Saturday 1 August 2015

German inside trading: July 2015

Inside trading, Germany, July, 2015

The classical monthly report on the the German managers doings and what nots during the month of July is finally here! My direct guess is that vacation has hit Germany because the activity have decreased to a more pleasant level. The biggest worries during July was not Greece but it has been China and every company with exposure to China have seen their share price decrease. So if you have BMW as an example... did the managers sell off their shares during this rumble?

The direct answer to calm your nerves you BMW shareholder is no, of course the management did not sell their shares but they also did not increase.

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

The dealings were as follows:

Münchener Rückversicherung - bought and sold shares, analysis of MüRe 2015.
Nucletron Electronic - bought shares
Deutsche Annington Immobilien SE - bought and sold shares
Powerland - bought shares
H&R AG - bought shares
Fraport AG - bought shares, analysis of Fraport.
Init innovation in traffic systems - sold shares
Delticom - bought shares
Symrise AG bought shares
Capital Stage AG - bought shares
Tomorrow Focus sold shares
Softmaticbought and sold shares
Vita34 - bought shares
PNE Wind - bought and sold shares, analysis of PNE Wind 2014.
Linde AG - bought shares, analysis of Linde 2015.
Porsche Holding - bought shares
Medigene - bought shares
QSC - bought shares
Hamborner REIT bought shares
PVA TePlabought and sold shares
WCM Beteiligungs bought and sold shares
KAP Beteiligung - sold shares
Einhell - bought shares
3W Power S.A. - bought shares
Lotto24 - bought shares
Viscom - bought shares
SMA Solar Technology bought and sold shares
Eckert & Zieglersold shares
Gerathermsold shares
Drägerwerk bought shares
Francotyp-Postalia - bought shares
Adlersold shares, analysed analysis of Adler Real Estate AG.
Pferdewetten - bought shares
SAP AG - bought shares, analysis of SAP 2015.
7C Solarparken sold shares
SNP Schneider-Neureither & Partner - bought shares
MTU Aero Enginesbought shares
BASF - bought shares, analysis of BASF 2015.
Klassik Radio AG - bought shares
aap Implantate - bought shares
Realtech - bought shares
Heidelberg Druckmachinen - bought shares
Atoss - bought shares

Conclusion: MüRe have had very high activity with buying and also Annington, Fraport, Hamborner REIT, Powerland had also high activity. It was interesting to see that few companies were pure sell options and then often it was only one deal or so and to the largest part it was a shopping trip for the managers. I like that the managers went shopping in two of my holdings BASF and MüRe.

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