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Stratégie Sectorielle : Conso. discrétionnaire

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

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  • Stratégie Sectorielle

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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-UniPersimmon9,09,78,70,92433,0-25%20%Residential Construction
Action SuèdeHennes & Mauritz197,018,81,0138,0-15%25%Specialty Apparel Stores
Action Royaume-UniMarks & Spencer Group5,36,9157,61,1279,0-14%13%Department Stores
Action AllemagneDaimler576,27,91,453,3-16%32%Auto Manufacturers
Action FranceRenault185,95,01,560,6-14%66%Auto Manufacturers
Action FranceLagardere3,05,711,41,223,1-9%16%Publishing
Action AllemagneBayerische Motoren Werke495,46,01,374,7-9%26%Auto Manufacturers
Action DanemarkPandora5,15,27,30,8346,2-27%104%Jewelry & Watch Stores
Action SuisseAdecco Group7,74,89,00,952,5-19%40%Professional Services
Action Royaume-UniGVC Holdings4,54,831,10,5666,0-9%78%Gaming, Lodging & Restaurants
Action Pays-basRandstad Holding8,74,812,61,147,4-23%24%Staffing & Outsourcing Services
Action Royaume-UnieasyJet5,84,814,10,31256,0-18%44%Airlines
Action Royaume-UniG4S3,84,615,51,0211,1-18%34%Security & Protection Services
Action Royaume-UniBarratt Developments7,14,68,40,6600,4-28%1%Residential Construction
Action Royaume-UniKingfisher6,04,513,30,5245,5-17%45%Home Improvement Stores
Action FranceValeo7,04,312,71,128,9-22%106%Auto Parts
Action FranceSociete BIC3,84,221,80,482,9-13%18%Household & Personal Products
Action FrancePublicis Groupe114,112,50,649,8-7%26%Advertising Agencies
Action DanemarkISS5,13,816,80,9205,7-13%17%Business Services
Action Royaume-UniCarnival353,712,70,84267,0-15%18%Leisure
Action Royaume-UniDaily Mail & General Trust2,53,63,40,8647,0-14%21%Publishing
Action AllemagneDeutsche Lufthansa113,64,80,923,0-26%22%Airlines
Action SuèdeElectrolux7,13,518,50,8243,7-36%13%Consumer Electronics
Action FrancePeugeot203,57,41,722,8-25%11%Auto Manufacturers
Action Royaume-UniTaylor Wimpey6,83,49,00,8179,8-29%9%Residential Construction
Action FranceCie Generale des Etablissements Michelin193,411,41,0105,4-22%21%Rubber & Plastics
Action AllemagneVolkswagen783,26,01,5154,2-15%16%Auto Manufacturers
Action Royaume-UniNext8,33,112,21,25170,0-23%20%Apparel Stores
Action AllemagneContinental293,19,91,2146,2-19%57%Auto Parts
Action Royaume-UniPearson7,73,111,20,3841,4-15%22%Publishing
Action SuisseSGS173,130,10,82538,0-15%6%Professional Services
Action SuèdeSecuritas4,83,017,61,1145,5-7%13%Security Services
Action Royaume-UniBunzl9,33,024,30,72394,0-20%6%Food Distribution
Action AllemagnePorsche Automobil Holding9,22,95,51,459,9-17%25%Auto Manufacturers
Action FranceSodexo142,922,20,896,2-21%7%Business Services
Action EspagneIndustria de Diseno Textil832,824,00,826,8-18%13%Apparel Stores
Action FranceAccor102,8-1,037,0-5%32%Lodging
Action SuisseSwatch Group152,718,70,8301,5-11%66%Apparel, Footwear & Acc Design
Action FranceBureau Veritas9,62,728,80,821,8-22%9%Business Services
Action Royaume-UniInterContinental Hotels Group9,72,632,11,44596,5-16%10%Lodging
Action SuisseGeberit132,624,10,7404,2-13%14%Home Improvement
Action FranceFaurecia6,12,58,71,744,1-32%75%Auto Parts
Action SuisseCie Financiere Richemont362,515,41,077,4-22%28%Apparel, Footwear & Acc Design
Action FranceWendel5,22,4-1,0111,7-11%31%Asset Management
Action Royaume-UniCompass Group312,323,50,91687,5-15%5%Restaurants
Action FranceKering632,223,71,1495,5-30%5%Footwear & Accessories
Action Royaume-UniBurberry Group9,32,225,61,41947,5-21%21%Luxury Goods
Action FranceEdenred9,32,236,30,838,7-35%5%Credit Services
Action Royaume-UniWhitbread102,126,01,04854,0-26%3%Restaurants
Action ItalieLuxottica Group242,127,60,549,0-1%22%Apparel Stores
Action FranceJCDecaux5,82,132,80,927,3-13%17%Advertising Agencies
Action FranceLVMH Moet Hennessy Louis Vuitton1552,024,31,2306,6-23%2%Luxury Goods
Action FranceVivendi332,0254,30,625,6-21%1%Broadcasting - TV
Action Royaume-UniRentokil Initial7,41,8-0,9347,6-26%4%Business Services
Action Royaume-UniIntertek Group9,51,629,90,95120,0-16%19%Business Services
Action FranceChristian Dior711,5-1,0394,7-23%1%Luxury Goods
Action Royaume-UniHays2,61,513,20,8155,1-13%34%Staffing & Outsourcing Services
Action FranceSEB7,61,418,11,1152,2-31%10%Household & Personal Products
Action Allemagneadidas431,227,00,8215,9-22%1%Footwear & Accessories
Action FranceHermes International590,744,60,6562,4-23%8%Apparel, Footwear & Acc Design
Action AllemagnePuma7,60,740,00,3501,0-33%8%Apparel, Footwear & Acc Design
Action FranceEurofins Scientific6,70,720,50,9382,0-22%33%Diagnostics & Research
Action ItalieFerrari220,627,7-114,7-27%13%Auto Manufacturers
Action Royaume-UniInternational Consolidated Airlines Group14-5,40,7603,0-9%21%Airlines
Action Pays-basAltice3,7-5,71,32,1-40%77%Telecom Services
Action Royaume-UniCapita2,4--1,3126,0-38%38%Business Services
Action ItalieMediaset3,3-38,81,42,8-13%24%Broadcasting - TV
Action ItalieFiat Chrysler Automobiles20-6,01,412,9-6%56%Auto Manufacturers

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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 ItalieLuxottica Group242,127,60,549,0-1%22%Apparel Stores
Action ItalieFiat Chrysler Automobiles20-6,01,412,9-6%56%Auto Manufacturers
Action Royaume-UniGVC Holdings4,54,831,10,5666,0-9%78%Gaming, Lodging & Restaurants
Action FranceAccor102,8-1,037,0-5%32%Lodging
Action SuisseSwatch Group152,718,70,8301,5-11%66%Apparel, Footwear & Acc Design
Action FranceValeo7,04,312,71,128,9-22%106%Auto Parts
Action FranceRenault185,95,01,560,6-14%66%Auto Manufacturers
Action DanemarkPandora5,15,27,30,8346,2-27%104%Jewelry & Watch Stores
Action FrancePublicis Groupe114,112,50,649,8-7%26%Advertising Agencies
Action AllemagneContinental293,19,91,2146,2-19%57%Auto Parts
Action AllemagneBayerische Motoren Werke495,46,01,374,7-9%26%Auto Manufacturers
Action FranceWendel5,22,4-1,0111,7-11%31%Asset Management
Action Royaume-UniKingfisher6,04,513,30,5245,5-17%45%Home Improvement Stores
Action Royaume-UniHays2,61,513,20,8155,1-13%34%Staffing & Outsourcing Services
Action Royaume-UnieasyJet5,84,814,10,31256,0-18%44%Airlines
Action FranceFaurecia6,12,58,71,744,1-32%75%Auto Parts
Action Royaume-UniInternational Consolidated Airlines Group14-5,40,7603,0-9%21%Airlines
Action SuisseAdecco Group7,74,89,00,952,5-19%40%Professional Services
Action AllemagneDaimler576,27,91,453,3-16%32%Auto Manufacturers
Action Royaume-UniG4S3,84,615,51,0211,1-18%34%Security & Protection Services
Action Pays-basAltice3,7-5,71,32,1-40%77%Telecom Services
Action SuèdeSecuritas4,83,017,61,1145,5-7%13%Security Services
Action ItalieMediaset3,3-38,81,42,8-13%24%Broadcasting - TV
Action FranceLagardere3,05,711,41,223,1-9%16%Publishing
Action SuèdeHennes & Mauritz197,018,81,0138,0-15%25%Specialty Apparel Stores
Action Royaume-UniPearson7,73,111,20,3841,4-15%22%Publishing
Action AllemagnePorsche Automobil Holding9,22,95,51,459,9-17%25%Auto Manufacturers
Action FranceEurofins Scientific6,70,720,50,9382,0-22%33%Diagnostics & Research
Action Royaume-UniDaily Mail & General Trust2,53,63,40,8647,0-14%21%Publishing
Action FranceSociete BIC3,84,221,80,482,9-13%18%Household & Personal Products
Action DanemarkISS5,13,816,80,9205,7-13%17%Business Services
Action SuisseCie Financiere Richemont362,515,41,077,4-22%28%Apparel, Footwear & Acc Design
Action FranceJCDecaux5,82,132,80,927,3-13%17%Advertising Agencies
Action Royaume-UniIntertek Group9,51,629,90,95120,0-16%19%Business Services
Action Royaume-UniCarnival353,712,70,84267,0-15%18%Leisure
Action AllemagneVolkswagen783,26,01,5154,2-15%16%Auto Manufacturers
Action SuisseGeberit132,624,10,7404,2-13%14%Home Improvement
Action Pays-basRandstad Holding8,74,812,61,147,4-23%24%Staffing & Outsourcing Services
Action Royaume-UniCapita2,4--1,3126,0-38%38%Business Services
Action FranceCie Generale des Etablissements Michelin193,411,41,0105,4-22%21%Rubber & Plastics
Action Royaume-UniMarks & Spencer Group5,36,9157,61,1279,0-14%13%Department Stores
Action Royaume-UniBurberry Group9,32,225,61,41947,5-21%21%Luxury Goods
Action Royaume-UniNext8,33,112,21,25170,0-23%20%Apparel Stores
Action AllemagneDeutsche Lufthansa113,64,80,923,0-26%22%Airlines
Action Royaume-UniPersimmon9,09,78,70,92433,0-25%20%Residential Construction
Action EspagneIndustria de Diseno Textil832,824,00,826,8-18%13%Apparel Stores
Action Royaume-UniInterContinental Hotels Group9,72,632,11,44596,5-16%10%Lodging
Action ItalieFerrari220,627,7-114,7-27%13%Auto Manufacturers
Action FrancePeugeot203,57,41,722,8-25%11%Auto Manufacturers
Action FranceBureau Veritas9,62,728,80,821,8-22%9%Business Services
Action SuisseSGS173,130,10,82538,0-15%6%Professional Services
Action FranceHermes International590,744,60,6562,4-23%8%Apparel, Footwear & Acc Design
Action SuèdeElectrolux7,13,518,50,8243,7-36%13%Consumer Electronics
Action Royaume-UniCompass Group312,323,50,91687,5-15%5%Restaurants
Action Royaume-UniBunzl9,33,024,30,72394,0-20%6%Food Distribution
Action FranceSEB7,61,418,11,1152,2-31%10%Household & Personal Products
Action FranceSodexo142,922,20,896,2-21%7%Business Services
Action Royaume-UniTaylor Wimpey6,83,49,00,8179,8-29%9%Residential Construction
Action AllemagnePuma7,60,740,00,3501,0-33%8%Apparel, Footwear & Acc Design
Action FranceKering632,223,71,1495,5-30%5%Footwear & Accessories
Action Royaume-UniRentokil Initial7,41,8-0,9347,6-26%4%Business Services
Action FranceEdenred9,32,236,30,838,7-35%5%Credit Services
Action Royaume-UniWhitbread102,126,01,04854,0-26%3%Restaurants
Action FranceLVMH Moet Hennessy Louis Vuitton1552,024,31,2306,6-23%2%Luxury Goods
Action FranceVivendi332,0254,30,625,6-21%1%Broadcasting - TV
Action Allemagneadidas431,227,00,8215,9-22%1%Footwear & Accessories
Action FranceChristian Dior711,5-1,0394,7-23%1%Luxury Goods
Action Royaume-UniBarratt Developments7,14,68,40,6600,4-28%1%Residential Construction

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