Halvat eurooppalaiset osakkeet

Alla lista "halvoista" euroalueen osakkeista. Hakukriteereinä on:

  • P/E-suhde alle 12
  • Hinta/Kassavirta alle 10
  • Osinkotuotto vähintään 3%

Listassa on näiden lisäksi muitakin tunnuslukuja kuten EPS kasvu kymmenessä vuodessa ja osingonmaskukykyä kuvaava osinko/kassavirta. Mainittakoon että mikään listan yhtiöistä ei noussut yli 62% tässä tunnusluvussa – pitävältä pohjalta näyttää.

Tanskalaisetkin yhtiöt ovat mukana , onhan tanskan kruunu pultattu kiinni euroon. Rahoitusalan yhtiöt on sensijaan jätetty pois suuren epävarmuuden vuoksi.

Kotimaisista yhtiöistä listalle pääsi Okmetic, PKC, Fiskars ja Fortum. Virolaisista pääsi mukaan Tallinnan Vesi ja Tallinna Kaubamaja.

 

 

Equities Country Market Cap Beta (5 Year) Dividend
Yield
Payout ratio Consensus 
Forecast
DX Short 
Selling Activity
52 Week
Price Change
Percent
EPS Growth
Rate (10 Year)
PCF  P/E Ratio Industry Name
Acea SpA
ACE:MIL
IT 1.05bn 0.31 10.26% 9.64% Hold Low -42.16% 29.43% 0.94 1.61 Electric Utilities
Brisa Auto Estradas de Portugal SA
BRI:LIS
PT 1.58bn 0.77 11.83% 24.84% Hold Low -49.37% 14.87% 2.1 3.1 Misc. Transportation
Ums United Medical Systems International AG
UMSX:GER
DE 28.45m 0.77 8.33% 17.99% Buy -10.73% 10.43% 2.16 3.35 Medical Equipment & Supplies
Joh Friedrich Behrens AG
JFB:FRA
DE 11.90m 0.55 4.26% 9.20% 4.58% 11.40% 2.16 3.73 Appliance & Tool
Gefran SpA
GE:MIL
IT 41.27m 0.61 5.26% 13.78% Outperform -40.91% 19.39% 2.62 4.21 Electronic Instr. & Controls
Endesa SA
ELE:MCE
ES 16.61bn 0.78 6.52% 15.97% Hold Low -16.31% 11.34% 2.45 4.88 Electric Utilities
BE Semiconductor Industries NV
BESI:AEX
NL 209.36m 0.92 3.85% 15.59% Outperform Low 4.44% 6.98% 4.05 4.96 Semiconductors
Iren SpA
IRE:MIL
IT 865.19m 1.02 11.68% 26.75% Outperform Low -42.41% 9.37% 2.29 5.29 Electric Utilities
Indesit Company SpA
IND:MIL
IT 440.96m 1.83 7.81% 17.81% Outperform Low -52.18% 8.76% 2.28 5.72 Appliance & Tool
Berentzen Gruppe AG
BEZ3:GER
DE 20.79m 0.4 3.02% 4.41% Buy -24.57% 12.70% 1.46 5.78 Beverages (Alcoholic)
Tallinna Vesi AS
TVEAT:TLX
EE 127.52m 0.36 12.62% 61.21% Hold -26.62% 46.44% 4.85 5.83 Water Utilities
CNP Assurances SA
CNP:PAR
FR 5.87bn 0.98 7.83% 31.16% Hold Low -31.87% 5.80% 3.98 5.88 Insurance (Life)
Euler Hermes SA
ELE:PAR
FR 2.10bn 1.56 8.65% 36.42% Hold Low -33.34% 6.69% 4.21 6 Insurance (Prop. & Casualty)
Indus Holding AG
INHX:GER
DE 453.34m 0.91 4.44% 19.09% Buy Low -11.07% 10.58% 4.3 6.04 Auto & Truck Parts
SCHWEIZER ELECTRONIC AG
SCEX.N:GER
DE 53.22m 1.37 3.00% 11.37% Buy -39.13% 26.04% 3.79 6.06 Electronic Instr. & Controls
Michelin SCA
ML:PAR
FR 8.44bn 1.29 3.82% 14.82% Outperform Low -12.89% 9.33% 3.88 6.49 Tires
Sechilienne Sidec SA
SECH:PAR
FR 250.77m 1.1 6.51% 23.05% Outperform Low -44.21% 15.47% 3.54 6.56 Electric Utilities
Benetton Group SpA
BEN:MIL
IT 444.02m 0.79 8.63% 25.37% Hold Medium -42.21% 15.96% 2.94 6.61 Apparel/Accessories
HF Company SA
HF:PAR
FR 18.74m 1.09 13.56% 55.73% Outperform Low -63.83% 14.82% 4.11 6.71 Electronic Instr. & Controls
Cybergun SA
CYB:PAR
FR 26.51m 0.6 7.63% 57.38% Hold -42.81% 18.83% 7.52 6.87 Recreational Products
Malteries Franco Belges SA
MALT:PAR
FR 63.51m 0.5 3.95% 22.99% -9.40% 60.59% 5.82 6.88 Beverages (Alcoholic)
Grenobloise d'Electronique et d'Automatismes SA
GEA:PAR
FR 53.39m 0.31 3.70% 23.64% -1.46% 11.64% 6.39 6.9 Computer Hardware
Novabase Sociedade Gestora De Participacoes Sociais SA
NBA:LIS
PT 51.89m 0.62 6.47% 27.89% Buy -29.47% 6.68% 4.31 7.23 Software & Programming
Aixtron SE
AIXX.N:GER
DE 915.89m 1.72 5.63% 38.17% Hold High -64.70% 20.91% 6.78 7.26 Semiconductors
Cembre SpA
CMB:MIL
IT 75.84m 0.48 4.81% 28.91% Low -13.11% 12.16% 6.01 7.41 Electronic Instr. & Controls
Accell Group NV
ACCEL:AEX
NL 245.23m 0.55 6.08% 38.24% Hold Low -26.53% 19.55% 6.29 7.44 Recreational Products
Total SA
FP:PAR
FR 77.44bn 0.69 7.15% 32.82% Outperform Low -4.07% 6.93% 4.59 7.5 Oil & Gas – Integrated
Linedata Services SA
LIN:PAR
FR 93.87m 1.26 5.57% 23.67% Outperform Low -23.25% 12.94% 4.25 7.58 Software & Programming
Delta Plus Group SA
DLTA:PAR
FR 40.18m 0.34 3.64% 19.66% Buy -8.54% 6.23% 5.4 7.64 Apparel/Accessories
Devoteam SA
DVT:PAR
FR 111.16m 1.3 4.77% 25.81% Hold Low -46.23% 5.50% 5.41 7.64 Computer Services
Wuestenrot & Wuerttembergische AG
WUWX.N:GER
DE 1.28bn 0.35 3.47% 18.18% Low -24.41% 6.35% 5.24 7.73 Insurance (Life)
Daimler AG
DAIX.N:GER
DE 38.93bn 1.49 5.01% 21.74% Outperform Low -32.44% 5.74% 4.34 7.76 Auto & Truck Manufacturers
April SA
APR:PAR
FR 464.60m 0.89 4.27% 27.41% Hold Low -46.90% 12.77% 6.42 7.82 Insurance (Miscellaneous)
Fiskars Oyj Abp
FIS1V:HEX
FI 1.25bn 0.8 3.95% 27.45% Hold Low -13.45% 13.26% 6.95 7.84 Appliance & Tool
Toupargel Groupe SA
TOU:PAR
FR 100.30m 0.54 10.76% 47.99% Hold Low -33.74% 11.23% 4.46 7.95 Retail (Grocery)
Simac Techniek NV
SIMAC:AEX
NL 34.91m 0.65 3.35% 18.99% -1.24% 16.92% 5.67 8.11 Computer Services
Etablissements Delhaize Freres et Cie le Lion SA
DELB:BRU
BE 4.62bn 0.45 3.93% 16.00% Hold Low -21.22% 6.29% 4.07 8.12 Retail (Grocery)
Okmetic Oyj
OKM1V:HEX
FI 90.50m 0.78 8.60% 44.46% Outperform Low -4.21% 7.60% 5.17 8.14 Semiconductors
Fluxys SA
FLUX:BRU
BE 330.80m 0.34 7.82% 7.19% Hold 19.74% 17.85% 0.92 8.15 Natural Gas Utilities
Fortec Elektronik AG
FEVX:GER
DE 23.28m 0.46 6.24% 45.12% 6.66% 7.36% 7.23 8.18 Semiconductors
Hydratec Industries NV
HYDRA:AEX
NL 20.72m 0.14 5.71% 23.75% 11.54% 43.40% 4.16 8.31 Electronic Instr. & Controls
Indra Sistemas SA
IDR:MCE
ES 1.63bn 0.54 6.96% 48.16% Hold High -21.81% 16.17% 6.92 8.5 Computer Services
Aubay SA
AUB:PAR
FR 71.17m 0.84 4.54% 34.91% Hold -7.27% 21.34% 7.69 8.53 Computer Services
Stef SA
STF:PAR
FR 468.71m 0.63 3.58% 13.17% Outperform -12.14% 14.42% 3.68 8.54 Trucking
GFT Technologies AG
GFTX:GER
DE 72.73m 0.9 5.43% 41.16% Buy Low -33.97% 14.76% 7.58 8.74 Software & Programming
La Doria SpA
LD:MIL
IT 52.25m 0.89 5.39% 13.15% Outperform Low -10.51% 27.23% 2.44 8.87 Food Processing
Marcolin SpA
MCL:MIL
IT 197.42m 0.77 3.11% 23.73% Outperform Low -32.07% 13.42% 7.63 8.9 Recreational Products
Iberdrola SA
IBE:MCE
ES 27.00bn 0.97 7.19% 33.15% Hold Low -18.01% 8.65% 4.61 8.9 Electric Utilities
Gerard Perrier Industrie SA
PERR:PAR
FR 60.27m 0.88 6.75% 51.30% Outperform 4.42% 8.93% 7.6 9.02 Electronic Instr. & Controls
Fortum
FUM1V:HEX
FI 14.48bn 0.72 6.22% 39.50% Outperform Low -27.92% 10.54% 6.35 9.05 Electric Utilities
Bollore SA
BOL:PAR
FR 3.88bn 0.78 3.19% 21.28% Outperform Low -1.66% 23.63% 6.67 9.09 Water Transportation
Agrana Beteiligungs AG
AGR:VIE
AT 1.14bn 0.41 3.00% 16.65% Outperform 2.60% 5.73% 5.55 9.16 Food Processing
H Lundbeck A/S
LUN:CPH
DK 2.89bn 0.49 3.43% 20.65% Outperform Low -3.51% 11.52% 6.02 9.27 Biotechnology & Drugs
Netgem SA
NTG:PAR
FR 86.53m 1.14 5.00% 42.80% Hold Low -28.57% 10.02% 8.56 9.4 Software & Programming
Dampskibsselskabet Norden A/S
DNORD:CPH
DK 801.81m 1.31 5.76% 33.24% Outperform Low -29.85% 34.86% 5.77 9.48 Water Transportation
Drillisch AG
DRIX:GER
DE 372.42m 1.42 7.08% 61.81% Buy Low 13.32% 47.22% 8.73 9.61 Communications Services
Enagas SA
ENG:MCE
ES 3.37bn 0.77 6.51% 33.92% Outperform Low -4.36% 10.58% 5.21 9.63 Natural Gas Utilities
E On AG
EOAX.N:GER
DE 34.07bn 1.06 5.87% 24.89% Outperform Low -25.61% 6.61% 4.24 9.68 Electric Utilities
Touax SCA
TOUP:PAR
FR 123.29m 0.87 4.64% 15.36% Outperform Low -28.11% 10.93% 3.31 9.79 Misc. Transportation
Siemens AG
SIEX.N:GER
DE 69.66bn 1.2 3.95% 28.48% Outperform Low -15.67% 12.63% 7.21 9.83 Electronic Instr. & Controls
Amsterdam Commodities NV
ACOMO:AEX
NL 231.15m 0.43 5.18% 45.64% Buy Low -10.17% 12.75% 8.81 9.86 Food Processing
WMF Wuerttembergische Metallwarenfabrik AG
WMF:FRA
DE 402.89m 0.5 4.33% 25.42% Buy Low 11.78% 8.13% 5.87 9.88 Personal & Household Prods.
Alten SA
ATE:PAR
FR 599.09m 1.33 6.14% 55.20% Outperform Low -29.61% 11.91% 8.99 9.89 Computer Services
EVN AG
EVN:VIE
AT 1.95bn 0.56 3.82% 15.36% Hold Low -13.34% 5.37% 4.02 9.9 Electric Utilities
Softship AG
SFOX:GER
DE 5.47m 0.52 5.36% 39.88% Buy 9.80% 17.38% 7.44 9.91 Software & Programming
Red Electrica Corporacion SA
REE:MCE
ES 4.41bn 0.68 6.03% 32.32% Outperform Medium -6.10% 16.78% 5.36 10 Electric Utilities
Melexis Naamloze Vennootschap
MELE:BRU
BE 465.30m 1.11 4.20% 28.48% Outperform Low -19.40% 11.54% 6.78 10.04 Semiconductors
Sabaf SpA
SAB:MIL
IT 132.42m 0.76 7.08% 36.75% Outperform Low -52.92% 109.47% 5.19 10.17 Appliance & Tool
Recordati Industria Chimica e Farmaceutica SpA
REC:MIL
IT 1.20bn 0.33 5.97% 51.82% Outperform Low -20.08% 14.84% 8.68 10.19 Major Drugs
Autostrade Meridionali SpA
AUTME:MIL
IT 72.39m 0.76 4.88% 15.76% -29.40% 7.30% 3.23 10.23 Misc. Transportation
Fleury Michon SA
FLE:PAR
FR 128.69m 0.45 3.14% 9.77% Outperform Low -7.94% 10.37% 3.11 10.37 Food Processing
TALLINNA KAUBAMAJA AS
TKM1T:TLX
EE 211.96m 1.25 5.41% 38.03% Hold -23.79% 15.74% 7.03 10.46 Retail (Grocery)
PKC Group Oyj
PKC1V:HEX
FI 243.88m 1.11 4.49% 31.56% Outperform Low -17.80% 11.49% 7.03 10.52 Electronic Instr. & Controls
Atlantia SpA
ATL:MIL
IT 7.97bn 0.9 5.80% 36.37% Outperform Low -14.98% 15.09% 6.27 10.61 Misc. Transportation
Manutan International SA
MAN:PAR
FR 263.68m 0.59 3.49% 28.02% Outperform Low -32.29% 7.64% 8.03 10.63 Office Supplies
METRO AG
MEOX:GER
DE 9.48bn 1.18 4.64% 18.84% Hold Low -45.72% 9.00% 4.06 10.69 Retail (Grocery)
Infotel SA
INF:PAR
FR 72.45m 0.49 4.55% 42.68% Hold -9.84% 13.54% 9.38 10.73 Software & Programming
Thrane & Thrane A/S
THRAN:CPH
DK 199.13m 1.09 3.07% 17.22% Hold Low 6.97% 9.91% 5.61 10.97 Communications Equipment
Semperit Holding AG
SEM:VIE
AT 612.65m 0.68 4.20% 31.46% Buy Low -24.07% 7.54% 7.49 11.82 Tires
Electricite de Strasbourg SA
ELEC:PAR
FR 716.13m 0.67 6.02% 43.89% Low -13.68% 10.08% 7.29 11.89 Electric Utilities
Pharmagest Interactive SA
PHA:PAR
FR 133.81m 0.3 3.41% 32.63% Outperform -7.35% 21.49% 9.57 11.91 Software & Programming
Ibs AG Excellence Collaboration Manufacturing
IBBX.N:GER
DE 29.48m 0.63 3.45% 31.19% Buy -3.38% 6.32% 9.04 11.99 Software & Programming

Lähde : FT

 

Muutama poiminta listalta:

  • Bollore SA. Logistiikka Afrikassa 
  • Siemens AG … ei kavanne esittelyjä…
  • Michelin SA … kuten myös… molemmat isoja kansanvälisiä ja hyviä osingonmaksajia.

Listalta löytynee kaikille mieleisiä valintoja. Muistakaa myös että jotkut yhtiöt ovat halpoja syystä! Hyvää metsästysonnea!

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