Achat actions : opportunités au 01/05/2010
Actions européennes préférées : Imperial Tobacco, GlaxoSmithKline, KPN, Unibail-Rodamco. Actions américaines préférées : n/a.
Grandes capitalisations européennes
Consommation de base
| Company | Profile |
|---|---|
| Imperial Tobacco Group PLC Tobacco Dividend Yield:4,6 Beta: 0,8  |
Imperial Tobacco Group plc is an international tobacco company that manufactures, markets, and sells a range of cigarettes, tobaccos, rolling papers, and cigars.Ticker: IMT.L |
| Carrefour SA Food-Retail Dividend Yield:3,3 Beta: 0,9 |
Carrefour SA operates chains of supermarkets, hypermarkets, discount, cash and carry, and frozen food stores in Europe, the Americas, and Asia.Ticker: CA.PA |
Consommation discrétionnaire
| Company | Profile |
|---|---|
| Vivendi SA Multimedia Dividend Yield:16,7 Beta: 0,8  |
Vivendi, through its subsidiaries, conducts operations ranging from music, games and television to film and telecommunications. The Company provides digital and pay television services, sells music compact discs (CDs), develops and distributes interactive entertainment, and operates mobile and fixed-line telecommunications.Ticker: VIV.PA |
Energie
| Company | Profile |
|---|---|
| Repsol YPF SA Oil Comp-Integrated Dividend Yield:6,1 Beta: 0,9  |
Repsol YPF, S.A., through subsidiaries, explores for and produces crude oil and natural gas, refines petroleum, and transports petroleum products and liquefied petroleum gas (LPG). The Company retails gasoline and other products through its chain of gasoline filling stations. Repsol’s petroleum reserves are in Spain, Latin America, Asia, North Africa, and the Middle East and United States.Ticker: REP.MC |
| Total SA Oil Comp-Integrated Dividend Yield:6,1 Beta: 1,0  |
Total SA explores for, produces, refines, transports, and markets oil and natural gas. The Company also operates a chemical division which produces polypropylene, polyethylene, polystyrene, rubber, paint, ink, adhesives, and resins. Total operates gasoline filling stations in Europe, the United States, and Africa.Ticker: FP.PA |
| ENI SpA Oil Comp-Integrated Dividend Yield:7,5 Beta: 1,0 |
Eni S.p.A. explores for and produces hydrocarbons in Italy, Africa, the North Sea, the Gulf of Mexico, Kazakhstan, and Australia. The Company both produces natural gas and imports it for sale in Italy and elsewhere in Europe. Eni transports natural gas in pipelines. The Company generates and trades electricity, refines oil, and operates gasoline service stations.Ticker: ENI.MI |
| BP PLC Oil Comp-Integrated Dividend Yield:8,9 Beta: 1,0 |
BP plc is an oil and petrochemicals company. The Company explores for and produces oil and natural gas, refines, markets, and supplies petroleum products, generates solar energy, and manufactures and markets chemicals. BP’s chemicals include terephthalic acid, acetic acid, acrylonitrile, ethylene and polyethylene.Ticker: BP.L |
Santé
| Company | Profile |
|---|---|
| GlaxoSmithKline PLC Medical-Drugs Dividend Yield:6,0 Beta: 0,7 |
GlaxoSmithKline plc is a research-based pharmaceutical group that develops, manufactures and markets vaccines, prescription and over-the-counter medicines, as well as health-related consumer products. The Group, which also provides laboratory testing and disease management services, specializes in treatments for respiratory, central nervous system, gastro-intestinal and genetic disordersTicker: GSK.L |
| Roche Holding AG Medical-Drugs Dividend Yield:3,7 Beta: 1,0 |
Roche Holding AG develops and manufactures pharmaceutical and diagnostic products. The Company produces prescription drugs in the areas of cardiovascular, infectious, autoimmune, and respiratory diseases, dermatology, metabolic disorders, oncology, transplantation, and the central nervous system.Ticker: ROG.VX |
Industrie
| Company | Profile |
|---|---|
| BAE Systems PLC Aerospace/Defense Dividend Yield:5,4 Beta: 0,8  |
BAE Systems plc develops, delivers, and supports advanced defense and aerospace systems. The Group manufactures military aircraft, surface ships, submarines, radar, avionics, communications, electronics, and guided weapon systems. BAE Systems services clients located throughout the world.Ticker: BA.L |
Matériaux de base
| Company | Profile |
|---|---|
| Syngenta AG Agricultural Chemicals Dividend Yield:2,3 Beta: 0,7 |
Syngenta AG produces crop protection products and seeds. The Company produces herbicides, insecticides and fungicides, and seeds for field crops, vegetables, and flowers.Ticker: SYNN.VX |
| Bayer AG Chemicals-Diversified Dividend Yield:6,2 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.DE |
Services de télécommunication
| Company | Profile |
|---|---|
| Koninklijke KPN NV Telephone-Integrated Dividend Yield:6,6 Beta: 0,6 |
Koninklijke (Royal) KPN NV provides telecommunications services throughout the Netherlands. The Company provides local, long distance, international, and mobile telecommunications services, voice-Mail, call forwarding, ISDN Internet lines, faxing, and communications services for businesses and individuals. KPN offers mobile telecommunications through E-Plus in Germany and BASE in Belgium.Ticker: KPN.AS |
| France Telecom SA Telephone-Integrated Dividend Yield:9,2 Beta: 0,7 |
France Telecom SA provides telecommunications services to residential, professional, and large business customers. The Company offers public fixed-line telephone, leased lines and data transmission, mobile telecommunications, cable television, Internet and wireless applications, and broadcasting services, and telecommunications equipment sales and rentals.Ticker: FTE.PA |
| Deutsche Telekom AG Telephone-Integrated Dividend Yield:9,1 Beta: 0,7 |
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.DE |
| Telefonica SA Telephone-Integrated Dividend Yield:6,5 Beta: 0,8 |
Telefonica S.A. provides telecommunications services Mainly to countries in Europe and Latin America. The Company offers fixed-line and mobile telephone, Internet, and data transmission services to residential and corporate customers.Ticker: TEF.MC |
Services aux collectivités
| Company | Profile |
|---|---|
| Snam Rete Gas SpA Gas-Transportation Dividend Yield:5,9 Beta: 0,4 |
Snam Rete Gas S.p.A. owns and operates Italy’s natural-gas distribution network. The Company transports gas on behalf of importers, distributors, and companies supplying Italian households. Rete owns a network of high-and medium-pressure pipes, including trunk lines connected to production and importation sites in Italy.Ticker: SRG.MI |
| Areva SA Energy-Alternate Sources Dividend Yield:2,1 Beta: 0,8 |
Areva produces concentrated uranium and metallic fuel, and engineers and constructs nuclear power plants. The Company also manufactures nuclear measurement equipment, transportation safety systems, and recycles and reprocesses nuclear fuel. Areva also has a electricity transmission & distribution division.Ticker: CEI.PA |
| Endesa SA Electric-Integrated Dividend Yield:2,6 Beta: 0,8 |
Endesa, S.A. generates, distributes, and trades electricity in Spain, Italy, France, Portugal, North Africa, and Latin America. The Company distributes natural gas, operates co-generation plants, and treats and distributes water.Ticker: ELE.MC |
| Enel SpA Electric-Integrated Dividend Yield:11,0 Beta: 0,8 |
Enel S.p.A. generates, transmits, distributes, and trades electricity. The Company operates hydroelectric, geothermal, and other generating plants. Enel, through subsidiaries, also provides fixed-line and mobile telephone services, installs public lighting systems, and operates real estate, factoring, insurance, telecommunications, and Internet service provider businesses.Ticker: ENEL.MI |
| Gas Natural SDG SA Gas-Distribution Dividend Yield:6,5 Beta: 0,8 |
Gas Natural SDG, S.A. distributes natural gas in Spain and Latin America. The Company also operates gas storage facilities, owns and operates a fiber optic backbone telecommunications network, markets energy management products and household gas appliances, and installs gas heating systems.Ticker: GAS.MC |
| National Grid PLC Electric-Transmission Dividend Yield:6,8 Beta: 0,8 |
National Grid PLC owns, operates and develops electricity and gas networks. The Group’s electricity transmission and gas distribution networks are located throughout the United Kingdom and in the north-eastern section of the United States. They also own liquefied natural gas storage facilities in Britain and provide infrastructure services to the mobile telecom industry.Ticker: NG.L |
| RWE AG Electric-Integrated Dividend Yield:6,0 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.DE |
| GDF Suez Electric-Integrated Dividend Yield:6,1 Beta: 0,9 |
GDF Suez offers a full range of natural gas and associated energy services throughout the world. GDF produces, trades, transports, stores and distributes natural gas, and offers energy management and climatic and thermal engineering services.Ticker: GSZ.PA |
| E.ON AG Electric-Integrated Dividend Yield:5,9 Beta: 1,0 |
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.DE |
Foncière cotée
| Company | Profile |
|---|---|
| Unibail-Rodamco SE REITS-Diversified Dividend Yield:8,4 Beta: 0,9 |
Unibail-Rodamco leases and rents building space, finances real estate investments, and renovates real estate for sale. The Company’s properties, Mainly shopping centers, office buildings, and convention-exhibition centers, are primarily located in city centers or near major access routes. The Company opted for the SIIC legal status in 2003.Ticker: UL.PA |
Moyennes capitalisations européennes
Consommation de base
| Company | Profile |
|---|---|
| WM Morrison Supermarkets PLC Food-Retail Dividend Yield:3,5 Beta: 0,7 |
William Morrison Supermarkets plc retails groceries through a chain of supermarkets in England. Approximately half of the Group’s stores contain petrol filling stations. William Morrison has its own fresh food manufacturing and processing operations, thus allowing them to market a number of own label brands.Ticker: MRW.L |
Santé
| Company | Profile |
|---|---|
| Ipsen SA Medical-Drugs Dividend Yield:2,1 Beta: 0,6 |
Ipsen SA manufactures and markets a wide range of medical drugs for targeted disease areas including oncology, endocrinology, and neuromuscular disorders.Ticker: IPN.PA |
Industrie
| Company | Profile |
|---|---|
| Thales SA Aerospace/Defense Dividend Yield:3,9 Beta: 0,6 |
Thales SA manufactures aerospace systems and industrial electronics products. The Company manufactures radar and countermeasure systems, optronics and electron tubes, communications, navigation, and identification systems, air traffic management systems, computer hardware and software, missile defense systems, and semiconductors. Thales serves the civilian and military markets.Ticker: HO.PA |
| Finmeccanica SpA Aerospace/Defense Dividend Yield:4,7 Beta: 0,6 |
Finmeccanica SpA designs, develops, and produces a complete line of commercial and military aircraft, space systems, air defense systems and air and traffic control equipment. The Company also designs and constructs nuclear power plants, rail transportation systems, process control systems, and microprocessors.Ticker: FNC.MI |
| ACS Actividades de Construccion y Servicios SA Building-Heavy Construct Dividend Yield:6,6 Beta: 0,7 |
ACS, Actividades de Construccion y Servicios, S.A. designs, builds, and Maintains roads, railroads, hydraulic works, ports, and residential and commercial buildings. The Company also installs and Maintains electricity distribution systems, natural gas distribution systems, telephone networks, and road signaling systems, collects and treats waste, and operates buses.Ticker: ACS.MC |
Matériaux de base
| Company | Profile |
|---|---|
| Lonza Group AG Chemicals-Specialty Dividend Yield:2,2 Beta: 0,7 |
Lonza Group AG produces organic fine chemicals, biocides, active ingredients, and biotechnology products. The Company offers custom chemical manufacturing and fermentation processing and manufactures its products for the life sciences, pharmaceuticals, food processing, and agricultural products industries. Lonza operates production sites in Europe, the United States, and China.Ticker: LONN.VX |
Services de télécommunication
| Company | Profile |
|---|---|
| Mobistar SA Cellular Telecom Dividend Yield:10,4 Beta: 0,5 |
Mobistar SA offers mobile telephone services in Belgium through a GSM network, as well as fixed-line services for international calls. The Company offers such services as pre-paid calling cards, text messaging, mobile office access for business customers, and games.Ticker: MOBB.BR |
| Belgacom SA Telephone-Integrated Dividend Yield:8,6 Beta: 0,6 |
Belgacom provides communication services and products to residential, business and corporate customers both domestically and internationally. The Group also offers multimedia products, payphones, pagers, operator services and calling cards. Through its subsidiaries Belgacom Mobile and Belgacom Skynet the company further offers mobile phone and Internet services.Ticker: BELG.BR |
Services aux collectivités
| Company | Profile |
|---|---|
| Enagas Gas-Distribution Dividend Yield:4,9 Beta: 0,7 |
Enagas imports, stores, and transports natural gas. The Company imports liquid natural gas on methane carriers and operates regasification plants in Barcelona, Huelva, and Cartagena. Enagas also receives natural gas through pipelines over the Pyrenees Mountains and across the Strait of Gibraltar. The Company transports gas throughout Spain through its high-pressure pipelines.Ticker: ENG.MC |
| Red Electrica Corp SA Electric-Transmission Dividend Yield:4,1 Beta: 0,7 |
Red Electrica Corporacion S.A. Maintains and operates Spain’s electricity transmission network. The Company extends the high-voltage grid and coordinates the production and transmission systems. Red Electrica also operates a fiber optic network, and offers Internet connectivity and website hosting solutions to Internet service providers.Ticker: REE.MC |
| Atlantia SpA Public Thoroughfares Dividend Yield:4,9 Beta: 0,8 |
Atlantia S.p.A. is a holding company with responsibility for portfolio strategies in the transport and communications infrastructures and network sectors.Ticker: ATL.MI |
| Scottish & Southern Energy PLC Electric-Integrated Dividend Yield:7,1 Beta: 0,8 |
Scottish and Southern Energy plc generates, transmits, distributes and supplies electricity to industrial, commercial and domestic customers in England, Wales and Scotland. The Group also provides electrical and utility contracting services, environmental control systems for the pharmaceutical and manufacturing sectors, and supplies natural gas.Ticker: SSE.L |
Foncière cotée
| Company | Profile |
|---|---|
| Mercialys SA REITS-Diversified Dividend Yield:3,9 Beta: 0,6 |
Mercialys operates the strategic retail property business of Casino GuichardPerrachon SA, or Groupe Casino. The Company manages a large portfolio of shopping centers and restaurants adjacent to the Group’s own stores. Mercialys opted for the SIIC legal status in 2005.Ticker: MERY.PA |
| Befimmo SCA Sicafi REITS-Diversified Dividend Yield:8,2 Beta: 0,7 |
Befimmo S.C.A. owns and operates office buildings in Belgium where structural demand is high.Ticker: BEFB.BR |
| Cofinimmo REITS-Office Property Dividend Yield:7,1 Beta: 0,7 |
Cofinimmo owns and manages office buildings in Brussels. The Company also develops properties for its own account with the construction of new buildings as well as renovation of older sites.Ticker: COFB.BR |
| Wereldhave NV REITS-Diversified Dividend Yield:7,9 Beta: 0,7 |
Wereldhave N.V. is an investment company qualifying as an Investment Institution under Dutch Law . The Company develops, invests in, and manages commercial real estate properties. Wereldhave NV invests in office buildings, shopping centers, industrial property and apartment buildings. Properties are located in Belgium, France, the Netherlands, Spain, the United Kingdom, and the United States.Ticker: WHA.AS |
| ICADE REITS-Office Property Dividend Yield:4,9 Beta: 0,9 |
ICADE specializes in business real estate. The Company finances and leases business parks. It offers customized rental design services and other services such as telecommunication, catering, and Maintenance. The Company opted for the SIIC legal status in 2003.Ticker: ICAD.PA |
Opportunités d’achat actions : remarques
Ces opportunités (opportunités et non conseils) d’achat sont issues d’un filtrage quantitatif d’après des données provenant de Bloomberg et Yahoo, qui peuvent comporter des erreurs, particulièrement au niveau du rendement sur dividendes.
Rappelez-vous que le choix des actions n’est qu’un bout d’une stratégie patrimoniale. L’investisseur heureux préconise une diversification maximale, en terme de classes d’actifs (monétaire, obligataire, immobilier, actions…), zones géographiques et secteurs.
"Dans le monde des affaires, le rétroviseur est hélas toujours plus clair que le pare-brise." – Warren Buffet
