SIEGY News and Press, Siemens AG ADR From 05/07/21

Siemens Aktiengesellschaft (SIEGY) Q2 2021 Earnings Conference Call May 7, 2021 2:45 AM ET Company Participants Eva Riesenhuber - Head of Investor Relations Roland Busch - President and Chief Executive Officer Ralf Thomas - Chief Financial Officer Conference Call Participants Andreas Willi - ...

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The following slide deck was published by Siemens Aktiengesellschaft in conjunction with their 2021 Q2 earnings call. For further details see: Siemens Aktiengesellschaft 2021 Q2 - Results - Earnings Call Presentation

There is a lot of hype about green hydrogen, but in the fine print, it is about renewable energy projects that might eventually involve green hydrogen. The numbers make clear that green hydrogen is at least 10 years away and that there are other ways to store excess cheap renewable en...

Fisher’s 13F portfolio value increased from ~$133.5B to ~$142B in Q1 2021. They increased Walt Disney and Eli Lilly while trimming Taiwan Semi, JD.com, and Pinduoduo. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ke...

The expansion of the electricity infrastructure is a decisive factor for the future of electromobility. I provide an overview of the needs and challenges of infrastructure development. In addition, I show examples of companies that could benefit from infrastructure expansion. ...

ETG remains at an attractive discount, while many in the CEF space head to historically tight discounts. ETG's discount has been tightening up, but is still quite attractive compared to the average equity fund discount of 5.59%. Additionally, the fund pays an attractive 6.5% distr...

The EU could be looking to take a stricter stance on plug-in hybrid electric vehicles ahead of the final Euro 7 emissions standards. Draft green finance regulations propose to phase-out PHEV by 2025 by removing the vehicle type from its 'sustainable investment' label. While this i...

BNEF forecasts a 122x increase in global energy storage from 2018 to 2040. WoodMac: Global energy storage capacity is expected to grow at a CAGR of 31% through 2030. The March 2, 2021, CLEAN Future Act (H.R. 1512) Bill authorizes US$565B towards US carbon-free electricity by 2035. The...

Siemens remains an undervalued play on some of the largest, long-term secular growth opportunities, including industrial automation, electrification, building automation, and infrastructure modernization. While having broad-based exposure, Siemens' portfolio does have some gaps, inclu...