At A&O Johansen er Nordens billigste aktie er kendt;) men hvilken er Tysklands billigste?
MPH Health Care AG har aktiekursen 25 EUR og riktkurserne er fra 75 EUR.
https://www.mph-ag.de/ratingresearch/
Også datterselskaberne (Haemato er datterselskab til datterselskabet M1 Kliniken AG) er billige.
https://www.m1-kliniken.de/en/investor-relations/research.html
https://www.cr-capital.de/investor-relations/research-studien/
https://haemato.de/en/rating-research-2.html
M1 Kliniken AG er på vej at blive skønhedens svar på Lidl med hurtig ekspansion i Europa og Australien.
2018: 19 klinikker i kun Tyskland
2022: 40-50 klinikker i Europa og Australien
2025: 100 klinikker (prognose fra M1 Kliniken AG)
Snart åbner M1 klinik nr 3 i UK (Glasgow):
https://www.m1-beauty.co.uk/locations/
Hvornår åbner M1 i Danmark?
https://www.whois.com/whois/m1-beauty.dk
MPH Health Care AG har aktiekursen 25 EUR og riktkurserne er fra 75 EUR.
https://www.mph-ag.de/ratingresearch/
Også datterselskaberne (Haemato er datterselskab til datterselskabet M1 Kliniken AG) er billige.
https://www.m1-kliniken.de/en/investor-relations/research.html
https://www.cr-capital.de/investor-relations/research-studien/
https://haemato.de/en/rating-research-2.html
M1 Kliniken AG er på vej at blive skønhedens svar på Lidl med hurtig ekspansion i Europa og Australien.
2018: 19 klinikker i kun Tyskland
2022: 40-50 klinikker i Europa og Australien
2025: 100 klinikker (prognose fra M1 Kliniken AG)
Snart åbner M1 klinik nr 3 i UK (Glasgow):
https://www.m1-beauty.co.uk/locations/
Hvornår åbner M1 i Danmark?
https://www.whois.com/whois/m1-beauty.dk
13/1 2022 09:44 Aktie-Zlatan 2
100116 Gratis ordredybde (10+10) for tyske aktier hvis nogen er interesseret:
https://www.boerse-frankfurt.de/equity/mph-health-care-inh-o-n-1
https://www.boerse-frankfurt.de/equity/m1-kliniken-ag
1. Login
2. "Xetra real-time" nederst
3. "Xetra real-time" øverst
https://www.boerse-frankfurt.de/equity/mph-health-care-inh-o-n-1
https://www.boerse-frankfurt.de/equity/m1-kliniken-ag
1. Login
2. "Xetra real-time" nederst
3. "Xetra real-time" øverst
13/1 2022 10:34 Aktie-Zlatan 1100119 M1:s patienter er meget tilfreds.
https://www.top-rated.online/cities/Munich/place/p/9141745/M1+Med+Beauty+M%C3%BCnchen+Schwabing
https://www.kliniekervaringen.nl/kliniek/nederland/noord-holland/amsterdam/m1-med-beauty-amsterdam-997#reviews
https://www.infobel.com/en/netherlands/m1_med_beauty_netherlands/amsterdam/NL102348441-0203697450/businessdetails.aspx
På trods af at det går godt har M1-kursen gået ned.
https://www.m1-kliniken.de/en/corporate-news/details/m1-kliniken-ag-continues-successful-development-in-q4-2021.html
I andre lande end Tyskland fokuserer M1 på fillers (Botox og hyaluronsyre).
Indenfor nogle år har M1 sandsynligvis en Botox-ekvivalent og da går omkostningerne ned og datterselskabet Haemato (til 68+ % ejet af M1) kan også sælge denne Botox-ekvivalent til andre indenfor plejesektoren.
https://koreajoongangdaily.joins.com/2021/10/26/business/industry/Huons-BioPharma-Huons-Global-Huons/20211026154206194.html
https://www.top-rated.online/cities/Munich/place/p/9141745/M1+Med+Beauty+M%C3%BCnchen+Schwabing
https://www.kliniekervaringen.nl/kliniek/nederland/noord-holland/amsterdam/m1-med-beauty-amsterdam-997#reviews
https://www.infobel.com/en/netherlands/m1_med_beauty_netherlands/amsterdam/NL102348441-0203697450/businessdetails.aspx
På trods af at det går godt har M1-kursen gået ned.
https://www.m1-kliniken.de/en/corporate-news/details/m1-kliniken-ag-continues-successful-development-in-q4-2021.html
I andre lande end Tyskland fokuserer M1 på fillers (Botox og hyaluronsyre).
Indenfor nogle år har M1 sandsynligvis en Botox-ekvivalent og da går omkostningerne ned og datterselskabet Haemato (til 68+ % ejet af M1) kan også sælge denne Botox-ekvivalent til andre indenfor plejesektoren.
https://koreajoongangdaily.joins.com/2021/10/26/business/industry/Huons-BioPharma-Huons-Global-Huons/20211026154206194.html
13/1 2022 13:12 Aktie-Zlatan 0100122 Sandsynligvis er antallet tyske aktionærer for få, for at tilstrækkeligt mange endnu skal indse at MPH & co er undervurderede. Det kan man benytte.
"Aktiekulturen i Tyskland er underudviklet. I årevis har antallet af aktionærer ligget omkring ni millioner. I en international sammenligning halter Tyskland langt bagefter lande som USA, Storbritannien eller Sverige, hvor markant flere private investorer investerer i aktier."
https://www.capital.de/wirtschaft-politik/die-deutschen-muessen-aktienkultur-lernen-3902
"Aktiekulturen i Tyskland er underudviklet. I årevis har antallet af aktionærer ligget omkring ni millioner. I en international sammenligning halter Tyskland langt bagefter lande som USA, Storbritannien eller Sverige, hvor markant flere private investorer investerer i aktier."
https://www.capital.de/wirtschaft-politik/die-deutschen-muessen-aktienkultur-lernen-3902
Volumerne på disse aktier er ganske lave, så man skal have dette med i overvejelserne om evt. køb. Aktie-Zlatan har du købt nogle af de nævnte?
13/1 2022 17:58 Aktie-Zlatan 1100138 Så var det også med A&O Johansen når jeg købte fra 2014. Jeg er langsiktig i A&O Johansen og MPH Health Care AG, som er den af de tyske aktierne, som jeg har købt.
Årsagen til at jeg valgte MPH er at Magnum AG, som direkte eller indirekte kontrollerer alle selskaberna, ejer MPH og at MPH før pandemin vurderedes med 25-30 % investmentselskabsrabat, men nu er denne rabat 42 %.
Med den normale rabaten burde MPH koste 31-33 EUR istedet for 25-26 EUR. Mer hvis datterselskabene M1 Kliniken og CR Capital stiger.
Årsagen til at jeg valgte MPH er at Magnum AG, som direkte eller indirekte kontrollerer alle selskaberna, ejer MPH og at MPH før pandemin vurderedes med 25-30 % investmentselskabsrabat, men nu er denne rabat 42 %.
Med den normale rabaten burde MPH koste 31-33 EUR istedet for 25-26 EUR. Mer hvis datterselskabene M1 Kliniken og CR Capital stiger.
13/1 2022 22:17 KyleBass 0100142 Der har aldrig været en aktiekultur i Tyskland. Hvorfor skulle det ændre sig?
14/1 2022 09:41 Aktie-Zlatan 1100150 Hvorfor ændrer det sig i Danmark?
Børsen i Stockholm er ikke særdeles meget mindre end i Frankfurt og Tyskland har kun 2,5x fler aktionærer end Sverige.
Børsen i Stockholm er ikke særdeles meget mindre end i Frankfurt og Tyskland har kun 2,5x fler aktionærer end Sverige.
13/1 2022 15:35 Aktie-Zlatan 0100131 Hvis M1 Kliniken (inkl. Haemato) skulle gå skidt (ikke sandsynlig), så er CR Capitals (et mini-Bonava?) værdi, ifølge mig, 17,77 EUR per MPH-aktie (beregn selv).
https://www.bonava.de/
https://www.bonava.com/investor-relations
Datterselskabet Terrabau:
https://www.terrabau-gmbh.de/nachhaltigkeit
Jobannoncer:
"Grundet den stærke vækst i vores datterselskab Terrabau GmbH, søger vi hurtigst muligt en site manager (m/k/d) i Berlin."
https://www.stepstone.de/cmp/de/CR-Capital-AG-93689/jobs.html
Positive analyser:
https://www.cr-capital.de/investor-relations/research-studien/
https://www.bonava.de/
https://www.bonava.com/investor-relations
Datterselskabet Terrabau:
https://www.terrabau-gmbh.de/nachhaltigkeit
Jobannoncer:
"Grundet den stærke vækst i vores datterselskab Terrabau GmbH, søger vi hurtigst muligt en site manager (m/k/d) i Berlin."
https://www.stepstone.de/cmp/de/CR-Capital-AG-93689/jobs.html
Positive analyser:
https://www.cr-capital.de/investor-relations/research-studien/
Jeg har købt, men jeg har også hang til alle mulige mærkelige skodaktier. Du bliver holdt ansvarlig zlatan.
14/1 2022 18:54 Aktie-Zlatan 0100167 Trivia:
Hovedejeren Peter Brenskes kone, Valerie von Hohenzollern-Brenske, hade en onkel, som var gift med dronning Margrethes svenske kusine.
https://da.wikipedia.org/wiki/Prinsesse_Birgitta_af_Sverige_og_Hohenzollern
https://royalpedia.fandom.com/de/wiki/Valerie_von_Hohenzollern-Brenske
Hovedejeren Peter Brenskes kone, Valerie von Hohenzollern-Brenske, hade en onkel, som var gift med dronning Margrethes svenske kusine.
https://da.wikipedia.org/wiki/Prinsesse_Birgitta_af_Sverige_og_Hohenzollern
https://royalpedia.fandom.com/de/wiki/Valerie_von_Hohenzollern-Brenske
16/1 2022 10:33 Aktie-Zlatan 0100201 MPH:s datterselskab CR Capital AG (MPH ejer 58 %) bygger i Berlin og Leipzig.
Rapport fra Deutsche Bank den 24. mars 2021:
"However, our analysis suggests that the nationwide price cycle will come to an end this decade. Despite all the uncertainty, we believe the cycle is likely to end in 2024."
"This outlook also includes a look at the eleven German metropolitan regions. According to our calculations and estimates, the cycles in Bremen and Hamburg will end before 2024, as the fundamental supply shortage there should be eliminated earlier.
We expect particularly long-running cycles in Berlin and Leipzig. In our view, Berlin is still on its way to becoming a global metropolitan hub, while Leipzig could see a particularly strong regional influx due to the abandonment of villages and rural districts in the metropolitan region."
"Last but not least, we provide our assessment for the metropolitan regions of Berlin/Brandenburg and Central Germany. For these two, including the respective cities, the calculated end of the cycle is also in the second half of the decade. As we have pointed out several times in recent years, we see Berlin on its way to becoming a global metropolitan hub. Berlin's economy is likely to see powerful growth for years, possibly decades. It has also developed from a subsidy stronghold into a first-class European location. With this change, its population is expected to grow to over four million and, together with better economic strength, boost housing demand, although rental growth may be limited for some time due to regulatory headwinds. Accordingly, we expect at best a dip in the house price cycle for Berlin. This development is likely to continue to have an impact on the Berlin region in Brandenburg and also on Leipzig and the metropolitan region of Central Germany. We therefore expect a relatively late end to the cycle there. Leipzig is also likely to be the city in Germany that benefits most from the regional influx. As a result, there could be a population decline in about 60% of the districts in Central Germany. A large share of the regional housing demand could therefore be concentrated in Leipzig."
https://www.dbresearch.com/PROD/RPS_EN-PROD/PROD0000000000517463/Outlook_for_the_German_residential_property_market.pdf?undefined&realload=wRGS8IgwsFmrHWfNpjZQqVe/TMpjdQMYsdOYZLctmc~b9DtEIgngaD4eeiTZ6CG/
Det er i betragtning af ovenstående meget underligt at CR Capital AG kun vurderes til ca 55 % av indre værdi.
Rapport fra Deutsche Bank den 24. mars 2021:
"However, our analysis suggests that the nationwide price cycle will come to an end this decade. Despite all the uncertainty, we believe the cycle is likely to end in 2024."
"This outlook also includes a look at the eleven German metropolitan regions. According to our calculations and estimates, the cycles in Bremen and Hamburg will end before 2024, as the fundamental supply shortage there should be eliminated earlier.
We expect particularly long-running cycles in Berlin and Leipzig. In our view, Berlin is still on its way to becoming a global metropolitan hub, while Leipzig could see a particularly strong regional influx due to the abandonment of villages and rural districts in the metropolitan region."
"Last but not least, we provide our assessment for the metropolitan regions of Berlin/Brandenburg and Central Germany. For these two, including the respective cities, the calculated end of the cycle is also in the second half of the decade. As we have pointed out several times in recent years, we see Berlin on its way to becoming a global metropolitan hub. Berlin's economy is likely to see powerful growth for years, possibly decades. It has also developed from a subsidy stronghold into a first-class European location. With this change, its population is expected to grow to over four million and, together with better economic strength, boost housing demand, although rental growth may be limited for some time due to regulatory headwinds. Accordingly, we expect at best a dip in the house price cycle for Berlin. This development is likely to continue to have an impact on the Berlin region in Brandenburg and also on Leipzig and the metropolitan region of Central Germany. We therefore expect a relatively late end to the cycle there. Leipzig is also likely to be the city in Germany that benefits most from the regional influx. As a result, there could be a population decline in about 60% of the districts in Central Germany. A large share of the regional housing demand could therefore be concentrated in Leipzig."
https://www.dbresearch.com/PROD/RPS_EN-PROD/PROD0000000000517463/Outlook_for_the_German_residential_property_market.pdf?undefined&realload=wRGS8IgwsFmrHWfNpjZQqVe/TMpjdQMYsdOYZLctmc~b9DtEIgngaD4eeiTZ6CG/
Det er i betragtning af ovenstående meget underligt at CR Capital AG kun vurderes til ca 55 % av indre værdi.
