Europe · 3 entries · 1 publication
Siemens
As many bullish as bearish among those that state a stance.
Free during launch: log in or sign up with your email to see it.
Sign up freeSubstack · Newmoon Capital
TLDR: Siemens Energy could do E19B EBITA in 2030, and about E20B EBITA if we add back the Siemens AG royalty payments that ends in 2030.
Since publication +6.8% α +4.2 pp vs DAX · EUR
Substack · Newmoon Capital
TL;DR My view is that Siemens Energy’s gas earnings are not peaking in 2030.
Since publication −4.2% α −4.4 pp vs DAX · EUR
Substack · Newmoon Capital
While I no longer do L/S professionally, I continue to trade actively in my PA.
Since publication SIE.DE −2.5% α −5.1 pp vs DAX · EUR
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.