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Dogs of the DAX 2010

08/01/2010 - Les dividendes de la bourse allemande

Pour ceux qui souhaitent appliquer la technique des Dogs of the Dow au DAX-30, l’indice de la bourse allemande, il suffit de prendre les dix premières valeurs ci-dessous.

Le dividende indiqué s’entend TTM et provient de Bloomerg.

Company Profile
Deutsche Telekom AG
Telephone-Integrated
Dividend Yield: 7,8
Beta: 0,8
Deutsche Telekom AG offers telecommunications services. The Company offers a full range of fixed-line telephone services, mobile communications services, Internet access, and combined information technology and telecommunications services for businesses. Ticker: DTE:GR
RWE AG
Electric-Integrated
Dividend Yield: 6,6
Beta: 0,9
RWE AG generates, distributes, and trades electricity to municipal, industrial, commercial, and residential customers. The Company produces natural gas and oil, mines coal, delivers and distributes gas, and supplies drinking water. RWE AG operates mainly in europe. Ticker: RWE:GR
Deutsche Lufthansa AG
Airlines
Dividend Yield: 5,7
Beta: 1
Deutsche Lufthansa AG provides passenger and cargo air transportation services worldwide. The Company offers flight and connection programs in cooperation with Star Alliance airline partners from North America, Scandinavia, and Asia. Lufthansa also provides travel agency, catering, and aircraft maintenance services. Ticker: LHA:GR
E.ON AG
Electric-Integrated
Dividend Yield: 5,2
Beta: 1
E.ON AG operates in power generation and gas production businesses. The Company’s operations include electric generation at conventional, nuclear, and renewable-source facilities; electric transmission via high-voltage wires network; regional distribution of electricity, gas, and heat; power trading and electricity, gas, and heat sales. Ticker: EOAN:GR
Muenchener Rueckversicherungs AG
Reinsurance
Dividend Yield: 5,1
Beta: 0,8
Muenchener Rueckversicherungs-Gesellschaft AG (MunichRe) provides financial services. The Company offers reinsurance, insurance, and asset management services. MunichRe has subsidiaries in most major financial centers throughout the world. Ticker: MUV2:GR
K+S AG
Chemicals-Diversified
Dividend Yield: 4,9
Beta: 1
K+S AG manufactures and markets household, industrial, and commercial salt products and fertilizers. The Company markets potassium chloride and sulfide based agricultural fertilizers and magnesium-enriched products used in plastics and colors. K+S also operates recycling and waste management facilities. Ticker: SDF:GR
ThyssenKrupp AG
Steel-Producers
Dividend Yield: 4,7
Beta: 1,2
ThyssenKrupp AG manufactures industrial components. The Company produces flat rolled and cast steel, automobile parts, elevators and escalators, machine tools, bearings, nonferrous metals and plastics, develops and manages real estate, and designs and constructs factories. Ticker: TKA:GR
BASF SE
Chemicals-Diversified
Dividend Yield: 4,4
Beta: 1,1
BASF SE explores for and produces oil and natural gas, and manufactures health and nutrition products, plastics, chemicals, and dyes. The Company refines petroleum products, and produces fertilizers, synthetic fibers, PVC plastic, polyurethane, resins, petrochemicals, plasticizers, solvents, pigments, paints, and textile finishing agents. Ticker: BAS:GR
Deutsche Post AG
Transport-Services
Dividend Yield: 4,2
Beta: 1
Deutsche Post AG provides mail delivery and other services to the public and businesses. The Company offers domestic mail delivery, international parcel and mail delivery services, and freight delivery and logistics services. Deutsche Post also provides a variety of financial services including standard banking services, retail and commercial lending, and brokerage services. Ticker: DPW:GR
Allianz SE
Multi-line Insurance
Dividend Yield: 3,9
Beta: 1,2
Allianz SE, through subsidiaries, offers insurance, banking, and financial services. The Company offers property and casualty, life and health, credit, motor vehicle and travel insurance, and fund management services. Allianz, through its Banking subsidiary, attracts deposits and offers corporate, investment, and private banking and asset management services. Ticker: ALV:GR
Deutsche Boerse AG
Finance-Other Services
Dividend Yield: 3,7
Beta: 1
Deutsche Boerse AG provides a variety of stock exchange introduction, trading, and operational services to institutions and private investors. The Company offers electronic trading systems for buying and selling of securities on stock exchanges in europe. Deutsche Boerse offers indices such as DAX, MDAX, SDAX, and XTF, as well as trading in options and futures. Ticker: DB1:GR
MAN SE
Machinery-General Indust
Dividend Yield: 3,6
Beta: 1,1
MAN SE manufactures vehicles, engines, turbines and defense products, and offers engineering services. The Company manufactures trucks, buses, diesel engines, compressors, turbines, and aerospace and defense systems, and offers industrial plant design and project management services. Ticker: MAN:GR
Metro AG
Food-Retail
Dividend Yield: 2,8
Beta: 1
Metro AG operates retail stores and markets products over the Internet. The Company operates cash and carry stores, supermarkets and hypermarkets, consumer electronics stores, department stores, theme stores, and online sales services. Ticker: MEO:GR
Bayer AG
Chemicals-Diversified
Dividend Yield: 2,6
Beta: 0,8
Bayer AG produces and markets healthcare and agricultural products, and polymers. The Company manufactures products that include aspirin, antibiotics, anti-infectives, and cardiovascular, oncology, and central nervous system drugs, over-the-counter medications, diagnostics, animal health products, crop protection products, plastics, and polyurethanes. Ticker: BAYN:GR
Volkswagen AG
Auto-Cars/Light Trucks
Dividend Yield: 2,6
Beta: 1,1
Volkswagen AG manufactures economy and luxury automobiles, sports cars, trucks, and commercial vehicles for sale worldwide. The Company produces the Passat, Golf, Cabrio, Jetta, GTI, Beetle and other models. Volkswagen also owns Audi, Seat and Skoda, which manufacture and sell cars in Spain and in southern and eastern europe, and Lamborghini, which makes sports cars in Italy. Ticker: VOW:GR
Siemens AG
Diversified Manufact Op
Dividend Yield: 2,4
Beta: 1,1
Siemens AG manufactures a wide range of industrial and consumer products. The Company builds locomotives, traffic control systems, automotive electronics, and engineers electrical power plants. Siemens also provides public and private communications networks, computers, building control systems, medical equipment, and electrical components. The Company operates worldwide. Ticker: SIE:GR
Merck KGaA
Medical-Drugs
Dividend Yield: 2,3
Beta: 0,7
Merck KGaA is a global pharmaceutical and chemicals company. The Company researches drugs in the areas oncology and neurodegenerative as well as autoimmune and inflammatory diseases. Also, it markets cardiovascular, fertility, endocrinology, and over-the-counter products as well as products for flat screens and the pharmaceutical, food, cosmetics, packaging, and coatings. Ticker: MRK:GR
Linde AG
Industrial Gases
Dividend Yield: 2,1
Beta: 0,8
Linde AG is a gases and engineering company. The Gases Division offers a wide range of industrial and medical gases mainly used in energy sector, steel production, chemical processing, as well as in food processing. The Engineering Division develops olefin plants, natural gas plants and air separation plants, as well as hydrogen and synthesis gas plants. Ticker: LIN:GR
Beiersdorf AG
Cosmetics&Toiletries
Dividend Yield: 2
Beta: 0,6
Beiersdorf AG develops, manufactures, and markets personal care, disposable medical, and adhesive products. The Company produces skin and hair care products, bandages, surgical gloves, compression stockings, sun block lotion, fastening systems, masking products, and packaging systems. Ticker: BEI:GR
Salzgitter AG
Steel-Producers
Dividend Yield: 1,9
Beta: 1,3
Salzgitter AG produces and trades a wide range of steel products and tubes. The product spectrum includes flat rolled steel products, beams, plates and tubes, both seamless and welded, as well as processed steel products. The Company also provides industrial services such as research and development, information technology and other services to group companies and third parties. Ticker: SZG:GR
Daimler AG
Auto-Cars/Light Trucks
Dividend Yield: 1,6
Beta: 1,3
Daimler AG develops, manufactures, distributes, and sells a wide range of automotive products, mainly passenger cars, trucks, vans and buses. The Company also provides financial and other services relating to its automotive businesses. Ticker: DAI:GR
Fresenius Medical Care AG & Co KGaA
Dialysis Centers
Dividend Yield: 1,6
Beta: 0,6
Fresenius Medical Care AG & Co. KGaA offers kidney dialysis services and manufactures and distributes equipment and products used in the treatment of dialysis patients. The Company also offers clinical laboratory testing and diagnostic testing services and provides home infusion, respiratory therapy, ultrasound, and echo-cardiography. Fresenius operates worldwide. Ticker: FME:GR
Henkel AG & Co KGaA
Soap&Cleaning Prepar
Dividend Yield: 1,5
Beta: 0,8
Henkel AG & Co. KGaA manufactures industrial, commercial, and consumer chemical products. The Company produces reactive polyurethane and laminating adhesives, labeling for glass and PET plastic bottles, corrosion inhibitors and surface treatments, soaps, skin care products, hair dye, perfumes, detergents, dishwashing soaps, glass cleaners, wallpaper adhesives, and roofing products. Ticker: HEN3:GR
SAP AG
Enterprise Software/Serv
Dividend Yield: 1,5
Beta: 0,9
SAP AG is a multinational software company. The Company develops business software, including e-business and enterprise management software, consults on organizational usage of its applications software, and provides training services. SAP markets its products and services worldwide. Ticker: SAP:GR
Fresenius SE
Medical Products
Dividend Yield: 1,4
Beta: 0,8
Fresenius SE is a global health care group with products and services for dialysis, the hospital and the medical care of patients at home. The Company sells dialysis, infusion, transfusion, and diagnostics equipment and systems, blood separators and plasma and hemofilters, nutritional liquids, and solid and liquid pharmaceuticals. Ticker: FRE3:GR
Adidas AG
Athletic Footwear
Dividend Yield: 1,3
Beta: 0,9
Adidas AG manufactures sports shoes and sports equipment. The Company produces products that include footwear, sports apparel, and golf clubs and balls. Adidas sells its products worldwide. Ticker: ADS:GR
Deutsche Bank AG
Diversified Banking Inst
Dividend Yield: 1
Beta: 1,5
Deutsche Bank AG is a global financial service provider delivering commercial, investment, private and retail banking. The Bank offers debt, foreign exchange, derivatives, commodities, money markets, repo and securitization, cash equities, research, equity prime services, loans, convertibles, advice on M&A and IPO’s, trade finance, retail banking, asset management and corporate investments. Ticker: DBK:GR
Bayerische Motoren Werke AG
Auto-Cars/Light Trucks
Dividend Yield: 0,9
Beta: 1
Bayerische Motoren Werke (BMW) AG manufactures and sells luxury cars and motorcycles worldwide. The Company produces everything from convertible sports cars to luxury sedans to touring motorcycles with large displacement engines. Ticker: BMW:GR
Commerzbank AG
Commer Banks Non-US
Dividend Yield: 0
Beta: 1,4
Commerzbank AG attracts deposits and offers retail and commercial banking services. The Bank offers mortgage loans, securities brokerage and asset management services, private banking, foreign exchange, and treasury services worldwide. Ticker: CBK:GR
Infineon Technologies AG
Electronic Compo-Semicon
Dividend Yield: 0
Beta: 1,5
Infineon Technologies AG designs, manufactures, and markets semiconductors and related products. The Company’s products include microprocessors, memory components, microcontrollers, integrated circuits, digital and analog sensors, and fiber optics. Infineon markets its products to the communications, automotive, industrial, and consumer electronics sectors. Ticker: IFX:GR
Company Profile

 

3 commentaires

Commentaire
1) Auguste
12/01/2010
Je remarque à l'instant que vous nous proposez presque tous les dogs du monde, il ne manque que la bourse d'Oulan Bator !
Juste un point puisque j'avais proposé sur votre blog les meilleurs dix rendements du Dax30 à la date du 19 novembre, voilà presque deux mois. Un seul changement dans la liste, Man SE a été remplacé par Allianz.
Le score du Dogs of the Dax depuis cette date est de 8,5%, celui du Dax30 de 5,60% et celui du CAC40 de 6,98%.
Enfin une idée me vient à la suite de votre travail : pourquoi ne pas créer un Dog of the Dogs, avec les 2 premières valeurs de ces indices ?
Réponse de Philippe
Philippe
12/01/2010
C'est bien que vous suiviez la performance des Dogs of the Dax. Je vous ai mis les autres si vous voulez les suivre aussi ! :-)

Les dogs of the dogs, pas si bonne idée, car ça tuerait la diversification sectorielle, on aurait que des valeurs télécom !
Commentaire
3) Jean-Marc
13/01/2010
Si on prend les dogs of the SBF250, on ramasse aussi des foncières. Or celles-ci, pour la très grande majorité, cotent beaucoup moins que leurs actifs nets.
Je fais le pari qu'une bonne pondération en SIIC bien choisies devrait donner de bons résultats en 2010.

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