Tysklands billigste aktie?
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M1:s patienter er meget tilfreds.
404 - Helaas niks gevonden - KliniekErvaringen.nl
- KliniekErvaringen.nl
KliniekErvaringen.nl (www.kliniekervaringen.nl)
På trods af at det går godt har M1-kursen gået ned.
M1 Kliniken AG continues successful development in Q4 2021 - M1 Kliniken AG
Average daily sales in November 2021 in the German practice network again at record level All specialist centres open With four more openings in Germany and Australia, M1 will operate a total of 47 specialty centres by year-end 2021
(www.m1-kliniken.de)
I andre lande end Tyskland fokuserer M1 på fillers (Botox og hyaluronsyre).
Indenfor nogle år har M1 sandsynligvis en Botox-ekvivalent og da går omkostningerne ned og datterselskabet Haemato (til 68+ % ejet af M1) kan også sælge denne Botox-ekvivalent til andre indenfor plejesektoren.
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Sandsynligvis er antallet tyske aktionærer for få, for at tilstrækkeligt mange endnu skal indse at MPH & co er undervurderede. Det kan man benytte.
"Aktiekulturen i Tyskland er underudviklet. I årevis har antallet af aktionærer ligget omkring ni millioner. I en international sammenligning halter Tyskland langt bagefter lande som USA, Storbritannien eller Sverige, hvor markant flere private investorer investerer i aktier."
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Hvis M1 Kliniken (inkl. Haemato) skulle gå skidt (ikke sandsynlig), så er CR Capitals (et mini-Bonava?) værdi, ifølge mig, 17,77 EUR per MPH-aktie (beregn selv).
https://www.bonava.de/
https://www.bonava.com/investor-relationsDatterselskabet Terrabau:
https://www.terrabau-gmbh.de/nachhaltigkeit
Jobannoncer:
"Grundet den stærke vækst i vores datterselskab Terrabau GmbH, søger vi hurtigst muligt en site manager (m/k/d) i Berlin."
https://www.stepstone.de/cmp/de/CR-Capital-AG-93689/jobs.html
Positive analyser:
https://www.cr-capital.de/investor-relations/research-studien/
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Så var det også med A&O Johansen når jeg købte fra 2014. Jeg er langsiktig i A&O Johansen og MPH Health Care AG, som er den af de tyske aktierne, som jeg har købt.
Årsagen til at jeg valgte MPH er at Magnum AG, som direkte eller indirekte kontrollerer alle selskaberna, ejer MPH og at MPH før pandemin vurderedes med 25-30 % investmentselskabsrabat, men nu er denne rabat 42 %.
Med den normale rabaten burde MPH koste 31-33 EUR istedet for 25-26 EUR. Mer hvis datterselskabene M1 Kliniken og CR Capital stiger.
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Hvorfor ændrer det sig i Danmark?
Børsen i Stockholm er ikke særdeles meget mindre end i Frankfurt og Tyskland har kun 2,5x fler aktionærer end Sverige.
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Besøg mig i Milano.
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Trivia:
Hovedejeren Peter Brenskes kone, Valerie von Hohenzollern-Brenske, hade en onkel, som var gift med dronning Margrethes svenske kusine.
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MPH:s datterselskab CR Capital AG (MPH ejer 58 %) bygger i Berlin og Leipzig.
Rapport fra Deutsche Bank den 24. mars 2021:
"However, our analysis suggests that the nationwide price cycle will come to an end this decade. Despite all the uncertainty, we believe the cycle is likely to end in 2024."
"This outlook also includes a look at the eleven German metropolitan regions. According to our calculations and estimates, the cycles in Bremen and Hamburg will end before 2024, as the fundamental supply shortage there should be eliminated earlier.
We expect particularly long-running cycles in Berlin and Leipzig. In our view, Berlin is still on its way to becoming a global metropolitan hub, while Leipzig could see a particularly strong regional influx due to the abandonment of villages and rural districts in the metropolitan region."
"Last but not least, we provide our assessment for the metropolitan regions of Berlin/Brandenburg and Central Germany. For these two, including the respective cities, the calculated end of the cycle is also in the second half of the decade. As we have pointed out several times in recent years, we see Berlin on its way to becoming a global metropolitan hub. Berlin's economy is likely to see powerful growth for years, possibly decades. It has also developed from a subsidy stronghold into a first-class European location. With this change, its population is expected to grow to over four million and, together with better economic strength, boost housing demand, although rental growth may be limited for some time due to regulatory headwinds. Accordingly, we expect at best a dip in the house price cycle for Berlin. This development is likely to continue to have an impact on the Berlin region in Brandenburg and also on Leipzig and the metropolitan region of Central Germany. We therefore expect a relatively late end to the cycle there. Leipzig is also likely to be the city in Germany that benefits most from the regional influx. As a result, there could be a population decline in about 60% of the districts in Central Germany. A large share of the regional housing demand could therefore be concentrated in Leipzig."
Det er i betragtning af ovenstående meget underligt at CR Capital AG kun vurderes til ca 55 % av indre værdi.
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