Acceder
  1. Inicio
  2. Perfil de Atlas Shrugged
  3. Participaciones

Participaciones del usuario Atlas Shrugged

Atlas Shrugged 19/10/22 01:29
Ha respondido al tema Nuevas comisiones en Broker Naranja
No me puedo creer que la gente este protestando por las nuevas tarifas de INGPara los que tenemos cartera internacional es una bendiciónHa pasado a ser el broker nacional con ordenes limitadas más barato del mercado para operar en el extranjeroEsta claro que nunca llueve a gusto de todos
Ir a respuesta
Atlas Shrugged 15/10/18 23:32
Ha respondido al tema True Value
No inverti por mi cuenta. Simplemente comento que no me parece normal analizar un valor y considerarlo digno de ser la mayor posicion del fondo para unos meses despues ver como se desploma y entonces decir que se equivocaron con el analisis. Eso me da confianza cero en su capacidad de analizar tantisimos chicharros de los que consta el fondo. Ya les paso con Publity y les seguira pasando. Yo no tengo ninguna confianza en analistas que dicen que un valor es una ganga y poco tiempo despues este sufre caidas del 50% o mas. Uno puede equivocarse pero no equivocarse por tanto margen en un analisis y mas siendo un gestor profesional.  
Ir a respuesta
Atlas Shrugged 15/10/18 15:21
Ha respondido al tema True Value
Con Protector Forsikring se han vuelto a lucir. Aun recuerdo las tesis de Alejandro sobre este valor y como llego a ser su principal posicion en el fondo.
Ir a respuesta
Atlas Shrugged 03/08/18 12:18
Ha respondido al tema Publity AG (PBY)
Ya han anunciado que no hay dividendo The General Meeting also resolved, for example, to carry forward all of the balance sheet profits carried in the company's annual financial statements as of 31 December 2017 in the amount of EUR 17,747,115.37 to new account and thus not to pay a dividend for the fiscal year 2017. In addition they resolved to relocate the company's headquarters from Leipzig to Frankfurt am Main. Menudo ojo de Valentum y True Value con su tesis de inversion en este truñaco. Dos fondos y sus gestores que pasan a mi lista negra.
Ir a respuesta
Atlas Shrugged 20/02/18 10:57
Ha respondido al tema Publity AG (PBY)
¿que dividendo? no han anunciado nada y con las restricciones impuestas por el bono convertible no se si pagaran alguno
Ir a respuesta
Atlas Shrugged 31/01/18 15:49
Ha respondido al tema Publity AG (PBY)
¿No cobraban un 1% de tarifa por los fondos gestionados? Si son 4600 millones serian unas ventas de 46 millones El año pasado con menos ventas consiguieron 23 millones de beneficio neto Aqui hay tongo
Ir a respuesta
Atlas Shrugged 31/01/18 15:28
Ha respondido al tema Publity AG (PBY)
publity : results for 2017 expected to be at least 10 million euros Leipzig, 31 January 2018 - publity AG (Scale, ISIN DE0006972508) underlines its earnings forecast for 2017 as part of the preparation of the annual financial statements in accordance with HGB accounting. As reported (see ad hoc of 26.1.2018), a clearly positive result on earnings after tax is expected. On the basis of the current status of its annual financial statements, publity is expecting earnings after tax to be more than EUR 10 million. The year-on-year decline resulting from the sale of properties (around EUR 280 million) that was put back to 2018. Positioning and outlook for asset management are still considered to be good. Overall, assets under management totaled more than EUR 4.6 billion at the end of 2017. Property sales had little impact on the level of assets under management, with asset management at publity AG basically remaining unchanged. More detailed preliminary figures for the 2017 financial year are expected to be published February 20th.
Ir a respuesta
Atlas Shrugged 29/01/18 12:49
Ha respondido al tema Publity AG (PBY)
El viernes con el mercado cerrado emitieron un profit warning publity AG: publity anticipates earnings for 2017 to be lower than previous year Leipzig, 26 January 2018 - While preparing the annual financial statements for 2017, the Managing Board of publity AG (ISIN DE0006972508) has come to believe that in 2017 the company has not reached the previous year's earnings of EUR 23.1 million. However, according to current information, earnings for the year will be significantly positive. This is due to property sales that were not realised at the end of 2017 in the amount of EUR 280 million which have been shifted to 2018. Assets under management increased substantially through to the end of 2017, however it was not possible to attain the target of EUR 5.2 billion. The portfolio property holdings will also be increased after 31 December using the existing liquidity. Provisional figures for the 2017 financial year are scheduled to be published on 20 February.
Ir a respuesta
Atlas Shrugged 29/01/18 11:57
Ha respondido al tema Publity AG (PBY)
Por el bien de los participes de True Value espero que el resto de tesis de inversion de sus gestores sean mas acertadas que la que tenian para Publity earnings per share should grow from €3.80 at the end of 2016 to €6 in 2017. EPS is forecast to reach €7.50 in 2018. We estimate fair value at €85 per share, or a P/E ratio of 12x at the end of 2018, plus €4 individends. https://drive.google.com/file/d/0BzNop10K0_rRWUZtX2cwTHo4ejQ/view
Ir a respuesta