Analysis of CNP Assurances

Company: CNP Assurances

Business: A French insurance company. They are active within three fields: Savings products (save for your death in France! This product makes it possible to give over 152k € to children etc. without the heavy French taxes for inheritance), Pension products (additional pension for individuals) and finally Personal risk insurance (Disability, Health and Loans).

Active: Europe to s certain extent put strongly especially in France (53% revenue). Have also established themselves in South America and specifically in Brazil that today contribute as much as 36% of the revenue and is their strongest growth market.

P/E: 9.6

Analysis of Agrana Group

Company: Agrana Group

Business: An Austrian agricultural downstream processor. They are divided into three segments: Sugar (~35% revenue, traditionally their core business of processing sugar and isoglucose and selling under well-known brands), Starch (~25% revenue, from potatoes and corn sold to food, paper, textile, construction and the pharmaceutical industry some also goes to biofuel) and finally Fruit (~35% revenue, prepared fruit and fruit juices that are sold to the Dairy industry, the Bakery goods sector, Ice-cream manufacturers as well as Soft beverage producers)

Active: With Sugar and Starch mainly in middle, south and eastern Europe. With their fruit section they are active in 40 countries on each continent. 50% of total revenue is however from Austria itself.

P/E: 8.3

Analysis of British Petroleum (BP) 2014

Company: British Petroleum

Business:  A British energy company that are dealing with mainly oil both upstream (extracting it from the earth) and downstream (making all kind of chemicals that are needed for polymer production etc.). They are currently also a shareholder in the Russian Rosneft since they sold off the TNK-BP consortium to Rosneft.

Active in: BP is present in every continent in the world either with oil extraction, chemical production or sale.

 P/E: 6.3

British Petroleum (BP) annual report 2013

British Petroleum arrived with their annual report for 2013 this week and the report seems to have been accepted ok and can be found here. Nothing much happened with the share price and the reason for why the price has jumped up in the last couple of months (from around December) is probably mainly due to their share buy-back program.

Analysis of Deutsche Beteiligungs AG (DBAG) 2014

Company: Deutsche Beteiligungs AG

Business: A German investment company that invest in successful mittelstand (small and medium sized) companies whose products and services have gained them outstanding positions in their markets. The focus is on growth-driven, profitable, internationally operating companies.

 

Active: Mainly active in Germany but also in other European countries. The company they invest in are however active globally. For the full list please look here.

P/E: 9.1