https://www.euroinvestor.dk/nyheder/portefoeljeforvalter-fremhaever-uopdaget-dansk-aktie-hver-gang-jeg
I Peter Lynchs USA handles AO-klonen, VVS-grossisten Ferguson (også B2B og B2C), til PE=21.
https://finance.yahoo.com/quote/FERG?p=FERG&.tsrc=fin-srch
https://www.ferguson.com/
I Peter Lynchs USA handles AO-klonen, VVS-grossisten Ferguson (også B2B og B2C), til PE=21.
https://finance.yahoo.com/quote/FERG?p=FERG&.tsrc=fin-srch
https://www.ferguson.com/
8/1 2024 15:19 Aktie-Zlatan 3
117866 https://forum.inderes.dk/t/aoj-dansk-compounder-til-historisk-lav-valuation/469
https://hcandersencapital.dk/youth-board/?fbclid=IwAR2gZkfvW4PDZEfBfRkP9VKiZ7bviZS8FLTwf8iGCbe86aM6p
https://hcandersencapital.dk/youth-board/?fbclid=IwAR2gZkfvW4PDZEfBfRkP9VKiZ7bviZS8FLTwf8iGCbe86aM6p
8/1 2024 15:53 Aktie-Zlatan 3117868 "Vi anser stadig Brødrene A&O Johansen for at være et kvalitetsfyldt, B2B-orienteret byggemarked i Danmark og ønsker at beholde selskabet i vores portefølje på trods af de usikre tider, fordi vi tror på selskabets langsigtede værdiskabelse. Den ovenstående værdiansættelse tager for eksempel højde for en eventuel omsætningsnedgang på yderligere 20% i 2024 og en diskonteringsrente på 9% (WACC) for at tage højde for selskabets mere risikofyldte branche."
https://www.financelab.dk/2024/01/06/manedsbrev-januar/
https://www.financelab.dk/2024/01/06/manedsbrev-januar/
8/1 2024 16:28 Aktie-Zlatan 2117870 "Commission clears acquisition of Davidsen by Kesko
The European Commission has approved, under the EU Merger Regulation, the acquisition of sole control of Davidsen Koncernen A/S of Denmark by Kesko Corporation of Finland.
The transaction relates primarily to the distribution of building materials.
The Commission concluded that the notified transaction would not raise competition concerns, given the companies' limited combined market position resulting from the proposed transaction. The notified transaction was examined under the simplified merger review procedure.
More information is available on the Commission's competition website, in the public case register under the case number M.11282."
https://ec.europa.eu/commission/presscorner/detail/en/mex_24_82
Køber Kesko/Onninen nu A&O Johansen (PE=8,8)?
"Created on 2023-08-22"
https://whois.domaintools.com/onninen.dk
http://onninen.dk/
The European Commission has approved, under the EU Merger Regulation, the acquisition of sole control of Davidsen Koncernen A/S of Denmark by Kesko Corporation of Finland.
The transaction relates primarily to the distribution of building materials.
The Commission concluded that the notified transaction would not raise competition concerns, given the companies' limited combined market position resulting from the proposed transaction. The notified transaction was examined under the simplified merger review procedure.
More information is available on the Commission's competition website, in the public case register under the case number M.11282."
https://ec.europa.eu/commission/presscorner/detail/en/mex_24_82
Køber Kesko/Onninen nu A&O Johansen (PE=8,8)?
"Created on 2023-08-22"
https://whois.domaintools.com/onninen.dk
http://onninen.dk/
9/1 2024 16:12 Aktie-Zlatan 1117885 Pludselig elsker alle A&O Johansen. Bruno Japp allerede i 2023.
"Brdr. A&O Johansen med betydeligt potentiale"
https://ugebrev.dk/flashnews/japps-vinderaktier-i-2024-nr-2-og-3/
"Brdr. A&O Johansen med betydeligt potentiale"
https://ugebrev.dk/flashnews/japps-vinderaktier-i-2024-nr-2-og-3/
