Achat actions : opportunités au 28/01/2012
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.
Grandes capitalisations Europe
Tesco plc is a food retailer. The Group operates stores in the United Kingdom, Republic of Ireland, Czech Republic, Hungary, Poland, Slovakia, Turkey, Japan, Malaysia, South Korea, China, Thailand, and the United States.
Carrefour SA operates chains of supermarkets, hypermarkets, discount, cash and carry, and frozen food stores in Europe, the Americas, and Asia.
British Sky Broadcasting Group plc provides a pay television broadcasting service to customers in the United Kingdom and the Republic of Ireland. The Group’s channels broadcast news, movies, sports and pay-per-view events. British Sky also offers Internet services via fixed telecommunications infrastructure.
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.
Telefonaktiebolaget LM Ericsson develops and manufactures products for wired and mobile communications in public and private networks. The Company produces mobile telephones through its Sony Ericsson joint venture. Ericsson manufactures and installs wired and wireless communications systems, wireless microwave links, call center equipment, microelectronics, and radar systems.
Nokia Oyj is a player in the mobile industry. The Company makes a range of mobile devices with services and software that enable people to experience music, navigation, video, television, imaging, games, business mobility and more. Nokia also provides equipment, solutions and services for communications networks.
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.
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.
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.
Telecom Italia S.p.A., through subsidiaries, offers fixed line and mobile telephone and data transmission services in Italy and abroad. The Company offers local and long-distance telephone, satellite communications, Internet access, and teleconferencing services.
SSE PLC generates, transmits, distributes and supplies electricity to industrial, commercial and domestic customers in the United Kingdom and Ireland. The Company also stores and distributes natural gas, and operates a telecommunications network that offers bandwidth and capacity to companies, public sector organizations, Internet service providers, and others.
Snam 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. Snam owns a network of high-and medium-pressure pipes, including trunk lines connected to production and importation sites in Italy.
Centrica PLC is an integrated energy company offering a wide range of home and business energy solutions. The Company sources, generates, processes, stores, trades, saves and supplies energy and provides a range of related services.
Fortum Oyj provides a full range of energy related products and services. The Company’s activities cover the generation, distribution, and sale of electricity and heat and steam, as well as the operation of power plants, and energy-related services. Fortum operates worldwide but mainly in Northern Europe.
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.
EDF SA (Electricite de France) produces, transmits, distributes, imports and exports electricity. The Company, using nuclear power, coal and gas, provides electricity for French energy consumers.
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.
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.
Moyennes capitalisations Europe
Colruyt SA retails goods and offers computer and printing services. The Company retails food and non-food items through Colruyt supermarkets, and Coccinelle, UGA, and Codi Cash supermarkets and cash and carry stores. It retails toys, baby products, and school supplies through Dreamland stores. Colruyt markets computers and offers programming services.
Parmalat SpA produces milk, dairy, and other food products. The Company markets a wide range of products, including yogurt, cream, fruit juices, and desserts.
Delhaize Group operates supermarkets, drugstores, discount stores, and health and beauty shops throughout Belgium and abroad. The stores operate under the names Food Lion, MegaImage, AB Mega, Delvita, Tom & Company, SuperIndo, Le Lion, A.D. Delhaize, Superettes Delhaize, Di, Caddy-Home, P.G., Alfa-Beta, Super Discount Markets, Kash N’ Karry, Hannaford, Shop N’ Go, and Proxy Delhaize.
J Sainsbury plc retails food. The Company operates Sainsbury supermarkets in the United Kingdom, convenience stores, an Internet-based home delivery service, and Sainsbury Bank. The Bank offers saving accounts, credit cards, mortgages, insurance products, and consumer loans.
Basler Kantonalbank is a Swiss regional bank. The Bank accepts deposits and offers mortgage and other loans, portfolio management, foreign currency trading, precious metals trading and other banking services. Basler Kantonalbank operates through a network of branches in the Canton of Basel.
Admiral Group Plc principally sells private motor insurance, together with ancillary products, such as breakdown cover and cover for legal expenses. The Company markets directly to the public in the United Kingdom through its core brands, the Admiral brand, elephant.co.uk, Diamond, and Bell Direct.
Capita PLC provides an integrated range of services across the United Kingdom’s public and private sectors. The Company provides customer services, human resource services, software services, systems and strategic support, and property services.
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.
Suez Environnement Co. provides equipment and services for potable water supply. The Company also collects, treats, and distributes drinkable water. Suez Environnement also provides services for waste collection, recycling, recovery, treatment and disposal of urban and industrial waste.
Petites capitalisations Europe
Guyenne et Gascogne SA owns and operates hypermarkets and supermarkets throughout France and Spain under the names Carrefour and Squale. The Company owns some stores through joint ventures.
Bongrain SA manufactures and distributes cheese and other dairy products throughout the world under the brand names Caprice des Dieux, Tartare, Alouette, and many others. The Company also produces gourmet food and provides catering services. It operates sales and production subsidiaries in Europe, the Americas, Asia, and Australia.
Credit Agricole Sud Rhone Alpes is a regional bank serving southeastern France. The Bank offers credit to businesses, individuals, professionals, agricultural cooperatives and the public sector.
Credit Agricole du Languedoc is a regional bank in Southwestern France. The Bank provides loans and financing to individuals and businesses through local branches.
Credit Agricole Alpes Provence provides lending, depository and other financial services in the Alpes and Provence regions.
Credit Agricole Loire Haute-Loire is a regional bank belonging to the Credit Agricole Group. The Bank provides loans and financing to individuals and businesses through local branches in the Loire Region of France.
Provident Financial plc is a financial services group specialising in the provision of personal credit products for consumers in the United Kingdom non standard lending market. The Company’s Consumer Credit division provides small, unsecured loans, which they collect in weekly installments. The Company’s Credit Cards business is operated through Vanquis Bank.
Recordati S.p.A. researches, manufactures, and markets prescription and non-prescription pharmaceuticals and pharmaceutical chemicals. The Company’s pharmaceuticals include lercanidipine, a treatment for hypertension. Recordati is licensed to produce cardiovascular, gastroenterological, and central nervous system drugs. The Company sells its products throughout the world.
STEF is involved with the transportation and logistics of products that require controlled temperatures. The Company ships fresh and frozen foods such as meat and fish. The group also distributes pharmaceuticals.
Fonciere Europe Logistique is a real estate investment company. The Company invests in warehouses. The Company opted for the SIIC legal status in 2007.
SIIC de PARIS is involved in the leasing and rental of office, commercial, industrial and warehouse properties in France and French overseas territories. The Company opted for the SIIC legal status in 2004.
Fonciere des 6eme et 7eme Arrondissements de Paris buys, builds, sells, and maintains industrial, commercial, residential, and hotel properties. The Company opted for the SIIC legal status in 2007.
Fonciere Developpement Logements is a Real Estate company which manages the residential portfolio of Fonciere Des Regions. The Company opted for the SIIC legal status in 2006.
Altarea develops and manages shopping centers in France and Italy. The Company opted for the SIIC legal status in 2005.
Societe Fonciere Lyonnaise is a real estate investment and management company. The Company manages a portfolio of primarily office and retail properties in Paris’ central business district. The Company opted for the SIIC legal status in 2003.
Wereldhave Belgium owns and operates offices, shopping centres, industrial properties, and residential properties. Investments are located in various locations in Belgium. Wereldhave Belgium’s parent company is the Dutch group Wereldhave N.V., which has offices in The Hague, London, Madrid, New York, and Paris.
London & Stamford Property PLC is an investment company. The Company invests in commercial property, including office, retail and distribution real estate assets, principally in the UK and will also consider opportunities overseas.
ANF Immobilier is a real estate investment trust (societe dinvestissements immobiliers cotee). The Company owns a portfolio of commercial, office, and residential rental properties in Lyon and Marseille. ANF opted for the SIIC legal status in 2006
Grandes capitalisations Amérique
Kellogg Company manufactures and markets ready-to-eat cereal and other convenience foods. The Company’s products include cereals, cookies, crackers, toaster pastries, cereal bars, fruit snacks, frozen waffles and veggie foods. Kellogg markets its products in the United States, Canada, and other countries throughout the world.
Thomson Reuters Corporation is an electronic information and solutions company that serves the global business and professional marketplace. The Company provides proprietary online systems and CD-ROM products in information sectors such as legal and regulatory, financial, scientific reference and healthcare, and corporate training.
Exelon Corporation is a utility services holding company. The Company, through its subsidiaries distributes electricity to customers in Illinois and Pennsylvania. Exelon also distributes gas to customers in the Philadelphia area as well as operates nuclear power plants in states that include Pennsylvania and New Jersey.
Moyennes capitalisations Amérique
George Weston Limited processes and distributes food throughout North America to grocer wholesalers, warehouses, and independent accounts. The Company also processes and packages fish.
Shaw Communications, Inc. provides broadband cable television, Internet, and satellite television services.
Inergy, L.P. is an energy infrastructure and distribution company. Inergy operates a retail and wholesale propane supply, marketing and distribution business. The Company also operates a midstream business that includes a natural gas storage business, a liquefied petroleum gas storage business, a natural gas liquids business and a solution-mining and salt production company.
Frontier Communications Corporation provides communications services to rural areas and small and medium-sized towns and cities. The Company offers a variety of voice, data, and Internet, and television services.
TransAlta Corporation is a non-regulated electric generation and marketing company with its growth focused in developing coal and gas-fired generation. The Company is currently focused on Australia, Canada, the United States, and Mexico.
Chimera Investment Corporation is a specialty finance company. The Company invests in residential mortgage loans, residential mortgage-backed securities, real estate-related securities and various other asset classes.
Petites capitalisations Amérique
Inergy, L.P. is an energy infrastructure and distribution company. Inergy operates a retail and wholesale propane supply, marketing and distribution business. The Company also operates a midstream business that includes a natural gas storage business, a liquefied petroleum gas storage business, a natural gas liquids business and a solution-mining and salt production company.
Covanta Holding Corporation conducts operations in waste disposal, energy services, and specialty insurance. The Company also owns and operates waste-to-energy and power generation projects. Covanta’s waste-to-energy facilities convert municipal solid waste into renewable energy for communities primarily in the United States.
Investors Real Estate Trust is a Real Estate Investment Trust (REIT), which is structured as an umbrella real estate investment trust (UPREIT). The company owns and operates residential, commercial, retail, and office properties. Investors Real Estate Trust also has investments in mortgages and contracts for deeds secured by real estate.
Grandes capitalisations Asie/Pacifique
Oversea-Chinese Banking Corporation Limited offers a comprehensive range of financial services. The Company’s services include deposit-taking, corporate, enterprise and personal lending, international trade financing, investment banking, private banking, treasury, stockbroking, insurance, credit cards, cash management, asset management and other financial and related services.
HSBC Holdings plc is the holding company for the HSBC Group. The Company provides a variety of international banking and financial services, including retail and corporate banking, trade, trusteeship, securities, custody, capital markets, treasury, private and investment banking, and insurance. The Group operates worldwide.
Takeda Pharmaceutical Company Limited mainly manufactures and sells pharmaceuticals, food supplements, and chemical products like polyurethane. The Company also produces food, agrochemicals, and environment-related products such as pollution detectors. Takeda Pharmaceutical researches, develops, and promotes the products through its related companies in the US, Europe, and Asia.
DAIICHI SANKYO COMPANY, LIMITED is a holding company established through merger of Sankyo and Daiichi pharmaceutical. The Group manufactures pharmaceuticals for human/veterinary use and medical tools and equipment. It also researches and promotes products through related companies throughout the world. The Group also produces food, food additives, livestock feeds, and agrochemicals.
Nintendo Co., Ltd. globally develops, manufactures and sells home-use video game hardware and software in home entertainment business. The company also produces home-game products including cards.
CANON INC. is a professional and consumer imaging solutions company and patent-holder of digital imaging technologies. The Company’s products include networked multifunction devices, digital and analog copiers, computer peripherals, facsimile machines, image filing systems, camcorders, cameras and lenses, semiconductor, and broadcast and medical equipment.
China Telecom Corporation Limited, through its subsidiaries, provides wireline telephone, data, and Internet, as well as leased line services in China.
KDDI CORPORATION provides mobile communication services and sells mobile devices. The Company also is a broadband provider.
CLP Holdings Limited, through its subsidiaries, generates and supplies electricity. The Company also develops and invests in power projects and invests in properties.
The Kansai Electric Power Company, Incorporated generates electricity from hydroelectric, thermal, geothermal, and nuclear power sources. The Company distributes electricity to Osaka and the surrounding Kansai area. Kansai Electric also constructs and maintains electrical power facilities.
Moyennes capitalisations Asie/Pacifique
SIA Engineering Company provides airframe and component overhaul services, line maintenance and technical ground handling services. The Company also manufactures aircraft cabin equipment, refurbishes aircraft galleys, repairs and overhauls hydromechanical aircraft equipment.
CapitaMall Trust is a real estate investment trust which owns and invests in retail properties primarily in Singapore. The Company’s properties are strategically located in the suburban areas and downtown core of Singapore.
Petites capitalisations Asie/Pacifique
Cafe De Coral Holdings Limited, through its subsidiaries, operates quick service restaurants, fast casual dining, institutional catering and specialty restaurant chains, and food manufacturing business.
BT Investment Management Ltd. manages funds on behalf of retail and institutional clients and other intermediaries. The Company invests funds in a range of asset classes including equities, fixed income, cash, and alternatives.
Singapore Post Limited provides domestic and international postal services. The Company is also involved in logistic business and has a retail distribution network in Singapore.
SMRT Corporation Limited operates the Mass Rapid Transit (MRT) system and LRT (Light Rail Transit) system in Singapore. The Company also provides bus, taxi, charter hire services, and consultancy and project management services. SMRT Corporation rents taxis and leases commercial space, kiosks and advertising panels at the MRT and LRT stations as well as in train, buses, and taxis.
"Si vous ne connaissez pas les bijoux, connaissez le bijoutier." – Warren Buffet





