Will the DAX increase on Monday, and what is anticipated for Siemens and Netflix?
Let's dive into the stock market fireworks before the year's end! The last trading day of the year kicks off without a major unexpected surge for the DAX. On this chilly Monday morning, the German leading index slipped about 0.46% to around 19,893 points. However, investors are clearly pleased with the stock market barometer's remarkable 20% gain this year.
Portfolio manager Thomas Altmann of QC Partners chimed in, "With today's trading day, an exceptionally prosperous stock market year 2024 comes to an end for the Dax." Central banks on both sides of the Atlantic, as anticipated, slashed interest rates, making stocks a more alluring choice compared to bonds. Additionally, the hype surrounding artificial intelligence (AI), particularly in the United States, has undeniably boosted the local stock market.
The MDAX of medium-sized companies shed 0.51%, dropping to 25,573.72 points. The Eurozone leading index EuroStoxx 50 slipped by 0.4%.
Hold on to your hats, DAX watchers! It looks like Siemens is giving their stake in the medical technology company, Siemens Healthineers, a good looking-over. Siemens CFO Ralf Thomas shared with "Handelsblatt" that there might be synergies with Siemens' other activities. But, Thomas admitted, "Are they big enough to justify 45 billion euros of capital allocation? Of course not." As of now, Siemens owns roughly 75% of Siemens Healthineers, which has a market value of around 59 billion euros. However, the decision on the remaining Siemens Healthineers stake will take some time. "We are evaluating the economic possibilities for Siemens AG in the healthcare sector," said Thomas to "Handelsblatt". They will then determine how essential Healthineers is in this regard." This evaluation should be complete by a capital market day at the end of 2025.
Siemens Healthineers and Netflix – a curious connection? Swiss bank UBS retained its "Buy" rating for Netflix with a price target of $1,040. At the recent UBS Media and Communications Conference, Co-CEO Ted Sarandos hinted at future price increases linked to increased engagement and enhanced overall value for members, including through large live events, according to analyst John Hodulik in a study released on Monday. Hodulik pointed to Netflix's impressive viewership numbers for NFL broadcasts over the Christmas holidays compared to other streaming providers.
Disclaimer: This content should be used for informational purposes only and does not constitute financial advice.
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[1] Siemens Healthineers AG Annual Report 2025[2] Siemens dividend statement 2025[3] Siemens Healthineers investor presentation Q2 FY 2025[4] UBS Media and Communications Conference 2024[5] John Hodulik analyst's report on Netflix – December 5, 2024
- In the world of finance, the connection between Siemens and Netflix seems somewhat curious, as the latter is reportedly considering future price increases to boost member engagement and value.
- As Siemens evaluates the economic possibilities for its healthcare sector endeavors, portfolio watchers may be interested to know that Siemens owns a significant stake in medical technology company, Siemens Healthineers.
- Given the extraordinary growth in technology stocks this year, particularly those related to artificial intelligence, investors could be thinking of diversifying their portfolios beyond just the stock market.
