Achat actions : opportunités au 28/04/2012
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.
Les étoiles sont fonction de la proximité et de l‘éloignement des +bas et +haut à 52 semaines et ne sont pas un critère qualitatif.
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.
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.
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.
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.
Swisscom AG operates public telecommunications networks and offers network application services. The Company provides local, long-distance, and mobile telephone services, integrated voice and data digital services, network solutions to national and international telecommunications operators, and Internet access services, and owns and operates pay telephones.
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.
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.
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.
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.
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.
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.
GDF Suez offers a full range of electricity, gas and associated energy and environment services throughout the world. The Company produces, trades, transports, stores and distributes natural gas, and offers energy management and climatic and thermal engineering 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.
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.
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.
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.
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.
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.
Eutelsat Communications is a KU-band satellite operator. The Company offers television and radio broadcasting, video broadcasting, corporate networks, Internet access, and mobile communications. Eutelsat serves Europe, the Middle East, Africa, Asia, eastern North America, and South America.
OPAP SA accepts bets on sporting events and lottery games. The Company organizes and manages bets on soccer games.
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.
Banca Carige S.p.A. (Cassa di Risparmio di Genova e Imperia) attracts deposits and offers commercial banking services. The Bank offers credit, asset management, mutual funds, insurance, online banking, factoring, and lease financing. Banca Carige operates branches throughout Italy.
RSA Insurance Group PLC is a worldwide commercial insurer. The Company provides property, automobile, liability, and specialty insurance products.
Groupe Bruxelles Lambert S.A. is a holding company with interests in energy, media, and utility companies. The Company, through its subsidiaries, produces petroleum, manufactures chemicals, operates gasoline filling stations, owns and operates television and radio stations, supplies water, generates and transports electricity, transports natural gas, and offers waste management services.
Sofina SA is a holding company that invests in energy, finance, insurance, real estate, distribution, services companies and telecommunications. The Companies are of the European Union nations, the United States, Canada and the Far East.
Resolution Ltd. provides public markets with a series of restructuring opportunities in the financial services industry within UK and Western Europe.
Rhoen-Klinikum AG operates general, rehabilitation, and emergency health care facilities which offer inpatient and outpatient medical care to various communities in Germany. These clinics and hospitals offer cardiological, surgical, psychiatric, neurological and neurosurgical, orthopedic, addiction treatment, and physical therapy services.
ACS, Actividades de Construccion y Servicios, S.A. is an engineering and contracting company that develops civil and industrial infrastructures. The Company provides Civil Works Construction, Greenfield Concession Development, Industrial Services (electricity, oil and gas) and Environmental Services (waste treatment and facility management).
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.
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.
TDC A/S provides telecommunications solutions. The Company offers fixed and mobile telephone service, data communications, systems integration, website hosting, simple and broadband Internet access, and cable television services. TDC has operations in Europe.
Portugal Telecom, SGPS, S.A. offers telecommunications services in Portugal. The Company offers domestic, long distance, and international telephone, mobile telephone, paging, Internet access, and data communications services. Portugal Telecom also distributes television programming over the Internet. The Company offers some of its services in Brazil, Africa, and Asia.
EDP – Energias de Portugal, S.A. generates, supplies and distributes electricity and the supply of gas in Portugal and Spain. Through subsidiaries, the Company is involved with electricity distribution, generation and supply in Brazil, and wind power promotion, construction and operations in Spain, Portugal, France and Belgium.
Red Electrica Corporacion S.A. maintains and operates Spain’s electricity transmission grid . The Company extends the high-voltage grid and coordinates the production and transmission systems.
Verbund AG generates and distributes electricity. The Company operates local hydro and thermal power stations. Verbund also operates wind farms in Bruck an der Leitha, Hollern and Petronell-Carnuntum.
Petites capitalisations Europe
Compagnie des Alpes manages chair lift networks and ski slopes for ski resorts. The Company controls approximately eight subsidiaries.
Alma Media Corp publishes newspapers and operates Internet commerce websites. The Company publishes regional, local and free circulation newspapers, and operates websites selling used cars, used equipment and real estate, and offering job advertisements. Alamanova also publishes business magazines, ranks companies within sectors, and publishes customer and corporate magazines.
Hellenic Petroleum S.A. explores for, develops, produces, refines, and markets petroleum products. The Company also produces petrochemicals and chemicals, and explores for and produces hydrocarbons. It constructs and operates pipelines. The Company also offers engineering services. Hellenic Petroleum operates refineries in Thessaloniki, the Athens metropolitan area, and Skopje.
ERG S.p.A. refines, distributes, and markets petroleum products and generates electricity throughout Italy. The Company owns and operates the ISAB Refinery in Sicily and holds interests in two other refineries in Italy. ERG distributes gasoline, gasoil, and lubricants domestically at service stations and industrial, agricultural, and heating companies.
Banca Carige S.p.A. (Cassa di Risparmio di Genova e Imperia) attracts deposits and offers commercial banking services. The Bank offers credit, asset management, mutual funds, insurance, online banking, factoring, and lease financing. Banca Carige operates branches throughout Italy.
Rhoen-Klinikum AG operates general, rehabilitation, and emergency health care facilities which offer inpatient and outpatient medical care to various communities in Germany. These clinics and hospitals offer cardiological, surgical, psychiatric, neurological and neurosurgical, orthopedic, addiction treatment, and physical therapy services.
Ipsen SA manufactures and markets a wide range of medical drugs for targeted disease areas including oncology, endocrinology, and neuromuscular disorders.
Homeserve PLC offers home emergency repair insurance coverage. The Company markets, administers and handles claims for the policies, and deploys qualified repairmen to fix plumbing and drainage, electrical wiring, and gas boiler breakdowns.
Chemring Group PLC is a global group of companies that specializes in the manufacture of energetic material products and advanced expendable countermeasures. The Company operates in the pyrotechnics, explosive ordnance disposal (EOD), munitions, and countermeasures markets. Chemring Group PLC provides solutions in defense, security, and safety markets.
Neopost SA manufactures mailing and shipping equipment. The Company produces electronic mailing systems, electronic postal scales, computerized shipping and mail accounting systems, folders and inserters, letter openers, mailroom furnishings, addressing printers, and software and mailroom supplies. Neopost markets its machines worldwide.
Exact Holding NV develops and markets business software. The Company’s software helps middle market businesses keep track of financial accounting, sales orders and invoicing, project accounting, human resources, payroll, and production logistics.
Indra Sistemas, S.A. offers information technology products and services. The Company offers systems integration and outsourcing services, installs railway management and ticketing systems, installs road traffic toll and signaling systems, constructs satellite communications systems, manufactures radar air defense systems, and installs insurance management systems.
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.
EVN AG generates and distributes electricity, heat, and gas. Through subsidiaries, the Company supplies water and offers waste incineration services.
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.
Nieuwe Steen Investments NV is a closed-end real estate investment company qualifying as an Investment Institution under Dutch Law. The Company gives private individuals and investment companies the opportunity to invest by means of purchasing shares in the company’s real estate portfolio.
Altarea develops and manages shopping centers in France and Italy. The Company opted for the SIIC legal status in 2005.
Befimmo S.C.A. Sicafi is a partnership limited by shares. The Company manages a property portfolio based on office building in Brussels.
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 des Murs manages real estate holdings such as hotels, and healthcare and retirement housing. The Company opted for the SIIC legal status in 2005.
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.
Encana Corporation explores for, develops, produces, and markets natural gas, crude oil, and natural gas liquids. The Company operates in North and South America.
Newmont Mining Corporation acquires, explores, and develops mineral properties. The Company produces gold from operations in the United States, Australia, Peru, Indonesia, Ghana, Canada, New Zealand and Mexico. Newmont also mines and processes copper in Indonesia.
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.
Loblaw Companies Limited is a retail and wholesale food distributor with operations across Canada. The Company’s operations include both company and franchisee operated stores, warehouses, and cash and carry outlets.
Shaw Communications, Inc. provides broadband cable television, Internet, and satellite television services.
Buckeye Partners, L.P. is an independent pipeline common carrier of refined petroleum products. The Company receives petroleum products from refineries, connecting pipelines, and marine terminals and transports those products to other locations.
Keyera Corp. is an independent natural gas and natural gas liquids midstream company that operates in western Canada. The Company’s operating businesses provide a range of gathering, processing, fractionation, storage, transportation and marketing services to the oil and gas industry.
Agnico-Eagle Mines Limited is a gold producer with operations primarily in northwestern Quebec, northern Mexico, northern Finland and Nunavut. The Company also has exploration activities in Canada, Europe, Latin America, and the United States. Agnico-Eagle Mines focuses on the exploration, development, and expansion of its gold properities primarily from underground operations.
IAMGOLD Corporation is a mid-tier gold mining company. The Company is focused in West Africa, the Guiana Shield of South America and in Quebec where it has a pipeline of development and exploration projects.
SAIC, Inc. provides scientific, engineering, systems integration and technical services and solutions in such areas as national security, intelligence and homeland defense. The Company serves all branches of the U.S. military, agencies of the U.S. Department of Defense, the intelligence community, the U.S. Department of Homeland Security and other U.S. Government civil agencies.
Portugal Telecom, SGPS, S.A. offers telecommunications services in Portugal. The Company offers domestic, long distance, and international telephone, mobile telephone, paging, Internet access, and data communications services. Portugal Telecom also distributes television programming over the Internet. The Company offers some of its services in Brazil, Africa, and Asia.
Frontier Communications Corporation provides communications services to residential and business customers in rural areas and small and medium-sized towns and cities in the United States. The Company offers a variety of voice, data, Internet, and television services and products.
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.
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.
Ritchie Bros. Auctioneers Incorporated auctions industrial equipment, operating through various locations around the world. The Company sells, through unreserved public auctions, used and unused industrial equipment, including equipment used in the construction, transportation, mining, forestry, petroleum, and agricultural industries.
Tellabs, Inc. designs, manufactures, markets, and services voice, data, and video transport and network access systems. The Company’s products are used worldwide by public telephone companies, long-distance carriers, alternate service providers, cellular service providers, cable operators, government agencies, utilities, and business end-users.
Suburban Propane Partners, L.P. is a retail propane gas marketer that serves residential, commercial, industrial, and agricultural customers through service centers.
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
NTT DOCOMO, INC. provides various types of telecommunication services including cellular phones, satellite mobile communication, and wireless LAN Network. The Company also sells cellular phones, and other equipment.
KDDI CORPORATION provides mobile communication services and sells mobile devices. The Company also is a broadband provider.
China Telecom Corporation Limited, through its subsidiaries, provides wireline telephone, data, and Internet, as well as leased line services in China.
Moyennes capitalisations Asie/Pacifique
Singapore Airlines Limited provides air transportation, engineering, airport terminal, pilot training, air charter, and tour wholesaling services. The Company’s airline operation covers Asia, Europe, the Americas, South West Pacific, and Africa.
Petites capitalisations Asie/Pacifique
Huabao International Holdings Limited, through its subsidiaries, produces and supplies flavors and fragrances for tobacco, food and household related products. The company also provides product research, development and marketing services to its customers.
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