Tikkurila Group

Posted on 23. June 2016 by valuetradeblog Tikkurila Group is a paint producer from finland. The Group focuses on higher price and quality grade paints, which are manufactured in 13 production units in ten countries. Major competitors are companies like AkzoNobel and PPG. The highest production capacity is located in Russia, where the company has been operating since the 1970s.…

Von 48admin 11. April 2019 0

Nestlé SA

Posted on 7. December 2016 by valuetradeblog I love many consumer-staple stocks, but these are areas that tend to flourish when folks get nervous about the economy. After all, when the economy gets weak, people cut back on vacations, not on soap. On Thursday, the Consumer Staples ETF closed at $50.25 per share. That’s a 10% drop in a few…

Von 48admin 11. April 2019 0

Bolloré – sum of parts

Posted on 10. January 2017 by valuetradeblog We believe the company’s stock is extremely undervalued trading at more than a 60% discount to our estimate of its intrinsic value.– Evermore Global / semi-annual report / June 30, 2016, Valuation / sum of parts I used market value for Havas & Vivendi (and of course their Portfolio) I derived Value of…

Von 48admin 11. April 2019 0

Bolloré – a special french conglomerate

Posted on 9. January 2017 by valuetradeblog Mr. Bolloré is an outstanding capital allocator, and has grown the share price and book value of BOL over the past 20 years, respectively, by 1,213% and 1,953%. – MuddyWatersResearch Let’s start with the first valuation of my 2017 To-Do list: French conglomerate Bolloré As ebdem wrote in the comments, Bolloré is…

Von 48admin 11. April 2019 0