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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-UniCapita1,49,1229,31,0175,9-2%310%Professional Services
Action SuèdeHennes & Mauritz216,3-0,9138,2-1%82%Specialty Apparel Stores
Action Royaume-UniMarks & Spencer Group5,66,126,61,1303,4-2%31%Department Stores
Action Royaume-UniPearson6,35,7-0,6695,8-19%11%Publishing & Broadcasting
Action Royaume-UniPersimmon8,95,311,21,02513,0-23%15%Homebuilders
Action FranceLagardere3,35,220,61,225,2-8%15%Publishing & Broadcasting
Action DanemarkPandora8,65,210,80,9570,6-5%60%Jewelry & Watch Stores
Action DanemarkISS5,85,015,60,8236,0-4%23%Building Maintenance Services
Action Royaume-UniWPP194,69,41,11286,0-4%50%Advertising & Marketing
Action AllemagneDaimler794,48,31,573,1-19%5%Automobiles
Action Royaume-UniITV7,74,416,60,9169,1-16%30%Publishing & Broadcasting
Action Royaume-UniWilliam Hill3,04,116,61,0315,2-24%9%Casinos & Gaming
Action Royaume-UniBarratt Developments6,84,19,60,6585,8-21%17%Homebuilders
Action AllemagneBayerische Motoren Werke603,88,01,493,3-17%5%Automobiles
Action FranceSociete BIC4,33,716,00,683,8-4%48%Office Supplies
Action Royaume-UniDaily Mail & General Trust2,53,6-1,0637,0-22%21%Publishing & Broadcasting
Action FranceRenault263,65,61,890,3-18%2%Automobiles
Action FrancePublicis Groupe133,3-0,855,8-7%24%Advertising & Marketing
Action Pays-basRandstad Holding103,318,31,157,2-16%2%Professional Services
Action AllemagneProSiebenSat.1 Media8,63,321,61,040,1-11%27%Publishing & Broadcasting
Action Royaume-UniG4S5,13,315,40,5285,1-13%20%Security Services
Action SuisseAdecco Group113,115,90,976,9-12%4%Professional Services
Action Royaume-UniNext8,53,111,90,65084,0-31%3%Specialty Apparel Stores
Action Royaume-UniKingfisher8,63,013,30,5352,7-19%5%Home Products Stores
Action SuèdeElectrolux8,83,014,00,9278,3-21%11%Home Improvement
Action SuisseSGS173,030,40,92511,0-18%6%Professional Services
Action SuèdeSecuritas5,22,719,11,1146,5-14%4%Security Services
Action FranceSodexo162,721,60,7102,0-6%21%Food Services
Action FrancePeugeot162,610,01,818,5-11%13%Automobiles
Action Royaume-UniUBM4,12,640,00,8904,5-29%1%Other Commercial Services
Action FranceCie Generale des Etablissements Michelin232,513,40,9130,3-24%0%Auto Parts
Action Royaume-UniWhitbread8,22,515,11,23892,0-10%11%Lodging
Action Royaume-UniBurberry Group7,62,522,51,51569,5-2%29%Apparel, Footwear & Acc Design
Action Royaume-UnieasyJet7,62,522,10,31671,0-46%1%Airlines
Action Royaume-UniTaylor Wimpey7,22,411,60,9191,6-17%11%Homebuilders
Action FranceEdenred6,12,426,60,826,3-24%2%Other Commercial Services
Action Royaume-UniCarnival412,419,60,55034,0-16%8%Cruise Lines
Action EspagneIndustria de Diseno Textil902,327,30,728,8-2%28%Specialty Apparel Stores
Action FranceBureau Veritas102,335,10,723,8-26%2%Professional Services
Action FranceAccor132,351,90,945,9-20%2%Lodging
Action Royaume-UniCompass Group272,320,81,01484,0-6%15%Food Services
Action SuisseGeberit142,332,80,9441,8-6%10%Home Improvement
Action IrlandePaddy Power Betfair8,32,2--0,593,3-24%12%Casinos & Gaming
Action Royaume-UniGKN8,32,114,51,1426,4-34%5%Auto Parts
Action Royaume-UniBunzl7,92,124,01,12063,0-6%20%Other Wholesalers
Action SuisseCie Financiere Richemont402,026,51,189,9-18%3%Apparel, Footwear & Acc Design
Action FranceLVMH Moet Hennessy Louis Vuitton1282,024,81,1253,5-28%3%Apparel, Footwear & Acc Design
Action FranceValeo152,015,11,363,8-13%6%Auto Parts
Action ItalieLuxottica Group251,826,50,451,9-13%7%Other Spec Retail - Discr
Action AllemagneContinental481,816,11,2243,0-25%6%Auto Parts
Action AllemagneDeutsche Lufthansa141,77,50,829,4-59%6%Airlines
Action Royaume-UniInternational Consolidated Airlines Group151,78,20,8650,0-27%5%Airlines
Action FranceVivendi311,767,00,623,5-32%6%Entertainment Content
Action FranceJCDecaux7,41,634,00,734,9-22%6%Publishing & Broadcasting
Action Royaume-UniInterContinental Hotels Group101,629,91,24744,0-23%4%Lodging
Action Royaume-UniHays3,41,621,20,8203,2-29%1%Professional Services
Action SuisseSwatch Group201,638,71,2432,2-23%1%Apparel, Footwear & Acc Design
Action FranceWendel6,91,61256,21,1150,3-31%1%Professional Services
Action AllemagnePorsche Automobil Holding111,49,91,575,3-37%7%Automobiles
Action Royaume-UniIntertek Group9,31,329,70,85024,0-33%9%Other Commercial Services
Action FranceKering521,343,21,0407,2-46%3%Apparel, Footwear & Acc Design
Action Royaume-UniSky211,220,20,91062,0-23%0%Cable & Satellite
Action Royaume-UniRentokil Initial6,31,28,00,8296,1-23%14%Building Maintenance Services
Action AllemagneVolkswagen891,212,81,6180,4-31%7%Automobiles
Action Allemagneadidas391,128,40,8187,7-24%8%Apparel, Footwear & Acc Design
Action FranceChristian Dior561,0-1,1313,4-39%0%Apparel, Footwear & Acc Design
Action FranceHermes International470,840,40,5447,4-12%5%Apparel, Footwear & Acc Design
Action ItalieFerrari5,70,7--96,0-41%10%Automobiles
Action Pays-basAltice16--1,28,6-25%171%Cable & Satellite
Action ItalieFiat Chrysler Automobiles30-9,71,419,6-55%3%Automobiles
Action ItalieMediaset3,8--1,53,2-12%26%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 Royaume-UniCapita1,49,1229,31,0175,9-2%310%Professional Services
Action SuèdeHennes & Mauritz216,3-0,9138,2-1%82%Specialty Apparel Stores
Action Royaume-UniBurberry Group7,62,522,51,51569,5-2%29%Apparel, Footwear & Acc Design
Action EspagneIndustria de Diseno Textil902,327,30,728,8-2%28%Specialty Apparel Stores
Action Royaume-UniWPP194,69,41,11286,0-4%50%Advertising & Marketing
Action Royaume-UniMarks & Spencer Group5,66,126,61,1303,4-2%31%Department Stores
Action FranceSociete BIC4,33,716,00,683,8-4%48%Office Supplies
Action DanemarkPandora8,65,210,80,9570,6-5%60%Jewelry & Watch Stores
Action Pays-basAltice16--1,28,6-25%171%Cable & Satellite
Action DanemarkISS5,85,015,60,8236,0-4%23%Building Maintenance Services
Action FranceSodexo162,721,60,7102,0-6%21%Food Services
Action FrancePublicis Groupe133,3-0,855,8-7%24%Advertising & Marketing
Action Royaume-UniBunzl7,92,124,01,12063,0-6%20%Other Wholesalers
Action Royaume-UniCompass Group272,320,81,01484,0-6%15%Food Services
Action AllemagneProSiebenSat.1 Media8,63,321,61,040,1-11%27%Publishing & Broadcasting
Action ItalieMediaset3,8--1,53,2-12%26%Publishing & Broadcasting
Action Royaume-UniITV7,74,416,60,9169,1-16%30%Publishing & Broadcasting
Action FranceLagardere3,35,220,61,225,2-8%15%Publishing & Broadcasting
Action SuisseGeberit142,332,80,9441,8-6%10%Home Improvement
Action Royaume-UniG4S5,13,315,40,5285,1-13%20%Security Services
Action FrancePeugeot162,610,01,818,5-11%13%Automobiles
Action Royaume-UniWhitbread8,22,515,11,23892,0-10%11%Lodging
Action Royaume-UniDaily Mail & General Trust2,53,6-1,0637,0-22%21%Publishing & Broadcasting
Action Royaume-UniBarratt Developments6,84,19,60,6585,8-21%17%Homebuilders
Action Royaume-UniPersimmon8,95,311,21,02513,0-23%15%Homebuilders
Action Royaume-UniTaylor Wimpey7,22,411,60,9191,6-17%11%Homebuilders
Action Royaume-UniRentokil Initial6,31,28,00,8296,1-23%14%Building Maintenance Services
Action Royaume-UniPearson6,35,7-0,6695,8-19%11%Publishing & Broadcasting
Action ItalieLuxottica Group251,826,50,451,9-13%7%Other Spec Retail - Discr
Action SuèdeElectrolux8,83,014,00,9278,3-21%11%Home Improvement
Action IrlandePaddy Power Betfair8,32,2--0,593,3-24%12%Casinos & Gaming
Action Royaume-UniCarnival412,419,60,55034,0-16%8%Cruise Lines
Action FranceValeo152,015,11,363,8-13%6%Auto Parts
Action Royaume-UniWilliam Hill3,04,116,61,0315,2-24%9%Casinos & Gaming
Action FranceHermes International470,840,40,5447,4-12%5%Apparel, Footwear & Acc Design
Action SuisseAdecco Group113,115,90,976,9-12%4%Professional Services
Action Allemagneadidas391,128,40,8187,7-24%8%Apparel, Footwear & Acc Design
Action SuisseSGS173,030,40,92511,0-18%6%Professional Services
Action Royaume-UniIntertek Group9,31,329,70,85024,0-33%9%Other Commercial Services
Action AllemagneBayerische Motoren Werke603,88,01,493,3-17%5%Automobiles
Action FranceJCDecaux7,41,634,00,734,9-22%6%Publishing & Broadcasting
Action Royaume-UniKingfisher8,63,013,30,5352,7-19%5%Home Products Stores
Action SuèdeSecuritas5,22,719,11,1146,5-14%4%Security Services
Action ItalieFerrari5,70,7--96,0-41%10%Automobiles
Action AllemagneDaimler794,48,31,573,1-19%5%Automobiles
Action AllemagneContinental481,816,11,2243,0-25%6%Auto Parts
Action AllemagneVolkswagen891,212,81,6180,4-31%7%Automobiles
Action Royaume-UniInterContinental Hotels Group101,629,91,24744,0-23%4%Lodging
Action AllemagnePorsche Automobil Holding111,49,91,575,3-37%7%Automobiles
Action FranceVivendi311,767,00,623,5-32%6%Entertainment Content
Action Royaume-UniInternational Consolidated Airlines Group151,78,20,8650,0-27%5%Airlines
Action SuisseCie Financiere Richemont402,026,51,189,9-18%3%Apparel, Footwear & Acc Design
Action Royaume-UniGKN8,32,114,51,1426,4-34%5%Auto Parts
Action Pays-basRandstad Holding103,318,31,157,2-16%2%Professional Services
Action Royaume-UniNext8,53,111,90,65084,0-31%3%Specialty Apparel Stores
Action AllemagneDeutsche Lufthansa141,77,50,829,4-59%6%Airlines
Action FranceAccor132,351,90,945,9-20%2%Lodging
Action FranceLVMH Moet Hennessy Louis Vuitton1282,024,81,1253,5-28%3%Apparel, Footwear & Acc Design
Action FranceRenault263,65,61,890,3-18%2%Automobiles
Action FranceBureau Veritas102,335,10,723,8-26%2%Professional Services
Action FranceEdenred6,12,426,60,826,3-24%2%Other Commercial Services
Action ItalieFiat Chrysler Automobiles30-9,71,419,6-55%3%Automobiles
Action FranceKering521,343,21,0407,2-46%3%Apparel, Footwear & Acc Design
Action SuisseSwatch Group201,638,71,2432,2-23%1%Apparel, Footwear & Acc Design
Action Royaume-UniHays3,41,621,20,8203,2-29%1%Professional Services
Action Royaume-UniUBM4,12,640,00,8904,5-29%1%Other Commercial Services
Action Royaume-UnieasyJet7,62,522,10,31671,0-46%1%Airlines
Action FranceWendel6,91,61256,21,1150,3-31%1%Professional Services
Action FranceCie Generale des Etablissements Michelin232,513,40,9130,3-24%0%Auto Parts
Action Royaume-UniSky211,220,20,91062,0-23%0%Cable & Satellite
Action FranceChristian Dior561,0-1,1313,4-39%0%Apparel, Footwear & Acc Design

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