Tesco PLC (Seite 2)

[Affendaxx]

Habe Tesco schon länger auf der Beobachtungsliste und bin bei 2,59€ mit den ersten Stücken eingestiegen. Hätte wohl noch etwas warten sollen. Werde aber kommende Woche nochmal nachlegen. Frage ist nur, vor dem 5.10. oder besser erst danach.
Denke hier ist die Übertreibung nach unten doch schon enorm.

[Megastuhls]

Antwort auf Beitrag Nr.: 72.492.399 von Dreiseitensteak am 29.09.22 11:23:33

Hatte ich mir damals ( 2014 ) mal als soliden Divi Wert ins Depot gelegt. 2021 dann diese Kapitalmaßnahme. Aktuell steht Tesco mit fast 50% in der Kreide bei mir und eine Dividende in letzter Zeit kann ich mich erstmal nicht erinnern.🤔 Also wenn dann reichts nicht mal für nen Döner.

Nachkaufen oder gar einsteigen ... weiß nicht.

[Dreiseitensteak]

Ich lege mir mal Tesco wieder ins Depot, nachdem ich sie zu 2,8€ verkauft hatte.
Das was momentan am Markt abgeht, da kann man wirklich nur den Kopf schütteln.

[faultcode]

26.9.
UK Supermarket Default Risk Surges Near Records on Pound Selloff
https://finance.yahoo.com/news/uk-supermarket-default-risk-s…
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The risk of debt defaults for British supermarkets surged on Monday as investors reacted to the wild market swings sparked by tax cuts that many fear will fuel inflation.

Insurance on bonds of UK supermarkets Asda Group Ltd. and Iceland Foods Ltd. -- used to protect investors against non-payment -- jumped to signal a 52% and 76% chance of a default within five years respectively. For Asda, that marks the highest on record, with Iceland just shy of an all-time high set when the pandemic struck.

British supermarkets have already been hit hard by rising costs and Brexit-related supply chain shocks, while a cost-of-living crisis threatens to squeeze British household budgets. Fears of soaring inflation were stoked further on Friday by the UK government’s plans to cut taxes and ramp up borrowing.

Investors are factoring in a 60% chance that Iceland will default on its bonds withing three years, the figures from ICE Data Services show.
...

[faultcode]

6.9.
Pound Rallies From Two-Year Low as Truss Looks Set to Open Purse
https://uk.news.yahoo.com/sterling-truss-boost-may-prove-021…
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Sterling climbed as much as 0.8% to $1.1609 on Tuesday, after sliding to the lowest since March 2020 the previous day, while domestic stocks and corporate bonds also rallied. The rebound was fueled by reports that incoming Prime Minister Liz Truss has plans to spend as much as £130 billion on freezing energy bills to avert a crisis over the winter.

The blueprint represents a rare bit of good news for the pound, which has been pounded for months as soaring inflation and fears of a recession cloud the outlook. The new administration’s spending plan could jolt the UK’s economy, yet investors worry that paying for it with higher borrowing could hurt the country’s longer-term finances.

“The new PM’s plans to loosen the purse strings should provide an upward impetus to growth and inflation, which may result in a shift higher in rate expectations,” said Dominic Bunning, a currency strategist at HSBC Holdings Plc, in a note. “Questions about fiscal sustainability might only get louder and weigh on the currency.”

Economists, opposition politicians and even some in the ruling Conservative Party worry that Truss’s vow to cut taxes will be inflationary and loosen fiscal restraints too much, turning the market downturn into a crisis. She has pledged “no new taxes” to pay for the giveaways and says she does “not want to cut public spending” either.
...

[faultcode]

8.7.
UK Stock Markets Will Be Glad to Forget Boris Johnson’s Tenure
https://www.bnnbloomberg.ca/uk-stock-markets-will-be-glad-to…
...



UK equities have been laggards ever since the 2016 Brexit referendum, and they didn’t do any better with Boris Johnson running the country.

The FTSE 100 and the locally-focused FTSE 250 have both fallen about 8% in dollar terms since the outgoing Prime Minister took office in July 2019, with a bleak economic outlook and political turmoil since Brexit keeping investors away from UK assets.

That’s meant significant underperformance against the S&P 500, which is up 29%, and the MSCI All-Country, which has gained 14%, during Johnson’s tenure. Returns for the Euro Stoxx 50 have been similar to the FTSE 100, though the European gauge has substantially outperformed the UK since Brexit -- a pillar of Johnson’s political legacy.

The pound, meanwhile, hit a two-year low against the dollar this week and only managed a timid bounce after Johnson’s resignation. UK stocks rose on Thursday, along with broader markets.

“Changes on the political landscape is normally something that investors don’t like, but it was just a matter of time before Johnson fell, so there is now the relief that the British government could finally close the BoJo chapter and move on,” said Ipek Ozkardeskaya, senior analyst at Swissquote.

The poster child of the underperformance may be the travel and leisure sector. The FTSE 350 Travel and Leisure Index has dropped 42% since Boris Johnson took office while its continental European equivalent is down 17%. Staff shortages and cost inflation have pummeled the sector in the UK, with Brexit making it harder to hire workers.

The local economy has also not been doing well. UK retailers fell about 3.5% in local currency terms in the roughly three-year period, while global retailers are up 14%. Banks have also suffered, with the UK banks benchmark plummeting 16% during Johnson’s time in office and global banks falling 6%.

The Prime Minister’s resignation is now fueling speculation about a potential change in fiscal policy that could boost Britain’s stock market.

With the relatively frugal Rishi Sunak no longer serving as Chancellor of the Exchequer, some are betting that Conservative leadership candidates may seek support by pledging to cut corporate taxes. That could give domestic shares a much-needed lift, with the levy on companies set to be raised to 25% from 19% next year.

In the meantime, the weak pound and a 75% exposure to overseas revenue, as well as a strong makeup of commodities, have allowed the FTSE 100 to finally outperform this year. The blue chip index has fallen less than 3% in 2022, while global peers are down nearly 20%.

Sill, some remain negative about what’s ahead for UK markets amid a cost-of-living crisis and monetary tightening by the Bank of England.

There is “zero prospect” of a shift to a softer Brexit, said Evercore ISI analysts Krishna Guha and Peter Williams. UK assets will be “dominated by the threat of entrenched stagflationary dynamics and the associated pressure on the Bank of England to speed up hiking into an unfolding economic slowdown rather than the political change of the guard.”

[Affendaxx]

Antwort auf Beitrag Nr.: 70.682.968 von Megastuhls am 29.01.22 17:42:27

Hast recht, da gibt es Werte die mehr gebracht haben. Andererseits ist Tesco schon ein schwerer Tanker. Bist vor 8 Jahren wohl leider kurz vor dem Rutsch rein. Das Minus incl der Dividenden ? Halte durch, kommen auch wieder bessere Zeiten.
Ich überlege, ob ich hier demnächst einsteige, vieleicht gehts ja noch auf 2,50 runter. dann bin ich auf jeden Fall mit der ersten Position dabei.

[faultcode]

13.4.
Tesco warnt vor steigenden Kosten und erhöht die Dividende
https://www.finanzen.net/nachricht/aktien/tesco-warnt-vor-st…
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Die britische Supermarktkette Tesco plc (ISIN: GB00BLGZ9862) wird eine Schlussdividende in Höhe von 7,70 Pence (Vorjahr: 5,95 Pence) an die Aktionäre ausschütten. Die Zahlung erfolgt am 24. Juni 2022 (Record day: 20. Mai 2022).

Eine Zwischendividende (3,20 Pence) wurde bereits im November bezahlt. Damit werden insgesamt 10,90 Pence (ca. 13,07 Eurocent) für das letzte Geschäftsjahr bezahlt. Im Vergleich zum Vorjahr (9,15 Pence) wird die Ausschüttung damit um 19,1 Prozent erhöht.
Auf Basis des derzeitigen Aktienkurses von 3,11 Euro entspricht dies einer aktuellen Dividendenrendite von 4,20 Prozent. Tesco will bis April 2023 eigene Aktien für 750 Mio. Pfund zurückkaufen.

Im Geschäftsjahr 2021/22 stieg der Gesamtumsatz von Tesco (inkl. Kraftstoff) um 6 Prozent auf 61,3 Mrd. Pfund, wie ebenfalls am Mittwoch berichtet wurde. Der operative Gewinn auf bereinigter Basis (Handelsgeschäft) betrug 2,65 Mrd. Pfund (Vorjahr: 1,96 Mrd. Pfund). Tesco warnte vor den steigenden Kosten und erwartet in diesem Jahr einen operativen Gewinn auf bereinigter Basis (Handelsgeschäft) in einer Spanne von 2,4 bis 2,6 Mrd. Pfund.
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[Megastuhls]

Ich habe eine Tesco seid 2014 im Depot. Damals als "sichere Divi Wette" gekauft. Nun .... kann mich seid dem nicht erinnern jemals im Plus gewesen zu sein 🤔 wenn dann nur wenige MickyMaus Prozent. 2021 gabs ja ne Umstrukturierung und ne Barabfindung. All dies berücksichtig steck ich nach 8 Jahren immer noch mit gut 18% im Minus. 🙄
Also best of Performance ist das nicht.

[faultcode]

Antwort auf Beitrag Nr.: 69.714.427 von MisterGoodwill am 27.10.21 10:25:20

seit diesem Posting (27.10.2021) hat Tesco in EUR (und dividenden-bereinigt) um rund +11% zulegen können.

Der DAX hingegen (ein Total return-Index) hat im selben Zeitraum leicht verloren: