Sunday, 1 February 2015

German inside trading: January 2015


January, 2015, inside trading, Germany

No one will have missed the latest market excitement that has caused for instance DAX to bull run around +10% during January. The expectations are high which comes more from the QE from ECB than that the companies will actually increase their earnings substantially during 2015. Still with a weaker euro the export might increase and there are also good news from Spain showing increased growth.

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

Here are the dealing:

Value Management & Research AG - sold shares
Phoenix Solar - bought shares

Schaltbau Holding - bought shares
Colexon Energy - bought shares
WCM Beteiligungs - bought shares
Axel Springer - bought shares, analysis of Axel Springer.
Hawesko - bought shares
UMS - bought and sold shares
Gerry Weber - bought and sold shares, analysis of Gerry Weber.
Albis leasing AG - bought shares
Hawesko sold shares
BayWa - bought shares
C.A.T. Oil Ag - sold shares
Osram - bought shares
Catalisbought and sold shares
CPI Property Group - bought and sold shares
Homag - sold shares
Fair Value REIT - bought shares
KWS Saat - bought shares
Westgrund - bought shares
RWE - bought and sold shares, analysis of RWE 2014.
Isra Vision - sold shares
OPENLiMiT - bought shares
Nucletron Electronic - bought shares
Hella - bought shares
Eckert & Ziegler - bought shares
Alstria - sold shares, analysis of Alstria.
CTS Eventim - bought shares
Teles - bought shares
Capital Stage AG sold shares
KUKA - sold shares, analysis of KUKA.
Lotto24 - bought shares

Conclusion: Plenty of shopping was going on in Germany so the managers have high hopes for the future! WCM showed intensified activity, the same goes for Gerry Weber, Hawesko and Deutsche Wohnen, 


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