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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-UniPearson6,18,4-0,5627,5-12%58%Publishing & Broadcasting
Action Royaume-UniPersimmon8,35,911,60,92280,4-49%1%Homebuilders
Action Royaume-UniCapita4,55,6103,51,0571,0-24%93%Professional Services
Action DanemarkPandora115,313,60,9712,5-9%41%Jewelry & Watch Stores
Action Royaume-UniMarks & Spencer Group6,85,223,00,9353,7-28%25%Department Stores
Action AllemagneDaimler714,98,31,566,3-23%10%Automobiles
Action Royaume-UnieasyJet5,34,810,60,41131,0-25%38%Airlines
Action FranceLagardere3,64,820,41,327,3-33%2%Publishing & Broadcasting
Action SuèdeHennes & Mauritz334,519,30,9216,7-1%41%Specialty Apparel Stores
Action DanemarkISS7,04,218,1-282,4-20%0%Building Maintenance Services
Action AllemagneBayerische Motoren Werke554,28,11,484,1-25%9%Automobiles
Action Royaume-UniWilliam Hill3,04,115,81,0296,5-21%19%Casinos & Gaming
Action FranceRenault244,06,51,681,0-21%12%Automobiles
Action Royaume-UniNext7,43,79,80,74284,0-18%32%Specialty Apparel Stores
Action Pays-basRandstad Holding103,517,61,255,0-42%6%Professional Services
Action Royaume-UniWPP263,415,71,11701,0-29%13%Advertising & Marketing
Action Royaume-UniBarratt Developments6,83,310,20,6573,5-45%3%Homebuilders
Action Royaume-UniITV103,319,51,2218,0-35%6%Publishing & Broadcasting
Action SuisseAdecco Group123,316,11,073,1-38%0%Professional Services
Action AllemagneProSiebenSat.1 Media8,63,321,61,040,1-11%27%Publishing & Broadcasting
Action SuisseSGS163,230,50,92181,0-13%6%Professional Services
Action AllemagneDeutsche Lufthansa7,53,24,20,915,9-43%1%Airlines
Action Royaume-UniKingfisher8,63,112,20,4329,2-18%19%Home Products Stores
Action Royaume-UniDaily Mail & General Trust2,83,112,71,1712,0-20%17%Publishing & Broadcasting
Action Royaume-UniG4S5,63,123,60,4306,9-53%2%Security Services
Action Royaume-UniInternational Consolidated Airlines Group133,17,41,1545,5-48%6%Airlines
Action Royaume-UniUBM3,33,135,31,1718,0-25%8%Other Commercial Services
Action FranceSociete BIC5,62,919,60,7118,2-5%20%Office Supplies
Action FranceCie Generale des Etablissements Michelin202,912,51,0113,2-30%1%Auto Parts
Action SuèdeElectrolux8,32,816,50,9256,7-22%1%Home Improvement
Action FranceBureau Veritas9,02,728,00,620,3-18%4%Professional Services
Action FranceAccor112,799,10,939,5-19%4%Lodging
Action SuèdeSecuritas5,22,719,81,2142,8-17%7%Security Services
Action FranceEdenred5,52,630,20,823,4-33%2%Other Commercial Services
Action Royaume-UniGKN7,12,625,01,3350,5-29%8%Auto Parts
Action FrancePublicis Groupe152,5-0,865,7-13%6%Advertising & Marketing
Action Royaume-UniCarnival392,514,30,44546,0-32%2%Cruise Lines
Action Royaume-UniBurberry Group8,22,427,01,31592,0-35%15%Apparel, Footwear & Acc Design
Action SuisseGeberit152,328,90,8429,9-19%3%Home Improvement
Action FranceVivendi232,319,40,717,9-17%12%Entertainment Content
Action Royaume-UniWhitbread9,12,219,41,04219,0-22%4%Lodging
Action SuisseCie Financiere Richemont392,240,11,078,7-33%3%Apparel, Footwear & Acc Design
Action FranceSodexo172,227,50,7113,0-22%1%Food Services
Action AllemagneContinental402,114,31,2199,7-21%4%Auto Parts
Action Royaume-UniCompass Group292,125,00,81504,0-20%4%Food Services
Action FranceValeo152,016,31,262,8-41%0%Auto Parts
Action EspagneIndustria de Diseno Textil1072,033,70,634,2-21%1%Specialty Apparel Stores
Action FranceWendel5,72,0-1,1120,2-28%1%Professional Services
Action AllemagnePorsche Automobil Holding7,92,011,51,551,5-23%14%Automobiles
Action FranceLVMH Moet Hennessy Louis Vuitton1052,026,31,1207,4-37%3%Apparel, Footwear & Acc Design
Action Royaume-UniInterContinental Hotels Group9,11,925,51,03890,0-36%4%Lodging
Action FranceKering321,838,30,9248,7-45%2%Apparel, Footwear & Acc Design
Action SuisseSwatch Group191,834,41,2367,8-33%2%Apparel, Footwear & Acc Design
Action IrlandePaddy Power Betfair8,41,8-0,699,3-8%24%Casinos & Gaming
Action Royaume-UniBunzl9,11,829,01,02310,0-16%12%Other Wholesalers
Action ItalieLuxottica Group251,828,80,551,0-22%12%Other Spec Retail - Discr
Action FranceJCDecaux6,81,830,40,832,0-25%24%Publishing & Broadcasting
Action Royaume-UniHays2,91,719,21,1171,7-47%2%Professional Services
Action FranceChristian Dior401,6-1,1221,6-40%2%Apparel, Footwear & Acc Design
Action Royaume-UniIntertek Group7,51,625,20,53945,0-23%3%Other Commercial Services
Action AllemagneVolkswagen711,513,61,5139,9-26%12%Automobiles
Action Royaume-UniTaylor Wimpey7,81,411,31,0203,0-46%1%Homebuilders
Action Royaume-UniRentokil Initial5,21,426,60,7241,8-32%5%Building Maintenance Services
Action Allemagneadidas371,135,90,8178,2-41%4%Apparel, Footwear & Acc Design
Action ItalieFerrari5,71,0--67,0-51%5%Automobiles
Action FranceHermes International480,746,30,5456,6-33%1%Apparel, Footwear & Acc Design
Action ItalieMediaset4,30,6-1,73,6-40%32%Publishing & Broadcasting
Action Royaume-UniSky20-27,00,8981,5-24%7%Cable & Satellite
Action ItalieFiat Chrysler Automobiles15-8,21,19,5-49%17%Automobiles
Action FrancePeugeot15-10,51,618,3-45%10%Automobiles
Action Pays-basAltice25---20,5-41%6%Cable & Satellite
Action FranceNumericable-SFR SAS9,3---21,3-7%111%Cable & Satellite

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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 SuèdeHennes & Mauritz334,519,30,9216,7-1%41%Specialty Apparel Stores
Action FranceNumericable-SFR SAS9,3---21,3-7%111%Cable & Satellite
Action Royaume-UniPearson6,18,4-0,5627,5-12%58%Publishing & Broadcasting
Action DanemarkPandora115,313,60,9712,5-9%41%Jewelry & Watch Stores
Action FranceSociete BIC5,62,919,60,7118,2-5%20%Office Supplies
Action Royaume-UniCapita4,55,6103,51,0571,0-24%93%Professional Services
Action IrlandePaddy Power Betfair8,41,8-0,699,3-8%24%Casinos & Gaming
Action AllemagneProSiebenSat.1 Media8,63,321,61,040,1-11%27%Publishing & Broadcasting
Action Royaume-UniNext7,43,79,80,74284,0-18%32%Specialty Apparel Stores
Action Royaume-UnieasyJet5,34,810,60,41131,0-25%38%Airlines
Action Royaume-UniKingfisher8,63,112,20,4329,2-18%19%Home Products Stores
Action FranceJCDecaux6,81,830,40,832,0-25%24%Publishing & Broadcasting
Action Royaume-UniWilliam Hill3,04,115,81,0296,5-21%19%Casinos & Gaming
Action Royaume-UniMarks & Spencer Group6,85,223,00,9353,7-28%25%Department Stores
Action Royaume-UniDaily Mail & General Trust2,83,112,71,1712,0-20%17%Publishing & Broadcasting
Action ItalieMediaset4,30,6-1,73,6-40%32%Publishing & Broadcasting
Action Royaume-UniBunzl9,11,829,01,02310,0-16%12%Other Wholesalers
Action FranceVivendi232,319,40,717,9-17%12%Entertainment Content
Action AllemagnePorsche Automobil Holding7,92,011,51,551,5-23%14%Automobiles
Action FranceRenault244,06,51,681,0-21%12%Automobiles
Action ItalieLuxottica Group251,828,80,551,0-22%12%Other Spec Retail - Discr
Action SuisseSGS163,230,50,92181,0-13%6%Professional Services
Action FrancePublicis Groupe152,5-0,865,7-13%6%Advertising & Marketing
Action AllemagneVolkswagen711,513,61,5139,9-26%12%Automobiles
Action Royaume-UniWPP263,415,71,11701,0-29%13%Advertising & Marketing
Action AllemagneDaimler714,98,31,566,3-23%10%Automobiles
Action Royaume-UniBurberry Group8,22,427,01,31592,0-35%15%Apparel, Footwear & Acc Design
Action SuèdeSecuritas5,22,719,81,2142,8-17%7%Security Services
Action AllemagneBayerische Motoren Werke554,28,11,484,1-25%9%Automobiles
Action ItalieFiat Chrysler Automobiles15-8,21,19,5-49%17%Automobiles
Action Royaume-UniUBM3,33,135,31,1718,0-25%8%Other Commercial Services
Action Royaume-UniSky20-27,00,8981,5-24%7%Cable & Satellite
Action Royaume-UniGKN7,12,625,01,3350,5-29%8%Auto Parts
Action FranceAccor112,799,10,939,5-19%4%Lodging
Action FrancePeugeot15-10,51,618,3-45%10%Automobiles
Action FranceBureau Veritas9,02,728,00,620,3-18%4%Professional Services
Action Royaume-UniWhitbread9,12,219,41,04219,0-22%4%Lodging
Action Royaume-UniCompass Group292,125,00,81504,0-20%4%Food Services
Action AllemagneContinental402,114,31,2199,7-21%4%Auto Parts
Action Royaume-UniITV103,319,51,2218,0-35%6%Publishing & Broadcasting
Action SuisseGeberit152,328,90,8429,9-19%3%Home Improvement
Action Royaume-UniRentokil Initial5,21,426,60,7241,8-32%5%Building Maintenance Services
Action Pays-basRandstad Holding103,517,61,255,0-42%6%Professional Services
Action Pays-basAltice25---20,5-41%6%Cable & Satellite
Action Royaume-UniIntertek Group7,51,625,20,53945,0-23%3%Other Commercial Services
Action Royaume-UniInternational Consolidated Airlines Group133,17,41,1545,5-48%6%Airlines
Action Royaume-UniInterContinental Hotels Group9,11,925,51,03890,0-36%4%Lodging
Action SuisseCie Financiere Richemont392,240,11,078,7-33%3%Apparel, Footwear & Acc Design
Action ItalieFerrari5,71,0--67,0-51%5%Automobiles
Action Allemagneadidas371,135,90,8178,2-41%4%Apparel, Footwear & Acc Design
Action FranceLVMH Moet Hennessy Louis Vuitton1052,026,31,1207,4-37%3%Apparel, Footwear & Acc Design
Action Royaume-UniBarratt Developments6,83,310,20,6573,5-45%3%Homebuilders
Action FranceEdenred5,52,630,20,823,4-33%2%Other Commercial Services
Action Royaume-UniCarnival392,514,30,44546,0-32%2%Cruise Lines
Action FranceLagardere3,64,820,41,327,3-33%2%Publishing & Broadcasting
Action FranceChristian Dior401,6-1,1221,6-40%2%Apparel, Footwear & Acc Design
Action EspagneIndustria de Diseno Textil1072,033,70,634,2-21%1%Specialty Apparel Stores
Action SuisseSwatch Group191,834,41,2367,8-33%2%Apparel, Footwear & Acc Design
Action FranceWendel5,72,0-1,1120,2-28%1%Professional Services
Action SuèdeElectrolux8,32,816,50,9256,7-22%1%Home Improvement
Action Royaume-UniG4S5,63,123,60,4306,9-53%2%Security Services
Action FranceSodexo172,227,50,7113,0-22%1%Food Services
Action FranceKering321,838,30,9248,7-45%2%Apparel, Footwear & Acc Design
Action Royaume-UniHays2,91,719,21,1171,7-47%2%Professional Services
Action FranceCie Generale des Etablissements Michelin202,912,51,0113,2-30%1%Auto Parts
Action FranceHermes International480,746,30,5456,6-33%1%Apparel, Footwear & Acc Design
Action Royaume-UniPersimmon8,35,911,60,92280,4-49%1%Homebuilders
Action AllemagneDeutsche Lufthansa7,53,24,20,915,9-43%1%Airlines
Action DanemarkISS7,04,218,1-282,4-20%0%Building Maintenance Services
Action Royaume-UniTaylor Wimpey7,81,411,31,0203,0-46%1%Homebuilders
Action FranceValeo152,016,31,262,8-41%0%Auto Parts
Action SuisseAdecco Group123,316,11,073,1-38%0%Professional Services

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