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3437

Atentos a la noticia de Cazatalentos

Coca-Cola Hellenic (33% exportación a Rusia),
Basf (25% exportación a Rusia),
Adidas 13% exportación a Rusia),
E.on (11% exportación a Rusia),
Metro AG (9% exportación a Rusia)
Henkel (6% exportación a Rusia).

British American Tobacco (8% exportación a Rusia)
Philip Morris (10% exportación a Rusia),
PepsiCo (7% exportación a Rusia) y
Avon (5% exportación a Rusia).

En el caso de Francia aparecen Danone 11% exportación a Rusia
Renault 8% exportación a Rusia
y Pernord Ricard 5% exportación a Rusia

6 Me gusta
3438

Esto es lo bueno que tiene el tabaco…que se nos va al carajo el 8% de las ventas…pues subimos un 8% los precios…es lo bueno que tiene la droga…

4 Me gusta
3439

(Hay que darle a expandir o hacer scroll lateral abajo del todo de la tabla para ver todas las columnas)

Star Rating: ★★★★★
Moat: Narrow | Wide

FV: Fair Value (M*)
FV Q: Fair Value Quantitative (M*)
PT: Price Target (Consenso)
Exchange Ticker Title Sector P/FV P/PT P/FV Q Moat Star Rating Uncertainty Stewardship Fwd P/E Fwd P/E 5-Yr PEG
LSE IMB Imperial Brands PLC Consumer Defensive 0.53 0.78 0.71 Wide ★★★★★ Medium Poor 6.63 8.87 1.9
XMAD ITX Industria De Diseno Textil SA Consumer Cyclical 0.64 0.68 Narrow ★★★★★ Medium Exemplary 15.65 25.5 0.68
MIL NEXI Nexi SpA Technology 0.58 0.51 0.71 Narrow ★★★★★ Medium Standard 18.69
HKSE 9988 Alibaba Group Holding Ltd Ordinary Shares Consumer Cyclical 0.54 0.6 Wide ★★★★★ High Exemplary 10.99 1.74
HKSE 6993 Blue Moon Group Holdings Ltd Consumer Defensive 0.54 0.59 Narrow ★★★★★ Medium Standard 1.13
HKSE 384 China Gas Holdings Ltd Utilities 0.43 0.52 Narrow ★★★★★ High Standard 6.63 14.33 0.7
HKSE 941 China Mobile Ltd Communication Services 0.58 0.68 Narrow ★★★★★ Medium Poor 6.92 10.81 2.1
HKSE 1801 Innovent Biologics Inc Healthcare 0.4 0.41 0.47 Narrow ★★★★★ Very High Exemplary -33.78
HKSE 823 Link Real Estate Investment Trust Real Estate 0.75 0.72 0.82 Narrow ★★★★★ Low Exemplary 19.61 25.87
HKSE 2313 Shenzhou International Group Holdings Ltd Consumer Cyclical 0.65 0.71 Narrow ★★★★★ Medium Exemplary 21.37 25.09 1.25
HKSE 1099 Sinopharm Group Co Ltd H Healthcare 0.64 0.84 0.6 Narrow ★★★★★ Medium Standard 8.03
HKSE 1972 Swire Properties Ltd Real Estate 0.73 0.75 Narrow ★★★★★ Low Standard 13.68 1.3
HKSE 700 Tencent Holdings Ltd Communication Services 0.48 0.59 Wide ★★★★★ High Exemplary 22.68 32.55 2.15
HKSE 1997 Wharf Real Estate Investment Co Ltd Real Estate 0.74 0.75 Narrow ★★★★★ Low Standard 14.64
NASDAQ DOCU DocuSign Inc Technology 0.42 0.31 0.51 Narrow ★★★★★ Very High Standard 42.55 2.83
NASDAQ FB Facebook Inc Class A Communication Services 0.5 0.59 Wide ★★★★★ High Exemplary 15.41 25.19 0.92
NASDAQ GRFS Grifols SA ADR Healthcare 0.65 0.63 Narrow ★★★★★ Medium Standard 8.82 15.49 2.81
NASDAQ INCY Incyte Corp Healthcare 0.6 0.71 0.77 Narrow ★★★★★ High Standard 17.92 69.75
NASDAQ GRUB Just Eat Takeaway.com NV ADR Consumer Cyclical 0.21 0.31 Narrow ★★★★★ High Exemplary -9.66
NASDAQ OKTA Okta Inc A Technology 0.57 0.53 0.7 Narrow ★★★★★ High Exemplary -126.58 4500
NASDAQ VIAC ViacomCBS Inc Class B Communication Services 0.59 0.67 0.63 Narrow ★★★★★ High Standard 11.99 9.92 0.82
NYSE BABA Alibaba Group Holding Ltd ADR Consumer Cyclical 0.54 0.06 0.6 Wide ★★★★★ High Exemplary 10.91 26.4 1.71
NYSE ATUS Altice USA Inc Class A Communication Services 0.4 0.37 0.48 Narrow ★★★★★ High Standard 7.66 33.9 0.22
NYSE BUD Anheuser-Busch InBev SA/NV ADR Consumer Defensive 0.62 0.8 Wide ★★★★★ Medium Exemplary 17.51 20.26
NYSE BBWI Bath & Body Works Inc Consumer Cyclical 0.59 0.7 Narrow ★★★★★ Medium Standard 10.38 13.16 1.34
NYSE BWA BorgWarner Inc Consumer Cyclical 0.52 0.7 0.66 Narrow ★★★★★ High Standard 8.46 11.05 0.48
NYSE SAM Boston Beer Co Inc Class A Consumer Defensive 0.5 0.61 0.5 Narrow ★★★★★ Medium Exemplary 23.98 36.6 1.3
NYSE EFX Equifax Inc Industrials 0.67 0.79 0.89 Wide ★★★★★ Medium Exemplary 25.97 23.65 1.84
NYSE GWRE Guidewire Software Inc Technology 0.7 0.68 0.8 Wide ★★★★★ Medium Standard -344.83 135.87
NYSE HBI Hanesbrands Inc Consumer Cyclical 0.6 0.69 0.74 Narrow ★★★★★ Medium Standard 8.48 10.45 0.75
NYSE PLTR Palantir Technologies Inc Ordinary Shares - Class A Technology 0.35 0.44 0.47 Narrow ★★★★★ High Exemplary 57.8 5.65
NYSE PINS Pinterest Inc Communication Services 0.4 0.35 0.49 Narrow ★★★★★ Very High Standard 23.92
NYSE RNG RingCentral Inc Class A Technology 0.42 0.29 0.49 Narrow ★★★★★ High Exemplary 66.23 189.17 3.78
NYSE RBLX Roblox Corp Ordinary Shares - Class A Communication Services 0.42 0.48 0.48 Narrow ★★★★★ High Exemplary 98.04
NYSE CRM Salesforce.com Inc Technology 0.63 0.63 0.71 Wide ★★★★★ Medium Standard 43.67 62.8 4.34
NYSE TSM Taiwan Semiconductor Manufacturing Co Ltd ADR Technology 0.59 0.8 Wide ★★★★★ Medium Exemplary 20.45 20.61 1.8
NYSE TWLO Twilio Inc Class A Communication Services 0.4 0.35 0.43 Narrow ★★★★★ Very High Exemplary -625 1372.69 29.98
NYSE UBER Uber Technologies Inc Technology 0.41 0.45 0.57 Narrow ★★★★★ Very High Standard -93.46
NYSE VNT Vontier Corp Ordinary Shares Technology 0.56 0.55 0.66 Narrow ★★★★★ Medium Standard 7.62 0.86
NYSE WSM Williams-Sonoma Inc Consumer Cyclical 0.73 0.8 0.76 Narrow ★★★★★ Medium Standard 11.6 14.81 1.48
NYSE YUMC Yum China Holdings Inc Consumer Cyclical 0.59 0.71 0.69 Wide ★★★★★ Medium Standard 29.07 31.95 2.08
XAMS TKWY Just Eat Takeaway.com NV Consumer Cyclical 0.22 0.25 0.31 Narrow ★★★★★ High Exemplary -9.83
XBRU ABI Anheuser-Busch InBev SA/NV Consumer Defensive 0.63 0.69 0.8 Wide ★★★★★ Medium Exemplary 17.67 20.22
XPAR ALO Alstom SA Industrials 0.5 0.45 0.55 Narrow ★★★★★ Medium Standard 7.96 19.53 1.32
XPAR SAF Safran SA Industrials 0.65 0.74 0.86 Wide ★★★★★ Medium Standard 26.32 24.58 0.88
XPAR SW Sodexo Industrials 0.66 0.76 0.86 Narrow ★★★★★ Medium Standard 14.53 20.56 0.21
XPAR UBI Ubisoft Entertainment Communication Services 0.56 0.66 0.73 Narrow ★★★★★ High Exemplary 17.99 37.6 1.61
XPAR WLN Worldline SA Technology 0.44 0.47 0.57 Narrow ★★★★★ Medium Standard 15.53 33.77 0.99
OTCPK BASFY Basf SE ADR Basic Materials 0.64 0.18 0.77 Narrow ★★★★★ Medium Standard 7.24 14.67 0.69
OTCPK BMWYY Bayerische Motoren Werke AG ADR Consumer Cyclical 0.51 0.64 Narrow ★★★★★ High Standard 4.78 8.03 0.24
OTCPK IMBBY Imperial Brands PLC ADR Consumer Defensive 0.5 1.05 0.71 Wide ★★★★★ Medium Poor 6.43 8.96 1.92
OTCPK RHHBY Roche Holding AG ADR Healthcare 0.77 0.12 0.95 Wide ★★★★★ Low Exemplary 16.05 14.84 2.9
OTCPK TCEHY Tencent Holdings Ltd ADR Communication Services 0.47 0.59 Wide ★★★★★ High Exemplary 22.12 32.48 2.11
XSWX ROG Roche Holding AG Healthcare 0.76 0.87 0.95 Wide ★★★★★ Low Exemplary 15.85 14.84 2.89
TPE 2454 MediaTek Inc Technology 0.57 0.77 0.76 Narrow ★★★★★ High Standard 12.39 20.41 0.39
TPE 2330 Taiwan Semiconductor Manufacturing Co Ltd Technology 0.6 0.78 0.8 Wide ★★★★★ Medium Exemplary 20.7 19.44 1.68
TSE 4452 Kao Corp Consumer Defensive 0.6 0.63 0.77 Wide ★★★★★ Medium Standard 20.37 25.16 2.91
TSE 6976 Taiyo Yuden Co Ltd Technology 0.58 0.7 0.67 Narrow ★★★★★ High Standard 11.99 15.57 1.24
XETR BMW Bayerische Motoren Werke AG Consumer Cyclical 0.54 0.64 Narrow ★★★★★ High Standard 4.86 8.02 0.24
XETR CON Continental AG Consumer Cyclical 0.44 0.56 0.54 Narrow ★★★★★ High Standard 7.59 13.26 0.4
XETR DHER Delivery Hero SE Consumer Cyclical 0.35 0.25 0.4 Narrow ★★★★★ High Standard -8.38
XETR FRE Fresenius SE & Co KGaA Healthcare 0.54 0.57 0.6 Narrow ★★★★★ High Standard 8.4 15.17 1.43
XETR HEN Henkel AG & Co KGaA Consumer Defensive 0.63 0.66 0.7 Narrow ★★★★★ Low Standard 13.42 15.98 1.19
XETR HEN3 Henkel AG & Co KGaA Pfd Shs - Non-voting Consumer Defensive 0.64 0.67 0.7 Narrow ★★★★★ Low Standard 13.66 17.79 1.27
23 Me gusta
3440

Y Adobe y Unilever que están a un solo pasito de entrar en este selecto grupo.

Tremenda lista, gracias @jgr23

4 Me gusta
3441

Si interesa pongo las 4* luego cuando tenga el PC a mano. Aunque son bastantes más, sino pongo el Top 50/100 ordenado por P/FV ascendente.

Tengo que ver que pasa con algunos PT que debería estar encontrando :thinking:

5 Me gusta
3442

(Hay que darle a expandir o hacer scroll lateral abajo del todo de la tabla para ver todas las columnas)

Star Rating: ★★★★
Moat: Narrow | Wide
P/FV: Top 100 mas bajo

FV: Fair Value (M*)
FV Q: Fair Value Quantitative (M*)
PT: Price Target (Consenso)
Exchange Ticker Title Sector P/FV P/PT P/FV Q Moat Star Rating Uncertainty Stewardship Fwd P/E Fwd P/E 5-Yr PEG
ASX WTC WiseTech Global Ltd Technology 0.71 1 0.86 Narrow ★★★★ High Exemplary 71.43 85.3
HKSE 1177 Sino Biopharmaceutical Ltd Healthcare 0.71 0.7 Narrow ★★★★ Very High Standard 11.63 33.33 0.63
HKSE 1193 China Resources Gas Group Ltd Utilities 0.68 0.71 Narrow ★★★★ Medium Standard 10.12 15.23 1.48
HKSE 1288 Agricultural Bank of China Ltd Class H Financial Services 0.71 0.71 Narrow ★★★★ High Standard 3.54 4.8 0.53
HKSE 1877 Shanghai Junshi Biosciences Co Ltd Class H Healthcare 0.64 0.8 0.67 Narrow ★★★★ Very High Exemplary -84.03
HKSE 2020 ANTA Sports Products Ltd Consumer Cyclical 0.67 0.77 Narrow ★★★★ High Exemplary 25.38 25.85 0.95
HKSE 2382 Sunny Optical Technology (Group) Co Ltd Technology 0.67 0.71 Narrow ★★★★ High Standard 20.92 27.2 0.95
HKSE 241 Alibaba Health Information Technology Ltd Healthcare 0.69 0.62 Narrow ★★★★ High Standard -208.33
HKSE 2607 Shanghai Pharmaceuticals Holding Co Ltd Class H Healthcare 0.68 0.6 0.95 Narrow ★★★★ High Standard 7.17 2.17
HKSE 288 WH Group Ltd Consumer Defensive 0.61 0.64 Narrow ★★★★ High Standard 7.18 0.45
HKSE 392 Beijing Enterprises Holdings Ltd Industrials 0.68 0.71 Narrow ★★★★ Medium Standard 4.1 6.21 0.57
HKSE 914 Anhui Conch Cement Co Ltd Class H Basic Materials 0.59 0.76 Narrow ★★★★ High Standard 5.8 10.03
HKSE 9618 JD.com Inc Ordinary Shares - Class A Consumer Cyclical 0.64 0.41 0.73 Wide ★★★★ High Exemplary 32.68 1.28
HKSE 9999 NetEase Inc Ordinary Shares Communication Services 0.62 0.16 0.7 Narrow ★★★★ High Standard 17.39 1.1
LSE HSBA HSBC Holdings PLC Financial Services 0.66 0.69 0.76 Narrow ★★★★ High Standard 9.22 11.93 0.26
LSE LLOY Lloyds Banking Group PLC Financial Services 0.63 0.76 0.75 Narrow ★★★★ Very High Standard 6.7 9.11 0.23
LSE PSON Pearson PLC Communication Services 0.7 0.85 0.72 Narrow ★★★★ High Standard 15.62 15.19 2.27
LSE SDR Schroders PLC Financial Services 0.7 0.78 0.82 Narrow ★★★★ High Standard 11.9 15.51 3.13
LSE VOD Vodafone Group PLC Communication Services 0.67 0.64 0.74 Narrow ★★★★ High Standard 15.29 20.37
LSE WPP WPP PLC Communication Services 0.7 0.82 0.84 Narrow ★★★★ High Exemplary 10.5 11 1.7
NASDAQ ADBE Adobe Inc Technology 0.72 0.64 0.83 Wide ★★★★ Medium Exemplary 32.57 36.33 2.36
NASDAQ AMZN Amazon.com Inc Consumer Cyclical 0.71 0.7 0.88 Wide ★★★★ High Exemplary 50.25 83.94 2.52
NASDAQ BIIB Biogen Inc Healthcare 0.61 0.59 0.66 Wide ★★★★ High Standard 13.53 11.81
NASDAQ BKNG Booking Holdings Inc Consumer Cyclical 0.71 0.78 0.9 Narrow ★★★★ High Exemplary 23.58 31.55 0.26
NASDAQ DISCA Discovery Inc Registered Shs Series -A- Communication Services 0.64 0.69 0.67 Narrow ★★★★ High Standard 8.45 9.6 0.57
NASDAQ DISCK Discovery Inc C Communication Services 0.64 0.69 0.67 Narrow ★★★★ High Standard 8.43 8.93 0.55
NASDAQ ETSY Etsy Inc Consumer Cyclical 0.69 0.64 0.75 Wide ★★★★ High Standard 39.22 70.91 3.26
NASDAQ JD JD.com Inc ADR Consumer Cyclical 0.61 0.1 0.73 Wide ★★★★ High Exemplary 30.96 73.18 1.26
NASDAQ LYFT Lyft Inc Class A Technology 0.53 0.51 0.63 Narrow ★★★★ Very High Standard -71.94
NASDAQ MELI MercadoLibre Inc Consumer Cyclical 0.67 0.51 0.75 Wide ★★★★ High Exemplary 136.99 513.01 1.46
NASDAQ MLCO Melco Resorts and Entertainment Ltd ADR Consumer Cyclical 0.71 0.66 0.7 Narrow ★★★★ Very High Standard -10.67 31.98
NASDAQ NICE NICE Ltd ADR Technology 0.71 0.86 Narrow ★★★★ High Exemplary 31.45 27.41 3.41
NASDAQ NTES NetEase Inc ADR Communication Services 0.62 0.1 0.7 Narrow ★★★★ High Standard 17.3 20.38 1.09
NASDAQ PDD Pinduoduo Inc ADR Consumer Cyclical 0.62 0.05 0.63 Narrow ★★★★ High Standard 29.94
NASDAQ PEGA Pegasystems Inc Technology 0.63 0.51 0.75 Narrow ★★★★ High Standard 123.46 222.46
NASDAQ PYPL PayPal Holdings Inc Financial Services 0.69 0.31 0.6 Narrow ★★★★ High Standard 21.55 37.84 1.85
NASDAQ SWKS Skyworks Solutions Inc Technology 0.65 0.64 0.78 Narrow ★★★★ High Exemplary 11.79 15.06 0.79
NASDAQ TEAM Atlassian Corporation PLC A Technology 0.63 0.55 0.73 Narrow ★★★★ High Standard 147.06 127.73 6.79
NASDAQ TER Teradyne Inc Technology 0.65 0.73 0.73 Wide ★★★★ High Standard 23.36 20.64
NASDAQ TRIP TripAdvisor Inc Consumer Cyclical 0.64 0.51 0.66 Narrow ★★★★ High Standard 23.75 67.45
NASDAQ TROW T. Rowe Price Group Inc Financial Services 0.71 0.67 0.73 Wide ★★★★ Medium Exemplary 10.67 15.07 1.53
NASDAQ VOD Vodafone Group PLC ADR Communication Services 0.66 8.45 0.75 Narrow ★★★★ High Standard 14.62 20.55
NASDAQ ZM Zoom Video Communications Inc Technology 0.68 0.31 0.56 Narrow ★★★★ Very High Standard 31.06 2.87
NYSE AMG Affiliated Managers Group Inc Financial Services 0.7 0.68 0.76 Narrow ★★★★ High Exemplary 6.49 8.58 0.68
NYSE APD Air Products & Chemicals Inc Basic Materials 0.69 0.72 0.86 Narrow ★★★★ Medium Exemplary 22.22 24.1 1.46
NYSE BLK BlackRock Inc Financial Services 0.7 0.72 0.79 Wide ★★★★ Medium Exemplary 16.47 18.18 2.77
NYSE C Citigroup Inc Financial Services 0.68 0.67 0.73 Narrow ★★★★ Medium Standard 7.63 10.4 0.76
NYSE CS Credit Suisse Group AG ADR Financial Services 0.48 0.68 0.68 Narrow ★★★★ Very High Poor 6.86 11.04 0.57
NYSE DASH DoorDash Inc Ordinary Shares - Class A Communication Services 0.55 0.44 0.58 Narrow ★★★★ Very High Standard -212.77
NYSE FIS Fidelity National Information Services Inc Technology 0.67 0.55 0.67 Narrow ★★★★ Medium Standard 12.41 20.14 1.25
NYSE FMS Fresenius Medical Care AG & Co. KGaA ADR Healthcare 0.7 0.37 0.8 Narrow ★★★★ Medium Standard 13.3 16.34 1.87
NYSE FTV Fortive Corp Technology 0.69 0.71 0.83 Narrow ★★★★ Medium Exemplary 19.57 22.72 1.64
NYSE GE General Electric Co Industrials 0.67 0.76 0.81 Narrow ★★★★ High Exemplary 25.77 30.17 0.28
NYSE GPN Global Payments Inc Industrials 0.69 0.57 0.7 Narrow ★★★★ Medium Standard 13.44 22.79 0.81
NYSE HSBC HSBC Holdings PLC ADR Financial Services 0.65 4.61 0.76 Narrow ★★★★ High Standard 8.71 11.96 0.26
NYSE HUBS HubSpot Inc Technology 0.72 0.56 0.78 Narrow ★★★★ High Standard 188.68 213.77 8.44
NYSE ING ING Groep NV ADR Financial Services 0.59 0.72 0.68 Narrow ★★★★ High Standard 6.68 10.07 0.66
NYSE INGR Ingredion Inc Consumer Defensive 0.71 1.14 0.87 Narrow ★★★★ Medium Standard 12.03 13.81 1.23
NYSE IVZ Invesco Ltd Financial Services 0.68 0.62 0.67 Narrow ★★★★ High Standard 6.4 9.07 0.84
NYSE KKR KKR & Co Inc Ordinary Shares Financial Services 0.7 0.73 0.76 Narrow ★★★★ High Standard 15.82 14.26
NYSE KT KT Corp ADR Communication Services 0.64 0 0.71 Narrow ★★★★ High Standard 7.43 9.72 1.68
NYSE LYG Lloyds Banking Group PLC ADR Financial Services 0.61 3.95 0.75 Narrow ★★★★ Very High Standard 6.72 9.06 0.22
NYSE PHG Koninklijke Philips NV ADR Healthcare 0.69 0.73 Narrow ★★★★ Medium Standard 16.23 20.09 2.6
NYSE PII Polaris Inc Consumer Cyclical 0.64 0.81 0.83 Wide ★★★★ High Exemplary 11.38 16.03 1.15
NYSE PSO Pearson PLC ADR Communication Services 0.66 1.14 0.72 Narrow ★★★★ High Standard 15.24 15.19 2.27
NYSE SAN Banco Santander SA ADR Financial Services 0.66 0.77 0.72 Narrow ★★★★ High Standard 5.62 9.43 0.51
NYSE T AT&T Inc Communication Services 0.68 0.73 Narrow ★★★★ High Poor 7.64 10.26 10.09
NYSE TPR Tapestry Inc Consumer Cyclical 0.7 0.69 0.87 Narrow ★★★★ High Standard 8.98 13.81 1.43
NYSE TV Grupo Televisa SAB ADR Communication Services 0.71 0.65 Narrow ★★★★ High Exemplary 16.61 20.9
NYSE VEEV Veeva Systems Inc Class A Healthcare 0.68 0.55 0.81 Wide ★★★★ Medium Standard 46.73 71.25 3.51
NYSE VMW VMware Inc Class A Technology 0.68 0.68 0.89 Narrow ★★★★ High Standard 17.12 22.27 1.22
NYSE WCC WESCO International Inc Industrials 0.71 0.83 0.85 Narrow ★★★★ Medium Standard 9.54 12.14 0.71
NYSE WPP WPP PLC ADR Communication Services 0.69 5.4 0.84 Narrow ★★★★ High Exemplary 10.09 11.01 1.7
NYSE ZBH Zimmer Biomet Holdings Inc Healthcare 0.69 0.65 0.75 Wide ★★★★ Medium Exemplary 18.38 17.11 1.29
OCSE DANSKE Danske Bank A/S Financial Services 0.59 0.79 0.76 Narrow ★★★★ Very High Poor 6.49 10.66 0.24
OSTO SWED A Swedbank AB Class A Financial Services 0.69 0.7 0.76 Narrow ★★★★ Very High Poor 7.96 10.9 1.18
OTCPK BAYRY Bayer AG ADR Healthcare 0.64 0.23 0.81 Wide ★★★★ High Poor 7.49 10.66 94.36
OTCPK EADSY Airbus SE ADR Industrials 0.71 0.19 1.05 Wide ★★★★ High Standard 18.73 24.04
OTCPK FANUY Fanuc Corp ADR Industrials 0.68 0 0.82 Wide ★★★★ High Exemplary 21.23 39.81 1.51
OTCPK IFNNY Infineon Technologies AG ADR Technology 0.66 0.71 0.71 Narrow ★★★★ High Standard 16.08 22.49 0.97
OTCPK JBAXY Julius Baer Gruppe AG ADR Financial Services 0.68 0.15 0.76 Wide ★★★★ High Exemplary 8.76 12.26 0.9
TSE 2269 Meiji Holdings Co Ltd Consumer Defensive 0.68 0.84 0.83 Narrow ★★★★ Medium Standard 14.9 17.59 3.71
TSE 6981 Murata Manufacturing Co Ltd Technology 0.66 0.67 0.77 Narrow ★★★★ High Standard 14.33 18.76 6.93
XAMS ABN ABN AMRO Bank NV Financial Services 0.59 0.78 0.67 Narrow ★★★★ High Standard 8.63 13.4
XAMS AKZA Akzo Nobel NV Basic Materials 0.71 0.7 0.84 Narrow ★★★★ Medium Exemplary 14.88 19.1 1.47
XAMS INGA ING Groep NV Financial Services 0.64 0.66 0.68 Narrow ★★★★ High Standard 6.79 10.07 0.66
XAMS PHIA Koninklijke Philips NV Healthcare 0.71 0.6 0.73 Narrow ★★★★ Medium Standard 16.45 20.09 2.6
XAMS UMG Universal Music Group NV Communication Services 0.59 0.68 0.74 Narrow ★★★★ High Exemplary 22.73
XETR BAS Basf SE Basic Materials 0.7 0.65 0.77 Narrow ★★★★ Medium Standard 7.28 14.66 0.69
XETR BAYN Bayer AG Healthcare 0.69 0.83 0.81 Wide ★★★★ High Poor 7.55 10.63 93.91
XETR HEI HeidelbergCement AG Basic Materials 0.63 0.61 0.72 Narrow ★★★★ High Standard 5.88 10.95 1.12
XETR IFX Infineon Technologies AG Technology 0.69 0.65 0.71 Narrow ★★★★ High Standard 16.39 22.49 0.97
XETR KGX KION GROUP AG Industrials 0.7 0.66 0.8 Narrow ★★★★ Medium Standard 13.28 15.33 0.71
XMAD GRF.P Grifols SA B Healthcare 0.67 0.39 0.63 Narrow ★★★★ Medium Standard 9.05 15.5 2.83
XMAD SAN Banco Santander SA Financial Services 0.68 0.7 0.72 Narrow ★★★★ High Standard 5.73 9.47 0.52
XPAR AC Accor SA Consumer Cyclical 0.69 0.78 0.85 Narrow ★★★★ Medium Standard 68.03 152.98
XPAR AMUN Amundi SA Financial Services 0.61 0.65 0.71 Narrow ★★★★ High Standard 8.82 13.12 5.47
XSWX BAER Julius Baer Gruppe AG Financial Services 0.69 0.68 0.76 Wide ★★★★ High Exemplary 8.86 12.33 0.9
XSWX CSGN Credit Suisse Group AG Financial Services 0.49 0.63 0.68 Narrow ★★★★ Very High Poor 6.9 11.06 0.57
XSWX DUFN Dufry AG Consumer Cyclical 0.58 0.55 0.58 Narrow ★★★★ Very High Standard 33.72
9 Me gusta
3443

Listas enormes pero juraria que hay pocas DGI USA clasicas en ambas :frowning:

3444

Ty por la info, bro. La verdad es que la munición es limitada y uno no sabe bien donde apuntar para disparar. Por mi parte, me quedan dos disparos y tengo en el radar googl, amazon, fb, lvmh, crm, veeva, trow y poco más.

1 me gusta
3445

Mi lista de la compra para esta semana, las que tengo a menos de 15% de precio de compra. Aunque hay unas cuantas que no compraría porque no acaben de convencerme o porque no quiero que pesen más, pero bueno.

Inditex
Knorr Bremse
Adidas
Amadeus
Fuchs Petrolub
Glaxo Smith Kline
Comcast
Expeditors Washington
Taiwan Semiconductor
Schindler
3M Company
Const. Brands A
Unilever
Lam Research
Masco
Schroders PLC
Essilor Luxottica
BATS
Kerry Group
Honeywell
Booking
Miquel y Costas
Philip Morris
Roche
Paypal Holdings
Facebook
Viscofan
Spirax-Sarco Eng
Visa A
Kering
Iberdrola
Analog Devices
Starbucks
Salesforce.com INC
Microchip Tech
Johnson & Johnson
Novartis ADR
Adobe
Catalana Occidente
LVMH
ASML Holding
Legrand
Medtronic
Nike
Partners Group
Air Products
Aena
Henkel
Air Liquide
Ashtead Group
McDonald’s
Autodesk
Sanofi
Reckitt Benckiser
Kone B
T Rowe Price
Pfizer
Microsoft
BlackRock
Geberit
Telefónica
Amazon
Experian PLC
Texas Instruments
Allegion PLC
TransUnion

9 Me gusta
3446

Cuando la lista de la compra es mas larga que el listado de acciones del SP500 chungo … :wink:

6 Me gusta
3447

Me has hecho romperme bastante la cabeza, luego si compro otra no quiero quejas :smiley: Lo dejo en 20.

Inditex
Comcast
Expeditors Washington
3M Company
Lam Research
Schroders PLC
Honeywell
Booking
Visa A
Starbucks
Salesforce.com INC
Adobe
LVMH
ASML Holding
Air Products
Air Liquide
Kone B
T Rowe Price
Microsoft
BlackRock

10 Me gusta
3448

Hay que ser más selectivo que nunca y eso nos obligará a esperar más que nunca porque las favoritas seguro que bajarán, pero tardarán más que las otras. Y el dinero es limitado…
Esta segunda lista me gusta más pero aún así hay que pensarla otro poco y ver qué empresas son las soñadas y que siempre estuvieron lejos…
Pero bueno, sobre el papel es una cosa y luego está aplicar las teorías…
Saludos

4 Me gusta
3449

Cortesía de Dividend Stockpile

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9 Me gusta
3450

Si fueran tiempos ortodoxos el manual nos indicaria que con una estanflacion en ciernes habria que abstenerse de comprar y acumular efectivo para cuando entremos en una recesion severa. Pero como son tiempos extraños, tipos al cero-inflacion-guerra-…, que jamas antes se habian vivido conjuntamente, la ortodoxia pasa a un segundo plano y es facil dejarse llevar mas por la precipitacion o la intuicion. Cuidado con gastar todos los cartuchos antes de tiempo. Probablemente habra mejores oportunidades.

10 Me gusta
3451

Se “arregla” con hacer las compras normales mensuales (o el periodo que cada uno tenga marcado) y aumentar dichas compras si hay caídas fuertes (lo que cada cual considere). Lógicamente para los que siempre tengamos liquidez.

Saludos.

7 Me gusta
3452

¿Cuál es la mejor empresa que comprar en la bolsa española? Lo pregunto por el batacazo de hoy y poder estar pendiente de una sola :wink:
¿Y en el SP500?. Por lo mismo, sospecho que hoy hay batacazo en USA…

1 me gusta
3453

Tienes Logista e Inditex muy baratas ahora mismo y son las que tengo yo en el punto de mira.

Si no, siempre tienes a Telefónica :joy:

1 me gusta
3454

Empezamos a ver muy buenos precios, de las que sigo LOG debajo de 15, LDA también muy descontada, IBE sobre 8,40…

3455

Creo que lo difícil es si cuando abra la bolsa americana veremos una caída de dimensiones similares y entonces la pregunta es qué comprar en la bolsa americana, ya que las balas son limitadas.

Por otro lado si en cuanto abra la bolsa americana esta se pone a subir y se contagia la europea se acaban las rebajas.

3456

Lo de siempre :joy:

Saludos.

3 Me gusta