Tuesday, 1 April 2014

German inside trading: March 2014


Germany, inside trading, March, 2014


The German inside trading during March has been insane! So many deals back and forth has been made that it took slightly longer then normal to be able to put all of this together but here it is!



The deals made:

Dürr - bought shares, analysis of Dürr.
BMP Media Investors - bought shares
Capital Stage AG - bought shares
Advanced Vision Technology - sold
shares
TUI - sold shares, analysis of TUI.
Jungheinrich - bought shares
Wirecard - bought shares
Leifheit - bought shares
SMA Solar Technology - sold shares
Westgrund - sold shares
SolarWorld - bought and sold shares

Rofin-Sinar - sold shares
DF Deutsche Forfait - bought and sold shares
Drägerwerk - sold shares
Aareal Bank - sold shares, analysis of Aareal Bank.
CTS Eventim - sold shares
RWE - bought shares, analysis of RWE.
Bayer - bought shares
, analysis of Bayer.

Qiagen -
sold shares

Hugo Boss - sold shares, analysis of Hugo Boss.
Dialog Semiconductor - sold shares
MS Industrie AG - sold shares
SFC Energy - sold shares
SNP Schneider-Neureither & Partner - bought shares
Deutsche Bank - sold shares, analysis of DB.
Curasan - sold shares
Orco Germany - bought and sold shares
3W Power S.A. - bought and sold shares
SinnerSchrader - sold shares
Albis leasing AG - bought shares
QSC - bought shares

Drillisch - sold shares
Fresenius - bought and sold shares, analysis of Fresenius.
Hannover Rückversicherung - bought shares, analysis of Hannover Rückversicherung.
MorphoSys - bought shares
Technotrans - bought shares
H&R AG - bought shares
Evonik - bought shares, analysis of Evonik.
K+S - bought shares, analysis of K+S 2014.
Gerry Weber - bought and sold shares, analysis of Gerry Weber.
Nucletron Electronic - bought shares
Henkel - bought shares
, analysis of Henkel.

Prime Office
- bought shares
Merck - bought shares, analysis of Merck.
Linde AG - bought shares, analysis of Linde.
Brenntag - bought shares, analysis of Brenntag.
Orad Hi-Tech Systems Ltd. - bought shares
PSI Ag - bought shares
Deutz - bought shares
BB Biotech - bought shares
Leoni AG - bought s
hares, analysis of Leoni.

RIB Softwaresold shares
E.On. - bought shares, analysis of E.On. 2014.
Kloeckner - bought shares, analysis of Kloeckner.

PVA TePla - sold shares
Münchener Rückversicherung - bought shares, analysis of MüRe 2014.

Alno - bought shares
 

Conclusion: Advanced Vision Technology were selling like crazy after using turning in their stock options. SMA Solar Technology was also selling like mad and several people at once. Bayer several people active in buying shares. Qiagen very active selling. In Dialog Semiconductor they used their options and were selling as if there was no tomorrow. In Solarworld they bought and sold at a disturbingly high rate. Capital Stage was over the month buying on several occasion. The key people in K+S were over average active in increasing their quantity of stocks. In TUI they are fleeing like rats on a sinking ship.

My biggest joy this month is that insiders were buying into three of my companies and only selling one of them. I hope that will mean good news for the Q1 and H1 reports in 2014.

1 comment:

Fredrik von Oberhausen said...

There seem to be two problems with this publication and for that I am sorry.

1. Feedburner has not worked so the letter going out to you email subscribers or on other RSS feeds have received a very short version of only one trade.
2. The links to the companies as well as the analysis are not highlighted but at least they are there so if you click on the company name or "here" then you will arrive to the correct site.