit us: https://seat11a.com/ ▶️ In this podcast Johannes explains: Highlights FY-2021 Portfolio Changes FY-2021 Revenue and Net Income Development The Steps to Value Creation Overview Group Portfolio Transaction Pipeline Summary Company Profile Mutares SE & Co. KGaA, Munich (www.mutares.com), as a listed private equity holding company with offices in Munich (HQ), Frankfurt, London, Madrid, Milan, Paris, Stockholm and Vienna, acquires medium-sized companies and parts of larger groups with headquarters in Europe that show a clear potential for operational improvement and are sold again after undergoing a repositioning and stabilization process. Mutares actively supports and develops its portfolio companies with its own investment and consulting teams as well as through acquisitions of strategic add-ons. With for aim a ROIC (Return on Invested Capital) of 7 to 10 times on the total investment with a focus on sustainable growth of the portfolio companies. In 2020, Mutares SE & Co. KGaA generated consolidated revenues of approx. EUR 1.6 billion employing more than 12,000 people worldwide. Based on this, consolidated revenues are expected to increase to approximately EUR 3.0 billion by 2023. Mutares is strongly committed to a sustainable dividend policy consisting of a base dividend and a performance dividend. The shares of Mutares SE & Co. KGaA are listed on the Frankfurt Stock Exchange under the ticker symbol “MUX” (ISIN: DE000A2NB650). ---------------------------- ▶️ Visit us: https://seat11a.com/ ---------------------------- ▶️ Other videos: Elevator Pitches: https://seat11a.com/media-type/elevator-pitch/ Company Presentations: https://seat11a.com/media-type/presentation/ Financial Results: https://seat11a.com/media-type/financials/ The Big Conversations: https://seat11a.com/media-type/conversation/ ESG Topics: https://seat11a.com/media-type/esg/ Product Highlights: https://seat11a.com/media-type/products/ ----------------------------- ▶️ About seat11a: Seat11a is the next-generation roadshow for listed companies. We democratize financial intelligence by offering listed companies an investor video platform to address their message to Institutional and Professional Investors anywhere, anytime. ----------------------------- ▶️ For business inquiries: info@seat11a.com ----------------------------- ✅ Disclaimer: this publication is just for informational purposes only – it is not considered to give any investment advice! You agree to www.seat11a.com/legal/ and www.seat11a.com/imprint/
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Welcome to seat11a, in today's podcast we are presenting Johannes Laumann, CIO of Mutares SE. Johannes will present the Financial Results of Q3-2021 ▶️ Visit us: https://seat11a.com/ In this podcast Johannes explains: Key-Highlights Q3-2021 Targets FY2023 and Mid- Long-term Targets Geographical Footprint and Targets Capital Increase and Prime Standard Up-listing Transaction Outlook Key Financial Data 9M-2021 Summary Company Profile Mutares SE & Co. KGaA, Munich (www.mutares.com), as a listed private equity holding company with offices in Munich (HQ), Frankfurt, London, Madrid, Milan, Paris, Stockholm and Vienna, acquires medium-sized companies and parts of larger groups with headquarters in Europe that show a clear potential for operational improvement and are sold again after undergoing a repositioning and stabilization process. Mutares actively supports and develops its portfolio companies with its own investment and consulting teams as well as through acquisitions of strategic add-ons. With for aim a ROIC (Return on Invested Capital) of 7 to 10 times on the total investment with a focus on sustainable growth of the portfolio companies. In 2020, Mutares SE & Co. KGaA generated consolidated revenues of approx. EUR 1.6 billion employing more than 12,000 people worldwide. Based on this, consolidated revenues are expected to increase to approximately EUR 3.0 billion by 2023. Mutares is strongly committed to a sustainable dividend policy consisting of a base dividend and a performance dividend. The shares of Mutares SE & Co. KGaA are listed on the Frankfurt Stock Exchange under the ticker symbol “MUX” (ISIN: DE000A2NB650). ---------------------------- ▶️ Visit us: https://seat11a.com/ ---------------------------- ▶️ Other videos: Elevator Pitches: https://seat11a.com/media-type/elevator-pitch/ Company Presentations: https://seat11a.com/media-type/presentation/ Financial Results: https://seat11a.com/media-type/financials/ The Big Conversations: https://seat11a.com/media-type/conversation/ ESG Topics: https://seat11a.com/media-type/esg/ Product Highlights: https://seat11a.com/media-type/products/ ----------------------------- ▶️ About seat11a: Seat11a is the next generation roadshow for listed companies. We democratize financial intelligence by offering listed companies an investor video platform to address their message to Institutional and Professional Investors anywhere, anytime. ----------------------------- ▶️ For business inquiries: info@seat11a.com ----------------------------- ✅ Disclaimer: this publication is just for informational purposes only – it is not considered to give any investment advice! You agree to www.seat11a.com/legal/ and www.seat11a.com/imprint/
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Welcome to seat11a, in today's podcast we are presenting Johannes Laumann, CIO of Mutares SE & Co. KGaA Johannes will present the Company Presentation of Mutares ▶️ Visit us: https://seat11a.com/ ▶️ In this podcast Johannes explains: Mission, Vision, Goal & Values Target FY2023 Geographical Expansion Value Creation Life Cycle M&A Target Selection Deal Sourcing and Characteristics Portfolio Overview Sustainable Value Creation Track Record Transactions Share Development & Overview Summary ▶️ Company Profile Mutares SE & Co. KGaA, Munich (www.mutares.com), as a listed private equity holding company with offices in Munich (HQ), Frankfurt, London, Madrid, Milan, Paris, Stockholm and Vienna, acquires medium-sized companies and parts of larger groups with headquarters in Europe that show a clear potential for operational improvement and are sold again after undergoing a repositioning and stabilization process. Mutares actively supports and develops its portfolio companies with its own investment and consulting teams as well as through acquisitions of strategic add-ons. With for aim a ROIC (Return on Invested Capital) of 7 to 10 times on the total investment with a focus on sustainable growth of the portfolio companies. In 2020, Mutares SE & Co. KGaA generated consolidated revenues of approx. EUR 1.6 billion employing more than 12,000 people worldwide. Based on this, consolidated revenues are expected to increase to approximately EUR 3.0 billion by 2023. Mutares is strongly committed to a sustainable dividend policy consisting of a base dividend and a performance dividend. The shares of Mutares SE & Co. KGaA are listed on the Frankfurt Stock Exchange under the ticker symbol “MUX” (ISIN: DE000A2NB650). T&C: this publication is for informational purposes only – it is not considered as investment advice! You agree to: www.seat11a.com/legal/ www.seat11a.com/imprint/
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Welcome to seat11a, in today's podcast we are presenting Johannes Laumann, CIO of Mutares SE & Co. KGaA Johannes will present the Financials of H1-2021 of Mutares ▶️ Visit us: https://seat11a.com/ ▶️ In this podcast Johannes explains: Introduction Key Financial Highlights H1-2021 Segment 1: Automotive & Mobility Segment 2: Engineering & Technology Segment 3: Goods & Services Portfolio Overview Summary ▶️ Company Profile Mutares SE & Co. KGaA, Munich (www.mutares.com), as a listed private equity holding company with offices in Munich (HQ), Frankfurt, London, Madrid, Milan, Paris, Stockholm and Vienna, acquires medium-sized companies and parts of larger groups with headquarters in Europe that show a clear potential for operational improvement and are sold again after undergoing a repositioning and stabilization process. Mutares actively supports and develops its portfolio companies with its own investment and consulting teams as well as through acquisitions of strategic add-ons. With for aim a ROIC (Return on Invested Capital) of 7 to 10 times on the total investment with a focus on sustainable growth of the portfolio companies. In 2020, Mutares SE & Co. KGaA generated consolidated revenues of approx. EUR 1.6 billion employing more than 12,000 people worldwide. Based on this, consolidated revenues are expected to increase to approximately EUR 3.0 billion by 2023. Mutares is strongly committed to a sustainable dividend policy consisting of a base dividend and a performance dividend. The shares of Mutares SE & Co. KGaA are listed on the Frankfurt Stock Exchange under the ticker symbol “MUX” (ISIN: DE000A2NB650). T&C: this publication is for informational purposes only – it is not considered as investment advice! You agree to: www.seat11a.com/legal/ www.seat11a.com/imprint/
Elevator Pitches, Company Presentations & Financial Results from Publicly Listed European Companies
Welcome to seat11a, in today's podcast we are presenting Johannes Laumann, CIO of Mutares SE & Co. KGaA Johannes will present the Elevator Pitch of Mutares ▶️ Visit us: https://seat11a.com/ ▶️ In this podcast Johannes explains: Company Overview Value Creation Life Cycle Growth and Value Creation M&A Investment Team and Execution Power Sustainability ▶️ Company Profile Mutares SE & Co. KGaA, Munich (www.mutares.com), as a listed private equity holding company with offices in Munich (HQ), Frankfurt, London, Madrid, Milan, Paris, Stockholm and Vienna, acquires medium-sized companies and parts of larger groups with headquarters in Europe that show a clear potential for operational improvement and are sold again after undergoing a repositioning and stabilization process. Mutares actively supports and develops its portfolio companies with its own investment and consulting teams as well as through acquisitions of strategic add-ons. With for aim a ROIC (Return on Invested Capital) of 7 to 10 times on the total investment with a focus on sustainable growth of the portfolio companies. In 2020, Mutares SE & Co. KGaA generated consolidated revenues of approx. EUR 1.6 billion employing more than 12,000 people worldwide. Based on this, consolidated revenues are expected to increase to approximately EUR 3.0 billion by 2023. Mutares is strongly committed to a sustainable dividend policy consisting of a base dividend and a performance dividend. The shares of Mutares SE & Co. KGaA are listed on the Frankfurt Stock Exchange under the ticker symbol “MUX” (ISIN: DE000A2NB650). T&C: this publication is for informational purposes only – it is not considered as investment advice! You agree to: www.seat11a.com/legal/ www.seat11a.com/imprint/
Der DAX duckt sich mal wieder weg vor dem Inflationsgespenst. Am Vortag gab es noch ein Rekordhoch, am Mittwoch schaute er zeitweise unter die 15.000 Punktemarke. Grund sind die angestiegenen Verbraucherpreise in Europa, auch in den USA wird intensiv über steigende Inflation diskutiert. Der DAX verlor am Mittwoch 1,8 % auf 15.113 Punkte. Der ATX in Wien gab 1,4 % nach auf 3.397 Punkte. Die Wall Street eröffnete mit Minus und am Kryptomarkt ist sogar von Crash die Rede. Die Gewinnerliste im DAX ist kurz: Merck steigt 1,1 % und Adidas 0,3 %. Alle anderen DAX-Werte verlieren. Am stärksten HeidelbergCement mit -3,3 %, Delivery Hero mit -3,5 % und Schlusslicht Siemens mit -3,8 %. Hören Sie Währungsexperte Ulrich Leuchtmann von der Commerzbank zur Inflation in den USA, Thorsten Polleit, Chefvolkswirt von Degussa zur Stigmatisierung von Bargeld, Osteuropaexperte Andreas Männicke zu osteuropäischen Rohstoffaktien und wie sie vom Preisanstieg profitieren, zu den Q1 Zahlen von Schoeller Bleckmann CEO Gerald Grohmann, zu den Q1 Zahlen der Vienna Insurance Group CFO Liane Hirner, zur wichtigen Übernahme von 3 Magna Werken Mutares CIO Johannes Laumann und zu seiner Strategie mit einem "Ethisch-ökologischen Mix" Wikifolio Trader Horst Alber.
durée : 00:02:50 - Histoires économiques - A l’appel de l’intersyndicale, les salariés du groupe Lapeyre vont manifester aujourd’hui devant le Tribunal de Commerce de Paris, qui doit homologuer la vente de cette société au fonds d’investissement allemand Mutares. Que redoutent-ils ?
In der heutigen Folge „Alles auf Aktien“ berichten die Finanzjournalisten Philipp Vetter und Holger Zschäpitz vom Twitter-Absturz, vom "Disaster Girl" und dem unbekanntesten Rekord-Index Deutschlands. Außerdem geht es um VW, Daimler, BMW, Apple, Twitter, Berkshire Hathaway, Bitcoin, Intel (Mobileye), Alphabet (Waymo), Baidu, GM, Microsoft, Magna, Media and Games Invest, 2G Energy, Mutares, Mynaric, Nabaltec, Naga Group, Ibu-Tec Advanced Materials, HVB Scale 30 Kursindex (WKN: HX5Q1M) "Alles auf Aktien" ist der tägliche Börsen-Shot aus der WELT-Wirtschaftsredaktion. Die Wirtschafts- und Finanzjournalisten Philipp Vetter und Holger Zschäpitz diskutieren über die wichtigsten News an den Märkten und das Finanzthema des Tages. Außerdem gibt es jeden Tag eine Inspiration, die das Leben leichter machen soll. In nur zehn Minuten geht es um alles, was man aktuell über Aktien, ETFs, Fonds und erfolgreiche Geldanlage wissen sollte. Für erfahrene Anleger und Neueinsteiger. Montag bis Freitag, ab 6 Uhr morgens. Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++Werbung+++ Scalable Capital ist der Broker mit Flatrate. Unbegrenzt Aktien traden und alle ETFs kostenlos besparen – für nur 2,99 € im Monat, ohne weitere Kosten. Scalable Capital GEWINNSPIEL: vom 03.05 bis 18.05. habt ihr die einmalige Chance 100.000€ Depotguthaben zu gewinnen. Als weitere Preise gibt es 100x 500€ Depotguthaben zu gewinnen. Einfach über diesen Link teilnehmen: https://bit.ly/3sFenfo Die Teilnahmebedingungen findet ihr ebenfalls unter diesem Link.