Monday, February 1, 2016

German inside trading: January 2016


Inside trading, Germany, January, 2016

Woow what I start of the year! Wonderful buy opportunities have appeared in more or less every part of the world. Great! I went to the site to check the activity of the managers and I was astonished over how little activity there had been. Maybe they also had an expensive Christmas / New Year party and decided to tighten the belt a little or due to the massive reporting season coming up with Q4, full year and Q1 many of them are maybe not even allowed to trade. Either way it was very low activity!

For the previous report please click on German inside trading: December 2015.

The few things happening can be summarized as:


PVA TePla - bought shares
Braas Monier - sold shares
Vita34 - bought shares
Highlight Communications - bought shares
Intertainment - bought shares
RWE - bought shares, analysis of RWE 2015.
Hella - bought shares
LPKF Laser & Electr. - bought shares
Villeroy & Boch, bought shares
M.A.X. Automation AG - bought shares.
Biofrontera - bought shares
WashTec - bought shares
Deutsche Konsum bought shares
BMP bought shares
KWS Saat - bought shares
H&R AG - bought shares
Sixt Leasing - bought shares
MorphoSys - bought shares
Social Commerce - bought shares
BASF - bought shares, analysis of BASF 2015.
BayWa - bought shares
Lanxess- bought shares,  analysis of Lanxess 2015.
Axel Springer - bought shares, analysis of Axel Springer.
WCM Beteiligungs - sold shares
K+S - bought shares, analysis of K+S 2015.
Tom Tailor - bought shares
CTS Eventim bought shares
SAP AG - sold shares, analysis of SAP 2015.
Aurubis - bought shares
Heliocentris - bought shares

Conclusion: Descent activity with PVA TePla, KWS Saat and with Lanxess. I am very happy to see that in three of the companies that I already own: K+S, BASF and RWE the managers felt confident enough to buy more. Generally it was very little activity but the activity that took place was to increase their holdings.

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