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Stratégie Sectorielle : Conso. discrétionnaire

Sociétés de consommation discrétionnaire avec une capitalisation boursière > à 2 Md€.

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Stratégie dividendes : du +haut rendement au + faible rendement / 1. Stratégie Sectorielle | a) Dividendes Consommation discrétionnaire | 1. Conso. discrétionnaire

  Société Cap.1 Rdt. % PER Bêta Cours +bas2 +haut2 Industrie
Action Royaume-UniPersimmon9,09,310,40,92530,0-19%15%Homebuilders
Action SuèdeHennes & Mauritz187,814,11,0125,2-6%96%Specialty Apparel Stores
Action Royaume-UniMarks & Spencer Group5,06,923,91,1270,2-3%47%Department Stores
Action FranceLagardere3,05,619,01,223,2-5%25%Publishing & Broadcasting
Action Royaume-UniITV6,65,413,91,0144,2-2%52%Publishing & Broadcasting
Action Royaume-UniWPP165,39,11,11132,5-4%57%Advertising & Marketing
Action AllemagneDaimler745,37,01,569,0-14%11%Automobiles
Action Royaume-UniBarratt Developments6,14,98,60,6530,4-3%30%Homebuilders
Action AllemagneBayerische Motoren Werke574,56,71,488,2-13%11%Automobiles
Action FranceSociete BIC3,84,312,80,680,8-6%50%Office Supplies
Action DanemarkPandora9,94,212,50,9649,8-21%20%Jewelry & Watch Stores
Action Royaume-UniWilliam Hill3,24,0-0,9330,3-28%4%Casinos & Gaming
Action Royaume-UniG4S4,43,915,90,5248,1-6%38%Security Services
Action Pays-basRandstad Holding9,83,915,91,253,4-10%11%Professional Services
Action Royaume-UniInternational Consolidated Airlines Group143,97,50,8614,6-16%11%Airlines
Action Royaume-UniKingfisher7,23,713,30,5292,5-2%26%Home Products Stores
Action SuisseAdecco Group9,93,712,60,968,0-3%18%Professional Services
Action FranceRenault293,65,31,798,5-25%2%Automobiles
Action Royaume-UniDaily Mail & General Trust2,53,5-0,9646,0-23%19%Publishing & Broadcasting
Action DanemarkISS5,63,416,60,8223,6-5%30%Building Maintenance Services
Action FranceSodexo123,417,10,881,9-2%51%Food Services
Action Royaume-UniNext7,83,311,50,64759,0-26%11%Specialty Apparel Stores
Action AllemagneProSiebenSat.1 Media8,63,321,61,040,1-11%27%Publishing & Broadcasting
Action FrancePublicis Groupe133,315,10,856,6-8%22%Advertising & Marketing
Action SuisseSGS153,228,60,92348,0-11%13%Professional Services
Action SuèdeElectrolux8,03,212,90,9262,5-10%18%Home Improvement
Action AllemagneDeutsche Lufthansa123,15,10,825,9-44%21%Airlines
Action FranceEdenred6,73,026,80,828,2-24%3%Other Commercial Services
Action FranceCie Generale des Etablissements Michelin223,012,81,0119,9-8%9%Auto Parts
Action EspagneIndustria de Diseno Textil793,023,50,725,4-10%45%Specialty Apparel Stores
Action SuèdeSecuritas4,82,818,91,1141,8-12%7%Security Services
Action Royaume-UniCarnival382,817,60,64580,0-3%19%Cruise Lines
Action IrlandePaddy Power Betfair8,32,7--0,583,5-15%25%Casinos & Gaming
Action FrancePeugeot182,79,41,819,6-16%8%Automobiles
Action Royaume-UniWhitbread7,82,614,41,23700,0-5%17%Lodging
Action FranceBureau Veritas9,32,629,30,821,1-11%15%Professional Services
Action AllemagnePorsche Automobil Holding102,66,21,467,5-30%19%Automobiles
Action Royaume-UniTaylor Wimpey6,92,610,90,9184,6-6%15%Homebuilders
Action Royaume-UnieasyJet7,32,621,40,31604,5-39%6%Airlines
Action Royaume-UniUBM4,22,527,00,7938,0-32%2%Other Commercial Services
Action SuisseGeberit132,529,50,9422,4-4%15%Home Improvement
Action AllemagneVolkswagen812,57,11,5161,4-23%19%Automobiles
Action FranceAccor132,437,10,943,8-12%10%Lodging
Action Royaume-UniCompass Group262,320,41,01455,5-4%17%Food Services
Action FranceValeo132,312,91,353,6-3%26%Auto Parts
Action Royaume-UniBurberry Group8,12,324,21,41696,0-13%19%Apparel, Footwear & Acc Design
Action Royaume-UniPearson6,72,315,00,5749,0-25%4%Publishing & Broadcasting
Action Royaume-UniBunzl8,12,222,41,02095,0-8%18%Other Wholesalers
Action FranceVivendi272,122,60,721,0-17%18%Entertainment Content
Action SuisseCie Financiere Richemont382,125,11,185,8-10%8%Apparel, Footwear & Acc Design
Action Royaume-UniGKN9,12,015,90,9463,0-40%0%Auto Parts
Action AllemagneContinental452,015,01,2224,3-17%15%Auto Parts
Action ItalieLuxottica Group252,027,40,550,5-10%10%Other Spec Retail - Discr
Action FranceLVMH Moet Hennessy Louis Vuitton1272,024,61,1250,2-19%4%Apparel, Footwear & Acc Design
Action FranceJCDecaux6,02,031,10,828,3-4%31%Publishing & Broadcasting
Action FranceWendel5,91,9-1,1126,7-8%20%Professional Services
Action SuisseSwatch Group201,830,21,1421,4-18%4%Apparel, Footwear & Acc Design
Action Royaume-UniHays3,11,818,20,8188,3-19%10%Professional Services
Action Royaume-UniInterContinental Hotels Group9,31,719,51,24268,0-14%16%Lodging
Action FranceChristian Dior581,625,91,1320,9-33%1%Apparel, Footwear & Acc Design
Action FranceKering491,527,41,0388,8-38%7%Apparel, Footwear & Acc Design
Action Royaume-UniIntertek Group8,61,526,40,84660,0-17%17%Other Commercial Services
Action Royaume-UniRentokil Initial5,71,47,30,8271,7-12%25%Building Maintenance Services
Action Allemagneadidas411,329,70,8196,7-17%3%Apparel, Footwear & Acc Design
Action Royaume-UniSky261,024,80,71297,5-37%6%Cable & Satellite
Action FranceHermes International510,843,70,4481,5-14%0%Apparel, Footwear & Acc Design
Action ItalieFerrari5,70,7--97,5-33%9%Automobiles
Action Pays-basAltice11--1,36,7-4%250%Cable & Satellite
Action ItalieFiat Chrysler Automobiles25-7,41,416,5-46%22%Automobiles
Action ItalieMediaset3,7--1,43,1-10%25%Publishing & Broadcasting

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Stratégie contrariante : proche du +bas et éloigné du +haut à 52 semaines / 1. Stratégie Sectorielle | a) Dividendes Consommation discrétionnaire | 1. Conso. discrétionnaire

  Société Cap.1 Rdt. % PER Bêta Cours +bas2 +haut2 Industrie
Action Pays-basAltice11--1,36,7-4%250%Cable & Satellite
Action Royaume-UniITV6,65,413,91,0144,2-2%52%Publishing & Broadcasting
Action FranceSodexo123,417,10,881,9-2%51%Food Services
Action Royaume-UniMarks & Spencer Group5,06,923,91,1270,2-3%47%Department Stores
Action SuèdeHennes & Mauritz187,814,11,0125,2-6%96%Specialty Apparel Stores
Action Royaume-UniWPP165,39,11,11132,5-4%57%Advertising & Marketing
Action Royaume-UniKingfisher7,23,713,30,5292,5-2%26%Home Products Stores
Action Royaume-UniBarratt Developments6,14,98,60,6530,4-3%30%Homebuilders
Action FranceValeo132,312,91,353,6-3%26%Auto Parts
Action FranceSociete BIC3,84,312,80,680,8-6%50%Office Supplies
Action FranceJCDecaux6,02,031,10,828,3-4%31%Publishing & Broadcasting
Action Royaume-UniCarnival382,817,60,64580,0-3%19%Cruise Lines
Action Royaume-UniG4S4,43,915,90,5248,1-6%38%Security Services
Action SuisseAdecco Group9,93,712,60,968,0-3%18%Professional Services
Action DanemarkISS5,63,416,60,8223,6-5%30%Building Maintenance Services
Action FranceLagardere3,05,619,01,223,2-5%25%Publishing & Broadcasting
Action EspagneIndustria de Diseno Textil793,023,50,725,4-10%45%Specialty Apparel Stores
Action Royaume-UniCompass Group262,320,41,01455,5-4%17%Food Services
Action SuisseGeberit132,529,50,9422,4-4%15%Home Improvement
Action Royaume-UniWhitbread7,82,614,41,23700,0-5%17%Lodging
Action FrancePublicis Groupe133,315,10,856,6-8%22%Advertising & Marketing
Action ItalieMediaset3,7--1,43,1-10%25%Publishing & Broadcasting
Action AllemagneProSiebenSat.1 Media8,63,321,61,040,1-11%27%Publishing & Broadcasting
Action FranceWendel5,91,9-1,1126,7-8%20%Professional Services
Action Royaume-UniTaylor Wimpey6,92,610,90,9184,6-6%15%Homebuilders
Action Royaume-UniBunzl8,12,222,41,02095,0-8%18%Other Wholesalers
Action Royaume-UniRentokil Initial5,71,47,30,8271,7-12%25%Building Maintenance Services
Action SuèdeElectrolux8,03,212,90,9262,5-10%18%Home Improvement
Action IrlandePaddy Power Betfair8,32,7--0,583,5-15%25%Casinos & Gaming
Action Royaume-UniBurberry Group8,12,324,21,41696,0-13%19%Apparel, Footwear & Acc Design
Action FranceBureau Veritas9,32,629,30,821,1-11%15%Professional Services
Action SuisseSGS153,228,60,92348,0-11%13%Professional Services
Action Pays-basRandstad Holding9,83,915,91,253,4-10%11%Professional Services
Action FranceCie Generale des Etablissements Michelin223,012,81,0119,9-8%9%Auto Parts
Action Royaume-UniInterContinental Hotels Group9,31,719,51,24268,0-14%16%Lodging
Action FranceVivendi272,122,60,721,0-17%18%Entertainment Content
Action Royaume-UniIntertek Group8,61,526,40,84660,0-17%17%Other Commercial Services
Action ItalieLuxottica Group252,027,40,550,5-10%10%Other Spec Retail - Discr
Action DanemarkPandora9,94,212,50,9649,8-21%20%Jewelry & Watch Stores
Action AllemagneContinental452,015,01,2224,3-17%15%Auto Parts
Action AllemagneVolkswagen812,57,11,5161,4-23%19%Automobiles
Action FranceAccor132,437,10,943,8-12%10%Lodging
Action AllemagneBayerische Motoren Werke574,56,71,488,2-13%11%Automobiles
Action Royaume-UniDaily Mail & General Trust2,53,5-0,9646,0-23%19%Publishing & Broadcasting
Action Royaume-UniPersimmon9,09,310,40,92530,0-19%15%Homebuilders
Action SuisseCie Financiere Richemont382,125,11,185,8-10%8%Apparel, Footwear & Acc Design
Action AllemagneDaimler745,37,01,569,0-14%11%Automobiles
Action Royaume-UniInternational Consolidated Airlines Group143,97,50,8614,6-16%11%Airlines
Action AllemagnePorsche Automobil Holding102,66,21,467,5-30%19%Automobiles
Action SuèdeSecuritas4,82,818,91,1141,8-12%7%Security Services
Action Royaume-UniHays3,11,818,20,8188,3-19%10%Professional Services
Action ItalieFiat Chrysler Automobiles25-7,41,416,5-46%22%Automobiles
Action FrancePeugeot182,79,41,819,6-16%8%Automobiles
Action AllemagneDeutsche Lufthansa123,15,10,825,9-44%21%Airlines
Action Royaume-UniNext7,83,311,50,64759,0-26%11%Specialty Apparel Stores
Action ItalieFerrari5,70,7--97,5-33%9%Automobiles
Action FranceLVMH Moet Hennessy Louis Vuitton1272,024,61,1250,2-19%4%Apparel, Footwear & Acc Design
Action SuisseSwatch Group201,830,21,1421,4-18%4%Apparel, Footwear & Acc Design
Action FranceKering491,527,41,0388,8-38%7%Apparel, Footwear & Acc Design
Action Royaume-UniSky261,024,80,71297,5-37%6%Cable & Satellite
Action Allemagneadidas411,329,70,8196,7-17%3%Apparel, Footwear & Acc Design
Action Royaume-UniWilliam Hill3,24,0-0,9330,3-28%4%Casinos & Gaming
Action Royaume-UnieasyJet7,32,621,40,31604,5-39%6%Airlines
Action Royaume-UniPearson6,72,315,00,5749,0-25%4%Publishing & Broadcasting
Action FranceEdenred6,73,026,80,828,2-24%3%Other Commercial Services
Action FranceRenault293,65,31,798,5-25%2%Automobiles
Action Royaume-UniUBM4,22,527,00,7938,0-32%2%Other Commercial Services
Action FranceHermes International510,843,70,4481,5-14%0%Apparel, Footwear & Acc Design
Action FranceChristian Dior581,625,91,1320,9-33%1%Apparel, Footwear & Acc Design
Action Royaume-UniGKN9,12,015,90,9463,0-40%0%Auto Parts

1 Ou contre-valeur en € d’après la parité en vigueur     2 Ecart par rapport au +bas/haut à 52 semaines

3 Les F-Score Piotroski et IH Score sont calculés avec XlsValorisation à partir des comptes annuels de bilan et résultat.

Le rendement sur dividende indiqué est calculé d’après les dividendes ordinaires et exceptionnels distribués au cours des douze derniers mois. Il peut y avoir des inexactitudes et la pérennité du rendement n’est pas garantie. 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. Déposez vos remarques et suggestions sur les forums : Screeners de l’IH.

Sources : Bloomberg, Wall Street Journal et Financial Times