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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-UniCapita3,86,3640,10,8493,7-13%46%Professional Services
Action Royaume-UniMarks & Spencer Group6,15,629,41,0321,8-5%24%Department Stores
Action Royaume-UniPearson6,45,6-0,6694,0-20%20%Publishing & Broadcasting
Action DanemarkPandora8,95,011,11,0579,0-4%62%Jewelry & Watch Stores
Action Royaume-UniPersimmon9,74,912,40,82684,3-39%8%Homebuilders
Action SuèdeHennes & Mauritz314,818,70,9203,5-4%36%Specialty Apparel Stores
Action DanemarkISS6,34,816,70,7245,9-8%18%Building Maintenance Services
Action Royaume-UniITV7,34,716,01,0155,4-2%41%Publishing & Broadcasting
Action Royaume-UniWilliam Hill2,74,614,71,1269,8-11%16%Casinos & Gaming
Action FranceLagardere3,74,623,11,228,3-20%2%Publishing & Broadcasting
Action Royaume-UniWPP194,69,61,21302,0-3%48%Advertising & Marketing
Action AllemagneDaimler774,68,11,570,3-16%5%Automobiles
Action AllemagneBayerische Motoren Werke574,07,61,486,0-12%7%Automobiles
Action FranceSociete BIC4,23,915,40,687,9-9%49%Office Supplies
Action Royaume-UniBarratt Developments7,33,810,50,5617,0-29%12%Homebuilders
Action Pays-basRandstad Holding9,43,716,51,150,3-6%16%Professional Services
Action FranceRenault263,75,61,884,5-15%8%Automobiles
Action Royaume-UniG4S4,63,614,20,5258,5-14%33%Security Services
Action Royaume-UniNext7,33,610,30,74332,0-18%23%Specialty Apparel Stores
Action FrancePublicis Groupe133,4-0,854,4-1%27%Advertising & Marketing
Action Royaume-UniKingfisher7,63,411,90,4305,3-12%22%Home Products Stores
Action AllemagneProSiebenSat.1 Media8,63,321,61,040,1-11%27%Publishing & Broadcasting
Action Royaume-UniDaily Mail & General Trust2,63,267,10,9684,2-12%22%Publishing & Broadcasting
Action SuisseAdecco Group113,216,10,974,8-22%7%Professional Services
Action Royaume-UniUBM3,23,131,91,0723,0-12%8%Other Commercial Services
Action SuisseSGS162,933,00,92403,0-21%4%Professional Services
Action Royaume-UniGKN6,32,811,21,2318,6-6%19%Auto Parts
Action Royaume-UniWhitbread7,52,714,11,13574,0-6%21%Lodging
Action FranceCie Generale des Etablissements Michelin222,612,90,9120,5-22%7%Auto Parts
Action SuèdeSecuritas5,22,618,91,1142,2-12%7%Security Services
Action FranceEdenred5,82,525,20,824,5-25%2%Other Commercial Services
Action FranceAccor122,547,61,041,3-21%6%Lodging
Action FranceBureau Veritas9,92,533,40,722,1-25%5%Professional Services
Action Royaume-UniCarnival412,517,60,64955,0-22%10%Cruise Lines
Action SuèdeElectrolux9,42,416,90,8294,7-32%5%Home Improvement
Action FrancePeugeot182,411,11,819,0-29%11%Automobiles
Action Royaume-UniTaylor Wimpey7,32,312,00,9191,8-29%9%Homebuilders
Action SuisseGeberit142,332,80,9429,9-8%13%Home Improvement
Action EspagneIndustria de Diseno Textil942,328,70,629,50%25%Specialty Apparel Stores
Action FranceSodexo172,226,70,8106,2-10%16%Food Services
Action IrlandePaddy Power Betfair8,12,154,00,796,0-26%9%Casinos & Gaming
Action FranceValeo142,114,21,358,1-16%17%Auto Parts
Action Royaume-UniCompass Group292,123,50,91628,0-20%5%Food Services
Action SuisseCie Financiere Richemont412,036,71,087,0-28%6%Apparel, Footwear & Acc Design
Action AllemagneContinental432,016,31,2215,6-27%4%Auto Parts
Action Royaume-UniBurberry Group9,62,030,51,51711,0-20%18%Apparel, Footwear & Acc Design
Action ItalieLuxottica Group241,924,90,447,7-5%19%Other Spec Retail - Discr
Action FranceVivendi271,959,40,620,8-23%5%Entertainment Content
Action AllemagneDeutsche Lufthansa131,97,00,826,6-58%7%Airlines
Action Royaume-UniBunzl8,81,927,01,22167,0-9%14%Other Wholesalers
Action Royaume-UniInternational Consolidated Airlines Group141,97,70,8600,5-32%13%Airlines
Action SuisseSwatch Group181,834,41,2368,0-23%13%Apparel, Footwear & Acc Design
Action Royaume-UniHays3,01,819,31,0181,5-27%8%Professional Services
Action Royaume-UniInterContinental Hotels Group9,31,825,61,24269,0-28%5%Lodging
Action FranceWendel6,71,71190,51,1140,2-26%5%Professional Services
Action FranceLVMH Moet Hennessy Louis Vuitton1291,729,31,1248,3-35%5%Apparel, Footwear & Acc Design
Action FranceJCDecaux7,31,633,30,734,2-30%0%Publishing & Broadcasting
Action AllemagnePorsche Automobil Holding9,61,68,41,561,6-28%6%Automobiles
Action AllemagneVolkswagen801,311,41,6155,8-27%6%Automobiles
Action Royaume-UniIntertek Group9,71,231,60,75380,0-44%2%Other Commercial Services
Action FranceKering511,242,51,0385,7-50%6%Apparel, Footwear & Acc Design
Action Allemagneadidas391,131,90,8178,0-27%14%Apparel, Footwear & Acc Design
Action Royaume-UniRentokil Initial6,71,18,80,6323,2-37%5%Building Maintenance Services
Action FranceChristian Dior541,0-1,1302,1-43%1%Apparel, Footwear & Acc Design
Action FranceHermes International470,840,40,5446,6-19%5%Apparel, Footwear & Acc Design
Action ItalieFerrari5,70,7--94,2-48%12%Automobiles
Action Royaume-UnieasyJet5,7-20,10,61279,0-29%13%Airlines
Action Royaume-UniSky18-23,41,0919,0-19%14%Cable & Satellite
Action Pays-basAltice19--1,010,2-2%130%Cable & Satellite
Action ItalieFiat Chrysler Automobiles23-7,51,414,6-57%8%Automobiles
Action ItalieMediaset3,5--1,62,9-23%67%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 EspagneIndustria de Diseno Textil942,328,70,629,50%25%Specialty Apparel Stores
Action Pays-basAltice19--1,010,2-2%130%Cable & Satellite
Action FrancePublicis Groupe133,4-0,854,4-1%27%Advertising & Marketing
Action Royaume-UniITV7,34,716,01,0155,4-2%41%Publishing & Broadcasting
Action DanemarkPandora8,95,011,11,0579,0-4%62%Jewelry & Watch Stores
Action Royaume-UniWPP194,69,61,21302,0-3%48%Advertising & Marketing
Action SuèdeHennes & Mauritz314,818,70,9203,5-4%36%Specialty Apparel Stores
Action FranceSociete BIC4,23,915,40,687,9-9%49%Office Supplies
Action Royaume-UniMarks & Spencer Group6,15,629,41,0321,8-5%24%Department Stores
Action ItalieLuxottica Group241,924,90,447,7-5%19%Other Spec Retail - Discr
Action Royaume-UniCapita3,86,3640,10,8493,7-13%46%Professional Services
Action Royaume-UniWhitbread7,52,714,11,13574,0-6%21%Lodging
Action Royaume-UniGKN6,32,811,21,2318,6-6%19%Auto Parts
Action ItalieMediaset3,5--1,62,9-23%67%Publishing & Broadcasting
Action Pays-basRandstad Holding9,43,716,51,150,3-6%16%Professional Services
Action AllemagneProSiebenSat.1 Media8,63,321,61,040,1-11%27%Publishing & Broadcasting
Action Royaume-UniG4S4,63,614,20,5258,5-14%33%Security Services
Action DanemarkISS6,34,816,70,7245,9-8%18%Building Maintenance Services
Action Royaume-UniDaily Mail & General Trust2,63,267,10,9684,2-12%22%Publishing & Broadcasting
Action Royaume-UniKingfisher7,63,411,90,4305,3-12%22%Home Products Stores
Action FranceSodexo172,226,70,8106,2-10%16%Food Services
Action SuisseGeberit142,332,80,9429,9-8%13%Home Improvement
Action Royaume-UniBunzl8,81,927,01,22167,0-9%14%Other Wholesalers
Action Royaume-UniWilliam Hill2,74,614,71,1269,8-11%16%Casinos & Gaming
Action Royaume-UniNext7,33,610,30,74332,0-18%23%Specialty Apparel Stores
Action FranceValeo142,114,21,358,1-16%17%Auto Parts
Action Royaume-UniPearson6,45,6-0,6694,0-20%20%Publishing & Broadcasting
Action Royaume-UniBurberry Group9,62,030,51,51711,0-20%18%Apparel, Footwear & Acc Design
Action Royaume-UniSky18-23,41,0919,0-19%14%Cable & Satellite
Action Royaume-UniUBM3,23,131,91,0723,0-12%8%Other Commercial Services
Action AllemagneBayerische Motoren Werke574,07,61,486,0-12%7%Automobiles
Action SuèdeSecuritas5,22,618,91,1142,2-12%7%Security Services
Action SuisseSwatch Group181,834,41,2368,0-23%13%Apparel, Footwear & Acc Design
Action FranceRenault263,75,61,884,5-15%8%Automobiles
Action Allemagneadidas391,131,90,8178,0-27%14%Apparel, Footwear & Acc Design
Action Royaume-UnieasyJet5,7-20,10,61279,0-29%13%Airlines
Action Royaume-UniCarnival412,517,60,64955,0-22%10%Cruise Lines
Action Royaume-UniInternational Consolidated Airlines Group141,97,70,8600,5-32%13%Airlines
Action Royaume-UniBarratt Developments7,33,810,50,5617,0-29%12%Homebuilders
Action FrancePeugeot182,411,11,819,0-29%11%Automobiles
Action IrlandePaddy Power Betfair8,12,154,00,796,0-26%9%Casinos & Gaming
Action FranceCie Generale des Etablissements Michelin222,612,90,9120,5-22%7%Auto Parts
Action Royaume-UniTaylor Wimpey7,32,312,00,9191,8-29%9%Homebuilders
Action SuisseAdecco Group113,216,10,974,8-22%7%Professional Services
Action AllemagneDaimler774,68,11,570,3-16%5%Automobiles
Action Royaume-UniHays3,01,819,31,0181,5-27%8%Professional Services
Action FranceAccor122,547,61,041,3-21%6%Lodging
Action FranceHermes International470,840,40,5446,6-19%5%Apparel, Footwear & Acc Design
Action ItalieFerrari5,70,7--94,2-48%12%Automobiles
Action AllemagneVolkswagen801,311,41,6155,8-27%6%Automobiles
Action SuisseCie Financiere Richemont412,036,71,087,0-28%6%Apparel, Footwear & Acc Design
Action Royaume-UniCompass Group292,123,50,91628,0-20%5%Food Services
Action AllemagnePorsche Automobil Holding9,61,68,41,561,6-28%6%Automobiles
Action Royaume-UniPersimmon9,74,912,40,82684,3-39%8%Homebuilders
Action FranceBureau Veritas9,92,533,40,722,1-25%5%Professional Services
Action FranceVivendi271,959,40,620,8-23%5%Entertainment Content
Action FranceWendel6,71,71190,51,1140,2-26%5%Professional Services
Action Royaume-UniInterContinental Hotels Group9,31,825,61,24269,0-28%5%Lodging
Action SuisseSGS162,933,00,92403,0-21%4%Professional Services
Action SuèdeElectrolux9,42,416,90,8294,7-32%5%Home Improvement
Action AllemagneContinental432,016,31,2215,6-27%4%Auto Parts
Action ItalieFiat Chrysler Automobiles23-7,51,414,6-57%8%Automobiles
Action FranceLVMH Moet Hennessy Louis Vuitton1291,729,31,1248,3-35%5%Apparel, Footwear & Acc Design
Action Royaume-UniRentokil Initial6,71,18,80,6323,2-37%5%Building Maintenance Services
Action FranceKering511,242,51,0385,7-50%6%Apparel, Footwear & Acc Design
Action AllemagneDeutsche Lufthansa131,97,00,826,6-58%7%Airlines
Action FranceLagardere3,74,623,11,228,3-20%2%Publishing & Broadcasting
Action FranceEdenred5,82,525,20,824,5-25%2%Other Commercial Services
Action Royaume-UniIntertek Group9,71,231,60,75380,0-44%2%Other Commercial Services
Action FranceChristian Dior541,0-1,1302,1-43%1%Apparel, Footwear & Acc Design
Action FranceJCDecaux7,31,633,30,734,2-30%0%Publishing & Broadcasting

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