SMAWF News and Press, Siemens AG From 12/07/22

Summary This month I had 6 transactions. New forward dividend is approximately $1,165. Next month I will look into Fresenius, CBOE Global, Armada Hoffler, and Brookfield Asset Management. The end of the year is approaching and it hasn't been a pretty one for stock investor...

Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...

The following slide deck was published by Siemens Aktiengesellschaft in conjunction with their 2022 Q3 earnings call. For further details see: Siemens Aktiengesellschaft 2022 Q3 - Results - Earnings Call Presentation

Summary It's been some time since I reviewed German industrial giant Siemens. I'll do a fresh review of the company's upside and prospects here. Siemens has weathered the pandemic very well - and it's multi-line/sector portfolio is bound to see further upside going forward. I ...

Summary 24/7 power in India from renewables plus batteries is implemented at small and commercial scale. There is huge upside for this emerging opportunity. ReNew Energy Global is a major renewables player in India with a JV with Fluence on energy storage and management. Fluence h...

Summary False narratives confusing energy investors: Russia, renewables crisis? Addressing climate off the agenda? These confuse investors about the pace of renewables today. Vestas is in a strong financial position and it is disciplined about pricing issues, willing to pass up no...

Summary Fluence grows by acquisition of Nispera: big focus on digital contracts. Significant change in senior management with new CEO and CFO, but no drama. A lot going on with challenges concerning supply and lockdowns, but the lithium battery business is huge and getting big...

Siemens reported June quarter 2022 earnings on August 11 and has announced the first quarterly loss since more than a decade. Adjusting for non-recurring charges, Siemens has delivered a solid June quarter, growing revenues 11% year-over-year. The loss was driven by non-operating ...

Fluence Energy, Inc. is a pure-play energy storage leader. Top tier names like Siemens and AES are major shareholders, while Qatar Investment Authority has made an important investment in Fluence. Energy storage will be critical for global decarbonization efforts. U.S., EU, an...

International tech conglomerate Siemens (OTCPK:SIEGY) has a definitive deal to buy Brightly Software from Clearlake Capital for a total of $1.875B. The deal comes for $1.575B in upfront cash and $300M in cash earn-out payments. It's expected to close in the second half of the year. Under Clea...