| Thema | Posts | Stand | |
| Archivierte Beiträge bis 1. Oktober 2020 | 20 | 6.10. - 15:48 |
| Archivierte Beiträge bis 22. Mai 2017 | 20 | 25.5. - 10:08 |
| Archivierte Beiträge bis 17. Mai 2014 | 20 | 17.5. - 19:42 |
| covacoro - Donnerstag, 1. Oktober 2020 - 21:14 |
| Die Parallelen zu Fujifilm sind frappierend, besonders beim Blick zurück und in die Unternehmens-DNA: Agfa: "Agfa-Gevaert NV develops, produces, and distributes various analog and digital imaging systems, and IT solutions worldwide. The company’s Offset Solutions segment provides commercial, newspaper, and packaging printers; integrated prepress solutions, including computer-to-plate systems using digital offset printing plates, pressroom supplies, and software for commercial, newspaper, and packaging printers; and security printing software solutions. Its Radiology Solutions segment offers analog and digital imaging technology for diagnostic imaging market to meet the needs of specialized clinicians in hospitals and imaging centers; and X-ray film, hardcopy film and printers, digital radiography equipment, and image processing software. The company’s Healthcare IT segment provides picture archiving and communication systems, and radiology information systems; hospital information system and clinical information systems; and integrated care solutions. Its Digital Print & Chemicals segment offers inkjet printers for sign and display printing companies; inkjet inks and fluids for industrial inkjet applications, such as signs, posters and displays, promotional materials, packaging, and decorative materials, as well as for printed electronics industry; membranes to the hydrogen production industry, as well as for printable synthetic papers; inkjet print engines, UV-curable, and water based inks for the professional graphic industry. This segment also provides films for non-destructive testing, aerial photography films, and microfilms; specialty foils for security documents and print media, and coatings and chemicals applications; and conductive polymers and materials for the production of high-tech ID documents. The company sells its products through its own sales organization, as well as through a network of agents and representatives. Agfa-Gevaert NV was founded in 1867 and is headquartered in Mortsel, Belgium." Fujifilm: "FUJIFILM Holdings Corporation develops, produces, sells, and services imaging, healthcare, material, and document solutions worldwide. Its photo and electronic imaging solutions include color films and others, such as color negative films, single-use cameras, color reversal films, and instant films; color paper and chemicals comprising photographic paper for color prints, inkjet papers, and photofinishing chemicals; photofinishing equipment consisting of film processors/printing equipment, digital minilabs/inkjet-system dry minilabs, and thermal photo printers; digital cameras and camera accessories; and TV camera/cine, and security lenses, as well as film processing and photo printing services. The company also provides healthcare and material products, such as digital X-ray imaging and diagnostic systems, digital mammography systems, medical-use picture archiving and communications systems, dry imaging films/dry imagers, X-ray films, digital endoscopes, low-molecular pharmaceuticals, radiopharmaceuticals, functional cosmetics, and nutritional supplement products. In addition, it offers graphic systems, including computer-to-plate plates and plate setters, industrial inkjet printers and inks, and industrial inkjet printer heads; flat panel display materials, such as protective films for polarizers, WV films for expanding viewing angles, and transfer films; recording media comprising data cartridges and professional-use videotape products; and industrial products that include electronic materials/photoresist products, pressure/heat measurement films, and non-destructive testing systems. Further, the company provides office products, such as color/monochrome digital multifunction devices and DocuWorks document handling software; color/monochrome office printers; and consumables, as well as on-demand publishing and computer printing systems, and document outsourcing services. FUJIFILM Holdings Corporation was founded in 1934 and is headquartered in Tokyo, Japan." Beide Unternehmen versuchen sich neu zu erfinden. Agfa war/ist nicht profitabel und sitzt auf einem Berg an Cash nach dem Verkauf des Kronjuwels. Fujifilm hat mit den Aktivitäten in Richtung Pharma/Medikamente/Spezialchemie schon einen größeren Weg zurückgelegt und war/ist profitabel. Die Kronjuwelen bleiben im Unternehmen. Rein vom Buchwert notieren beide Aktien nahe ~1. In den vergangenen Jahren hat Fujifilm auf das eingesetzte Kapital die bessere Rendite erwirtschaftet. AOC sehe ich übrigens neutral und nicht (mehr) als Pluspunkt. Eine Stada macht noch keinen Sommer, war vielleicht eine Schwalbe :-). Bei Francotyp waren sie auch drin. Die Weichenstellungen dort waren meiner Meinung nach die falschen und das war eine kleine Company, wo man viel mehr Durchgriff hatte. Anyway: ich werde beide Werte weiter beobachten, investiert bin ich aber nur in die Japaner. |
| al_sting - Montag, 5. Oktober 2020 - 17:46 |
| Aufstockung Agfa-Gevaert zu einer doppelten Portion von 10.000 Stück. Kauf von 4.700 Stück zum nächsten Tradegate-Kurs. |
| al_sting - Dienstag, 6. Oktober 2020 - 15:48 |
| Nächster Handel Tradegate: 06.10., 9:07 Uhr, Kurs 3,55€ 4.700 x 3,55€ = 16.685€ Gesamtportion: 10.000 Stück für 35.447€ --> 3,5447€ ~ 3,54€ Einstiegspreis. |
| covacoro - Mittwoch, 7. Oktober 2020 - 13:19 |
| Damit hast Du mehr ins virtuelle Depot geordert, als dort im Durchschnitt an 1 Tag gehandelt werden, dessen bist Du Dir aber sicher bewußt. ;-) |
| al_sting - Mittwoch, 7. Oktober 2020 - 19:02 |
| Ja, dessen bin ich mir bewusst, war so schlicht einfacher. Meine private Position ist absolut deutlich kleiner, bei Captrader lief sie über die Hauptbörse Euronext. Bei mir war Agfa so sehr als deutscher Markenname verankert, dass ich nicht daran dachte, dass für belgische Aktien Euronext die natürliche Hauptbörse ist. |