Wednesday, 1 October 2014

German inside trading: September 2014


What did the management buy and sell in September 2014?

The end of the beautiful autumn month of September is upon us and that means that it is time to look over the insiders again! By a first glance I would say that they have been semi-busy this month.

Please click on this link to see what they did last month German inside trading: August 2014.

The dealings were:



3W Power S.A. - bought shares
M.A.X. Automation AG - bought shares.

Deutsche Steinzeug - bought shares
Sektkellerei Schloss Wachenheim - sold shares, analysis of SKSW.
KAP Beteiligung - sold shares
Cancom - bought and sold shares
Deutsche Annington Immobilien SE - bought shares

Dialog Semiconductor - sold shares
GSG Group - bought and sold shares
Biofrontera - bought shares
BB Biotech sold shares
Balda - bought shares
Init innovation in traffic systems - sold shares
YOC - bought shares

Splendid Medien - sold shares
GEA Group - sold shares, analysed analysis of GEA Group.
B+S Banksysteme - bought shares
SKW Stahl-Metallurgie - bought shares
SAP AG - sold shares, analysis of SAP 2014.
BMP Media Investors - bought and sold shares
Ströer Media - bought shares

Henkel - bought and sold shares, analysis of Henkel 2014.
Allgeier - bought shares

Pittler Maschinenfabrik - bought shares
Evotec - bought shares
Axel Springer - sold shares

PSI Ag - bought shares
PVA TePla - bought shares
Viscom - bought shares
Linde AG - bought shares, analysis of Linde 2014.
Adesso - sold shares
Elmos - sold shares
Braas Monier - bought shares
Jungheinrich - bought shares
Rational - bought shares, analysis of Rational.
Electronics Line 3000 - bought shares
United Labels - sold shares
First Sensor - bought shares
Verbio - bought shares

Drillisch - bought shares

Conclusion: Cancome had high activity in selling shares, that insiders in DB sold shares I do not like since last time they did then the shares more or less dropped from 37 € down to 26 €. Heavy selling in Dialog Semiconductor! Deutsche Steinzeug keep buying and buying and buying. When ones sees companies suchs as Pittler that have 0 revenue, 0 personnel costs but 1.3 million € in "other operating income" being traded on the stock market I really wonder how wrong things can become... The most interesting stock to me this time was Jungheinrich. I need to consider if I should take a closer look at them.

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