Metro - der Dollar-Profiteur - 500 Beiträge pro Seite

[N100]

Schon aufgefallen?
Metro ist eine der wenigen Aktien im DAX, die vom Kursverfall des Dollar überproportional profitieren. Die verkaufen so gut wie nichts im Dollar-Raum, bescchaffen aber jede Menge Ware gegen Dollars.
Das sollte die Marge deutlich verbessern.

[N100]

Hier ein Auszug aus der Pressemeldung der TECSO von heute (internationales Geschäft).
Sicherlich wird Metro nicht schlechter abgeschnitten haben.

International. Total international sales grew strongly – by 22.0% at actual exchange rates to £6.4bn (last year £5.3bn) and by 23.1% at constant exchange rates. Our business in China, which is fully consolidated for the first time, contributed £404m to first half sales. Excluding China, total international sales grew by 14.3% at actual rates and by 15.2% at constant rates. Like-for-like sales in International grew by 1.2% in the first half, with net new space contributing the remaining 21.9%.

Second quarter sales in International grew by 21.7% at actual rates and by 22.1% at constant rates, a similar rate of growth to the first quarter, adjusting for the annualisation of our acquisition of the Carrefour stores in the Czech Republic in June last year.

International contributed £271m to trading profit in the first half (last year £230m), up 17.8% after charging £6m of integration costs and initial operating losses (last year £5m), principally on the Leader Price and Makro acquisitions, which were completed late last year. Excluding the impact of consolidating the China business, International margins rose by 13 basis points. At constant exchange rates, international trading profit grew by 19.3%. Before integration costs and initial operating losses, trading profit rose by 17.9%.



International Results


Actual rates


Constant

International sales (inc. VAT)


£6,420m


22.0%


23.1%

International trading profit


£271m


17.8%


19.3%

Trading margin


4.7%


-


-

In Asia, sales grew by 26.1% at actual exchange rates and by 31.2% at constant rates to £2.9bn (last year £2.3bn). Excluding China, Asia sales grew by 8.3% and 12.9% at constant exchange rates. After charging £3m of integration costs and initial operating losses on the Makro stores acquired in Malaysia, trading profit increased by 18.1% at actual rates and by 22.8% at constant rates to £124m (last year £105m). Before integration costs and initial operating losses, trading profit increased by 21.0%. Excluding China, trading margins rose in Asia, to 5.3% driven by strong performances in Korea, Thailand and Malaysia.



Asia Results


Actual rates


Constant

Asia sales (inc. VAT)


£2,862m


26.1%


31.2%

Asia trading profit


£124m


18.1%


22.8%

Trading margin


4.7%


-


-

In Europe, sales rose by 18.8% at actual rates and by 17.0% at constant rates to £3.6bn (last year £3.0bn). Trading profit increased by 17.6% at actual rates to £147m (last year £125m) and by 16.3% at constant rates. Trading margins were stable, after charging £3m (last year £5m) of integration costs and initial operating losses principally on the Leader Price stores acquired in Poland from Casino.

Czech Republic and Slovakia delivered strong growth. Despite the subdued economy in Hungary, our business delivered a pleasing increase in profit. Excellent performances in Turkey and Ireland were held back by planned commissioning costs for new large central distribution centres, both of which opened in the first half.

[roadhouse1]

Auf dem Weg in die Regionen aus August?



http://www.worldofinvestment.com/wkn/725750/

[N100]

Antwort auf Beitrag Nr.: 32.330.523 von roadhouse1 am 07.11.07 19:35:39

Aus HRE raus, in Metro rein. Mal sehen, ob wir die 55€ in den nächsten Tagen sehen werden. Auf jeden Fall müssste bald ne meldung zu kaufhof kommen!

[bigbill]

Selten ein so schlechtes Orderbuch gesehen. Hier gibt es anscheinend auf dem jetzigen Kursniveau weit mehr Verkäufer als Käufer:

Stück Geld Kurs Brief Stück
50,35 Aktien im Verkauf 12.345
50,30 Aktien im Verkauf 2.026
50,22 Aktien im Verkauf 6.292
50,19 Aktien im Verkauf 2.680
50,16 Aktien im Verkauf 1.000
50,15 Aktien im Verkauf 100
50,06 Aktien im Verkauf 100
50,04 Aktien im Verkauf 1.656
50,01 Aktien im Verkauf 113
50,00 Aktien im Verkauf 719

Quelle: http://aktienkurs-orderbuch.finanznachrichten.de/MEO.aspx

1.189 Aktien im Kauf 49,99
132 Aktien im Kauf 49,98
169 Aktien im Kauf 49,97
404 Aktien im Kauf 49,96
100 Aktien im Kauf 49,93
100 Aktien im Kauf 49,92
100 Aktien im Kauf 49,91
650 Aktien im Kauf 49,86
415 Aktien im Kauf 49,84
202 Aktien im Kauf 49,83

Summe Aktien im Kauf Verhältnis Summe Aktien im Verkauf
3.461 1:7,81 27.031