Preparing for the imminent rally, consider investing in leading German stocks such as Daimler Truck and DHL.
The year-end rally is approaching, and markets are gearing up for a potential surge. Among the companies to keep an eye on are some notable German holdings, including Deutsche Telekom, Daimler Truck, DHL Group, RWE, and Krones.
Deutsche Telekom, a large communication services company, is a core blue-chip stock with a weight of around 6.1% to 6.3% in German ETFs and DAX index funds. Daimler Truck, while having a more modest ETF weight of approximately 1.17%, is included in the DAX index and has shown relatively stable prices around €41.5.
DHL Group, a significant player in the logistics and mobility sectors, also appears in the DAX ETFs with about 2.26% weight. RWE, a key player in the energy sector, shows solid trading volume and price stability around €35.5.
Krones, while less frequently mentioned in top ETF holdings, might be a niche industrial play, requiring further individual analysis on fundamentals and liquidity.
Sixt and Freenet, though less prominent in the major ETFs and indices, could have specific catalysts worth checking in detail.
The German government's initiatives like “Made for Germany,” aiming to boost investment and economic resilience through 2028, might strengthen the stocks’ prospects in the medium term. With planned capital expenditures and R&D investments totaling over €600 billion, these underlying supports could provide a solid foundation for these companies.
Investors should consider recent price trends, sector outlooks, and broader macroeconomic factors affecting German and European markets before committing. It's also crucial to stay updated on company-specific earnings and guidance updates closer to year-end.
As the year-end rally begins, it's recommended to ensure your portfolio's equity allocation is sufficiently high. BÖRSE ONLINE recommends buying Daimler Truck due to its clear upside potential. Important orders are expected for Daimler Truck in 2024 and 2025.
RWE has an analyst consensus upside potential of 44.9%, while Freenet's consensus upside potential is 11.1%. Krones has an analyst consensus upside potential of 25.7%, and Daimler Truck has a potential of 23.5%.
Consider adding to your positions before markets take off to maximize your potential gains during the year-end rally. MSCI World ETF investors have 7 days left to benefit from this anticipated surge.
- With the year-end rally approaching, it's worth considering investing in Daimler Truck, which BÖRSE ONLINE recommends due to its clear upside potential, as it is expected to receive important orders in 2024 and 2025.
- RWE, a key player in the energy sector, has an analyst consensus upside potential of 44.9%, making it an attractive option for those looking to invest in the stock-market.
