Value Shortlist : K2 2018

Performance Value Shortlist 2018 K2 (v 19.01) 11-5

Performance Value Shortlist 2018 K2 (v 18.01) 4-5

Beste Aandeel K2 2018

Slechtste Aandeel K2 2018


Financiële Ratio's Aandelen 2018 (t/m 18 - 5) (1 - 58)

Q1 2018 Publicaties

Week 20 : Ahold Delhaize, Randstad, BASF SE, Bayer AG, Continental AG, Elring Klinger, Evonik, Fresenius SE, Leoni, Dassault Syst., Legrand, S. Ferragamo, Recordati, Interpump, Brembo, DiaSorin, MARR, Genmab A/S, Vestas Wind, Randgold Res., Amadeus IT, Bechtle, Wirecard, Pfeiffer Vacuum Techn., XING AG, Almirall, Atresmedia

 

Week 19 :  Nokia, DSV, Dialog Semic., United Internet, Henkel, Adecco, Swisscom, Shire, Inmarsat

 

Week 18 : BIC, Fuchs, Hugo Boss, Grifols, AKZO Nobel, ASMi, ASML, BESI, ams AG, SKF, Assa Abloy, Atlas Copco, Alfa Laval, Red Electrica Corp., UPM Kymmene, Wartsila, KONE, bpost, Melexis, ams AG, SAP, Nemetschek en Software.

 


Financiële Ratio's Aandelen 2018 (t/m 18 - 5) (59 - 93)

Q1 2018 Publicaties 

Week 20 :

Biesse, Cembre, NNIT, Pandora, Grieg Seafood,  SalMar, Rai Way, Anima Holding, Saras

 

Week 19 : Marine Harvest, Bakkafrost, Takkt, Leroy Seafood, Nokian Renkaat

 

Week 18 : Kuehne & Nagel, GN Store Nord, Tieto, Axfood, Royal Unibrew, Neste Oil, Borregaard, Covestro, Boliden, Hexapol, Novozymes, Olvy, Orion, Oriflame, Outokumpu, Ponsse, Betsson, Granges, Nobia en Fenix Outdoor


Value Shortlist : K1 2018

Performance Value Shortlist K1 2018 (v 13.01) 30-3

Performance Value Shortlist 2018 K1 (v 13.01) 30-3

Beste Aandeel K1 2018

Slechtste Aandeel K1 2018


Financiële Ratio's Aandelen 2017/18 (t/m 20 - 4) (1 - 135)

Financiële Ratio's Aandelen 2017/18 (t/m 24 - 4) (136 - 194)

Voorbereiding K2 2018 modellen

25 - 3 [UPDATE-3]

Kwartaal/ halfjaarverslagen 2017 (/10)

Te doen : XING, Elring Klinger, Givaudan, Dialog Semic., BHP Billiton (afw verslagschema), Burelle, MGI Coutier, LEM Holding (afw schema), KWS SAAT (afw schema)

 

24 - 3 [UPDATE-2]

Kwartaal/ halfjaarverslagen 2017 (/12)

Te doen : XING, Elring Klinger, Nemetscheck, Givaudan, Dialog Semic., BHP Billiton (afw verslagschema), United Internet, MediaSet Espana, Burelle, MGI Coutier, LEM Holding (afw schema), KWS SAAT (afw schema)

 

20 - 3 [UPDATE-1] Kwartaal/ halfjaarverslagen 2017

FY/H2 : Alten (21/2), Burelle, Sif Holding, Boiron (14/3)

FY/Q4: ProSiebenSat1., Cembre (13/3), Zignago Vetro (15/3), Aena Aeropuertos (28/2), MediaSetEsp., Fresenius SE, Fresenius MC, Viscofan Group SA (28/2), United Internet AG, Pfeiffer Vacuum Techn., Rai Way (21/3), Ascopiave (14/3)

 

non short-list : Dialog Semic plc, BHP Billiton, Givaudan, ION Beam Applications (22/3), Bechtle, Nemetschek (prelim. 5/2, 29/3), Drillisch (tender offer United Internet AG), Biesse (12/3), Lem Holding (afw verslag schema), KWS Saat SE (afw rapp schema), LEONI AG, Fuchs Petrolub AG, Elring Klinger AG, MGI Coutier SA, La Doria SpA, Takkt AG, XING AG

 

Na doorrekening van de 2017/18 kwartaal/halfjaarcijfers gaat de ranking per model geactualiseerd worden. Bij de finale samenstelling van de modelportefeuilles zijn sector en landen spreiding en de trendfactor een mede bepalende factor.

 

 

FY 2017/18 

JD Sports Fashion plc

 

FY 2017 Publicaties Week 16 :

XING AG, Dialog Semic. plc, Drillisch AG, Wirecard AG, Boiron SA, EVS Broadcast Equipm. NV

 

FY 2017 Publicaties Week 12 :

Alten SA, SIF Holding NV, Tessenderlo Chemie NV, Resilux NV, Boiron SA, Fresenius  SE, Fresenius MC, Cembre SpA, Zignago Vetro SpA, Ascopiave SpA, Biesse SpA, Saras SpA, Viscofan SA, Aena Aeropuertos SA, ION Beam Applications SA, ProSiebenSat1. Media SE, Pfeiffer Vacuum Techn. AG, Rai Way SpA, LEONI AG, Fuchs Petrolub AG, Bechtle AG, K+S AG, La Doria SpA, Takkt AG, United Internet AG, MediaSet Espana

 

K1 2017/18 Publicaties

Osram Licht AG, Infineon Technologies AG, Stabilus AG, Carl Zeiss Meditec AG en Bertrandt AG.

 

H1 2017/18 Publicaties

Redrow plc, Hays plc, Barratt Developments plc, SKY plc, Berkeley Group Holdings plc

 

FY 2017 Publicaties

Week 11 :

Picanol Group NV, Leroy Seafood Group ASA, Marine Harvest Group ASA, Rubis SCA, TOD's SpA, Marr SpA, DMG Mori Seiki AG, Antofagasta plc, Hikma Pharma plc, Polymetal Intl. plc, Koninklijke Boskalis Westminster NV, Accell Group NV, Iliad SA, bpost NV, Reply SpA, United International Enterprises Ltd, Continental AG, Domino's Pizza Group plc, Direct Energie SA, Atresmedia Medios Comunicacion, Carl Zeiss Meditec AG, 

 

Week 10 :

Beter Bed Holding NV, Nedap NV, TKH Group NV, Brunel Int. NV, Evonik AG, Mondi plc, Hugo Boss AG, Persimmon plc, Reckitt Benckiser Group plc, Taylor Wimpey plc, Brembo SpA, DiaSorin SpA, De'Longhi SpA, S. Ferragamo SpA, Moncler SpA, Inmarsat plc, Intertek Group plc, WPP plc, ITV plc, Amadeus IT Group SA, Grifols SA, Forbo Holding AG, Bossard Holding AG, APG SGA SA, Royal Unibrew A/S

 

Week 9 :

Ahold Delhaize NV, Aalberts Ind. NV, BASF SE, Amirall SA, Red Electrica Corp. SA, Proximus NV, Kinepolis Group NV, Ingenico Group SA, AB Inbev SA, Bayer AG, ASMi NV, Essilor SA, Ipsos SA, Valeo SA, Talgo SA, Miquel y Costa & Miquel SA, Adecco SA, Olvi Oyj, Kuehne & Nagel AG, Daimler AG, EVS Broadcast Equipm. SA, Van De Velde NV

 

Week 8 :

Amsterdam Commodities NV, Kon. Philips NV, Kon. Vopak NV, Wolters Kluwer NV, Arcadis NV, Genmab A/B, Covestro AG, Henkel AG & Co KGaA

Schindler Holding AG, ams AG, The Swatch Group AG, Anima Holding SpA, Total SA, Cie. Plastic Omnium SA, Ipsen SA, SES SA, Metropole Television SA, Technicolor SA, Sipef NV, Bakkafrost A/B, Smith & Nephew plc

 

Week 7 :

BE Semiconductor Industries NV, Randstad Holding NV, Société BIC SA, Legrand SA, Interpump SpA, Michelin SCA, Shire plc, Randgold Res. plc, Air Liquide SA, Nestlé AG 

Ponsse Oyj, Grieg Seafood ASA, Boliden, Borregaard ASA, Betsson AB, Nokian Renkaat, Oriflame Holding AG, Neste Oil Oyj, SalMar ASA, Tieto Oyj,  GN Nord A/S, Axfood AB, DSV A/S

 

Week 6 :

Swisscom AG, Roche Holding AG, Publicis Groupe SA, Assa Abloy AB, SKF B, Melexis NV, Vestas Wind Systems, ABB Ltd, Recordati SpA

Hexagon, Fenix Outdoor Intl. AG, Granges AB, Nobia AB, Orion Oyj, Pandora A/S, Hexpol AB, Novozymes A/S B

 

Week 5 :

SAP SE, Alfa Laval AB, Atlas Copco B, KONE Oyj, UPM-Kymmene Oyj, Wärtsilä Oyj Abp, Outokumpu Oyj, NNIT A/S, Hennes & Mauritz AB, Dassault Systemes SA

 

Week 3-4 : LVMH SE, Ahold Delhaize NV, ASML Holding NV, SGS, Software AG, Sligro Food Group NV