With Trade Republic, Germany has its own robinhood – though the app’s gamification /products /users and stimuli to gamble instead of investing at the financial markets is not as extreme as its American role model Robinhood. But, Germans start to invest again …Continue reading “Germans buy stocks (again). Time to review Tick TS …”
This is part #14 about Koshidaka Holdings, which business mostly consists of karaoke services in its domestic Japan market.Continue reading “Quicky #14 on Koshidaka (2157 JP)”
Jan 7th, Bed Bath & Beyond (BBBY US) reported its Q3 results for three months ending Nov 2020.Continue reading “Quicky on BBBY (Q3 2020)”
Oriental Watch completed its conditional share buy back offer and reported H1 results.Continue reading “Oriental Watch still has a huge pile of excess cash”
This is part #11 in my series on new companies. Since I bought some share of Neopost, now Quadient, in late Sept 2016 as a turnaround speculation, I guess it is time to take a closer look …Continue reading “Quicky #11 on Quadient (QDT), fka Neopost (NEO)”
This is part six and at the same time the last piece of my series on banks, for the time being. In this post I will do a quick recap of the series and take a look at my learnings.
More important for you: I analysed a company I had on my to-do-list for some time now …Continue reading “I looked at the Banking Industry and I invested in this Asian company!”
This is part #5 on Gilead Sciences, Inc. of which I own shares (GILD US) since a few years without doing a thorough company analysis so far. The share price of GILD saw a recent high of $84 on remdesivir hopes in late April, but is now at a multi-year low of $60. Time for me to take a look …Continue reading “Quicky #5 on Gilead”
[This post was published with password protection on Sept 22 but is now reposted without protection] Spotify is a very well known company in Western Europe and the US. Chances are that you use either Spotify’s services or any other service from Apple, Google, Amazon, etc! Spotify’s investing story rides on the huge secular growth trend of music streaming and podcasts, accelerated through covid-19, resulting in its one year stock price performance of +60%. Spotify’s profitability might be an issue, though. But there might be a more profitable alternative for investors …Continue reading “Is Tencent Music (TME) worth buying for its massive long-term growth potential?”
Since my last post regarding Oriental Watch I wanted to buy some shares, but never did so because …Continue reading “Buying Oriental Watch despite short term uncertainty”
I stated in a prior post on portfolio construction with a focus on position sizing that I want to sell some of my positions. I have a high number of rather small (legacy) positions that I bought without performing serious research. So I want to take a look at two of my poistions …Continue reading “Time is Money, or my Personal Note on E.ON and Uniper”
Flow Traders N.V. is a leading global technology-enabled liquidity provider, specialized in Exchange Traded Products (ETPs) that massively profits from the ongoing trend to passive investments (read more in my prior post). As such, it could benefit tremendously in the years and decades to come leveraging its technology and its growing global presence. This post will analyse Flow Traders potential in more detail …Continue reading “What is Flow Traders’ potential as it is successfully riding the ETF investment trend?”
The article is about a very interesting invesmtent idea with a huge upside potential. It offers exposure to participate in the African growth story through a European company and the streaming boom at the same time ….Continue reading “My Guest Contribution at valueDACH is Online”
In April, I finally published a post about Oriental Watch. I followed the company since October 2019, but uncertainty remained too high to form an investment case. The bottom line was, I promised to take another look at Oriental Watch when the (preliminary) annual results are available. Final results were released Monday …Continue reading “Revisited: Is Oriental Watch the right Hong Kong bargain I want to buy right NOW?”
Music streaming is a very popular investing topic for some time now, but if investors in streaming companies (i.e. Spotify) are best placed to participate in the music streaming value creation is not yet clear. Investing in the African growth story is older and was hyped time and again. The discussed company might be a good opportunity to participate in both trends with limited downside risk via a French company …Continue reading “Investing in Music Streaming and African Growth at the same Time?”
Bloomberg reports that European airline bailouts might come with (ESG, but predominently E-) strings attached. This could herald the start of lower emission travel …Continue reading “News: Europe’s $ 36 bn in airline bailouts”
The Progressive Corporation (PGR) is a growing American insurance holding company, predominantly selling automobile insurance, leveraging technology and industry leading segmentation to grow its market share. I take a deeper look into this interesting company…Continue reading “Is Progressive an Interesting Long-Term Buy for You?”
Oriental Watch Holding Ltd. (Oriental Watch, OW) is a holding company that is listed in Hong Kong (398 HK) since 1993. It is active as a luxury watch retailer in greater China with stores in Hong Kong, Mainland China, Macau and Taiwan. I got the initial idea from a blog I highly recommend you to follow! …
SES S.A. is an abbreviation for Société Européenne des Satellites. SES is a holding company based in Luxembourg offering satellite communications services globally through its subsidiaries. The company offers services for cable television networks, Internet access, corporate networks, network facilities, telecommunications services, and audiovisual broadcasting serving corporates and governments.Continue reading “Is SES a good buy after shares are down 30% after FY 2019 results?”
This is a follow up on my post Corona Virus and Financial Market Fallout.
This (financial) crisis, induced by the global corona pandemia rattling through Asian, European and American economies, is indeed different when compared to other financial crisis!Continue reading “Quickie📢: This time is different❗”
Pandora A/S released its Trading Update on Monday, 16 March 2020. As could have been expected Pandora withdrew its former financial guidance in the face of corona virus and global economic fallout.
Pandora, a Danish Company producing and Selling Mid-Priced Jewelry, most known for their charms concept, reported Q3 2019 results. Time to update my valuation. The Companys Management is trying to turn around sales trends, currently highly negative. If the turnaround will be successful is very uncertain, thus the Company trades at a Forward P/E of below 10 and out of 20 analysts only 3 give a buy rating. If it is successful there is a much higher valuation to be realized, …Continue reading “Pandora A/S DCF-Valuation after 2019-Q3”