Fagerhult AB

[jerez1]

Empresa sueca de aparatos luminarios con alto crecimiento.
Buena posición financiera

http://www.4-traders.com/FAGERHULT-AB-16546171/financials/

Per 22

Ev/ Ebitda 15

Roa 12%

Roe 23%

Cash flow /ventas 10%

Deuta neta/ebitda 1,9 , pero se espera que la bajen el próximo año a 0,7

Buen crecimiento en ventas y Ebitda en los últimos años. El último semestre, publicación

http://www.4-traders.com/FAGERHULT-AB-16546171/news/Fagerhult-Interim-Report-January-June-2016-22975310/

Grafico cotización

[jerez1]

Fagerhult: Interim Report January – September 2016


October 19, 2016 04:34 AM Eastern Daylight Time


HABO, Sweden--(BUSINESS WIRE)--Regulatory News:

Fagerhult (STO:FAG)

· The order intake was MSEK 3,438.2 (3,015.3), which is an increase of 11.3% after adjustment for currency effects of MSEK -153.1 and acquisitions of MSEK 234.0

· Net sales were MSEK 3,317.0 (2,876.3), which is an increase of 12,0% after adjustment for currency effects of MSEK -147.7 and acquisitions of MSEK 243.0

· The operating profit was MSEK 404.3 (287.5), representing an operating margin of 12.2 (10.0)%

· Earnings after tax were MSEK 298.3 (203.3), an increase of 46.7%

· Earnings per share were SEK 7.87 (5.37)

· Cash flow from operating activities was MSEK 137.0 (217.9)

Comments from CEO Johan Hjertonsson:

· The Group’s strategy of innovation and internationalisation continues ahead of plan whilst at the same time delivering strong results.

· Order intake at MSEK 3,438.2 is 11.3% ahead of last year and net sales at MSEK 3,317.0 is 12.0% ahead of last year, adjusted for currency effects and acquisitions. The increase in order intake is above the market growth rate and demonstrates the continued gain in market share.

· The operating profit at MSEK 404.3 is 40.6% ahead of 2015.

· The third quarter results of order intake MSEK 1,088.7 (948.6), net sales MSEK 1,144.4 (1,011.8) and operating profit MSEK 165.4 (126.6) all compare well to the third quarter of 2015 with the net sales and operating result setting new quarterly records.

· The MSEK 98.0 (88.3) cash flow from operating activities for Q3 results in the year to date cash flow of MSEK 137.0 (217.9), the Group delivering a second strong quarter in succession.

· Earnings per share at SEK 7.87 was strongly ahead of the 5.37 for the prior year.

· Sales growth in LED luminaires across the Group remains favourable with the LED share of net sales in the period at over 70%. The capital and revenue investments to support the LED technology shift continue and at an increased level compared to the prior period.

· As we enter the last quarter of the year, the order backlog remains at a healthy level, despite record net sales in the quarter.

· Net sales across all business areas for the year to date are ahead of prior year and all product areas deliver quarterly as well as year to date growth compared to 2015.

· The recent coup attempt in Turkey has affected our domestic business but we have managed to increase our export sales to compensate.

· We have seen no significant negative impact at the operational level due to Brexit.

Fagerhult is one of Europe’s leading lighting groups with approximately 2,700 employees and operations in more than 20 countries. We create modern products and exciting, energy-efficient and environmentally-adapted lighting installations, successfully integrated into their individual environments. The Group includes such strong brands as Fagerhult, Ateljé Lyktan, LTS, Whitecroft Lighting, Designplan Lighting, Eagle Lighting, I-Valo, Arlight, Lighting Innovation and LED Linear. AB Fagerhult is listed on the Nasdaq OMX Nordic Exchange in Stockholm

http://www.businesswire.com/news/home/20161019005548/en/Fagerhult-Interim-Report-January-%E2%80%93-September-2016

[jerez1]

Fagerhult: Interim Report January – September 2016


October 19, 2016 04:34 AM Eastern Daylight Time


HABO, Sweden--(BUSINESS WIRE)--Regulatory News:

Fagerhult (STO:FAG)

· The order intake was MSEK 3,438.2 (3,015.3), which is an increase of 11.3% after adjustment for currency effects of MSEK -153.1 and acquisitions of MSEK 234.0

· Net sales were MSEK 3,317.0 (2,876.3), which is an increase of 12,0% after adjustment for currency effects of MSEK -147.7 and acquisitions of MSEK 243.0

· The operating profit was MSEK 404.3 (287.5), representing an operating margin of 12.2 (10.0)%

· Earnings after tax were MSEK 298.3 (203.3), an increase of 46.7%

· Earnings per share were SEK 7.87 (5.37)

· Cash flow from operating activities was MSEK 137.0 (217.9)

Comments from CEO Johan Hjertonsson:

· The Group’s strategy of innovation and internationalisation continues ahead of plan whilst at the same time delivering strong results.

· Order intake at MSEK 3,438.2 is 11.3% ahead of last year and net sales at MSEK 3,317.0 is 12.0% ahead of last year, adjusted for currency effects and acquisitions. The increase in order intake is above the market growth rate and demonstrates the continued gain in market share.

· The operating profit at MSEK 404.3 is 40.6% ahead of 2015.

· The third quarter results of order intake MSEK 1,088.7 (948.6), net sales MSEK 1,144.4 (1,011.8) and operating profit MSEK 165.4 (126.6) all compare well to the third quarter of 2015 with the net sales and operating result setting new quarterly records.

· The MSEK 98.0 (88.3) cash flow from operating activities for Q3 results in the year to date cash flow of MSEK 137.0 (217.9), the Group delivering a second strong quarter in succession.

· Earnings per share at SEK 7.87 was strongly ahead of the 5.37 for the prior year.

· Sales growth in LED luminaires across the Group remains favourable with the LED share of net sales in the period at over 70%. The capital and revenue investments to support the LED technology shift continue and at an increased level compared to the prior period.

· As we enter the last quarter of the year, the order backlog remains at a healthy level, despite record net sales in the quarter.

· Net sales across all business areas for the year to date are ahead of prior year and all product areas deliver quarterly as well as year to date growth compared to 2015.

· The recent coup attempt in Turkey has affected our domestic business but we have managed to increase our export sales to compensate.

· We have seen no significant negative impact at the operational level due to Brexit.

Fagerhult is one of Europe’s leading lighting groups with approximately 2,700 employees and operations in more than 20 countries. We create modern products and exciting, energy-efficient and environmentally-adapted lighting installations, successfully integrated into their individual environments. The Group includes such strong brands as Fagerhult, Ateljé Lyktan, LTS, Whitecroft Lighting, Designplan Lighting, Eagle Lighting, I-Valo, Arlight, Lighting Innovation and LED Linear. AB Fagerhult is listed on the Nasdaq OMX Nordic Exchange in Stockholm
http://www.businesswire.com/news/hom...September-2016

Está reaccionando bien, sube más de un 6%

https://www.google.com/finance?q=STO%3AFAG&ei=-XAgWJHlIonesAH3waqYDw

[jerez1]

Está reaccionando bien, sube más de un 6%

https://www.google.com/finance?q=STO...IonesAH3waqYDw

Poco a poco se va acerdando a los máximos históricos,
Análisis técnico

http://es.investing.com/equities/fagerhult-technical

[jerez1]

Poco a poco se va acerdando a los máximos históricos,
Análisis técnico

http://es.investing.com/equities/fagerhult-technical

Fagerhult Signs an Agreement to Acquire WE-EF
NEWS PROVIDED BY
Fagerhult
Dec 23, 2016, 11:57 ET
SHARE THIS ARTICLE

HABO, Sweden, Dec 23, 2016 /PRNewswire/ --

To strategically strengthen the Fagerhult Group's position in the professional outdoor lighting market, Fagerhult has signed an agreement to acquire 100% of the shares in WE-EF based in Bispingen, Germany. This acquisition takes the Group's sales in the outdoor segment to a run-rate exceeding 100 MEUR. The acquisition is expected to have a positive effect on the earnings per share during 2017 and forward.

WE-EF designs and manufactures outdoor lighting fixtures for a wide range of lighting application sectors. The company has two factories in Germany and one in Thailand, as well as assembly plants in Australia, France and the US, and has successfully established a global sales presence with strong sales in Europe, particularly Germany and in France, as well as sales in other regions such as Australia and the US.

"WE-EF is a leading outdoor lighting brand known globally and throughout the industry as having very strong outdoor lighting solutions. Their reputation has been built up based on a long history of highly innovative, German designed and engineered outdoor lighting solutions. I am very pleased that Stephan Fritzsche and Thomas Fritzsche, will remain as Managing Directors of the company and continue to build on the strong platform that they and the WE-EF team have built. Stephan Fritzsche will assume the position of Managing Director of the WE-EF Group. With the addition of WE-EF to the Fagerhult Group we see many strong synergies, including (i) marketing and promoting WE-EF products through our distribution channels, in addition to WE-EF's existing sales channels, which will significantly strengthen the Group's outdoor lighting presence, and (ii) building on our existing presence and revenues in Germany, France, US and Australia, while also (iii) significantly expanding our presence in the Asia Pacific region", comments Johan Hjertonsson CEO Fagerhult Group.

In the year ending June 2016, WE-EF had 484 employees, consolidated sales of approximately 57 MEUR and a profitability rate in line with that of the Fagerhult Group. Fagerhult will pay 81 MEUR on a cash and debt free basis for 100% of the shares of the WE-EF group companies (see below), pending approval from the German Competition Authority.

In addition, Fagerhult will also pay 5 MEUR for 100% of the shares in Flux Eclairage S.A.S. which is a French outdoor lighting company co-located with WE-EF LUMIERE in Lyon, France. Flux Eclairage had sales of approximately 5 MEUR for the year ending December 31, 2015 and 20 staff.

Both transactions are mainly financed with new credit facilities and up to 5% using existing Fagerhult treasury shares. The deal is expected to close in the 1st quarter 2017.

More information on WE-EF and Flux is available at http://www.weef.de and http://www.flux-lighting.com

[jerez1]

Fagerhult Signs an Agreement to Acquire WE-EF
NEWS PROVIDED BY
Fagerhult
Dec 23, 2016, 11:57 ET
SHARE THIS ARTICLE

HABO, Sweden, Dec 23, 2016 /PRNewswire/ --

To strategically strengthen the Fagerhult Group's position in the professional outdoor lighting market, Fagerhult has signed an agreement to acquire 100% of the shares in WE-EF based in Bispingen, Germany. This acquisition takes the Group's sales in the outdoor segment to a run-rate exceeding 100 MEUR. The acquisition is expected to have a positive effect on the earnings per share during 2017 and forward.

WE-EF designs and manufactures outdoor lighting fixtures for a wide range of lighting application sectors. The company has two factories in Germany and one in Thailand, as well as assembly plants in Australia, France and the US, and has successfully established a global sales presence with strong sales in Europe, particularly Germany and in France, as well as sales in other regions such as Australia and the US.

"WE-EF is a leading outdoor lighting brand known globally and throughout the industry as having very strong outdoor lighting solutions. Their reputation has been built up based on a long history of highly innovative, German designed and engineered outdoor lighting solutions. I am very pleased that Stephan Fritzsche and Thomas Fritzsche, will remain as Managing Directors of the company and continue to build on the strong platform that they and the WE-EF team have built. Stephan Fritzsche will assume the position of Managing Director of the WE-EF Group. With the addition of WE-EF to the Fagerhult Group we see many strong synergies, including (i) marketing and promoting WE-EF products through our distribution channels, in addition to WE-EF's existing sales channels, which will significantly strengthen the Group's outdoor lighting presence, and (ii) building on our existing presence and revenues in Germany, France, US and Australia, while also (iii) significantly expanding our presence in the Asia Pacific region", comments Johan Hjertonsson CEO Fagerhult Group.

In the year ending June 2016, WE-EF had 484 employees, consolidated sales of approximately 57 MEUR and a profitability rate in line with that of the Fagerhult Group. Fagerhult will pay 81 MEUR on a cash and debt free basis for 100% of the shares of the WE-EF group companies (see below), pending approval from the German Competition Authority.

In addition, Fagerhult will also pay 5 MEUR for 100% of the shares in Flux Eclairage S.A.S. which is a French outdoor lighting company co-located with WE-EF LUMIERE in Lyon, France. Flux Eclairage had sales of approximately 5 MEUR for the year ending December 31, 2015 and 20 staff.

Both transactions are mainly financed with new credit facilities and up to 5% using existing Fagerhult treasury shares. The deal is expected to close in the 1st quarter 2017.

More information on WE-EF and Flux is available at http://www.weef.de and http://www.flux-lighting.com

Espectacular subidas desde su salida a bolsa

[jerez1]

Espectacular subidas desde su salida a bolsa

[ATTACH=CONFIG]7690[/ATTACH]

Presentación

http://www.fagerhultgroup.com/sites/default/files/fagerhult_in_brief_final_150327.pdf

[jerez1]

Presentación
http://www.fagerhultgroup.com/sites/...nal_150327.pdf

Buenas subidas, se aproxima a máximos!

[jerez1]

Buenas subidas, se aproxima a máximos!

La tendencia es ahorro energético utilizando led, Fagerhult es el número uno europeo de luminarias led. Nicho de mercado interesante

El japonés Hiroshi Amano, ganador del Nobel de Física en 2014 por inventar junto a dos colegas las luces LED azules, afirmó hoy en Chile que esa tecnología reemplazará al resto de sistemas de iluminación en los próximos años, lo que contribuirá al ahorro energético.

http://www.efe.com/efe/america/tecnologia/la-tecnologia-led-reemplazara-los-sistemas-de-iluminacion-dice-su-inventor/20000036-3147040

[jerez1]

La tendencia es ahorro energético utilizando led, Fagerhult es el número uno europeo de luminarias led. Nicho de mercado interesante

El japonés Hiroshi Amano, ganador del Nobel de Física en 2014 por inventar junto a dos colegas las luces LED azules, afirmó hoy en Chile que esa tecnología reemplazará al resto de sistemas de iluminación en los próximos años, lo que contribuirá al ahorro energético.

http://www.efe.com/efe/america/tecno...000036-3147040

Está muy fuerte, se va a poner en subida libre en breve!

[jerez1]

Está muy fuerte, se va a poner en subida libre en breve!

Está imparable, éstos fueron los últimos resultados

http://www.fagerhultgroup.com/afw/files/press/fagerhult/201610184904-1.pdf

[jerez1]

Está imparable, éstos fueron los últimos resultados

http://www.fagerhultgroup.com/afw/fi...10184904-1.pdf

Impresionante , creo que tendrá crecimiento espectacular en 2017


To strategically strengthen the Fagerhult Group's position in the professional outdoor lighting market, Fagerhult has signed an agreement to acquire 100% of the shares in WE-EF based in Bispingen, Germany. This acquisition takes the Group's sales in the outdoor segment to a run-rate exceeding 100 MEUR. The acquisition is expected to have a positive effect on the earnings per share during 2017 and forward.

WE-EF designs and manufactures outdoor lighting fixtures for a wide range of lighting application sectors. The company has two factories in Germany and one in Thailand, as well as assembly plants in Australia, France and the US, and has successfully established a global sales presence with strong sales in Europe, particularly Germany and in France, as well as sales in other regions such as Australia and the US.

http://www.prnewswire.com/news-releases/fagerhult-signs-an-agreement-to-acquire-we-ef-300383462.html

[jerez1]

Impresionante , creo que tendrá crecimiento espectacular en 2017


To strategically strengthen the Fagerhult Group's position in the professional outdoor lighting market, Fagerhult has signed an agreement to acquire 100% of the shares in WE-EF based in Bispingen, Germany. This acquisition takes the Group's sales in the outdoor segment to a run-rate exceeding 100 MEUR. The acquisition is expected to have a positive effect on the earnings per share during 2017 and forward.

WE-EF designs and manufactures outdoor lighting fixtures for a wide range of lighting application sectors. The company has two factories in Germany and one in Thailand, as well as assembly plants in Australia, France and the US, and has successfully established a global sales presence with strong sales in Europe, particularly Germany and in France, as well as sales in other regions such as Australia and the US.

http://www.prnewswire.com/news-relea...300383462.html

Esta empresa podría crecer mucho en los próximos años. El ahorro energético hace que se estén cambiando los sistemas de iluminación de todo el mundo por leds, Fagerhult es número uno en Europa, compró a la alemana Linear Leds. Las ventas se podrían disparar en los próximos años

Fager*hult erwirbt WE-EF
13.01.2017
Der schwedische Leuchtenhersteller Fagerhult hat die deutsche WE-EF-Gruppe mit Schwestergesellschaften in Australien, Frankreich, Großbritannien, der Schweiz, Thailand und den USA übernommen. Hogan Lovells und Orrick beraten.

http://www.lto.de/recht/kanzleien-un...we-ef-gruppe/#

Con París en el retrovisor y Trump tras las curvas del horizonte, GS afirma que las 4 tecnologías disruptivas sostenibles: Eólica, Solar, Coche Eléctrico y LEDs, mantendrán su impulso y seguirán transformando el mundo.

Las ventas de carbón ya han alcanzado su pico global y comienzan a descender. La venta de coches convencionales puede alcanzar su pico en 2020. Esperan volatilidad en las tecnologías bajas en carbono (solar y otras) y la consolidación de LEDs y Eólica.
2017, el año en que las ventas de LEDs superen la venta de bombillas de los demás tipos

http://www.expansion.com/blogs/cambioclimatico/2016/11/30/las-4-tecnologias-que-nos-van-a-sacar-de.html

[jerez1]

Esta empresa podría crecer mucho en los próximos años. El ahorro energético hace que se estén cambiando los sistemas de iluminación de todo el mundo por leds, Fagerhult es número uno en Europa, compró a la alemana Linear Leds. Las ventas se podrían disparar en los próximos añosFager*hult erwirbt WE-EF13.01.2017Der schwedische Leuchtenhersteller Fagerhult hat die deutsche WE-EF-Gruppe mit Schwestergesellschaften in Australien, Frankreich, Großbritannien, der Schweiz, Thailand und den USA übernommen. Hogan Lovells und Orrick beraten.http://www.lto.de/recht/kanzleien-un...we-ef-gruppe/#Con París en el retrovisor y Trump tras las curvas del horizonte, GS afirma que las 4 tecnologías disruptivas sostenibles: Eólica, Solar, Coche Eléctrico y LEDs, mantendrán su impulso y seguirán transformando el mundo.Las ventas de carbón ya han alcanzado su pico global y comienzan a descender. La venta de coches convencionales puede alcanzar su pico en 2020. Esperan volatilidad en las tecnologías bajas en carbono (solar y otras) y la consolidación de LEDs y Eólica. 2017, el año en que las ventas de LEDs superen la venta de bombillas de los demás tiposhttp://www.expansion.com/blogs/cambi...-sacar-de.html

Acquisitions and divestmentsOver the course of the last decade, Fagerhult has acquired some ten companies. Acquisitions are an important part of Fagerhult’s business model, and, as such, an essential part of the Company’s long-term growth strategy. Valuable knowledge and experience have been integrated into a decentralised model which creates a platform for successful integration.2016LED Linear GmbHIn March 2016 Fagerhult acquired LED Linear GmbH based in Neukirchen-Vluyn, Germany.LED Linear GmbH has with world class linear LED lighting solutions, a cutting edge integrated manufacturing capability and award winning products and brand successfully established a global sales presence with more than half of the net sales outside Europe, mainly in North America and Asia.2015Lighting InnovationsFagerhult has completed the acquisition in October 2015 of the assets of Lighting Innovations based in Port Elizabeth, South Africa, and the assets of the subsidiary companies Beacon Lighting and Arrow Lighting. Lighting Innovations has a strong possition on the South African market and several interesting growth opportunities within the dynamic Sub Saharan Africa region.2014ArlightAt the end of 2013, Fagerhult signed an agreement to acquire the Turkish lighting company Arlight and the transaction was finalised in February 2014. Arlight has a strong position on dynamic Turkish market with application areas that include offices, schools, hospitals, shopping malls and airports. With a modern manufacturing facility outside Ankara, Arlight gives the Fagerhult Group access to low cost production near main markets. Arlight had 160 employees and net sales of 21 MEUR in 2013.2013I-ValoIn order to further strengthen the Fagerhult Group position in the European lighting market as well as adding a complementary product range, Fagerhult acquired 100% of the shares of I-Valo Oy based in Iittala, Finland. The acquisition has a positive effect on the earnings per share during 2013 and forward. I-Valo manufactures lighting fixtures and solut ions primarily for industrial applications located in very demanding conditions. Example application areas include paper and pulp as well as mining and bio energy industries. In 2012 the company had 60 employees and net sales of 10 MEUR.2011Designplan Lighting LtdTo further strengthen its position on the British market, as well as to create a new product segment for the international market, Fagerhult acquired, as of March 2011, 100 % of the shares in Designplan Lighting Ltd, with its registered offices in Sutton, UK. The preliminary purchase price was calculated at MSEK 127.9, of which MSEK 11 comprised additional purchase price. After reconciliation, it was not necessary to pay the additional purchase price, for which reason the final purchase price has been reported at MSEK 116.9. The unpaid purchase price has been recognised as income under other incomehttp://www.fagerhultgroup.com/en/acquisitions-divestments

[jerez1]

Acquisitions and divestmentsOver the course of the last decade, Fagerhult has acquired some ten companies. Acquisitions are an important part of Fagerhult’s business model, and, as such, an essential part of the Company’s long-term growth strategy. Valuable knowledge and experience have been integrated into a decentralised model which creates a platform for successful integration.2016LED Linear GmbHIn March 2016 Fagerhult acquired LED Linear GmbH based in Neukirchen-Vluyn, Germany.LED Linear GmbH has with world class linear LED lighting solutions, a cutting edge integrated manufacturing capability and award winning products and brand successfully established a global sales presence with more than half of the net sales outside Europe, mainly in North America and Asia.2015Lighting InnovationsFagerhult has completed the acquisition in October 2015 of the assets of Lighting Innovations based in Port Elizabeth, South Africa, and the assets of the subsidiary companies Beacon Lighting and Arrow Lighting. Lighting Innovations has a strong possition on the South African market and several interesting growth opportunities within the dynamic Sub Saharan Africa region.2014ArlightAt the end of 2013, Fagerhult signed an agreement to acquire the Turkish lighting company Arlight and the transaction was finalised in February 2014. Arlight has a strong position on dynamic Turkish market with application areas that include offices, schools, hospitals, shopping malls and airports. With a modern manufacturing facility outside Ankara, Arlight gives the Fagerhult Group access to low cost production near main markets. Arlight had 160 employees and net sales of 21 MEUR in 2013.2013I-ValoIn order to further strengthen the Fagerhult Group position in the European lighting market as well as adding a complementary product range, Fagerhult acquired 100% of the shares of I-Valo Oy based in Iittala, Finland. The acquisition has a positive effect on the earnings per share during 2013 and forward. I-Valo manufactures lighting fixtures and solut ions primarily for industrial applications located in very demanding conditions. Example application areas include paper and pulp as well as mining and bio energy industries. In 2012 the company had 60 employees and net sales of 10 MEUR.2011Designplan Lighting LtdTo further strengthen its position on the British market, as well as to create a new product segment for the international market, Fagerhult acquired, as of March 2011, 100 % of the shares in Designplan Lighting Ltd, with its registered offices in Sutton, UK. The preliminary purchase price was calculated at MSEK 127.9, of which MSEK 11 comprised additional purchase price. After reconciliation, it was not necessary to pay the additional purchase price, for which reason the final purchase price has been reported at MSEK 116.9. The unpaid purchase price has been recognised as income under other incomehttp://www.fagerhultgroup.com/en/acquisitions-divestments

Espectacular, vuelve a subir más de un 4% y ya toca las 294 coronas.Espero que se reflejen buenos resultados. Publican el 21 de Febrero

[jerez1]

Espectacular, vuelve a subir más de un 4% y ya toca las 294 coronas.Espero que se reflejen buenos resultados. Publican el 21 de Febrero
[ATTACH=CONFIG]7913[/ATTACH]

https://es.investing.com/equities/fagerhult

[jerez1]

https://es.investing.com/equities/fagerhult

Espero que estén vendiendo leds como churros, el rally continua

[jerez1]

Financial calendar


2017-02-21
Year-end report 2016

[Wolfgang Schäuble]

Buenas jerez, vengo a hacerte un poco de compañía

Llego al post, no por Fagerhult, sino buscando algún post sobre compañías LED precisamente. Estaba estudiando Philips Lighting y Osram Licht concretamente. La holandesa puede estar en un buen punto de entrada, esta rompiendo hacia arriba.

Además tienen confirmado un dividendo de 1,10€ (RPD = 4,4% ahora mismo). Aquí tenéis los resultados de 2016 publicados en Enero:

http://www.newsroom.lighting.philips.com/news/2017/20170123-philips-lighting-fourth-quarter-results-2016.html

No se si le habías echado un vistazo o conoces mas empresas del estilo. Osram aun no la tengo muy mirada.

En cuanto a Fagerhult, tiene muy buena pinta, puede hacer un 2017 muy interesante así a priori. A ver si este fin de semana me pongo mas a fondo con ella.

[jerez1]

Buenas jerez, vengo a hacerte un poco de compañía

Llego al post, no por Fagerhult, sino buscando algún post sobre compañías LED precisamente. Estaba estudiando Philips Lighting y Osram Licht concretamente. La holandesa puede estar en un buen punto de entrada, esta rompiendo hacia arriba.

Además tienen confirmado un dividendo de 1,10€ (RPD = 4,4% ahora mismo). Aquí tenéis los resultados de 2016 publicados en Enero:

http://www.newsroom.lighting.philips.com/news/2017/20170123-philips-lighting-fourth-quarter-results-2016.html

No se si le habías echado un vistazo o conoces mas empresas del estilo. Osram aun no la tengo muy mirada.

En cuanto a Fagerhult, tiene muy buena pinta, puede hacer un 2017 muy interesante así a priori. A ver si este fin de semana me pongo mas a fondo con ella.

Esas no las tengo miradas,pero en Fagerhult me pienso mantener muchos meses o años. Me gustan sus ratios y las últimas adquisiciones.
un saludo