Maros Szentkereszti
Maros Szentkereszti @Marosoo

Výkonnost
Vše

9.91%2026
2026
39.08%2025
2025
18.71%2024
2024
25.63%2023
2023
-14.82%2022
2022
-2.22%2021
2021
39.1%0%-39.1%
Diskuse
Maros Szentkereszti
Slovensko
5d
Opened a new position in $SAP (SAP SE ADR) . The share price has pulled back from last year’s highs along with the broader software/AI sell-off, but the underlying story is still intact. SAP keeps growing its cloud business, embedding AI across its products and throwing off solid cash flows. For me this... Zobrazit více Přeložit
SAP.DE
SAP SE
169.9
0.02 (0.01%)
Maros Szentkereszti
Maros Szentkereszti uzavřel/a kupní pozici $ SMSN.L
Slovensko
5d
Closing my position in Samsung. After a strong run I’m locking in profits and rotating more into defensive names like $TSCO.L (Tesco) , $ENEL.MI (Enel Power Company) $WTRG (Essential Utilities Inc) . At this stage of the cycle I see higher risk: the business is highly cyclical, margins are starting... Zobrazit více Přeložit
SMSN.L
Samsung Electronics Co Ltd - GDR
171.77%
Obchodní příběh
Maros Szentkereszti
Slovensko
7d
Hasbro in green today, up 7% after a strong Q4 beat. EPS came in at 1.51 vs 0.95 expected and revenue up 31% YoY to 1.45B. Management added a fresh 1B buyback and guided for 3–5% sales growth in 2026. I’m holding this as a cash‑flow company driven by wizards of the coast, digital games and powerful entertainment. And...when... Zobrazit více Přeložit
HAS Stock Price | Analyst Target 95.67 & Strong Buy Consensus
www.etoro.com
Find real-time Hasbro Inc share price, quotes, news and analyst forecast on eToro. Get insights into market trends and stock performance.
Maros Szentkereszti
Slovensko
11d
Yesterday red, today green. My allocation, exposure and risk are unchanged, the market mood, drives these daily swings. I focus on long‑term cashflow and dividends from holdings like $V (Visa) $ENEL.MI (Enel Power Company) $TSCO.L (Tesco) or other energy companies, not on guessing what QQQ or BTC-USD... Zobrazit více Přeložit
Maros Szentkereszti
Slovensko
15d
𝐉𝐚𝐧𝐮𝐚𝐫𝐲 𝟐𝟎𝟐𝟔 - 𝐒𝐭𝐚𝐭𝐬 January: 6% 2Y Return: 75% Avg. Risk Score (7D): 3 Dividend Yield: 2.05% Up 6% YTD amid market ups and downs. Shifted to defensive stocks like $TSCO.L (Tesco) , $V (Visa) , $ENEL.MI (Enel Power Company) and $T (AT&T Inc) for low volatility and steady dividends. ​​ Defensive... Zobrazit více Přeložit
Maros Szentkereszti
Slovensko
19d
Over the last two days, I’ve been adding defensive positions as markets look stretched and risk is building. $TSCO.L (Tesco) (Tesco) – food retail holds up in any cycle, and consumers trade down in tougher times. $MDT.US (Medtronic PLC) (Medtronic) – healthcare demand doesn’t disappear in recessions;... Zobrazit více Přeložit
Maros Szentkereszti
Slovensko
20d
Just increased my SAP position by aprox. 0.7%. Averaging down at these levels after the recent dip. Fundamentals remain solid: 27% cloud growth crushing Oracle/Salesforce, €18.8B backlog gives 2026 visibility, and AI integration across S/4HANA is starting to click with big wins like Alphabet. Valuation... Zobrazit více Přeložit
SAP.DE Stock Price | Analyst Target 288.33 & Strong Buy Consensus
www.etoro.com
Find real-time SAP SE share price, quotes, news and analyst forecast on eToro. Get insights into market trends and stock performance.
Maros Szentkereszti
Slovensko
22d
I opened a small position in SAP as a long-term play on stability and steady growth. SAP has a strong moat in enterprise software, high switching costs, and an increasing share of recurring cloud revenue, which smooths out cycles. The recent pullback looks more like an entry opportunity than a red flag. I... Zobrazit více Přeložit
SAP.DE
SAP SE
169.9
0.02 (0.01%)
Maros Szentkereszti
Slovensko
27d
The last days were mainly about portfolio discipline and structure rather than market timing. Only thing I was waiting for was what comes from Davos. Over time, portfolios tend to accumulate fragmentation. I addressed that by closing several low-impact legacy positions and reallocating capital more... Zobrazit více Přeložit
Maros Szentkereszti
Maros Szentkereszti uzavřel/a kupní pozici $ SMSN.L
Slovensko
28d
I just closed the trade Closed Samsung after a solid run. Exit driven by valuation and portfolio balance, not market noise.at a profit of 58.93% Přeložit
SMSN.L
Samsung Electronics Co Ltd - GDR
58.94%
Obchodní příběh

O mně Maros Szentkereszti
Slovensko
Strategie: Hodnota

Long-term value investor Dividends 2%+ | Industry & energy | No leverage | Discipline
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