Overview of the Key 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 gem stocks with attractive payouts.
Growth Stocks with High Potential
- Alphabet (GOOGL): Experts see Alphabet as undervalued, particularly given a price-to-earnings ratio of just over 20 with earnings per share of $8.04 for 2024. Despite concerns about traditional advertising and search engine business in the AI era, 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 Alphabet.
Dividend Stocks with High Payouts
- 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 critically.
- Bijou Brigitte: The German company in the fashion jewelry sector offers a strong dividend yield of 8%. The stock has regained momentum after a long bottoming process.
More Top Recommendations According to Analysts
According to Morningstar, the following companies are currently among the most undervalued stocks:
| Company | Industry/Sector | Special Features/Notes |
|---|---|---|
| Polaris (PII) | Recreational Vehicles | Very attractive valuation |
| Nike (NKE) | Sports Goods | Attractive valuation |
| Pfizer (PFE) | Pharma | Attractive valuation |
| Campbell Soup (CPB) | Food | Undervalued |
| Yum China Holdings (YUMC) | Hospitality | Good prospects |
| Taiwan Semiconductor Manufacturing (TSM) | Semi-conductors | World market leader |
| Brown-Forman (BF.B) | Drinks Industry | Attractive valuation |
| GSK | Pharma | Undervalued |
| Thermo Fisher Scientific (TMO) | Biotechnology | Strong position |
Special June Highlights
For the month of June, there are additional special recommendations:
- Evotec: Mentioned as a hot candidate.
- XRP: Currently experiencing a surge.
- Siemens Energy: Was the DAX winner of the month (+26.59%), but analysts warn of potential pullbacks (-58% price slide feared).
Options on certain securities like Eli Lilly are also recommended to further increase returns – especially since these have historically shown positive developments in June.
Conclusion
The current expert view shows a wide range of buy recommendations: from established tech companies like Alphabet to dividend heavyweights like OMV and undervalued stocks across various sectors. For investors, this means diverse opportunities based on solid data and market analyses.