D'ieteren (Page 2 sur 2)

C'est dit, c'est confirmé, Dieteren sortira du Bel 20.
Je verrai lundi si je vends...

Bon, c'est parceque j'ai vendu qu'elle monte...37,69

Mais lundi je rachèterai quand elle redescendra

et bien moi les AR de quelques % je laisse cela aux autres, j'ai revu ma politique depuis le 01 janvier.
33 % de taxe sur petite PV .... et surtout le risque de ne pas pouvoir racheter plus tard à meilleur prix (afin de récupérer les 33 % que vous n'auriez pas perdu si vous n'aviez rien fait)!!
Tout ce que vous allez faire, c'est enrichir votre courtier et les finances publiques mais vous serez le seul à prendre des risques .

Quand j'achète une action , ça ne me dérange pas de la garder plus de six mois ou plusieurs années mais si elle vient à monter brutalement avant les 6 mois, je ne pense pas que je la revendrais, je donne déjà assez aux picsous du gouvernement.

Bon we.

Salut tout le monde,
pour ceux qui étaient ou sont intéressés par d'Ieteren. Perso je n'aurais jamais cru qu'elle passerait le cap de 36 eurs. Mais je m'ai trompé !!
Bond spectaculaire ce matin suite à publication de résultats.

BRIEF-D'Ieteren H1 net result group share rises to 108.8 million euros
17:46 (29/08) - Source: RTRS

    Aug 29 (Reuters) - D'Ieteren SA  IETB.BR :
    * H1 consolidated result before tax from continuing
operations reached EUR 154.9 million  ($173.13 million) versus
EUR 136.7 million in H1 2015
    * H1 group's share in the net result for the period stands
at EUR 108.8 million versus EUR 83.7 million in H1 2015
    * Says the recent weakening of the British pound versus the
euro should have a positive impact on D'Ieteren's key KPI this
year
    * H1 sales  EUR 3.42 billion versus EUR 3.20 billion year
ago

Source text: http://bit.ly/2cmge6g

Avis Bolero :

1H16 REBIT is up 5% y/y, +11% better than consensus
Sales of € 3419m were 1% better than cons, +6.9% y/y, while REBIT of
€ 171m is 11% better than cons (+7% vs. KBCs), +5% y/y. The current PBT,
D’ieteren main KPI, is € 153m, +7% YoY, 17% better than consensus. The
net profit group share, incl. exceptional, was in line at € 109m, +30% y/y.
Guidance softly upped to stable current PBT, on strong sales growth
Given the strong trading YTD, management is increasingly confident it can
deliver a current PBT in line with last year, vs. “stable to slightly lower”
previously. During the call, the CEO even extended the guidance range to
“stable to slightly higher”. This still look prudent. Indeed, management guides
for a slightly better Auto H2 REBIT, on FY16 new vehicle sales +10% y/y,
and Belron FY16 result roughly stable, on continued strong sales growth in
H2.
Belron REBIT 14% better. Supportive H2 guidance
Belron sales of € 1705m were 1% below cons.,+ 6% y/y, +4.6% l/l vs. +5%e
by consensus (KBCs +3.9%e). Growth came mostly from market share gains
in the US, further helped by Germany, the UK and France. Europe posted a
modest return to l/l growth, +0.5% vs. -1%e by cons., while the US grew 8%
l/l vs. +10%e by cons. (KBCs +8%e, still implying +4% l/l in Q2). REBIT is
14% better at € 108m (+7% better vs. KBCs), stable y/y, with heavy
investment in staff (+730 technicians) and footprint in the US weighting on
results (US REBIT stable y/y), combined with higher LTIP costs. H2 guidance
for continued strong l/l growth and higher operating leverage in the US is a
real positive given tougher comps. Europe H2 REBIT is guided to be flat.
Auto REBIT 7% better , on 2% better sales. Bright H2 prospects
Auto sales of € 1714m are 2% better than cons., +7.7% y/y, on strong new
vehicle sales (Belgian market recovery, new models), further helped by a
positive price/mix. The Auto REBIT of € 63m is 7% better, +13.5% y/y, also
benefiting from higher gross margin, which we suppose reflected support
from VW for its dealers. DIE says its H1orderbook is +25% y/y and +34% vs.
FY14, which bodes very well for H2. DIE implicitly guides for new vehicles
sales to be up by 10% in FY16 (vs. +7% in H1 and +2%e by cons. in FY16),
and REBIT only slightly up, due to heavy marketing expenses and higher
overhead.
Management team further strengthened with another high profile hire
DIE has hired Francis Deprez (a 51 year old Belgian) to be the third member
of its executive committee, providing added value services to DIE business
units and improving its capacity to develop in new activities. A former
McKinsey partner, he was in charge of Deutsche Telekom strategy from 2006
to 2011, then headed its consulting branch, Detecon International.
Conclusion: Solid H1 beat, prudent increase of the guidance
The solid H1 beat and strong H2 sales guidance bode well for FY16. We
remain buyers. The stock is cheap while offering a strong self-help potential
and cyclical appeal.

Dernière modification par demat (30-08-2016 11:09:23)