Latest news with #JariStehn
Yahoo
10 hours ago
- Business
- Yahoo
Good Chance BOE to Speed Up Cuts Later This Year: Stehn
Goldman Sachs Chief European Economist Jari Stehn discusses what to expect from today's Bank of England interest rate decision and the outlook for the central bank's rate-cutting cycle in the coming months. "We think that will then essentially hint towards August," Stehn says. Speaking on Bloomberg Television, he adds "there's a good chance" the BOE will "speed up cuts" in the second half of the year.
Yahoo
27-04-2025
- Business
- Yahoo
BASF SE (BAS.DE): Among the Best German Dividend Stocks to Buy Now
We recently published a list of . In this article, we are going to take a look at where BASF SE (XETRA: stands against other best German dividend stocks to buy now. At the end of January this year, Germany's government significantly slashed its GDP growth forecast for 2025 to just 0.3% from the prior estimate of 1.1%. German economy minister Robert Habeck expressed concern, highlighting stagnation despite some positive signs like rising credit demand. This revision is in line with projections from other institutions like the IMF and Bundesbank. Germany's economy shrank by 0.2% in 2024, following a 0.3% decline in 2023. The government pointed to stagnant growth plans, geopolitical uncertainties, and structural issues such as labor shortages and weak investment. While the country faces challenges, there is hope for better growth by 2026. Similarly, Germany's Ifo Institute has also cut its 2025 growth forecast to just 0.2%, pointing to sluggish consumer spending and hesitancy among companies to invest. While a slight improvement to 0.8% is expected next year, the outlook remains shaky due to political uncertainty and possible US trade policies. Despite some recovery in purchasing power, consumer confidence is still low, and industries are feeling the pressure from weak demand and growing global competition. Ifo also warned that US tariffs on European goods could pose a serious threat to German exports. According to the Association of German Banks, a stronger recovery is not likely until 2026, when growth could reach 1.4%. The outlook has worsened, especially after the U.S. announced a 25% tariff on imported cars, causing a major blow to German automakers. Corporate investment is also expected to stay sluggish, with even the projected 3.5% increase in 2026 falling short of previous post-crisis rebounds. Still, experts say that strong reforms and a more competitive tax policy from the next government could help turn things around sooner. Jari Stehn, Chief European Economist at Goldman Sachs Research, shed some light on the German economy and commented back in December 2024: 'Even though industrial production is down significantly over the last few years, the amount of value added has actually been much more stable. German companies have been able to respond by moving out of relatively low-margin production in chemicals or paper, and so on, into higher value production. I think the way forward essentially is for German companies to continue to do that.' With that outlook in mind, individuals who want to diversify their portfolios and add income-generating stocks to their investment mix can invest in some stable German dividend stocks. For this article, we used the iShares DivDAX® UCITS ETF (DE) to filter out German dividend stocks. The ETF aims to replicate the performance of an index comprising 15 high dividend yield stocks selected from the 30 largest and most actively traded companies on the Frankfurt Stock Exchange's Prime Standard segment. From this fund, we focused on picking prominent stocks with positive investor sentiment, stable yields, and strong dividend policies. The list below is ranked in ascending order of dividend yield as of April 21. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). Copyright: vencavolrab78 / 123RF Stock Photo Dividend Yield as of April 21: 5.36% BASF SE (XETRA: is a German player in the chemicals industry, offering a wide range of products across six business segments – Chemicals, Materials, Industrial Solutions, Surface Technologies, Nutrition & Care, and Agricultural Solutions. Its products range from petrochemicals and high-performance materials to additives for industrial use, coatings, and crop protection. BASF SE (XETRA: ranks 4th on our list of the best German dividend stocks to buy. On March 25, BASF SE (XETRA: sold its 49% stake in the Nordlicht 1 and 2 wind farms back to Vattenfall. However, the partnership is not ending. BASF will continue working with Vattenfall through a long-term renewable energy supply deal to power its European chemical operations. While the sale will lead to a €300 million accounting loss in early 2025, BASF stays committed to cutting carbon dioxide emissions. Renewable electricity now makes up 26% of its total usage, up from 20% the year before, and it plans to keep pushing that number higher. In 2024, BASF's sales dropped to €65.3 billion from €68.9 billion in 2023, driven by price cuts and lower precious metal prices in the Surface Technologies segment. While core businesses and agricultural solutions saw volume increases, the overall decline was impacted by competition and currency fluctuations. However, net income rose to €1.3 billion, which included a significant gain from selling Wintershall Dea assets. Cash flow from operations decreased by €1.2 billion to €6.9 billion, and free cash flow also dropped to €748 million. BASF invested €5.1 billion, focusing on the Verbund site in China, and stayed under its investment forecast. The company plans to return at least €12 billion to shareholders from 2025 to 2028, with a proposed 2024 dividend of €2.25 per share. Overall, ranks 4th on our list of best German dividend stocks to buy now. While we acknowledge the potential of German stocks as an investment, our conviction lies in the belief that some deeply undervalued dividend stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for a deeply undervalued dividend stock that is more promising than but that trades at 10 times its earnings and grows its earnings at double digit rates annually, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
27-04-2025
- Business
- Yahoo
Deutsche Post AG (DHL.DE): Among the Best German Dividend Stocks to Buy Now
We recently published a list of . In this article, we are going to take a look at where Deutsche Post AG (XETRA: stands against other best German dividend stocks to buy now. At the end of January this year, Germany's government significantly slashed its GDP growth forecast for 2025 to just 0.3% from the prior estimate of 1.1%. German economy minister Robert Habeck expressed concern, highlighting stagnation despite some positive signs like rising credit demand. This revision is in line with projections from other institutions like the IMF and Bundesbank. Germany's economy shrank by 0.2% in 2024, following a 0.3% decline in 2023. The government pointed to stagnant growth plans, geopolitical uncertainties, and structural issues such as labor shortages and weak investment. While the country faces challenges, there is hope for better growth by 2026. Similarly, Germany's Ifo Institute has also cut its 2025 growth forecast to just 0.2%, pointing to sluggish consumer spending and hesitancy among companies to invest. While a slight improvement to 0.8% is expected next year, the outlook remains shaky due to political uncertainty and possible US trade policies. Despite some recovery in purchasing power, consumer confidence is still low, and industries are feeling the pressure from weak demand and growing global competition. Ifo also warned that US tariffs on European goods could pose a serious threat to German exports. According to the Association of German Banks, a stronger recovery is not likely until 2026, when growth could reach 1.4%. The outlook has worsened, especially after the U.S. announced a 25% tariff on imported cars, causing a major blow to German automakers. Corporate investment is also expected to stay sluggish, with even the projected 3.5% increase in 2026 falling short of previous post-crisis rebounds. Still, experts say that strong reforms and a more competitive tax policy from the next government could help turn things around sooner. Jari Stehn, Chief European Economist at Goldman Sachs Research, shed some light on the German economy and commented back in December 2024: 'Even though industrial production is down significantly over the last few years, the amount of value added has actually been much more stable. German companies have been able to respond by moving out of relatively low-margin production in chemicals or paper, and so on, into higher value production. I think the way forward essentially is for German companies to continue to do that.' With that outlook in mind, individuals who want to diversify their portfolios and add income-generating stocks to their investment mix can invest in some stable German dividend stocks. For this article, we used the iShares DivDAX® UCITS ETF (DE) to filter out German dividend stocks. The ETF aims to replicate the performance of an index comprising 15 high dividend yield stocks selected from the 30 largest and most actively traded companies on the Frankfurt Stock Exchange's Prime Standard segment. From this fund, we focused on picking prominent stocks with positive investor sentiment, stable yields, and strong dividend policies. The list below is ranked in ascending order of dividend yield as of April 21. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). Pixabay/Public Domain Dividend Yield as of April 21: 5.17% Deutsche Post AG (XETRA: is a German multinational mail and logistics company. The company offers fast delivery services, transportation by air, sea, and land, customized logistics and warehousing solutions, parcel shipping and international deliveries, and local mail and package services. It is one of the best German dividend stocks for a diversified income portfolio. On April 17, Deutsche Bank reiterated a Buy rating on Deutsche Post AG (XETRA: but trimmed the price target from €50 to €42. Deutsche Bank cut its 2025 earnings forecast for DHL to €5.98 billion, just below the company's target of €6 billion, due to trade uncertainties and recession risks. Despite the cautious outlook, the investment firm sees value in the stock. Deutsche Post AG (XETRA: announced on April 7 that it is investing €2 billion over the next five years to strengthen its healthcare and life sciences logistics. The company plans to expand cold chain capacity, build new pharma hubs, and upgrade tech for better visibility and reliability. Through its new brand, DHL Health Logistics, and the recent acquisition of CRYOPDP, the company aims to support faster, safer delivery of critical treatments like biopharma and cell therapies. With this move, DHL plans to double its healthcare revenue to €10 billion by 2030 and stay ahead in patient-focused logistics. Overall, ranks 5th on our list of best German dividend stocks to buy now. While we acknowledge the potential of German stocks as an investment, our conviction lies in the belief that some deeply undervalued dividend stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for a deeply undervalued dividend stock that is more promising than but that trades at 10 times its earnings and grows its earnings at double digit rates annually, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
27-04-2025
- Automotive
- Yahoo
Is Bayerische Motoren Werke (BMW.DE) the Best German Dividend Stock to Buy Now?
We recently published a list of . In this article, we are going to take a look at where Bayerische Motoren Werke Aktiengesellschaft (XETRA: stands against other best German dividend stocks to buy now. At the end of January this year, Germany's government significantly slashed its GDP growth forecast for 2025 to just 0.3% from the prior estimate of 1.1%. German economy minister Robert Habeck expressed concern, highlighting stagnation despite some positive signs like rising credit demand. This revision is in line with projections from other institutions like the IMF and Bundesbank. Germany's economy shrank by 0.2% in 2024, following a 0.3% decline in 2023. The government pointed to stagnant growth plans, geopolitical uncertainties, and structural issues such as labor shortages and weak investment. While the country faces challenges, there is hope for better growth by 2026. Similarly, Germany's Ifo Institute has also cut its 2025 growth forecast to just 0.2%, pointing to sluggish consumer spending and hesitancy among companies to invest. While a slight improvement to 0.8% is expected next year, the outlook remains shaky due to political uncertainty and possible US trade policies. Despite some recovery in purchasing power, consumer confidence is still low, and industries are feeling the pressure from weak demand and growing global competition. Ifo also warned that US tariffs on European goods could pose a serious threat to German exports. According to the Association of German Banks, a stronger recovery is not likely until 2026, when growth could reach 1.4%. The outlook has worsened, especially after the U.S. announced a 25% tariff on imported cars, causing a major blow to German automakers. Corporate investment is also expected to stay sluggish, with even the projected 3.5% increase in 2026 falling short of previous post-crisis rebounds. Still, experts say that strong reforms and a more competitive tax policy from the next government could help turn things around sooner. Jari Stehn, Chief European Economist at Goldman Sachs Research, shed some light on the German economy and commented back in December 2024: 'Even though industrial production is down significantly over the last few years, the amount of value added has actually been much more stable. German companies have been able to respond by moving out of relatively low-margin production in chemicals or paper, and so on, into higher value production. I think the way forward essentially is for German companies to continue to do that.' With that outlook in mind, individuals who want to diversify their portfolios and add income-generating stocks to their investment mix can invest in some stable German dividend stocks. For this article, we used the iShares DivDAX® UCITS ETF (DE) to filter out German dividend stocks. The ETF aims to replicate the performance of an index comprising 15 high dividend yield stocks selected from the 30 largest and most actively traded companies on the Frankfurt Stock Exchange's Prime Standard segment. From this fund, we focused on picking prominent stocks with positive investor sentiment, stable yields, and strong dividend policies. The list below is ranked in ascending order of dividend yield as of April 21. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). Dividend Yield as of April 21: 6.12% Bayerische Motoren Werke Aktiengesellschaft (XETRA: is a well-known German company that designs and produces cars and motorcycles under popular brands like BMW, MINI, and Rolls-Royce. It also operates BMW Motorrad for motorcycles and special-purpose vehicles. BMW is one of the best German dividend stocks to buy. In 2024, BMW ended the year with €7.5 billion in pre-tax earnings and €4.9 billion in free cash flow, despite investing €18.2 billion in R&D and capital projects. Strategic inventory reductions in Q4 helped boost cash flow. The company's financial position remains solid, with automotive net financial assets holding steady at €46 billion. Bayerische Motoren Werke Aktiengesellschaft (XETRA: proposed a dividend of €4.30 per common share and €4.32 per preferred share, totaling €2.7 billion, putting the payout ratio at 36.7%, comfortably within its target range. BMW also fast-tracked its €2 billion share buyback program, completing it six months early and reducing its total shares by over 7%. At the next AGM, the company plans to seek approval for a new five-year share buyback authorization of up to 10% of the share capital. In Q1 2025, Bayerische Motoren Werke Aktiengesellschaft (XETRA: delivered 586,000 vehicles globally, down 1.4% due to weak demand in China, but the company experienced growth in Europe and the US, up 6.2% and 4%, respectively. EV sales climbed 32.4% to over 109,000 units, with Europe up 64%. BMW is on track to hit 3 million electrified and 1.5 million fully electric vehicles sold globally this year. Overall, ranks 3rd on our list of best German dividend stocks to buy now. While we acknowledge the potential of German stocks as an investment, our conviction lies in the belief that some deeply undervalued dividend stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for a deeply undervalued dividend stock that is more promising than but that trades at 10 times its earnings and grows its earnings at double digit rates annually, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
27-04-2025
- Business
- Yahoo
Is Deutsche Telekom AG (DTE.DE) the Best German Dividend Stock To Buy Now?
We recently published a list of . In this article, we are going to take a look at where Deutsche Telekom AG (XETRA: stands against other best German dividend stocks to buy now. At the end of January this year, Germany's government significantly slashed its GDP growth forecast for 2025 to just 0.3% from the prior estimate of 1.1%. German economy minister Robert Habeck expressed concern, highlighting stagnation despite some positive signs like rising credit demand. This revision is in line with projections from other institutions like the IMF and Bundesbank. Germany's economy shrank by 0.2% in 2024, following a 0.3% decline in 2023. The government pointed to stagnant growth plans, geopolitical uncertainties, and structural issues such as labor shortages and weak investment. While the country faces challenges, there is hope for better growth by 2026. Similarly, Germany's Ifo Institute has also cut its 2025 growth forecast to just 0.2%, pointing to sluggish consumer spending and hesitancy among companies to invest. While a slight improvement to 0.8% is expected next year, the outlook remains shaky due to political uncertainty and possible US trade policies. Despite some recovery in purchasing power, consumer confidence is still low, and industries are feeling the pressure from weak demand and growing global competition. Ifo also warned that US tariffs on European goods could pose a serious threat to German exports. According to the Association of German Banks, a stronger recovery is not likely until 2026, when growth could reach 1.4%. The outlook has worsened, especially after the U.S. announced a 25% tariff on imported cars, causing a major blow to German automakers. Corporate investment is also expected to stay sluggish, with even the projected 3.5% increase in 2026 falling short of previous post-crisis rebounds. Still, experts say that strong reforms and a more competitive tax policy from the next government could help turn things around sooner. Jari Stehn, Chief European Economist at Goldman Sachs Research, shed some light on the German economy and commented back in December 2024: 'Even though industrial production is down significantly over the last few years, the amount of value added has actually been much more stable. German companies have been able to respond by moving out of relatively low-margin production in chemicals or paper, and so on, into higher value production. I think the way forward essentially is for German companies to continue to do that.' With that outlook in mind, individuals who want to diversify their portfolios and add income-generating stocks to their investment mix can invest in some stable German dividend stocks. For this article, we used the iShares DivDAX® UCITS ETF (DE) to filter out German dividend stocks. The ETF aims to replicate the performance of an index comprising 15 high dividend yield stocks selected from the 30 largest and most actively traded companies on the Frankfurt Stock Exchange's Prime Standard segment. From this fund, we focused on picking prominent stocks with positive investor sentiment, stable yields, and strong dividend policies. The list below is ranked in ascending order of dividend yield as of April 21. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A close-up view of an engineer deploying a new piece of internet infrastructure. Dividend Yield as of April 21: 3.26% Headquartered in Bonn, Germany, Deutsche Telekom AG (XETRA: is a global telecommunications provider that provides fixed-network, broadband, mobile, and internet-based TV services. The company also dabbles in cloud and security solutions for enterprises and public institutions. On January 23, Bernstein lifted the price target on Deutsche Telekom AG (XETRA: from €32 to €38 and maintained an Outperform rating on the shares. The company is exhibiting strong growth, especially in the US, driven by its 5G lead and pricing power. Analysts are optimistic, though the stock has not fully reflected its potential. It is one of the best German dividend stocks to watch. Deutsche Telekom AG (XETRA: service revenue was up 3.7%, and both free cash flow and adjusted earnings per share climbed 19% during 2024. The company invested over €10 billion in US deals, demonstrating confidence in the market and a push beyond just connectivity. DTE regained a 51.5% stake in T-Mobile US, and its shares reached a 24-year high last year. In Germany, the company added around 300,000 new mobile customers due to a strong multi-segment strategy. Deutsche Telekom AG (XETRA: is doubling down on fiber and 5G expansion, especially in Germany and across Europe, and investing in new tech and services to generate extra revenue. Their B2B business will focus on cloud, security, and AI, and DTE is targeting €1.5 billion in new consumer revenue through platforms like Magenta Moments. The company is also prioritizing shareholder returns, with up to €2 billion in share buybacks set for 2025. Overall, ranks 10th on our list of best German dividend stocks to buy now. While we acknowledge the potential of German stocks as an investment, our conviction lies in the belief that some deeply undervalued dividend stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for a deeply undervalued dividend stock that is more promising than but that trades at 10 times its earnings and grows its earnings at double digit rates annually, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
