E.ON SE (EOAN)
E.ON SE engages in the provision of energy solutions. It operates through the following business segments: Energy Networks, Customer Solutions, Renewables, Non-Core Business, and Corporate Functions & Others. The Energy Networks segment engages in the direct marketing of distributed energy. The Corporate Functions & Others segment engages in the physical and digital new energy world for municipal, public, industrial, commercial, and residential customers in attractive regional markets. The Renewables segment focuses on Europe, North America and customer-relevant technologies for network companies, energy suppliers, large customers, wholesale markets, and government subsidy programs. The Non-Core Business consist of non-strategic operations, in particular the operation of its nuclear power stations in Germany. The Corporate Functions & Others segment consists of equity investments held directly within this segment. The company was founded on June 16, 2000 and is headquartered D�sseldorf, Germany.
|Market Price at 22-11-2017
|Price to Earnings Ratio
||21.270,58 € (million)
|Return on Equity (ROE)
Blog posts that reference E.ON SE:
Monday, August 21, 2017
Although US President Donald Trump was on a 17-day vacation, last week turned out to be action-packed. The week witnessed a series of politically sensitive events, ranging from a white supremacist rally in Charlottesville to the disbandment of two high-profile business advisory councils and the ouster of Steve Bannon, former Chief Strategist of the White House.
Wednesday, August 02, 2017
In July the IMF revised its growth estimates at the country level and noted that in 1Q17, many advanced economies in the Eurozone and some emerging economies (including China, Brazil and Mexico) reported stronger-than-expected growth. The macroeconomic implications of changes in policy assumptions, especially for the United States and China, prompted IMF to alter its forecasts.
Wednesday, January 18, 2017
Kathmandu is a New Zealand company with listings on both the NZ and Australian stock exchanges.
It is a retailer of outdoor wear and equipment, with 65% of revenue derived in Australia, 33% in New Zealand and a minor amount in the UK. Among adventure enthusiasts it is well known for its gear as well as for its big sales three times a year.
This reputation for discounting got the company into a bit of trouble in 2015. Too much discounting can become a vicious cycle as customers are no longer willing to pay full price, necessitating more discounting to move stock.
Friday, January 13, 2017
This post is not so much about Bellamy’s but how an investor could have potentially avoided the current Bellamy’s debacle.
As a quick background Bellamy’s is an organic infant formula company supplying supermarkets with its branded product and was highly imported brand in China. For 2015-2016 the stock was the share market darling with analysts happy to place Buy recommendations and project exponential sales and earnings growth. With phenomenal growth Bellamy’s appeared attractive on many valuation screens, including our Skaffold screens which relies on reported financials and these consensus analyst projections. Alas it proved to be an Icarus stock; high growth presents its own supply problems for the company and generates high expectations from investors. As the December 2016 update showed these expectations were disappointing, resulting in the shareprice rout we are currently seeing. The point of this post is to identify red flags investors should have seen or considered
Friday, September 09, 2016
The Skaffold 2016 Top 5 portfolio is up by 10.3% year to date, beating the index by a tidy 3.9%. It has been a rocky road, but since July the portfolio has surged ahead driven by strong results from Nick Scali and Smart Group Corporation.
Friday, August 26, 2016
This week many companies released their 2016 reports. We focus in on two big movers. Sirtex Medical gained 12% following a strong result and regained its A1 status. Blackmores fell 23% despite a strong result also retaining its A1 score. Read more to understand why.
Thursday, August 18, 2016
With a 25 year streak since our last recession, Australia is on track to break a 26 year record held by the Netherlands. But has this translated to better market conditions in comparison to the rest of the world? Watch the webinar highlights to find out.
Tuesday, June 21, 2016
After the Top 20 blue chip stocks on the ASX have had a return of only 1.9% over the past year compared to the 19.9% of the next 180 largest stocks, AFR last month asked Skaffold’s General Manager, Chris Batchelor to come up with six blue chip stocks that exhibit the qualities investors should seek for long term outperformance (blue chips of the future)
Wednesday, April 06, 2016
When you hear Vita Group you probably think of vitamins and wonder if they are as hot a stock as Blackmores. In actual fact Vita Group has nothing to do with vitamins but a lot to do with mobile phones. Vita Group is a technology retailer but a very different business to JB Hi-Fi or the ill-fated Dick Smith.
Vita generates the majority of its revenue through the operation of Telstra Stores. It manages 100 Telstra-branded retail stores and 21 Telstra Business Centres. Having a large proportion of revenue tied to one partner can be risky, however in March the Master license agreement with Telstra was extended to the end of 2020.
Monday, February 22, 2016
This post was updated on 24 Feb 2016
3P Learning released their half-year results on Friday and received a lesson from the market on what they don’t like.
The headline revenue numbers were attractive enough, but the bottom line profit figure was disappointing. The market responded by pushing the price down by 33% at one stage, before it recovered a bit in the afternoon to be down 25% for the day.