Bitaites do Nunes
Ovos Moles Escreveu:na minha opinião a rha fica mais bonita com o break-up dos 1.60 e stop a 1.49
Concordo com a sua opinião técnica.
Como dissera anteriormente, a posição estava em espera... até hoje. Por 2 razões, comprei hoje a 1,54.
1. É uma posição de longo prazo.
2. Por razões laborais, não posso andar "em cima das cotações". Era bom fazer uma entrada tecnicamente mais perfeita. Mas por vezes o perfeito é inimigo do bom.
Cumprimentos,
nunes
-
- Mensagens: 216
- Registado: 9/4/2005 12:40
EMPRESAS Publicado 8 Setembro 2005 9:13
Capgemini consegue primeiro semestre de lucros em três anos
A Capgemini, empresa de tecnologias de informação francesa, obteve um resultado líquido de 58 milhões de euros no primeiro semestre deste ano, com a companhia a conseguir os primeiros lucros dos últimos três anos.
Nuno Carregueiro
nc@mediafin.pt
A Capgemini, empresa de tecnologias de informação francesa, obteve um resultado líquido de 58 milhões de euros no primeiro semestre deste ano, com a companhia a conseguir os primeiros lucros dos últimos três anos.
No mesmo período do ano passado a Capgemini tinha registado prejuízos de 157 milhões de euros e a empresa conseguiu voltar aos lucros devido ao cortes de custos com a redução de postos de trabalho e também com a mais-valia obtida com a venda de uma unidade nos Estados Unidos.
As receitas da líder europeia em consultoria de tecnologias de informação subiram 17% para 3,47 milhões de euros.
O CEO da empresa mostrou-se hoje confiante com a evolução do sector, afirmando que «a procura está melhor» e «já não temos pressão sobre os preços».
Para a totalidade do ano a Capgemini espera agora resultados operacionais de superem a anterior meta de 2,6% das receitas, que deverão aumentar mais de 12% em 2005.
Em termos operacionais, os resultados da empresa no primeiro semestre ascenderam a 62 milhões de euros, contra o valor negativo de 44 milhões de euros obtidos no mesmo período de 2004.
As acções da Capgemini reagiram em alta aos resultados, mas seguiam agora a descer 0,25% para os 27,69 euros.
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- Mensagens: 1009
- Registado: 1/5/2005 20:31
06/Setembro/2005
- Compra de INDITEX a 22.50
RHODIA em espera.
PS - Neste tópico só iria à partida discutir estes 4 investimentos, mas aqui fica a nota. Abri posições na PT (7.81) e PTM.com (7.93), com liquidez que andava à deriva desde fecho de Altri (compra 1.18, venda 1.62) e Mota-Engil (compra 2.46, venda 3.06).
- Compra de INDITEX a 22.50
RHODIA em espera.
PS - Neste tópico só iria à partida discutir estes 4 investimentos, mas aqui fica a nota. Abri posições na PT (7.81) e PTM.com (7.93), com liquidez que andava à deriva desde fecho de Altri (compra 1.18, venda 1.62) e Mota-Engil (compra 2.46, venda 3.06).
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- Mensagens: 216
- Registado: 9/4/2005 12:40
Capgemini results to show restructuring benefits (Reuters)
By Dominique Vidalon
PARIS, Sept 5 (Reuters) - Capgemini , Europe's
largest software and IT consultancy, will show the results of
years of restructuring when it reports first-half results on
Thursday.
Analysts will focus on the group's operating margin, a ratio
of operating profits to sales and a key gauge of profitability,
which is expected to improve to 1.76 percent under IFRS rules,
helped by stronger revenue and cost cuts, analysts said.
Analysts will also look for clues on any boost to
profitability in the second half and beyond and on the pace of
the turnaround in Capgemini's loss-making North American
business.
"First-half margins have been partially revealed and so the
key is now understanding if the group can drive material upside
in the EBIT line for FY 2006," Deutsche Bank said in a note.
Capgemini has forecast that its operating margin for the
first half of 2005 should be close to 2.35 percent under French
GAAP rules and near 1.6 percent under IFRS.
According to a Reuters poll of 10 analysts, Capgemini is
expected to post a first-half operating profit of 61 million
euros ($76.6 million) on average under IFRS.
MARGIN BOOST
Revenue rose an already reported 17 percent to 3.470 billion
euros, helped by large outsourcing deals sealed in 2004 such as
the Aspire contract with the British tax authorities.
This would push operating margin, a key measure of
profitability, to 1.76 percent of consolidated sales under IFRS.
Capgemini has not given comparative figures under IFRS for
2004. Under French GAAP rules it had a negative operating margin
of 0.7 percent in first-half 2004.
Capgemini, which has launched a plan to revamp its
loss-making U.S. business, has also predicted that restructuring
benefits should bring net income back into the black in the
first half.
That would be the first bottom-line surplus since the second
half of 2001, when Capgemini was about to face a collapse in
global spending on technology services and was trying to absorb
the costly acquisition of Ernst & Young's consultancy arm in the
United States.
Analysts, however, said exceptional items and the shift to
IFRS rules made it difficult to predict net income levels.
For full year 2005, Capgemini has guided for sales growth of
10 percent and an operating margin of 3 percent or better under
French rules and 2.6 percent under IFRS.
Some analysts say there is a good chance Capgemini could
raise its guidance if demand for IT services in Europe remains
strong and if the situation in the United States improves.
Chief Operating Officer Pierre Danon has said that Capgemini
aimed to be "within spitting distance" of breakeven in the
United States in the second half of 2005. Several analysts
expect the U.S. unit to post losses of some 40 million euros in
the first half.
Capgemini reports first-half results before the market opens
on Thursday.
Following is a summary of forecasts for half-year operating
profit and margin. Figures are in millions of euros. All figures
are under IFRS.
OPERATING PROFIT MARGIN
Average 61 1.76 pct
Median 59 1.7 pct
High 76 2.2 pct
Low 53 1.5 pct
(Additional reporting by Benoit Van Overstraeten)
((Editing by David Holmes; Reuters Messaging:
rm://dominique.vidalon.reuters.com@reuters.net; email:
dominique.vidalon@reuters.com; Telephone: +33 1 49495432))
($1=.7968 Euro)
PARIS, Sept 5 (Reuters) - Capgemini , Europe's
largest software and IT consultancy, will show the results of
years of restructuring when it reports first-half results on
Thursday.
Analysts will focus on the group's operating margin, a ratio
of operating profits to sales and a key gauge of profitability,
which is expected to improve to 1.76 percent under IFRS rules,
helped by stronger revenue and cost cuts, analysts said.
Analysts will also look for clues on any boost to
profitability in the second half and beyond and on the pace of
the turnaround in Capgemini's loss-making North American
business.
"First-half margins have been partially revealed and so the
key is now understanding if the group can drive material upside
in the EBIT line for FY 2006," Deutsche Bank said in a note.
Capgemini has forecast that its operating margin for the
first half of 2005 should be close to 2.35 percent under French
GAAP rules and near 1.6 percent under IFRS.
According to a Reuters poll of 10 analysts, Capgemini is
expected to post a first-half operating profit of 61 million
euros ($76.6 million) on average under IFRS.
MARGIN BOOST
Revenue rose an already reported 17 percent to 3.470 billion
euros, helped by large outsourcing deals sealed in 2004 such as
the Aspire contract with the British tax authorities.
This would push operating margin, a key measure of
profitability, to 1.76 percent of consolidated sales under IFRS.
Capgemini has not given comparative figures under IFRS for
2004. Under French GAAP rules it had a negative operating margin
of 0.7 percent in first-half 2004.
Capgemini, which has launched a plan to revamp its
loss-making U.S. business, has also predicted that restructuring
benefits should bring net income back into the black in the
first half.
That would be the first bottom-line surplus since the second
half of 2001, when Capgemini was about to face a collapse in
global spending on technology services and was trying to absorb
the costly acquisition of Ernst & Young's consultancy arm in the
United States.
Analysts, however, said exceptional items and the shift to
IFRS rules made it difficult to predict net income levels.
For full year 2005, Capgemini has guided for sales growth of
10 percent and an operating margin of 3 percent or better under
French rules and 2.6 percent under IFRS.
Some analysts say there is a good chance Capgemini could
raise its guidance if demand for IT services in Europe remains
strong and if the situation in the United States improves.
Chief Operating Officer Pierre Danon has said that Capgemini
aimed to be "within spitting distance" of breakeven in the
United States in the second half of 2005. Several analysts
expect the U.S. unit to post losses of some 40 million euros in
the first half.
Capgemini reports first-half results before the market opens
on Thursday.
Following is a summary of forecasts for half-year operating
profit and margin. Figures are in millions of euros. All figures
are under IFRS.
OPERATING PROFIT MARGIN
Average 61 1.76 pct
Median 59 1.7 pct
High 76 2.2 pct
Low 53 1.5 pct
(Additional reporting by Benoit Van Overstraeten)
((Editing by David Holmes; Reuters Messaging:
rm://dominique.vidalon.reuters.com@reuters.net; email:
dominique.vidalon@reuters.com; Telephone: +33 1 49495432))
($1=.7968 Euro)
-
- Mensagens: 216
- Registado: 9/4/2005 12:40
Goldman says not all gloom and doom in retail
08:31 05Sep2005 - Goldman says not all gloom and doom in retail
---------------------------------------------------------------
Analysts at Goldman Sachs say their lead indicators suggest a more positive
outlook for the retail sector and add that the investment bank's indicator for
non-food sales appears to have troughed.
"Our analysis of previous general retail cycles suggests that apart from
during the TMT bubble of 1998-2000, retail stocks have tended to anticipate peaks
and troughs in retail sales by 5-10 months. We believe the market is already
discounting much of the bad news in retail," Goldman says in a research note.
"Cost pressures remain, however, and we believe it will be some time before
consumer spending pressures ease. The interest rate outlook for the sector is
neutral at present," it adds.
The bank expects a continued moderate improvement in housing turnover and
favours Argos catalogue store owner GUS and DIY specialist Kingfisher
for this reason.
In the apparel sector Goldman favours Spanish retailer Inditex for
its long term growth prospects, driven by the expansion of its Zara chain. In
Britain it favours Marks & Spencer on grounds of price competitiveness.
Reuters Messaging rm://keiron.henderson.reuters.com@reuters.net
---------------------------------------------------------------
Analysts at Goldman Sachs say their lead indicators suggest a more positive
outlook for the retail sector and add that the investment bank's indicator for
non-food sales appears to have troughed.
"Our analysis of previous general retail cycles suggests that apart from
during the TMT bubble of 1998-2000, retail stocks have tended to anticipate peaks
and troughs in retail sales by 5-10 months. We believe the market is already
discounting much of the bad news in retail," Goldman says in a research note.
"Cost pressures remain, however, and we believe it will be some time before
consumer spending pressures ease. The interest rate outlook for the sector is
neutral at present," it adds.
The bank expects a continued moderate improvement in housing turnover and
favours Argos catalogue store owner GUS and DIY specialist Kingfisher
for this reason.
In the apparel sector Goldman favours Spanish retailer Inditex for
its long term growth prospects, driven by the expansion of its Zara chain. In
Britain it favours Marks & Spencer on grounds of price competitiveness.
Reuters Messaging rm://keiron.henderson.reuters.com@reuters.net
-
- Mensagens: 216
- Registado: 9/4/2005 12:40
Ainda a Rhodia...
Um gráfico de 5 anos (e um belo tombo) em
http://fr.finance.yahoo.com/q/ta?s=RHA. ... l&p=&a=&c= ...
Com (muito) boa vontade, quase que a imagino a fazer um duplo fundo.
nunes
http://fr.finance.yahoo.com/q/ta?s=RHA. ... l&p=&a=&c= ...
Com (muito) boa vontade, quase que a imagino a fazer um duplo fundo.
nunes
-
- Mensagens: 216
- Registado: 9/4/2005 12:40
FONTE COFISEM ( fundamentais)
RHODIA
Secteur : Industries de base
Sous-secteur : Chimie
COMPTE DE RESULTAT 12/04 12/03 12/02 12/01 12/00 Chiffre d'affaires 5281000 5453000 6617000 7279000 7419000
Achats consommés - - - - -
Frais de personnel 1224000 1334000 1546000 1572000 1554000
Résultat d'exploit. -348000 -159000 351000 16000 496000
Impôts 56000 142000 66000 -94000 104000
Résultat net -616000 -1346000 5000 -208000 225000
RN part du groupe -625000 -1351000 -4000 -213000 216000
BILAN 12/04 12/03 12/02 12/01 12/00
Immobilisations 3094000 3944000 5306000 5498000 5834000
dont survaleur 218000 437000 1186000 1342000 1395000
Actif circulant 2374000 2585000 2381000 3165000 3484000
dont disponibilités 602000 766000 251000 413000 259000
Total de bilan 5468000 6529000 7687000 8960000 9514000
Capitaux propres 93000 275000 1858000 2351000 2680000
Dettes financières 2541000 3487000 2453000 2986000 3370000
Autres passifs 2834000 2767000 3376000 3623000 3464000
RATIO 12/04 12/03 12/02 12/01 12/00
RN/Capitaux propres -662,37% -489,45% 0,27% -8,85% 8,40%
RN/CA -11,66% -24,68% 0,08% -2,86% 3,03%
Frais de pers./CA 23,18% 24,46% 23,36% 21,60% 20,95%
Effectif 20577% 23059% 24523% 26925% 29448%
Secteur : Industries de base
Sous-secteur : Chimie
COMPTE DE RESULTAT 12/04 12/03 12/02 12/01 12/00 Chiffre d'affaires 5281000 5453000 6617000 7279000 7419000
Achats consommés - - - - -
Frais de personnel 1224000 1334000 1546000 1572000 1554000
Résultat d'exploit. -348000 -159000 351000 16000 496000
Impôts 56000 142000 66000 -94000 104000
Résultat net -616000 -1346000 5000 -208000 225000
RN part du groupe -625000 -1351000 -4000 -213000 216000
BILAN 12/04 12/03 12/02 12/01 12/00
Immobilisations 3094000 3944000 5306000 5498000 5834000
dont survaleur 218000 437000 1186000 1342000 1395000
Actif circulant 2374000 2585000 2381000 3165000 3484000
dont disponibilités 602000 766000 251000 413000 259000
Total de bilan 5468000 6529000 7687000 8960000 9514000
Capitaux propres 93000 275000 1858000 2351000 2680000
Dettes financières 2541000 3487000 2453000 2986000 3370000
Autres passifs 2834000 2767000 3376000 3623000 3464000
RATIO 12/04 12/03 12/02 12/01 12/00
RN/Capitaux propres -662,37% -489,45% 0,27% -8,85% 8,40%
RN/CA -11,66% -24,68% 0,08% -2,86% 3,03%
Frais de pers./CA 23,18% 24,46% 23,36% 21,60% 20,95%
Effectif 20577% 23059% 24523% 26925% 29448%
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-
- Mensagens: 3876
- Registado: 18/11/2004 16:43
Perspectives Fondamentales sur RHODIA
Le groupe s'attend au deuxième semestre à des performances opérationnelles (EBE) d'un niveau légèrement inférieur à celui du 1er semestre. Pour l'année 2005, le chimiste s'attend à une amélioration "notable" des performances opérationelles (EBE) par rapport à 2004. En revanche, le groupe affichera un résultat net négatif en partie à cause de dépréciations d'actifs. Rhodia, à l'issue des résultats semestriels a confirmé ses objectifs pour 2006 : une marge d?EBE (« EBITDA ») récurrente d?au moins 13%, un résultat net positif pour l?année 2006, un ratio dette nette consolidée sur EBE inférieur à 3,5.
Le groupe s'attend au deuxième semestre à des performances opérationnelles (EBE) d'un niveau légèrement inférieur à celui du 1er semestre. Pour l'année 2005, le chimiste s'attend à une amélioration "notable" des performances opérationelles (EBE) par rapport à 2004. En revanche, le groupe affichera un résultat net négatif en partie à cause de dépréciations d'actifs. Rhodia, à l'issue des résultats semestriels a confirmé ses objectifs pour 2006 : une marge d?EBE (« EBITDA ») récurrente d?au moins 13%, un résultat net positif pour l?année 2006, un ratio dette nette consolidée sur EBE inférieur à 3,5.
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-
- Mensagens: 3876
- Registado: 18/11/2004 16:43
RHODIA
Secteur : Industries de base
Sous-secteur : Chimie
Activité
Rhodia figure parmi les principaux fabricants mondiaux de produits chimiques de spécialités. Le CA par famille de produits se répartit essentiellement comme suit :
- polyamide (28,1%) : polymères et intermédiaires, fils et fibres techniques, plastiques techniques, fils textiles ;
- phosphates-dérivés phosphorés-ingrédients alimentaires (14,4%) ;
- silicones-silices-terres rares (13,5%) ;
- tensioactifs-polymères naturels-polymères et monomères de spécialité (11%) : à destination des marchés de la cosmétique, de la détergence, de l'agrochimie, etc. ;
- produits de performance pour revêtements multifonctions (9,5%) : latex, solvants oxygénés, produits soufrés, etc. ;
- câble acétate (7,1%) ;
- produits de chimie organique (6,2%) : notes olfactives de synthèse, arômes, intermédiaires agrochimiques, produits de performance, réfrigérants et anesthésiques fluorés ;
- solutions pharmaceutiques (4,3%) : produits de chimie fine, aspirine, paracétamol, phosphate de calcium, etc. ;
- autres (2,3%).
Le solde du CA (3,6%) concerne la régénération et la production d'acide sulfurique pour le traitement des déchets et des eaux.
La répartition géographique du CA est la suivante : France (34%), Europe (24,1%), Amérique du Nord (20%), Amérique du Sud (11,2%) et autres (10,7%).
Dirigeants
CODES BOURSIERS
ISIN FR0000120131
BLOOMBERG RHA FP
REUTERS RHA.PA
DATASTREAM F:RHA
PLACES et INDICES
- Euronext Paris
- Eurolist compartiment B
- CAC AllShares / CAC Mid,CAC Mid Small 190,CAC Mid100,Next 150,NextPrime,SBF120
Valeur éligible au SRD
ACTIONNARIAT au 30/07/05
- Institutionnels Etrangers 32,01%
- Actionnaires Individuels 25,10%
- Sanofi-Aventis 15,30%
- Institutionnels Français 10,70%
- TIAA-CREF 6,20%
- Morgan Stanley & Co International 4,68%
- Crédit Agricole 2,80%
- Salariés 2,50%
DONNEES SOCIETE
26 quai Alphonse Le Gallo
92100 Boulogne Billancourt - France -
- Téléphone : +33 (0)1 55 38 40 00
- Fax : +33 (0)1 55 38 44 71
Internet : http://www.rhodia.com
Secteur : Industries de base
Sous-secteur : Chimie
Activité
Rhodia figure parmi les principaux fabricants mondiaux de produits chimiques de spécialités. Le CA par famille de produits se répartit essentiellement comme suit :
- polyamide (28,1%) : polymères et intermédiaires, fils et fibres techniques, plastiques techniques, fils textiles ;
- phosphates-dérivés phosphorés-ingrédients alimentaires (14,4%) ;
- silicones-silices-terres rares (13,5%) ;
- tensioactifs-polymères naturels-polymères et monomères de spécialité (11%) : à destination des marchés de la cosmétique, de la détergence, de l'agrochimie, etc. ;
- produits de performance pour revêtements multifonctions (9,5%) : latex, solvants oxygénés, produits soufrés, etc. ;
- câble acétate (7,1%) ;
- produits de chimie organique (6,2%) : notes olfactives de synthèse, arômes, intermédiaires agrochimiques, produits de performance, réfrigérants et anesthésiques fluorés ;
- solutions pharmaceutiques (4,3%) : produits de chimie fine, aspirine, paracétamol, phosphate de calcium, etc. ;
- autres (2,3%).
Le solde du CA (3,6%) concerne la régénération et la production d'acide sulfurique pour le traitement des déchets et des eaux.
La répartition géographique du CA est la suivante : France (34%), Europe (24,1%), Amérique du Nord (20%), Amérique du Sud (11,2%) et autres (10,7%).
Dirigeants
CODES BOURSIERS
ISIN FR0000120131
BLOOMBERG RHA FP
REUTERS RHA.PA
DATASTREAM F:RHA
PLACES et INDICES
- Euronext Paris
- Eurolist compartiment B
- CAC AllShares / CAC Mid,CAC Mid Small 190,CAC Mid100,Next 150,NextPrime,SBF120
Valeur éligible au SRD
ACTIONNARIAT au 30/07/05
- Institutionnels Etrangers 32,01%
- Actionnaires Individuels 25,10%
- Sanofi-Aventis 15,30%
- Institutionnels Français 10,70%
- TIAA-CREF 6,20%
- Morgan Stanley & Co International 4,68%
- Crédit Agricole 2,80%
- Salariés 2,50%
DONNEES SOCIETE
26 quai Alphonse Le Gallo
92100 Boulogne Billancourt - France -
- Téléphone : +33 (0)1 55 38 40 00
- Fax : +33 (0)1 55 38 44 71
Internet : http://www.rhodia.com
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- Mensagens: 3876
- Registado: 18/11/2004 16:43
EMPRESAS DO SECTOR.................RODHIA
Groupe sectoriel - Industries de base Page 1 Tous
Nom Dernier Variation Var. 5j Var. 01/01 +Haut 1an +Bas 1an
CIMENTS FRANCAIS 88.65 1.14 % 2.25 % 28.85 % 89.25 65.00
IMERYS 60.95 0.41 % 1.58 % -1.30 % 65.00 50.60
ERAMET 91.00 0.11 % -1.57 % 37.46 % 94.90 49.05
AIR LIQUIDE 143.60 0.00 % 2.87 % 5.59 % 148.60 124.00
BOUYGUES 36.42 -0.38 % 0.47 % 7.12 % 37.59 28.20
SAINT-GOBAIN 49.09 -0.55 % 1.07 % 10.76 % 51.55 40.75
ARCELOR 17.79 -0.67 % 1.77 % 4.83 % 19.45 14.23
VINCI 71.85 -0.83 % 1.77 % 45.45 % 73.45 44.05
LAFARGE 76.55 -0.84 % 2.82 % 7.82 % 81.40 68.55
CFF RECYCLING 20.91 -1.41 % 0.29 % -2.29 % 29.50 12.70
ALCAN INC. 26.45 -1.60 % -4.06 % -26.20 % 40.38 23.06
RHODIA 1.52 -1.94 % -2.56 % -13.14 % 1.94 0.98
KAUFMAN ET BROAD 57.25 -3.62 % 2.32 % 31.61 % 60.30 31.00
EIFFAGE 74.60 -3.68 % -1.71 % 31.66 % 78.30 43.00
Nom Dernier Variation Var. 5j Var. 01/01 +Haut 1an +Bas 1an
CIMENTS FRANCAIS 88.65 1.14 % 2.25 % 28.85 % 89.25 65.00
IMERYS 60.95 0.41 % 1.58 % -1.30 % 65.00 50.60
ERAMET 91.00 0.11 % -1.57 % 37.46 % 94.90 49.05
AIR LIQUIDE 143.60 0.00 % 2.87 % 5.59 % 148.60 124.00
BOUYGUES 36.42 -0.38 % 0.47 % 7.12 % 37.59 28.20
SAINT-GOBAIN 49.09 -0.55 % 1.07 % 10.76 % 51.55 40.75
ARCELOR 17.79 -0.67 % 1.77 % 4.83 % 19.45 14.23
VINCI 71.85 -0.83 % 1.77 % 45.45 % 73.45 44.05
LAFARGE 76.55 -0.84 % 2.82 % 7.82 % 81.40 68.55
CFF RECYCLING 20.91 -1.41 % 0.29 % -2.29 % 29.50 12.70
ALCAN INC. 26.45 -1.60 % -4.06 % -26.20 % 40.38 23.06
RHODIA 1.52 -1.94 % -2.56 % -13.14 % 1.94 0.98
KAUFMAN ET BROAD 57.25 -3.62 % 2.32 % 31.61 % 60.30 31.00
EIFFAGE 74.60 -3.68 % -1.71 % 31.66 % 78.30 43.00
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- Mensagens: 3876
- Registado: 18/11/2004 16:43
RHODIA
Rhodia : nouvelle cession dans le domaine des phosphates
02/09/2005 | 18:07:00 in Finance Plus
Rhodia a signé un accord avec la société Misa Inc en vue de lui céder ses activités de production de phosphates et d'acide sulfurique situées sur le site de Rieme, en Belgique.
Il s'agit d'une nouvelle étape de désengagement opéré par Rhodia dans le domaine des phosphates, toujours dans le cadre des cessions d'activités non stratégiques réalisées par le groupe pour conforter son portefeuille. La transaction devrait être finalisée dans les semaines qui viennent, après approbation des autorités administratives belges.
Filiale de la société Madhvani International basée en Ouganda, Misa Inc développe des projets dans l'industrie, l'énergie, l'agriculture et les travaux d'infrastructure.
02/09/2005 | 18:07:00 in Finance Plus
Rhodia a signé un accord avec la société Misa Inc en vue de lui céder ses activités de production de phosphates et d'acide sulfurique situées sur le site de Rieme, en Belgique.
Il s'agit d'une nouvelle étape de désengagement opéré par Rhodia dans le domaine des phosphates, toujours dans le cadre des cessions d'activités non stratégiques réalisées par le groupe pour conforter son portefeuille. La transaction devrait être finalisée dans les semaines qui viennent, après approbation des autorités administratives belges.
Filiale de la société Madhvani International basée en Ouganda, Misa Inc développe des projets dans l'industrie, l'énergie, l'agriculture et les travaux d'infrastructure.
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GAB Escreveu:A frio o activo que até me chamou a atenção( RHODIA) pois parece estar perto de um eventual Suporte interessante para se tentar um "TIRO" mas com resistencias ( que me parecem ser a ter em conta porque podem ser pontos interessantes de retorno)que ficam aquem de tal target.
Já agora, a que aponta é na minha opinião a posição mais arriscada. E por isso também, a que admite maior valorização.
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GAB Escreveu:gostava de saber como lhe é possivel apontar tais TARGETS, pois pelos mesmos parece que tais activos tem ainda ( mesmo que venha a acontecer subidas)varios pontos(resist) de "dificil teste" e bem abaixo dos mesmos targets que aponta...
Boas, GAB.
São preços de referência com base em fundamentais, que não espero ver atingidos antes de 2006.
De facto em termos de AT - na qual não nado se pé
- não há sinais particularmente relevantes.
Sâo pois palpites (melhor dizendo, investimentos) de longo prazo. Para o curto-prazo mantenho-me investido em Portugal, onde espero
um final de ano interessante.
Cumprimentos,
nunes
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Viva sem querer comentar opinião propria ,
gostava de saber como lhe é possivel apontar tais TARGETS, pois pelos mesmos parece que tais activos tem ainda ( mesmo que venha a acontecer subidas)varios pontos(resist) de "dificil teste" e bem abaixo dos mesmos targets que aponta...
A frio o activo que até me chamou a atenção( RHODIA) pois parece estar perto de um eventual Suporte interessante para se tentar um "TIRO" mas com resistencias ( que me parecem ser a ter em conta porque podem ser pontos interessantes de retorno)que ficam aquem de tal target.
gostava de saber como lhe é possivel apontar tais TARGETS, pois pelos mesmos parece que tais activos tem ainda ( mesmo que venha a acontecer subidas)varios pontos(resist) de "dificil teste" e bem abaixo dos mesmos targets que aponta...
A frio o activo que até me chamou a atenção( RHODIA) pois parece estar perto de um eventual Suporte interessante para se tentar um "TIRO" mas com resistencias ( que me parecem ser a ter em conta porque podem ser pontos interessantes de retorno)que ficam aquem de tal target.
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cook Escreveu:Bem, tu lá sabes, mas numa análise a frio, parece-me que tirando a CAP GEMINI, todas as outras estão a fazer um lower higt.
Boa sorte mesmo assim
Antes de mais obrigado pela opinião!
Estes gráficos anuais têm incorporadas notícias/ocorrências muito importantes, bastante negativas nalguns casos.
A Rhodia é o caso mais evidente, em bolandas desde o spin-off da Rhône-Poulenc (para os interessados, breve descrição em http://yahoo.businessweek.com/magazine/ ... _mz054.htm).
Na Inditex, os objectivos de passar de 2400 para 4000 lojas em poucos anos - aumentando a exposição a mercados que não o core ibérico, e alcançando 10000 milhões de euros de facturação anual - são ambiciosos.
E podia continuar....
De qualquer forma, estou relativamente decidido a abrir posições nas 4 a médio-longo prazo, com stop-losses de 5% em relação ao preço de entrada.
Cumprimentos,
nunes
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- Registado: 9/4/2005 12:40
Bitaites do Nunes
Apresento-vos 4 posições que irei abrir brevemente.
Comentários AF/AT/outros naturalmente bem vindos...
1 - Acerinox (Ibex)
2 - Capgemini (Euronext Paris)
3 - Inditex (Ibex)
4 - Rhodia (Euronext Paris)
nunes
Comentários AF/AT/outros naturalmente bem vindos...
1 - Acerinox (Ibex)
2 - Capgemini (Euronext Paris)
3 - Inditex (Ibex)
4 - Rhodia (Euronext Paris)
nunes
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- Mensagens: 216
- Registado: 9/4/2005 12:40