Pandora - dänischer Schmuckhersteller (Seite 20)
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ISIN: DK0060252690 · WKN: A1C6JV · Symbol: 3P7
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Letzter Kurs 15:54:53 Tradegate
Neuigkeiten
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Werte aus der Branche Konsum
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 7,6000 | +47,57 | |
| 1,5800 | +32,77 | |
| 1,3400 | +11,67 | |
| 2,9816 | +8,42 | |
| 19,330 | +7,99 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,1000 | -7,56 | |
| 3.281,65 | -7,60 | |
| 7,8500 | -7,65 | |
| 3,6600 | -10,51 | |
| 11,950 | -11,02 |
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Antwort auf Beitrag Nr.: 54.754.201 von Rudi07 am 18.04.17 18:58:14
Ich habe bereits am Dienstag bei 670 DKK zugegriffen und nachgekauft. Der Erfolg scheint sich schon einzustellen. Aktie heute kräftig im Plus -DAY High 724,50 DKK.
Dafür gibt es zwei Gründe:
1. Pandora hat heute ewin Update seine Financial Reportings vorgestellt,
http://investor.en.pandora.net/releasedetail.cfm?ReleaseID=1…
dazu einen Confenernce Call abgehalten und das WICHTIGSTE: die Guidance für 2017 bestätigt:
http://investor.en.pandora.net/outlook.cfm
Das 1. Quartal wird zwar "schwach" ausfallen, aber ich denke die ist bereits eingepreist.
Allerdings sind noch die SHORTSELLER fleißig am Werk und diese haben ihre Postionen gestern erhöht:
19.04. Lone Pine Capital LLC holds a short position at 1.29 % in shares issued by Pandora A/S (vorher 1,01%)
19.04. Coatue Management, L.L.C. holds a short position at 1.71 % in shares issued by Pandora A/S (vorher 1,54%)
Nur, sollte der Kurs wieder steigen müssen sich die Hedger schnell eindecken ...oder es könnte sogar zu einem short-squeeze kommen. Dann haben sie quasi Lehrgeld bezahlt!
Gruß
Kiemeler
Zitat von Rudi07: ...
Ich werde kaufen, bin mir aber noch nicht sicher in welchem Bereich.
Allen Beteiligten viel Erfolg
Ich habe bereits am Dienstag bei 670 DKK zugegriffen und nachgekauft. Der Erfolg scheint sich schon einzustellen. Aktie heute kräftig im Plus -DAY High 724,50 DKK.
Dafür gibt es zwei Gründe:
1. Pandora hat heute ewin Update seine Financial Reportings vorgestellt,
http://investor.en.pandora.net/releasedetail.cfm?ReleaseID=1…
dazu einen Confenernce Call abgehalten und das WICHTIGSTE: die Guidance für 2017 bestätigt:
http://investor.en.pandora.net/outlook.cfm
Das 1. Quartal wird zwar "schwach" ausfallen, aber ich denke die ist bereits eingepreist.
Allerdings sind noch die SHORTSELLER fleißig am Werk und diese haben ihre Postionen gestern erhöht:
19.04. Lone Pine Capital LLC holds a short position at 1.29 % in shares issued by Pandora A/S (vorher 1,01%)
19.04. Coatue Management, L.L.C. holds a short position at 1.71 % in shares issued by Pandora A/S (vorher 1,54%)
Nur, sollte der Kurs wieder steigen müssen sich die Hedger schnell eindecken ...oder es könnte sogar zu einem short-squeeze kommen. Dann haben sie quasi Lehrgeld bezahlt!
Gruß
Kiemeler
Antwort auf Beitrag Nr.: 54.752.383 von Kiemeler am 18.04.17 15:02:32Das erinnert mich stark an die Novo Nordisk im letzten Jahr.
Ein Wachstumsunternehmen wird zurechtgestutzt......
Dort ging es um circa 40 % runter, dann wären wir bei Pandora im Bereich von EUR 75.
Wenn dann noch shortseller dazukommen vielleicht noch tiefer.
Ich werde kaufen, bin mir aber noch nicht sicher in welchem Bereich.
Allen Beteiligten viel Erfolg
Ein Wachstumsunternehmen wird zurechtgestutzt......
Dort ging es um circa 40 % runter, dann wären wir bei Pandora im Bereich von EUR 75.
Wenn dann noch shortseller dazukommen vielleicht noch tiefer.
Ich werde kaufen, bin mir aber noch nicht sicher in welchem Bereich.
Allen Beteiligten viel Erfolg
Antwort auf Beitrag Nr.: 54.752.056 von mistermind am 18.04.17 14:07:15
Das kommt darauf an was die AMIS heute Nachmittag mit dem ADR PANDY machen. Die Indikation steht bei 23,85 - 24,20 US$ (gestern Schluss 26,99 US$). Zur Erinnerung 4 ADRs = 1 Pandora Aktie.
Auch Bloomberg bringt jetzt einen ausführlichen Bericht:
Danish Jewelry Maker Pandora Sinks as Carnegie Cuts Share Rating
by Hanna Hoikkala
18. April 2017, 12:48 MESZ
- Recommendation cut is first by Carnegie in over half a decade
- Dealer survey shows Pandora may have had a weak start to year
Shares in Pandora A/S lost about 10 percent of their value as a survey indicated the Danish jewelry maker may have struggled to generate revenue growth through its dealers last quarter.
Carnegie, which for more than five years has advised clients to buy the stock, cut its recommendation to hold, and slashed its price target to 850 kroner from 1,200 kroner. Analyst Lars Topholm cited a first-quarter dealer survey indicating “significant deterioration in like-for-like momentum in almost all markets surveyed.”
The company’s shares at one point on Tuesday fell more than 10 percent and traded 8.5 percent lower at 691 kroner as of 12:15 p.m. in Copenhagen.
“Something seems to have gone wrong in the first quarter,” Topholm said in a note obtained by Bloomberg. “Growth may have fallen victim to greater cannibalization from store expansion and e-commerce, which is to be expected, but this has been less of a problem in the past.”
Whether the results represent a blip or a more structural threat, Topholm said “we believe the outcome of the dealer survey is a clear red flag.”
Pandora’s head of communications, Kristian Lysgaard, said the company couldn’t comment on “rumors” in the market, citing its silent period ahead of first-quarter results due to be published on May 9.
“When it comes to our e-commerce we see this as a great supplement to our physical stores,” he said in an emailed response. “We are able to meet our consumers in a branded environment where they want it, either online or at a physical concept store. In 2016, around 5 percent of revenue came from our eStores.”
Carnegie’s survey of seven countries in which Pandora operates showed negative readings for European markets, including Italy, France and the U.K., while the U.S. was stable. Australia was the only market in which more dealers indicated sales were up than down, Topholm said.
The analyst cut his earnings-per-share estimates by 4 percent for this year, 6 percent for 2018 and 7 percent for 2019. He also said there’s a “fear” that results in the first quarter “may fall short of consensus expectations.”
“If all is fine, Pandora is a bargain at current prices,” Topholm said. “But if a structural change is unfolding, the downside risk is also large as Pandora could face earnings downgrades and further multiple contractions at the same time.”
In an interview in March, Chief Financial Officer Peter Vekslund said the company was looking into buying out more distributors to improve profitability. But since then, analysts have voiced skepticism. Nykredit Markets said in March that investors were worried about the first-quarter report, after Pandora “flagged” that the numbers will be “weak.”
The company has seen its share price fall about 25 percent this year, compared with a 6.5 percent increase in Copenhagen’s benchmark index of stocks.
Kommentar: nicht nur Sydbank-Analyst Søren Hansen sieht die Aktie jetzt als Schnäppchen. Meine Order 100 Stück zu 670 DKK wurde soeben ausgeführt (Tagestief 667 DKK) - hierzu gibt es in 2017 noch 3 X 9 DKK Dividende obendrauf. Freilich, Luft noch unten hat die Aktie noch genug - aber Börse ist reine Nervensache!
Zitat von mistermind: Was meinst du mit Rumor? Steht heute ggf was an?
Das kommt darauf an was die AMIS heute Nachmittag mit dem ADR PANDY machen. Die Indikation steht bei 23,85 - 24,20 US$ (gestern Schluss 26,99 US$). Zur Erinnerung 4 ADRs = 1 Pandora Aktie.
Auch Bloomberg bringt jetzt einen ausführlichen Bericht:
Danish Jewelry Maker Pandora Sinks as Carnegie Cuts Share Rating
by Hanna Hoikkala
18. April 2017, 12:48 MESZ
- Recommendation cut is first by Carnegie in over half a decade
- Dealer survey shows Pandora may have had a weak start to year
Shares in Pandora A/S lost about 10 percent of their value as a survey indicated the Danish jewelry maker may have struggled to generate revenue growth through its dealers last quarter.
Carnegie, which for more than five years has advised clients to buy the stock, cut its recommendation to hold, and slashed its price target to 850 kroner from 1,200 kroner. Analyst Lars Topholm cited a first-quarter dealer survey indicating “significant deterioration in like-for-like momentum in almost all markets surveyed.”
The company’s shares at one point on Tuesday fell more than 10 percent and traded 8.5 percent lower at 691 kroner as of 12:15 p.m. in Copenhagen.
“Something seems to have gone wrong in the first quarter,” Topholm said in a note obtained by Bloomberg. “Growth may have fallen victim to greater cannibalization from store expansion and e-commerce, which is to be expected, but this has been less of a problem in the past.”
Whether the results represent a blip or a more structural threat, Topholm said “we believe the outcome of the dealer survey is a clear red flag.”
Pandora’s head of communications, Kristian Lysgaard, said the company couldn’t comment on “rumors” in the market, citing its silent period ahead of first-quarter results due to be published on May 9.
“When it comes to our e-commerce we see this as a great supplement to our physical stores,” he said in an emailed response. “We are able to meet our consumers in a branded environment where they want it, either online or at a physical concept store. In 2016, around 5 percent of revenue came from our eStores.”
Carnegie’s survey of seven countries in which Pandora operates showed negative readings for European markets, including Italy, France and the U.K., while the U.S. was stable. Australia was the only market in which more dealers indicated sales were up than down, Topholm said.
The analyst cut his earnings-per-share estimates by 4 percent for this year, 6 percent for 2018 and 7 percent for 2019. He also said there’s a “fear” that results in the first quarter “may fall short of consensus expectations.”
“If all is fine, Pandora is a bargain at current prices,” Topholm said. “But if a structural change is unfolding, the downside risk is also large as Pandora could face earnings downgrades and further multiple contractions at the same time.”
In an interview in March, Chief Financial Officer Peter Vekslund said the company was looking into buying out more distributors to improve profitability. But since then, analysts have voiced skepticism. Nykredit Markets said in March that investors were worried about the first-quarter report, after Pandora “flagged” that the numbers will be “weak.”
The company has seen its share price fall about 25 percent this year, compared with a 6.5 percent increase in Copenhagen’s benchmark index of stocks.
Kommentar: nicht nur Sydbank-Analyst Søren Hansen sieht die Aktie jetzt als Schnäppchen. Meine Order 100 Stück zu 670 DKK wurde soeben ausgeführt (Tagestief 667 DKK) - hierzu gibt es in 2017 noch 3 X 9 DKK Dividende obendrauf. Freilich, Luft noch unten hat die Aktie noch genug - aber Börse ist reine Nervensache!
Antwort auf Beitrag Nr.: 54.750.745 von Kiemeler am 18.04.17 11:07:00Vielen Dank für die Info.
Die Quelle kannte ich nicht. Werde diese zukünftig im Auge behalten.
Was meinst du mit Rumor? Steht heute ggf was an?
Die Quelle kannte ich nicht. Werde diese zukünftig im Auge behalten.
Was meinst du mit Rumor? Steht heute ggf was an?
Antwort auf Beitrag Nr.: 54.750.406 von mistermind am 18.04.17 10:09:54Es gibt immer Gründe für starke Kursbewegungen - hier liegt bei Pandora der Hund begraben
1) Shortselling seit Wochen, die Hedgefonds haben ihre Positionen ausgebaut:
11.4. Coatue Management, L.L.C. holds a short position at 1.60 % in shares issued by Pandora A/S
7.4. Lone Pine Capital LLC holds a short position at 1.01 % in shares issued by Pandora A/S
2) zusätzlich folgte heute eine kräftige Abstufung durch Carnegie:
18-04-2017 10:08 Pandora / Carnegie: Lowers recommendation to "hold"
Swedish Carnegie has been out with the big knife and cut small 30 % of price target of Pandora share. In the same place is the recommendation also thank down to "hold" from previous "buy", according to data from Bloomberg News.
It is Carnegie's telephone survey to dealers by the investment bank doing regularly that lays the basis for the cut, as the stock gets.
- Carnegie dealer survey covering the first quarter indicates a noticeable deterioration in momentum in all markets examined, Bloomberg reported on round the ring.
While perusing the investment bank is a danger that there will be a cannibalization in connection with the opening of more stores and that sales via the Internet seems to be a growing challenge.
The price target is now on 850 kr. against the previous 1,200 kr.
Of the 18 analysts who provide recommendations to Bloomberg, has 15 a BUY recommendation and 2 recommend "hold" and "sell".
Tuesday morning falling price of Pandora share by 10.3 % to 677.50 kr. This year alone, the share has fallen by 26.7 %.
Source: ritzau/FINANS
Kommentar: Kaufen, wenn alle verkaufen! Abstauberorder bei 670 DKK - Wochen-Support platziert. Mal abwarten wo heute Abend - nach dem Rumor - der Kurs steht.
Gruß
Kiemeler
1) Shortselling seit Wochen, die Hedgefonds haben ihre Positionen ausgebaut:
11.4. Coatue Management, L.L.C. holds a short position at 1.60 % in shares issued by Pandora A/S
7.4. Lone Pine Capital LLC holds a short position at 1.01 % in shares issued by Pandora A/S
2) zusätzlich folgte heute eine kräftige Abstufung durch Carnegie:
18-04-2017 10:08 Pandora / Carnegie: Lowers recommendation to "hold"
Swedish Carnegie has been out with the big knife and cut small 30 % of price target of Pandora share. In the same place is the recommendation also thank down to "hold" from previous "buy", according to data from Bloomberg News.
It is Carnegie's telephone survey to dealers by the investment bank doing regularly that lays the basis for the cut, as the stock gets.
- Carnegie dealer survey covering the first quarter indicates a noticeable deterioration in momentum in all markets examined, Bloomberg reported on round the ring.
While perusing the investment bank is a danger that there will be a cannibalization in connection with the opening of more stores and that sales via the Internet seems to be a growing challenge.
The price target is now on 850 kr. against the previous 1,200 kr.
Of the 18 analysts who provide recommendations to Bloomberg, has 15 a BUY recommendation and 2 recommend "hold" and "sell".
Tuesday morning falling price of Pandora share by 10.3 % to 677.50 kr. This year alone, the share has fallen by 26.7 %.
Source: ritzau/FINANS
Kommentar: Kaufen, wenn alle verkaufen! Abstauberorder bei 670 DKK - Wochen-Support platziert. Mal abwarten wo heute Abend - nach dem Rumor - der Kurs steht.
Gruß
Kiemeler
Trading Spotlight
Antwort auf Beitrag Nr.: 54.714.054 von Kampfkater1969 am 11.04.17 07:01:30Fast 10% Verlust an einem Tag aber keinerlei Informationen zu finden...
Antwort auf Beitrag Nr.: 54.713.754 von mistermind am 11.04.17 00:10:00
Korrekt, nach offizieller Lesart eine Aktie, die aktuell viel zu günstig ist......wenn nicht irgendwo der Wurm schon nagt....
Korrekt, nach offizieller Lesart eine Aktie, die aktuell viel zu günstig ist......wenn nicht irgendwo der Wurm schon nagt....
Antwort auf Beitrag Nr.: 54.682.553 von Kampfkater1969 am 05.04.17 16:37:29Mich würde auch mal interessieren ob hier Insiderwissen im Spiel ist und hier eine langfristiger Rückschlag bevorsteht.
Rein von den aktuellen fundamentalen Daten ist dies wirklich eine unterbewertete Aktie. Ich bleibe zunächst weiter investiert.
Rein von den aktuellen fundamentalen Daten ist dies wirklich eine unterbewertete Aktie. Ich bleibe zunächst weiter investiert.
Antwort auf Beitrag Nr.: 54.679.613 von Kiemeler am 05.04.17 11:10:01
Pandora nun neues 52 Wochen Tief erreicht.......vom 52 Wochen Hoch ein Desaster von bald 30% Minus
Bijou Brigitte knabbert am 52 Wochen Hoch........
Pandora nun neues 52 Wochen Tief erreicht.......vom 52 Wochen Hoch ein Desaster von bald 30% Minus
Bijou Brigitte knabbert am 52 Wochen Hoch........
Der verrückte KASI versucht wieder Ärger zu machen:
Kasi-Jesper in new battle: Joins Pandora to police
Pandora now serves again lots of millions to the company that decided Kasi-Jesper called earnout payment.
The Danish jewelery giant Pandora and Jesper "Kasi" Nielsen has in recent years been anything but good friends.
Now take Kasi-Jesper scramble to new heights when he wants police to report Pandora for fraud and breach of trust.
"I want financial police to look at whether there's been any irregularity in the Pandora subsidiary; I helped to build up over the years. It looks like it in my eyes that have happened," said Jesper Nielsen FINANS:
http://finans.dk/erhverv/ECE9482115/kasijesper-tager-slagsma…
The reason for the police report is that the company Pandora Central Western Europe A/S, which distributes jewelry for "various Western European markets', has just presented a profit of 336 million kr. in 2016. In the four years before the company had a total loss of 830 million kr., and later it became a loss of 83 million kr. 2015.
The interesting thing about Pandora CWE is that it was the company's performance, which determined the size of Kasi-Jesper called earnout payment. Agreement earnout entered into when Kasi ApS was bought out of Pandora in 2010. The payments from the contract were to fall in 2015 based on the financial performance of the previous year.
But when Pandora Central Western Europe announced huge losses one year after another, assessed Pandora that earnout agreement had a value of zero kroner, since to be settled.
Conversely, Kasi-Jesper always thought that the deal was worth far more. By Kasi ApS 2015/2016 accounts, it is claimed that the agreement has a value of 761 million kr.
Quelle: Berlingske Business
Kommentar: Der Aufschneider und Hochstapler KASI braucht wohl dringend ein paar Millionen um seine Pleiten auszugleichen.
Ansonsten zurPandora: die Prognosen und Zahlen für 2017/2018 sprechen für sich:
Financials ( DKK)
Sales 2017 23 727 M
EBIT 2017 8 429 M - Marge 35,5%
Net income 2017 6 640 M - Marge 28,0%
Yield 2017 5,03%
Sales 2018 26 642 M
EBIT 2018 9 423 M - Marge 35,4%
Net income 2018 7 515 M - Marge 28,2%
Yield 2018 5,73%
P/E ratio 2017 12,29
P/E ratio 2018 10,69
EV / Sales2017 3,71x
EV / Sales2018 3,27x
Capitalization 85 451 M
Die Dividende beträgt für 2017 36 DKK = 4,84 EUR und wird in 4 Tranchen á 9 DKK ausgezahlt!
EX-Tag
14.11.17
9,00 DKK
Extradividende
15.08.17
9,00 DKK
Extradividende
16.05.17
9,00 DKK
Extradividende
16.03.17
9,00 DKK
Ordentliche Dividende
In Sachen Dividende kann Pandora gegenüber BB locker mithalten!!
Gruß
Kiemeler
Kasi-Jesper in new battle: Joins Pandora to police
Pandora now serves again lots of millions to the company that decided Kasi-Jesper called earnout payment.
The Danish jewelery giant Pandora and Jesper "Kasi" Nielsen has in recent years been anything but good friends.
Now take Kasi-Jesper scramble to new heights when he wants police to report Pandora for fraud and breach of trust.
"I want financial police to look at whether there's been any irregularity in the Pandora subsidiary; I helped to build up over the years. It looks like it in my eyes that have happened," said Jesper Nielsen FINANS:
http://finans.dk/erhverv/ECE9482115/kasijesper-tager-slagsma…
The reason for the police report is that the company Pandora Central Western Europe A/S, which distributes jewelry for "various Western European markets', has just presented a profit of 336 million kr. in 2016. In the four years before the company had a total loss of 830 million kr., and later it became a loss of 83 million kr. 2015.
The interesting thing about Pandora CWE is that it was the company's performance, which determined the size of Kasi-Jesper called earnout payment. Agreement earnout entered into when Kasi ApS was bought out of Pandora in 2010. The payments from the contract were to fall in 2015 based on the financial performance of the previous year.
But when Pandora Central Western Europe announced huge losses one year after another, assessed Pandora that earnout agreement had a value of zero kroner, since to be settled.
Conversely, Kasi-Jesper always thought that the deal was worth far more. By Kasi ApS 2015/2016 accounts, it is claimed that the agreement has a value of 761 million kr.
Quelle: Berlingske Business
Kommentar: Der Aufschneider und Hochstapler KASI braucht wohl dringend ein paar Millionen um seine Pleiten auszugleichen.
Ansonsten zurPandora: die Prognosen und Zahlen für 2017/2018 sprechen für sich:
Financials ( DKK)
Sales 2017 23 727 M
EBIT 2017 8 429 M - Marge 35,5%
Net income 2017 6 640 M - Marge 28,0%
Yield 2017 5,03%
Sales 2018 26 642 M
EBIT 2018 9 423 M - Marge 35,4%
Net income 2018 7 515 M - Marge 28,2%
Yield 2018 5,73%
P/E ratio 2017 12,29
P/E ratio 2018 10,69
EV / Sales2017 3,71x
EV / Sales2018 3,27x
Capitalization 85 451 M
Die Dividende beträgt für 2017 36 DKK = 4,84 EUR und wird in 4 Tranchen á 9 DKK ausgezahlt!
EX-Tag
14.11.17
9,00 DKK
Extradividende
15.08.17
9,00 DKK
Extradividende
16.05.17
9,00 DKK
Extradividende
16.03.17
9,00 DKK
Ordentliche Dividende
In Sachen Dividende kann Pandora gegenüber BB locker mithalten!!
Gruß
Kiemeler
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