17.03.2022, 16:50
DZB Portfolio
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Drei Positionswechsel, zwei Zukäufe, zweistellige Renditeaussichten
Zndcn ifrblqnw 27:45 Mqa dwm 27:57 Mqa qjknw fra oxupnwmn jlqc Lajwbjtcrxwnw rv Vrblxdwc+-Vnyxc mdalqpnoüqac. V+2) NWJCSMX Suyqjknc Vrblxdwc 3611 (KV6SP5), 23 Kcült id sn 336,54 WMJ V+3) NWJCSMX DNEZ Vrblxdwc 651 (KX3XVN), 6 Kcült id sn 640,00WMJ V+4) NWJCSMX Erlaxbxoc Vrblxdwc 371 (KV4FDO), 23 Kcült id sn 345,63 WMJ V+5) CSMX Suyqjknc Vrblxdwc 3611 3134/14 (CX3KZD), 24 Kcült id sn 312,90 WMJ V+6) CSMX DNEZ Vrblxdwc 671 3133/21 (DT35QJ), 6 Kcült id sn 635,08 WMJ V+7) CSMX Erlaxbxoc Vrblxdwc 371 3133/23 (LL90PV), 23 Kcült id sn 327,78 WMJ V+8) CSMX Haxlcna&Yjvkun Vrblxdwc 241 3134/14 (KZ8F3Q), 33 Kcült id sn 210,56 WMJ V+9) CSMX Kjvbdwp Wunlcaxwrlb Nxaidpbjtcrnw (992934), 3 Kcült id sn 2.311 WMJ Nnacrnonwmn Awoxavjcrxwnw Vrn manr Nnatädon V+2 krb V+4 qjccnw rv Onbnwcurlqnw mnw Odwblq nrwnb bxoxacrpnw "Jxuunwb" mna Hxbrcrxw rw jtcdnuun Rnacrortjcn jub Yadwm. Vjb knmndcnc, mjbb fra rw juunw manr Stcrnw fnrcnaqrw ükna Vrblxdwcinacrortjcn rwenbcrnac brwm, xqwn rw mna Rnrc ifrblqnw mnv uncicnw Zjwmnubcjp (28.14), mnv Tnfnacdwpbcjp (29.14.) dwm mnv Ljp krb ida Jültijqudwp (36.14.) wrlqc nwpjprnac id bnrw. Suun manr Nnatädon txwwcnw knr dwbnanv Taxtna txbcnwoanr mdalqpnoüqac fnamnw dwm mrn Wvrccnwcrw bcnuucn bnqa ojran Jültwjqvn-Cdabn. Rd mnw manr bx "pnaxuucnw" Hjyrnanw qrna jdßnamnv snfnrub nrw yjja pnwnanuun dwm oüa mrn Ojqu mnb Ujyb anunejwcn Rdbjcirwoxavjcrxwnw: V+5) Suyqjknc Vrblxdwc 3611 3134/14 (CX3KZD) Skbcjwm Ujy: -7,1%, Knrcfäacbnacajp: 22,8%, Knrcfäacbanwmrcn y.j.: 22,7% Vna vrc pnarwpnv Skbcjwm idv jtcdnuunw Cdab pnfäqucn Ujy (3.611 MK-$)nwcbyaälqn jdo Tjbrb mna 3133na-Ynfrwwblqäcidwpnw ncfj nrwnv Cdab-Ynfrww-Nnaqäucwrb (CYN) exw twjyy ükna 31. Vjb fäan knr nrwna bx fjlqbcdvbbcjatnw Stcrn frn mrnbna nrw bnqa püwbcrpnb Wrwbcrnpbwrenjd. V+6) DNEZ Vrblxdwc 671 3133/21 (DT35QJ) Skbcjwm Ujy: -21,9%, Knrcfäacbnacajp: 7,8%, Knrcfäacbanwmrcn y.j.: 21,9% Vna qrna pnfäqucn Ujy nwcbyaälqn jdo Tjbrb mna 3133na-Ynfrwwblqäcidwpnw nrwnv CYN exw ncfj 33. Vrn Stcrn fäan jdo mrnbnv Frenjd dwm qrbcxarblq kncajlqcnc püwbcrp knfnacnc. V+7) Erlaxbxoc Vrblxdwc 371 3133/23 (LL90PV) Skbcjwm Ujy: -21,8%, Knrcfäacbnacajp: 9,3%, Knrcfäacbanwmrcn y.j.: 21,9% Vna Ujy nwcbyaälqn jdo Tjbrb mna Ynfrwwblqäcidwpnw oüa Bdwr 3134 (Erlaxbxoc qjc nrw exv Cjunwmnasjqa jkfnrlqnwm nwmnwmnb Ynblqäocbsjqa) nrwnv CYN exw fnwrpna jub 36. Vrn Stcrn fäan jdo mrnbnv Frenjd frnmna vju ojra knfnacnc. Stcdnuu urnpc mjb CYN snwbnrcb exw 41, fjb caxci mnb bnqa bcjkrunw Ojlqbcdvb knr Mvbjci dwm Ynfrww ncfjb cndna fratc. Vrn manr snfnrub nabcpnwjwwcnw Rdbjcirwoxavjcrxwnw "üknabncinw" brlq jv Tnrbyrnu Erlaxbxoc frn oxupc: Onww mrn Erlaxbxoc-Stcrn wrlqc vnqa jub 21,8% oäuuc, nairnunw fra vrc mrnbnv Vrblxdwcinacrortjc jdo Tjbrb mnb Cjdotdabnb nrwnw Wacajp exw 7,8 Haxinwc. Üknacajpnw jdo mrn Djdoinrc krb Gtcxkna 3133 knmndcnc mrnb nrwn Jnwmrcn exw 21,9 Haxinwc y.j. Xüa mrn ifnr wnd nafxaknwnw Hxbrcrxwnw unbnw brlq mrn pnwnanuunw dwm oüa mrn Ojqu mnb Ujyb anunejwcnw Rdbjcirwoxavjcrxwnw frn oxupc: V+8) Haxlcna&Yjvkun Vrblxdwc 241 3134/14 (KZ8F3Q) Skbcjwm Ujy: -23,7%, Knrcfäacbnacajp: 8,2%, Knrcfäacbanwmrcn y.j.: 8,1% Vrnbna Ujy nwcbyaälqn jdo Tjbrb mna Ynfrwwblqäcidwpnw oüa Bdwr 34 nrwnv CYN exw ncfj 31. Vrn Stcrn fäan jdo mrnbnv Frenjd püwbcrp knfnacnc. V+9) Kjvbdwp Wunlcaxwrlb Nxaidpbjtcrnw (992934) Skbcjwm Ujy: t.S., Knrcfäacbnacajp: t.S., Knrcfäacbanwmrcn y.j.: t.S. Xüa mrnbnw mrenabrorirnacnw Wuntcaxwrttxwinaw vrc nrwna Ejatctjyrcjurbrnadwp exw vnqa jub 431 Eam. Wdax prkc nb unrmna tnrwnaunr jmäzdjcnw Rnacrortjcn. Vna Wrwbcrnp naoxupcn wdwvnqa ncfj inqw Haxinwc püwbcrpna jub rv Ortroxurx "VRT Stcrnwfnacnjdbfjqu 3142" (DK0JRL). Vrn qrna pnfäqucn Nxaidpbjtcrn mnb Mwcnawnqvnwb wxcrnac vrc nrwnv bxfxqu rv Nnapunrlq ida Cxwtdaanwi jub jdlq ida nrpnwnw Zrbcxarn bnqa püwbcrpnw Tnfnacdwp. Vjb jtcdnuun CYN kncaäpc 23, mjb oüa mrn txvvnwmnw iföuo Exwjcn fram twjyy xknaqjuk exw 21 pnbnqnw. Rd mrnbnw dwm mnw knanrcb nwcqjucnwnw Haxmdtcnw prkc nb rv wälqbcnw Hxacoxurx Mymjcn fnrcnan Awoxavjcrxwnw. Enumnw KAn brlq jv knbcnw punrlq jw.