Overview of the Most Important Stock Recommendations
In the past trading week, numerous experts have recommended various stocks for purchase, indicating increased interest and potential market developments for investors in the German-speaking area. The recommendations range from growth stocks with high potential to dividend gems with attractive payouts.
Growth Stocks with High Potential
- Alphabet (GOOGL): Experts see Alphabet as undervalued, especially given a price-to-earnings ratio of just over 20 with an earnings per share of $8.04 for the year 2024. Despite concerns about the traditional advertising and search engine business in the age of AI, its strong competitive position is emphasized. An annual appreciation of up to 15% is considered possible.
- Nintendo: Nintendo is also mentioned as a growth candidate, with a similar annual return expected as with Alphabet.
High Dividend Stocks
- OMV: The Austrian energy company currently offers a very high dividend yield of around 10.56%. The stock is also in an upward trend.
- LyondellBasell: With a dividend yield of about 9.55%, the Dutch chemical company is also attractive – however, the stock is currently on a downward trend and should be monitored closely.
- Bijou Brigitte: This German fashion jewelry company offers a strong dividend yield of 8%. The stock has regained momentum after a lengthy consolidation period.
Additional Top Recommendations According to Analysts
According to Morningstar, the following companies are currently among the most undervalued:
| Company | Industry/Sector | Features/Notes |
|---|---|---|
| Polaris (PII) | Recreational Vehicles | Very inexpensive valuation |
| Nike (NKE) | Sports Goods | Attractive valuation |
| Pfizer (PFE) | Pharmaceuticals | Inexpensive valuation |
| Campbell Soup (CPB) | Food | Undervalued |
| Yum China Holdings (YUMC) | Hospitality | Good prospects |
| Taiwan Semiconductor Manufacturing (TSM) | Semiconductors | Global market leader |
| Brown-Forman (BF.B) | Beverage Industry | Attractive valuation |
| GSK | Pharmaceuticals | Undervalued |
| Thermo Fisher Scientific (TMO) | Biotechnology | Strong position |
Special June Highlights
For the month of June, there are also specific recommendations:
- Evotec: Mentioned as a hot candidate.
- XRP: Currently experiencing a surge.
- Siemens Energy: Was the DAX winner of the month (+26.59%), although analysts warn of possible pullbacks (-58% drop feared).
Options on certain stocks like Eli Lilly are also recommended to further enhance returns – especially as these historically show positive trends in June.
Conclusion
The current expert view shows a wide range of buy recommendations: from established technology companies like Alphabet to dividend heavyweights like OMV to undervalued stocks from various sectors. For investors, this means diverse opportunities based on solid data and market analyses.