Saturday, 5 April 2014

Analysis of Alstom


A French energy supplier

Company: Alstom

Business: A French supplier of energy solutions and services. They are divided into three groups: Power (power generation equipment for nuclear, coal, etc. plants as well as wind, hydro and geothermal), Transport (high speed trains with signalling infrastructure etc.) and finally Grid (smart grids and super grids containing current substations from medium up to ultra high voltage).

Active: Based on tradition main focus has been France but today they are present in 100 countries world wide on each continent.

P/E: 8.4

Friday, 4 April 2014

Dividend from DBAG: March 2014


A German investment company


My very own favourite investment and holding company Deutsche Beteiligungs AG decided to pay out a normal dividend of 0.4 € per share and an extra-ordinary of 0.8 € per share which gave me in total for my 50 shares 60 €. This 6% dividend was paid out on the 28th of March but I only recently noticed it. For more information concerning DBAG then please see analysis of DBAG 2014.

The Stock Dividends page has now been updated.
 

Thursday, 3 April 2014

Analysis of Commerzbank 2014


A German bank


Company: Commerzbank

Business: A German bank and more precisely the second largest bank in Germany. They claim to work in four business areas on the home page that they very poorly explains and in the annual report they very clearly shows five segments and those are: Private Customers (accounts, credits, wealth management etc.), Mittelstandbank (bank services for medium sized companies as well as institutions), Central & Easter Europe (with mBank that are expanding in especially Poland), Corporate & Markets (Corporate finance, equity, currencies etc.) and finally they one they try to hide which is Non-Core Assets (all the money loosing units such as Real Estate and ship-building or better put that gave credits for the shipping industry with heavy losses and probably the currently biggest concerns with Commerzbank... more so than what south of Europe is).

Active: Strongest focus in Germany, Poland and generally Europe. Have somewhat presence in 50 countries world wide.

P/E: 189-ish

Wednesday, 2 April 2014

Summary of March 2014


Summary, March, 2014, Me vs DAX

I just returned from an extended weekend in Prague and I hope to be able to write a little reflection concerning Prague and the Czech Republic within the next couple of days. Today is however the day to once again look deeper at the situation I am in with my stocks.

Tuesday, 1 April 2014

German inside trading: March 2014


Germany, inside trading, March, 2014


The German inside trading during March has been insane! So many deals back and forth has been made that it took slightly longer then normal to be able to put all of this together but here it is!