Analysis of BASF 2015

Company: BASF

ISIN DE000BASF111 | WKN BASF11

Business: A German chemistry and polymer company. They are active with five different business units: Chemicals (with intermediates and polymers), Performance Products (pigments, care chemicals, health chemicals and paper chemicals), Functional Materials & Solutions (catalysts, construction chemicals and coatings), Agricultural Solutions (crop protection) and finally Oil & Gas (exploration and extraction). 

Active: World wide and as they say themselves "in almost every country in the world".

P/E: 15.6

BASF annual report 2014

Share price dropped by around -3% on the day it was published. I have now managed to read it and I am not unhappy with the result, I am not at all unhappy and since I bought BASF the share price development has been satisfactory. What was then in it?

Investment March 2015: ETF Russia

The boring side investment track continues and in increased my investment in Russia by once again buying the Russian ETF fund from HSBC.

Also this time I bought 135 parts to a total cost of 1005.01 € including the fees which means that I right now hold 270 parts with an invested value of 2019 € or 7.48 € per part.

For more details regarding the fund please see Extra investment December: ETF Russia.

To take a look at my current Stock Portfolio then please click on that link. The portfolio will however not be fully updated until the end of the month.

Analysis of Fugro 2015

Company: Fugro

ISIN NL0000352565 | WKN A0ET3V

Business: A Dutch geotechnology company. They are divided into four subunits: Geotechnical (resolve geotechnical problems offshore, nearshore and onshore), Survey (all kind of offshore and geospatial surveys for the development of oil and gas platforms), Subsea Services (repair, construction etc.) and Geoscience (seismic and seabed databases for the exploration of new projects). Currently restructuring so during 2015 we will just have to see which units will survive...

Active: World wide in 60 countries.

P/E: -4.1 (P/E5: 11.7)

Fugro annual report 2014

From what I could see the share price jumped up by over 15% on the day of the release. I do not know what that was all about because I was frankly put pissed off when I read the report. What was then in it that made me soooo happy?