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1 week ago | 
boersen-zeitung.de | Heidi Rohde
Deutsche Telekom shareholders travelled to the Bonn-based company's Annual General Meeting in good spirits on 9 April, in view of a significant increase in the dividend for 2024 and the outperformance of the share compared to the Dax. But there was a fly in the ointment, in the view of large institutional investors. Both DWS and Union Investment sharply criticised the remuneration paid to Group CEO Tim Höttges.
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3 weeks ago | 
boersen-zeitung.de | Heidi Rohde
Equities analysts from the Association of German Public Banks (VÖB) expect increased volatility in the coming months, particularly in the S&P 500, where global economic policy uncertainty has intensified since Donald Trump became President in January. The various VÖB analysts forecast that the Dax will range between 22,000 and 25,000 points over the next 12 months.
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1 month ago | 
boersen-zeitung.de | Heidi Rohde
World-class software made in Germany is known to be a rarity. For decades, it has been found exclusively in the tranquil town of Walldorf, where SAP has established its reputation as a software icon, and put itself on a par with US competitors such as Oracle, Salesforce and Microsoft. But for some time now the Munich-based software start-up Celonis has been preparing to challenge SAP's unique selling point.
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1 month ago | 
boersen-zeitung.de | Heidi Rohde
Mr. Sandström, Ericsson has been struggling with declining revenues for some time, with a 6% drop in 2024. It's true, we've had several quarters with falling revenues, but in the last quarter of 2024, we saw a boost in the US, and Europe has picked up a bit as well. Therefore, we expect overall stabilisation. So no growth this year? Right now, we are only looking from quarter to quarter. There is a lot of uncertainty in the market.
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1 month ago | 
boersen-zeitung.de | Heidi Rohde
When the CEOs of the European telecommunications industry came together last week at the Mobile World Congress (MWC) in Barcelona to discuss the challenges facing companies in Europe, the division of tasks was clearly distributed. Telekom CEO Tim Höttges has EU Competition Commissioner Teresa Ribera in his sights. The long-time leader of the company is now ready to advise „the fifth EU Commission“ in his career with his usual strong opinions, and above all to advise Ribera on antitrust policy.
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2 months ago | 
boersen-zeitung.de | Heidi Rohde
While data centres – driven by the global AI fever – are currently triggering the next gold rush, investors are becoming increasingly disillusioned with other digital infrastructure. Although Germany is catching up internationally in terms of fibre optic penetration, the growth momentum is noticeably slowing down. „The entire industry has challenges when it comes to civil engineering,“ says industry pioneer David Zimmer, a member of the Deutsche Glasfaser advisory board.
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2 months ago | 
boersen-zeitung.de | Heidi Rohde
A cloudy outlook at SAP is not the same as gloomy prospects. On the contrary, the IT Cloud is the key growth driver for the Walldorf-based company. And even four years after the start of its own business transformation, from the sale of software licences to the cloud-based subscription model, there is little reason to doubt the momentum. This is because the software giant can build on a large and loyal customer base, due to the penetration of SAP products.
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2 months ago | 
boersen-zeitung.de | Heidi Rohde
At Donald Trump's inauguration as US President, a picture was worth a thousand words. Among all the heavyweights of the economy, Big Tech in particular is circling the new man in the White House like a moth to a flame. The deregulation campaign, orchestrated largely by Trump supporter Elon Musk, has met with such undivided enthusiasm among the pioneers of the data economy and AI revolution that some are already throwing the baby out with the bathwater in anticipatory obedience.
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Jan 14, 2025 | 
boersen-zeitung.de | Heidi Rohde |Gesche Wüpper
Mr Boujnah, Europe is facing major challenges following the re-election of Donald Trump. Capital markets participants are assuming that a policy aimed at strengthening the US economy will also channel more capital to US stock exchanges, with the result that companies themselves will also move there. How can a European stock exchange operator counter this? The election of Donald Trump was a wake-up call for Europe.
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Jan 13, 2025 | 
boersen-zeitung.de | Heidi Rohde |Detlef Fechtner
Adam Farkas is convinced that the consolidation of market infrastructure in Europe – from listing and trading to post-trade services – would help advance the European capital markets. „The number of trading venues, central securities depositories, central counterparties and clearing houses is large,“ says the CEO of the lobbying group Association for Financial Markets in Europe (Afme) in an interview with Börsen-Zeitung.
