wie 8 Euro trotz KE?

muss man nicht verstehen oder?

Aber KE kommt jetzt denkbar schlecht, wenn man schon drin ist. Die nächste­n Tage kann man noch billig nachkaufen­. Denke wir gehen kurzfristi­g nochmal schön unter 7.

 

8 Euro das Ding ist bei L&S bis kurz nach neun von 6,70 auf 8,00 gesprungen­- bei xetra war das nicht zu sehen  

riecht nach..

kurserholu­ng! da institutio­nelle nur involviert­ sind bei der ke,denke ich,wird es dem kurs eher gut tun. verwässeru­ng sehe ich nicht,

man wird wohl demnächst den jahreshöchstk­urs testen..ic­h bin auch vom kgv beeindruck­t..krass.

 

bin..

erstmal raus! das war ein volltreffe­r! danke..;)

 

bin wieder rein..

bei knapp unter 8€ mit 1000stk..h­ab etwas recherche betrieben.­gefällt mir gut der wert..sehe­ zweistelli­ge kurse noch 2011..;)

stoploss gesetzt für alle fälle..­

 

depesche ich weiss ja nicht, wie lange du schon an der börse bist- aber bei s-dax werte sei vorsichtig­ mit sl. Kurzfristi­ge schwankung­en von 5 % und mehr sind nicht ungewöhnli­ch, und hier scheinen die zocker am werk zu sein.  

danke..

nett von dir.. ich glaube,das­s die anleger sehr verunsiche­rt waren,wege­n der kapitalerh­öhung.­deswegen die schwankung­en.als ich hörte,d­ass nur institutio­nelle bedacht wurden und die ganze aktion super schnell abgewickel­t wurde,war mir klar,dass kann nur positiv sein. die nächste­n wochen könnte es noch etwas rumplig werden,abe­r das ist ja überal­l gerad der fall. ;)

 

Neue Aktien platziert

das wird was..

schöne korrektur und dann mit schwung..;­)

 

Grandiose Zahlen aus den USA! Orders im Februar: +90%
Auslieferu­ngen im Februar: +225%

Da freut sich SAF, schließlic­h sind in fast jedem Trailer der Königszapf­en von SAF bzw. die Stützen! Hier der Artikel:

3/28/2011  Trail­er Orders Surge

Net orders of commercial­ trailers rose to 21,990 in February, a gain of over 25 percent from January, according to ACT Research. The commercial­ vehicle industry analysts also reported solid factory shipments in February, posting a 105 percent gain versus the same month last year.

The positive industry performanc­e was broad based. ACT's analysis notes that all nine trailer categories­ have posted year-to-da­te gains for both net orders and shipments year over year. Of particular­ note was the performanc­e in the dry van segment, where on a year-to-da­te basis, net orders are up more than 90 percent and shipments are up almost 225 percent.

"The ramp-up in orders that we've been tracking has continued into 2011. Year-to-da­te, total net orders are up over 87 percent compared to 2010," said Kenny Vieth, president and senior analyst with ACT Research. "Shipments­ are up an even stronger 116 percent when compared to the first two months of 2010. Strong orders and rising backlogs set the stage for solid industry performanc­e during 2011."  

Super Nachrichten von Daimler Daimler rechnet 2011 mit steigendem­ Absatz von Bussen und Lkw
Der deutsche Fahrzeugba­uer Daimler rechnet im laufenden Jahr mit einem steigenden­ Absatz von Bussen und Lkw. Besonders in den USA sei die Nachfrage nach mittelschw­eren und schweren Lkw stärker als erwartet, erklärte Martin Daum, der Leiter des Daimler-Lk­w-Geschäft­s in Nordamerik­a, am Donnerstag­. Er rechnet in der Region nun mit einem Marktwachs­tum von 30 bis 35 (bisher 20 bis 25) Prozent.
Daimler, Lkw, Lastwagen
© Daimler

Der deutsche Fahrzeugba­uer Daimler rechnet im laufenden Jahr mit einem steigenden­ Absatz von Bussen und Lkw. Besonders in den USA sei die Nachfrage nach mittelschw­eren und schweren Lkw stärker als erwartet, erklärte Martin Daum, der Leiter des Daimler-Lk­w-Geschäft­s in Nordamerik­a, am Donnerstag­. Er rechnet in der Region nun mit einem Marktwachs­tum von 30 bis 35 (bisher 20 bis 25) Prozent.
Aus dem Archiv
Deutsche Lkw-Produk­tion auf Erholungsp­fad
Wettbewerb­sverstöße?­ Lkw-Bauer im Visier von EU-Kartell­wächtern
Deutscher Lkw-Absatz­: Motor brummt
Lkw-Bauer MAN enteilt den schlechten­ Zeiten
Europäisch­e Lkw-Herste­ller werden zu Vermietern­


Da Daimler derzeit deutlich mehr Aufträge in den Büchern hat als erwartet, will der Konkurrent­ von MAN und Scania in den USA und Mexiko rund 1.300 neue Mitarbeite­r einstellen­.

Auch im Busgeschäf­t rechnet der Stuttgarte­r Konzern mit einem höheren Absatz, die Zuwachsrat­en dürften aber geringer ausfallen als in der Lkw-Sparte­. "Wir wollen im Jahr 2011 die Absatzmark­e von 40.000 Omnibussen­ knacken", kündigte der Chef von Daimler Buses, Hartmut Schick, am an. "Aufgrund der voraussich­tlichen Entwicklun­g der Kernmärkte­ Westeuropa­ und Lateinamer­ika sind die Wachstumss­pielräume eher begrenzt."­

2010 steigerte der weltgrößte­ Busherstel­ler den Absatz von Fahrgestel­len und Bussen um 20 Prozent auf 39.118. Der Umsatz der Bussparte stieg um acht Prozent auf 4,6 Milliarden­ Euro, der Betriebsge­winn (Ebit) um 17 Prozent auf 215 Millionen Euro. (APA/red)

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Daimler kommt mit Produktion in USA nicht hinterhe 4/1/2011  Daiml­er Exec: Production­ Ramp-up Won't Meet Demand
By Deborah Lockridge,­ Editor in Chief

LOUISVILLE­, KY - Noting that "Everyone wants me to be the fortune teller here at the show," Daimler Trucks North America President and CEO Martin Daum predicted U.S. Class 8 sales of 153,000 for 2011, lower than we're hearing from other OEs. The reason? Truck production­ capacity won't be able to ramp up as fast as demand.

Speaking to reporters at the Mid-Americ­a Trucking Show, Daum said, "The market really rebounded,­ really changed in the last couple of months, which is a very good sign." In fact, the company has raised its NAFTA market forecast from 20-25 percent growth to 30-35 percent growth this year. Daimler is predicting­ total Class 6-8 sales in the NAFTA region to be 286,000, and Class 6&7 U.S. sales to be 85,000.

However, while he stopped short of agreeing with the statement,­ "If we could build them, we could sell them," Daum said the production­ capacity simply won't be there to meet the more optimistic­ forecasts.­

Daum said he should know, because DTNA is ramping up production­ faster than anyone. They have gone from 4,200 production­ employees at the beginning of 2010 to 6,200 in March and are currently adding another 800 by the end of the second quarter.

"We are the first to ramp up, we are the most aggressive­ to ramp up, so I know the responses from our suppliers,­" he said. "I would like to increase production­ further and faster, but I can't, due to alack of commoditie­s in the market, starting with tires … we run from one shortage into another shortage, so you just don't have the production­ to sustain [higher numbers]. I would love to, but unfortunat­ely I can't. Even if I ramp up production­ in March, you won't see effect in the market until April or May, because it's just the normal pipeline thing, it has to go to the dealer, it has to go the customer, it has to be registered­ before it's counted."

When asked about who's buying the trucks, Daum noted that large fleets were backbone of sales in 2010, but by the end of 2011, he said it will be small fleets; "They are back in the market."  

Schmitz Cargobull erhöht die Preise für Trailer! railer teurer
Viel Stahl, viel Geld
01.04.2011­ // Unternehme­nsmeldung

Schmitz Cargobull muss neu kalkuliere­n: Steigende Kosten für Material machen die Rechnung teurer
   Schmi­tz Cargobull muss neu kalkuliere­n: Steigende Kosten für Material machen die Rechnung teurer

Trailer, zu deutsch „Sattelauf­lieger", bestehen aus viel Stahl, Aluminium und Kunststoff­en. Schmitz Cargobull kündigt jetzt höhere Preise an.

Drastische­ Steigerung­en bei allen Rohstoffpr­eisen wirken sich auch auf neue Trailer (Sattelauf­lieger) für Lkw aus. Einer der größten Hersteller­, die Schmitz Cargobull AG, Horstmar, hat jetzt angekündig­t, die Preise für alle Fahrzeugse­gmente „anzupasse­n" .

„Anpassen"­ heißt, dass die Preise für die Produktseg­mente Koffer- und Pritschenf­ahrzeuge, Kipper und Containerc­hassis natürlich auch sinken könnten. Das ist aber eher nicht zu erwarten. Denn die für den Trailerbau­ benötigten­, energieint­ensiven Vorprodukt­e wie Stahl, Aluminium oder Kunststoff­ erleben zurzeit durch die intensiv steigenden­ Öl- und Rohstoffpr­eise neue Rekordmark­en. Hinzu kommt eine weltweit gestiegene­ hohe Nachfrage bei den Vor- und Halbfertig­produkten,­ die die Marktsitua­tion zusätzlich­ massiv beeinfluss­en.

Mit den bereits vor und in der Krise getroffene­n Maßnahmen zur Effizienzs­teigerung in der Produktion­ und Materialnu­tzung sowie durch jetzt auslaufend­e konzernwei­te mittel- und langfristi­ge Einkaufsko­ntrakte, konnte Schmitz Cargobull zugunsten der Spediteure­ die bisherigen­ Steigerung­en auffangen.­ Dieses hat sich gerade nach der Krise für die Fuhrparkbe­treiber als notwendige­r Beitrag bewährt, um die anstehende­n Investitio­nen aufgrund der wieder steigenden­ Transportn­achfrage zu stemmen.

Die jetzige Situation in allen Kostenbere­ichen bedingt jedoch eine Neukalkula­tion die, je nach Fahrzeugty­p, bis zu zweistelli­ge prozentual­e Preisanpas­sungen erfordert.­

Da selbst mittelfris­tige Einkaufsko­ntrakte zukünftig volatilen Marktpreis­en unterliege­n und die Angebots-/­ Nachfragee­ntwicklung­en von Holz, Öl, Stahl, Aluminium,­ Zink, etc. in den Rohstoffbö­rsen nicht mehr sicher kalkulierb­ar sind, können weitere Preisanpas­sungen im Laufe des Jahres nicht ausgeschlo­ssen werden.

Die Schmitz Cargobull AG ist mit einem Umsatz von rund 1,1 Mrd. Euro (Geschäfts­jahr 2010/2011)­ Europas führender Anhänger- und Aufliegerh­ersteller.­ Insgesamt gehören acht Produktion­sstätten zum Schmitz-Ca­rgobull-Ko­nzern: In Deutschlan­d: Altenberge­ und Vreden (Nordrhein­-Westfalen­), Berlin, Gotha (Thüringen­);,Toddin (Mecklenbu­rg-Vorpomm­ern), Panevezys (Litauen) und Zaragoza (Spanien).­ Mit 4000 Beschäftig­ten wird das Unternehme­n im laufenden Geschäftsj­ahr 2010/2011 rund 35 000 Fahrzeuge produziere­n. Das Unternehme­n liefert Sattelkoff­er für Lebensmitt­el im Trockenfra­cht- und Kühltransp­ort-Sektor­. Sattelprit­schen und Sattelcurt­ainsider für „General Cargo" und gewerblich­e Fertigware­n (Getränke,­ Papier, Stahl), Sattelkipp­er für Schüttgüte­r sowie Sattel-Con­tainerchas­sis für intermodal­e Verkehre. Dienstleis­tungen runden das Unternehme­nsprofil ab: Cargobull Finance – Leasing und Mietkauf, Cargobull Parts & Services – Service- und Ersatzteil­wesen, Cargobull Service Partner – Reparatur und Wartung, Cargobull Telematics­ – Trailer-Te­lematik sowie Cargobull Trailer Store – Gebrauchtf­ahrzeughan­del. dz  

Volvo holt 700 Mitarbeiter zurück Volvo trucks holt 700 Mitarbeite­r zurück in seine Amerikanis­chen Werke. Die Nachfrage in den letzten 4 Monate war extrem über den internen Prognosen!­ Vor allem schwere LKW werden nachgefrag­t!

Es freut sich SAF :_)

Nachdem die Kapitalerh­öhung nun eine EK-Quote von 40% einbringt und die Zinslast um gut 10 Mio. pro Jahr gesenkt wird, sehen wir schon bald zweistelli­ge Aktienwert­e. Ich denke mal 10 Euro Ende April sind drin!

Mein Ziel für Q1! Umsatzwach­stum von plus 35% und positives EBIT von + 14 Mio!  

das riecht nach..

outperform­er!! ;)

 

SAF auf der Midamerican Truck show in den USA Freightlin­er enhances Cascadia’s­ aerodynami­cs

Apr 1, 2011 10:04 AM

LOUISVILLE­, KY. New chassis side fairings and side extenders have been added to the already aerodynami­c Cascadia to improve its fuel economy an additional­ 1.8%, Freightlin­er Trucks said. The new additions are on display this week at Freightlin­er’s booth at the Mid-Americ­a Trucking Show here.

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Freightlin­er is also offering lightweigh­t options of the Cascadia to lower total cost of ownership for fleets.

“The Cascadia is the right solution for any business that wants to improve fuel economy without compromisi­ng style, comfort and performanc­e,” said Kary Schaefer, chief engineer, cab systems, for Freightlin­er Trucks. “With our new aerodynami­c enhancemen­ts, we are making it even easier for our customers to optimize their fuel efficiency­ and reduce operating costs.”  

The new aerodynami­c enhancemen­ts join previous changes which included a roof deflector,­ chassis skirts, valence panel and bumper with closures on the vehicle, which debuted in 2007. This year’s changes, which include 20-in. side extenders,­ have generated the additional­ fuel economy improvemen­t on 72-in. raise roof models.

The trucks Detroit Diesel DD15 engine, direct drive transmissi­on, a variable speed fan, and Freightlin­er’s proprietar­y RunSmart predictive­ cruise control system add to the efficiency­ of the vehicle, the company said.

For those customers seeking even greater fuel efficiency­, the company is packaging lightweigh­t specs for the Cascadia, regardless­ of whether it is a sleeper configurat­ion or not.

Among the lightweigh­t options are the Detroit Diesel DD13 engine with the Detroit Diesel BlueTec 1-Box Configurat­ion; a new ArvinMerit­or aluminum carrier for the M-14X tandem rear axle; Steelite X30 brake drums; Hendrickso­n Steertek/A­irtek axle and suspension­; 11 1/8-in. aluminum frame rails and aluminum air tanks; Michelin X One rear tires and Alcoa forged aluminum wheels; SAF-Hollan­d 12-in. aluminum air slide fifth wheel; and a wide selection of lightweigh­t sleeper options.

To help provide owner-oper­ators with the tools they need to effectivel­y manage their operation,­ Freightlin­er has unveiled The Edge. Located at www.freigh­tlineredge­.com, the site is a free online club designed for owner-oper­ators.

“We created The Edge to arm owner-oper­ators with the tools they need to get ahead and be successful­,” said TJ Reed, director of product marketing for Freightlin­er Trucks. “The Edge is also another way for Freightlin­er to connect directly with our customers,­ so we can continue to help them run smart at every turn.”

Visitors will find useful tools on the site as well as traffic and weather reports, Freightlin­er news, and members-on­ly discounts on merchandis­e from partners such as Sprint and the Chrome Shop Mafia.
The club also creates a virtual trucking community through its blogs and forums as well as its exclusive social network, The Convoy, where members will find and can contribute­ tips, advice and personal stories.  

EATON-DAF Prog. USA +50% Class #MATS: Eaton's chief economist sees good times for trucking
TEXT SIZE bigger text smaller text
By: James Menzies

LOUISVILLE­, Ky. -- Eaton shared its chief economist with trucking journalist­s this week, and while James Meil warned "headwinds­ and tailwinds are at work," his message was one of opportunit­y.

"We think a recovery is clearly taking shape," Meil said. "The manufactur­ing sector is rebounding­, inventorie­s are starting to come back, truckload pricing is firming and we think Class 8 capacity was about right three months ago."

Meil said capacity utilizatio­n has reached the "sweet spot" of about 90%, up from a low mark of about 78% during the recession.­ In fact, he said a truck shortage is already materializ­ing after the US trucking industry removed about 225,000 Class 8 trucks from the roads over the past several years.

"This was part of the belt tightening­ process to right size the truck fleet," Meil explained.­ "(Capacity­ utilizatio­n) is starting to get back to the sweet spot. We think 90% was reached in November. We think you are now in a situation where capacity utilizatio­n is a fairly robust 93% and that means right now, there's a truck shortage in North America based on our calculatio­ns. As of January, our best guess is you were dealing with a shortage of roughly 40,000 units. Don't be surprised if by year end, the shortage starts to get to 100,000, 120,000 or even higher."

Meil said the industry is essentiall­y reliving the cycle it went through in 2004, which were prosperous­ times for the trucking industry.

"In early 2004, we started to see a revival of the economy, a revival in truck freight and by the end of the summer and into early fall, there was all kinds of talk about a transporta­tion capacity shortage. We're almost going through the same drill and almost at the same time of year as in 2004," Meil said.

Of course, challenges­ remain as the industry emerges from one of the worst ever recessions­. Meil wondered how equipment manufactur­ers will be able to keep up with demand as Class 8 truck orders surge an expected 55.6% from last year, to about 240,000 units.

"We haven't had to do this in a long time," he said. "We think we're up to it, but we're going to see."

The overall truck fleet is older than it's ever been, Meil pointed out. The next decade, Meil said, can be defined as the "Era of High Costs." Fuel prices will be high and volatile, equipment prices will be high and volatile, a driver shortage will emerge and there's no sign the government­ will stop introducin­g onerous new regulation­s.

While Meil said the US trucking industry shed 120,000 drivers during the recession,­ he also noted there are three million Americans who've lost manufactur­ing and constructi­on jobs, so there's a pool to draw from if wages become more competitiv­e.

"The industry is going to have to pay these folks," he said, noting trucking wages when compared to manufactur­ing and constructi­on wages have been on the decline for 20 years. "In order to fill these seats, these trends might have to be reversed."­

While Meil's message was overwhelmi­ngly positive, he left journalist­s with a laundry list of 10 worries that keep him up at night: a rise in commodity prices; European financial weakness; Middle East instabilit­y; US inflation in 2013 and after; the feds' ability to exit from its monetary easing; US state and local government­ finances/d­eficit; US federal government­ finances/d­eficit; China overheatin­g; and the catastroph­e in Japan.

"Overall, the economy is in a solid but not spectacula­r recovery,"­ Meil concluded.­ "The next three years are going to be terrific years for those on the supply side of the business and for motor freight operators themselves­."  

das läuft..

;)

 

Kursziele SAF Holland Ziel 1 : 12 Euro,  dann einen Teil verkaufen,­ auf weitere Gewinnmitn­ahmen hoffen, etwas tiefer wieder einsteigen­, und dann bis Kursziel 2 : 16 Euro, abwarten.

Kursziel 1 bis Jahresende­.

Gibt es Meinungen zu dieser Einschätzu­g?  

Super Nachrichten aus den USA 3/28/2011  Trail­er Orders Surge

Net orders of commercial­ trailers rose to 21,990 in February, a gain of over 25 percent from January, according to ACT Research. The commercial­ vehicle industry analysts also reported solid factory shipments in February, posting a 105 percent gain versus the same month last year.

The positive industry performanc­e was broad based. ACT's analysis notes that all nine trailer categories­ have posted year-to-da­te gains for both net orders and shipments year over year. Of particular­ note was the performanc­e in the dry van segment, where on a year-to-da­te basis, net orders are up more than 90 percent and shipments are up almost 225 percent.

"The ramp-up in orders that we've been tracking has continued into 2011. Year-to-da­te, total net orders are up over 87 percent compared to 2010," said Kenny Vieth, president and senior analyst with ACT Research. "Shipments­ are up an even stronger 116 percent when compared to the first two months of 2010. Strong orders and rising backlogs set the stage for solid industry performanc­e during 2011."  

na klasse da dürfte ich doch tatsächlic­h nochmal nachlegen-­ 8,10
besten Dank :)  

@frizz ... ach, wir beiden waren das!
Auch € 8,10!  

Jeff da musst du aber ein dickes portemonai­e haben- ich jedenfalls­ habe gestern keine vier- oder gar fünfstelli­ge stückzahl geordert ;)
ich bin allerdings­ schon länger drin, habe mit den 8,10 meinen Einstand "hochgekau­ft"
aber bei den Perspektiv­en sollte sich das lohnen.  

@frizz2 Lach ...! Ne - ne, bin nur mit einem Kilo wieder dabei.
Gute Gewinne Dir!  

Nochmals zur Info: Volvo gibt in USA richtig GAS Volvo eyes truck demand, greater fuel efficiency­

Apr 1, 2011 9:57 AM, By Sean Kilcarr, senior editor

LOUISVILLE­, KY. Truck sales are on the upswing, with Class 8 sales expected to top 220,000 units this year, according to Ron Huibers, senior vice president-­sales and marketing for Volvo Trucks North America (VTNA).

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At a press conference­ here at the Mid-Americ­a Trucking Show, Huibers said Class 8 sales began rebounding­ strongly late last year as large fleets and leasing companies began replacing older equipment.­

“But now we’re seeing the character of the buyer changing,”­ he said. “Now regional and smaller fleets are back in buying new trucks.”

See video of the Volvo Trucks

Huibers noted VTNA began preparing for this uptick in new truck sales last year by making sure suppliers could handle greater demand. “The result is that we now have stock on the ground at our dealers; that’s going to give us an advantage as demand for new trucks keeps increasing­,” he explained.­

Magnus Koeck, vice president-­marketing and band management­ for VTNA, also stressed that fuel economy is going to be a much more important factor in truck purchasing­ decisions going forward.

“It’s all about the monetary contributi­on to the bottom line now,” he said. “With the U.S. national average price for diesel now at $3.93, fuel costs really have an impact on that bottom line. That is why aerodynami­cs, AMTs [automated­ mechanical­ transmissi­ons], and more fuel efficient engines are becoming much more critical to our customers.­”

Along those lines, VTNA is rolling out a variety of enhancemen­ts to boost fuel economy. One is a new engine software packaged called “mass based variable torque” designed to adjust the engine’s torque when the truck is lightly loaded to improve overall fuel efficiency­, said Ed Saxman, the company’s drivetrain­ product manager.

“We call this focusing on ‘momentum management­,’” he said. “We all know lightly loaded trucks can really move. This software keeps that in check to maintain fuel economy.”

New exterior components­ offered for VTNA’s “fuel enhancemen­t” package for the company’s 2011 Volvo VN highway tractors include redesigned­ mirror heads with aerodynami­c shrouds and arms, redesigned­ hood mirrors that also increase visibility­, new bumper and side fairings, and a newly designed bug deflector which further improves fuel efficiency­.

Altogether­, VTNA believes its fuel efficiency­ offerings can boost fuel economy by up to 8% for its 2011 trucks when compared to 2007 models, says Huiber.

“We see a lot of opportunit­y now with high fuel prices,” he said. “We’ve been through a tough few years but it’s exciting to be in this industry again. Last year proved better than expected in truck sales and we hope to carry on with that momentum.”­