Stocks bought in Sep/Oct 2021

I do not yet know if it was an unfortunate situation or a great one however after I had decided to increase by holdings in Lufthansa and Easyjet in August both of them came out with new shares that they offered to the market in September. I joined in both of them which pushed up my holding to a level that I'm not so happy about but it also meant that I received more shares offered to me so as always, future will tell.

I therefore bought 217 more shares in Easyjet at a total cost of 1052.43 €. This brought my holding to 547 shares at a total cost of 4603 €.

I also ended up with 470 new shares in Lufthansa at a total cost of 1705.41 €. This brought my holding to 940 shares at a total cost of 6262 €.

These stocks will be included in the upcoming summary update.

Stocks bought in August 2021

 

During August I decided to increase in two of my holdings that I already had and those were:

Lufthansa, I bought 260 more shares for a total of 2306 € which gives me a total of 470 shares at a cost of 9.69 € per share.

I also decided to increase my holding in EasyJet and bought an additional 130 shares giving me a total of 330 shares at a cost of 10.76 € per share.

These additions will be included in the upcoming summary.

Stocks bought in April 2021

 

Due to the liquidation of the ETF Portugal I had plenty of cash on my broker account that I needed to bring into the stock market again. As I previously mentioned I did not find another ETF following the PSI20 so instead I decided to go back to an ETF that I have previously owned which was ETF Austria.

I therefore bought 160 parts of ETF Austria at a total cost of 9012.88 € (which includes a fee of 22.48 €) or 56.33 € per share.

I additionally bought 210 Lufthansa shares at a total cost of 2250.55 € (which includes a fee of 3.37 €) or 10.72 € per share.

Analysis of Lufthansa 2016

Company: Lufthansa 

ISIN DE0008232125 | WKN 823212 

Business: A German aviation company that are divided into five segments: Passenger Airline Group (transporting over 106 million with Lufthansa, SWISS, Austrian Airlines, Germanwings, Brussels Airlines, edelweiss, jetBlue and SunExpress), Logistics (airfreight to around 300 destinations), Maintenance, Repair & Overhaul (repair services to over 800 airlines), Catering (30% market share with LSG Sky Chefs) and finally Other Activities (consultancy to 300 airlines and 150 other customers). 

Active: Over 100 countries world wide. 

P/E: 3.8

Analysis of Lufthansa 2015

Company: Lufthansa

ISIN DE0008232125 | WKN 823212  

Business: A German aviation company that are divided into five segments: Passenger Airline Group (transporting over 100 million with Lufthansa, SWISS, Austrian Airlines, Germanwings, Brussels Airlines, edelweiss, jetBlue and SunExpress), Logistics (airfreight to around 300 destinations), Maintenance, Repair & Overhaul (repair services to over 800 airlines), Catering (30% market share with LSG Sky Chefs) and finally IT Services (consultancy to 300 airlines and 150 other customers).  

Active: Over 100 countries world wide.

P/E: 115.9

Analysis of Lufthansa 2014

 

Company: Lufthansa

Business: A German aviation company that are divided into five segments: Passenger Airline Group (transporting over 100 million people per year to 106 countries and 274 destinations), Logistics (airfreight to around 300 destinations), Maintenance, Repair & Overhaul (repair services to over 770 airlines), Catering (30% market share with LSG Sky Chefs) and finally IT Services (consultancy to 300 other airlines as well as to 150 non airline customers). 

Active: World wide with presence in over 100 countries.

P/E: 23.7

Analysis of Lufthansa

Company: Lufthansa

Business: A German aviation company that are divided into five segments: Passenger Airline Group (transporting over 100 million people per year, 32% of profit), Logistics (airfreight, 13% of profit), Services (repair services to over 700 airlines, 40% of profit), Catering (27% market share with LSG Sky Chefs, 12% of profit) and finally IT Services (consultancy to other airlines etc., 3% of profit)

Active: They are active world wide either on their own or though affiliates.

P/E: 6.7

Comment: On the executive board two out of five are women which to my knowledge tends to lead to more long-term strategy goals with focus on value growth but I might be wrong.