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Schouw & Co A/S SCHO

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  • tommycarstensenT Offline
    tommycarstensenT Offline
    tommycarstensen
    wrote on sidst redigeret af
    #1

    Jeg sad og kiggede lidt paa danske aktier og faldt over konglomeratet Schouw, som ikke er blevt naevnt ("tagget") her paa forum i nogle aar.

    Her deres portefoelje af virksomheder:
    https://www.schouw.dk/en/businesses/

    Biomar udgoer 45% af deres EBITDA.

    Det er ikke verdens hurtigst voksende virksomhed, men de har fordoblet deres omsaetning i loebet af de seneste ti aar og de har en ROIC eksklusiv goodwill paa 15% og handles til en fremadrettet P/E paa 12-14. De betaler udbytte.

    Skribenten Kristensen har tidligere skrevet nogle gode indlaeg her paa forum om virksomheden. Desvaerre er de af lidt aeldre karakter.

    Jeg vil helst ikke anbefale nogle virksomheder. Jeg foretraekker blot at praesentere fakta og overlade beslutningen til modtageren. Det er hermed gjort.

    BioMar 100%
    BioMar is one of the world's largest manufacturers of quality feed for the shrimp and fish farming industry.

    Fibertex Personal Care 100%
    Among the world's five largest manufacturers of spunbond/spunmelt nonwovens for the personal care industry

    Fibertex Nonwovens 100%
    Among Europe's leading manufacturers of nonwovens, i.e. nonwoven textiles used for a number of different industrial purposes

    GPV 100%
    Leading provider of EMS in Denmark, and acts as supplier to several of the largest, international OEM companies

    HydraSpecma 100%
    HydraSpecma is a specialised manufacturing, trading and engineering company whose core business is hydraulic components and systems for industry and the aftermarket.

    Borg Automotive 100%
    Europe's largest independent remanufacturing company, Borg Automotive produces, sells and distributes remanufactured automotive parts to the European market.

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    1 Reply Last reply
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    • FieF Offline
      FieF Offline
      Fie
      wrote on sidst redigeret af
      #2

      Tak tommycarstensen en utrolig flot anelyse af Schouw & Co
      M.v.h.
      Bente

      1 Reply Last reply
      3
      • tommycarstensenT Offline
        tommycarstensenT Offline
        tommycarstensen
        wrote on sidst redigeret af
        #3

        Hej Bente. Alletiders, hvis du kan bruge det. Jeg er ikke gået i dybden. Prøv at søge på nogle af de gamle indlæg fra Kristensen . De er virkelig gode, og han har/havde stort kendskab til virksomheden.

        1 Reply Last reply
        3
        • FieF Offline
          FieF Offline
          Fie
          wrote on sidst redigeret af
          #4

          Jeg takker

          1 Reply Last reply
          0

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