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Old 09.12.2014., 23:20   #81
William O'Neil
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Osobno sam bio analizirao i mjerkao negdje na razinama oko 5-7, ali na kraju nisam ušao, dijelom i zbog toga što sam ušao u PPIV ranije na razinama oko 8000 pa nije bilo previše casha raspoloživo.
dobar entry level pa ti vec imas 147% profit gain u PPIV

Nadoknadices propustenu priliku u Lasko, ne brini
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Old 15.12.2014., 11:09   #82
matematic
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Malo o ovima koji su prema medijima predali neobvezujuce za Lasko..


Carlsberg: strange brew
How can Carlsberg reduce its dependence on Russia?

Alime? Salt on the rim? Celery stalk? No help at all. Crude oil and beer make an awful cocktail. Carlsberg, the Danish brewery mixed just such a drink without realising it when they bought out Scottish and Newcastle in 2008. The deal nearly doubled their position in Russia, an oil-dependent economy, by way of S&N subsidiary Baltika. Russia’s sharp tax increase on beer in 2010, which hit beer consumption, was bad enough. The collapse of oil prices and the rouble has made matters worse.

Russia represents a quarter of Carlsberg’s beer volumes and operating profits. It has about 38 per cent of the Russian market, double its nearest competitor. Yes, Asia has been performing much better, but as a proportion of overall profits it is only 22 per cent. It would have to grow much faster than it has recently to offset the damage from the eastern European division. Carlsberg, with an estimated €1bn of free cash flow this year and a healthy balance sheet, might need to buy another business in Asia or elsewhere to dilute the bitter brew they have in Baltika.

It could happen. The company has recently increased its ability to raise capital. The key shareholder in Carlsberg is its eponymous foundation, which owns a 30 per cent economic stake. Note that the company has a dual share structure: Class A shares with 20 votes each and Class B’s with two. The Carlsberg Foundation owns the former and some of the latter. But a change in the foundation’s charter last year means it could issue more equity without affecting its majority voting control. Berenberg believes that Carlsberg could, theoretically, issue equity up to €15bn (DKK108bn) in equity alone to finance an acquisition without the foundation losing control. With those funds several brewers globally are within reach.

Carlsberg management cannot afford to wait for last call. It already trades cheaply to its peers. Smaller Russian brewers have started to erode Baltika’s market share. In 2007, these smaller brewers had just 15 per cent. Their share is increasing: it is now 23 per cent, up from just over a fifth in mid-2013. Glasses, please!
Priloženi dokument (samo za registrirane korisnike)
File Type: pdf carsberg russia & see.pdf (94,6 KB, otvoreno 21 puta)
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Old 14.04.2015., 09:43   #83
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Heineken dao najbolju ponudu i kupio Laško

Na kraju je prica ipak otisla ocekivanim smjerom i u pripetavanju je Heineken (jedan od dva tkz strateska kupca, Carsberg se zbog problema u Rusiji povukao) ponudio nesto vise od par ozbiljnih PE fondova.

Konačna cijena 25,56 €, rekao bi u sredini ili mozda gornjoj polovini mog ocekivanog raspona. Blesava bankarska prica oko dokapa,odnosno kupnji kroz dokap, po ocekivanju otpada sto su fondovi prvi nanjusili. Heineken skuzio gresku i vratio sa novom ponudom bez dokapa uz pojacanu cijenu i prema nesluzbenim info nadmasio ostale za oko 1,5 € po dionici ili cca 15ak mil € boljom ponudom.

http://www.delo.si/gospodarstvo/podj...heinekena.html
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Old 23.04.2015., 15:54   #84
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U zadnjih 15 dana skratio poziciju za pola, anualizirano oko 22% povrat na prodano, apsolutno sa dividendom preko 50%.
Ulazio sitno na 11.50, ozbiljnije oko 15 €..izasao 23-24.5

Ima jos prostora do moje procjene vrijednosti cca 30€, u slucaju privatizacije moguce cijene i preko 35 €.
Mate, jesi li prodao i ostatak ZVTG?

Jer vidim da se cijena u međuvremenu približila ovih 30, nedavno je bila 29,80 EUR.
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Old 27.04.2015., 09:48   #85
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Mate, jesi li prodao i ostatak ZVTG?

Jer vidim da se cijena u međuvremenu približila ovih 30, nedavno je bila 29,80 EUR.
Da ZVTG j bila lijepa prica niskog rizika za gubitak glavnice, drugi dio sam prodao i prebacio onomad u PILR morao bi pogledat kad tocno. Jednostano potencijal na tadasnjim cijenama mi je bio znatno bolji.
Iako je sad dividendni prinos dobar pitanje je odrzivosti, na ovim cijenama trebali bi pokazati vecu sposobnost na regionalnim trzistima sto do sada bas i nije bio slucaj. Uglavnom misljenja sam bez privatizacije (a opet trabunjaju o strateskoj firmi) da smo blizu granica za izlaz..sto ne znaci da u vrijeme jeftinog novca ovo ne moze jos potegnuti.

Generalno ne znam bas sto bi u slo sad uzimao, mislim da sam tu odradio svoje.
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Old 11.11.2016., 09:07   #86
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Nakon mjeseci 'dubinskog snimanja' i ozbiljnih napora Panasonic se ipak povukao bez ponude, barem za sad.
Zanimljivo, vrlo znimljivo. Kombinacija trenutnog CEOa i vlasnicke strukture je moguce odigrala vaznu ulogu u toj odluci, pratimo.
http://www.24ur.com/novice/gospodars...v-gorenju.html
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Old 11.11.2016., 09:34   #87
Lola
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Zanimljivo.

Mislim kapitalizacijski mjereno ta firma ne izgleda skupa, zanemarimo li dugove i anemican rast. Al situacija u kojoj postoji jedan kupac koji je vec unutra i otpori u samoj kompaniji, ocito nisu dovoljno poticajni za neku novu pricu.
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Old 10.05.2018., 13:08   #88
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https://www.reuters.com/article/gore...-idUSL8N1SG7U5
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Old 29.05.2018., 15:58   #89
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Da, evo ga danas je i sluzbeno objavljena ponuda za preuzimanje.
Dakle, jos jedno preuzimanje u SLO od strane svjetskog giganta, tri takmaca su pogurala cijenu prema vrlo pristojnim razinama. Trazilo je odredeni anagzman i organizaciju dionicara nakon sto je Panasonic pod cudnim okolnostima odustao ali evo isplatilo se.

http://www.poslovni.hr/strane-kompan...-razlog-341383
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Old 29.05.2018., 21:24   #90
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SLO trziste dobro izgleda, dividendni prinos u prosjeku 5%, neke kao zvtg i 7%, bdp im raste 5%, pa im opet market uz izuzetak grvg manje vise miruje. Zakljucak - nemamo se kaj buniti i naricati nad sudbinom zse.
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