Beursvisie - Bank ten Cate & Cie

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Global list Op deze pagina's vindt u een overzicht van grote beursgenoteerde ondernemingen. Voor elk aandeel wordt een aantal, voor beleggers relevante, kerncijfers gegeven. De vetgedrukte fondsen maken deel uit van onze vermogensbeheerportefeuilles. 10 Koersen per 2 april 2008 Energy Hoog/Laag Winst per aandeel K/W Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T CONOCOPHILLIPS USD 78.77 -10.7 90.84 66.24 0.81 2.2% 7.32 10.53 10.49 7 8 BJ SERVICES CO USD 29.36 24.1 31.26 19.30 1.03 0.7% 2.57 2.23 2.54 13 12 BP PLC GBp 525.50 -17.3 648.00 495.00 2.36 4.8% 1.09 1.16 1.16 9 9 CHEVRON CORP USD 87.51 -7.5 95.50 74.47 1.43 2.7% 8.83 9.68 9.85 9 9 ENI SPA EUR 22.41 -11.8 28.95 20.70 2.84 5.6% 2.73 2.66 2.63 8 9 EXXON MOBIL CORP USD 88.52 -5.7 95.27 75.63 1.65 1.6% 7.36 8.28 8.60 11 10 FUGRO NV-CVA EUR 49.28 -5.3 62.50 35.52 0.39 1.7% 3.11 3.78 4.22 13 12 CHINA PETROLEUM & CHEMICAL-H HKD 7.47 -32.7 13.40 5.91 0.48 2.1% 0.62 0.71 0.80 11 9 PETROBRAS - PETROLEO BRAS BRL 93.90 -8.5 105.00 49.93 1.73 1.4% 4.90 7.11 7.36 13 13 ROYAL DUTCH SHELL PLC-A SHS EUR 22.57 -22.6 31.35 21.04 2.57 6.4% 5.00 4.22 4.13 4 4 SBM OFFSHORE NV EUR 20.50 -5.6 31.52 15.10 1.52 3.8% 1.35 1.98 2.26 10 9 SCHLUMBERGER LTD USD 90.80 -11.3 114.84 70.01 0.86 0.8% 4.36 4.83 5.79 19 16 STATOILHYDRO ASA NOK 158.80 -6.5 196.00 126.70 3.78 5.7% 13.80 16.41 16.80 10 9 TOTAL SA EUR 49.18 -14.7 63.40 45.45 3.39 4.1% 5.84 5.57 5.88 9 8 VALERO ENERGY CORP USD 51.97 -21.8 78.68 44.94 0.56 0.9% 9.27 6.61 7.23 8 7 PETROCHINA CO LTD -ADR USD 131.00 -23.2 266.81 112.11 #N/A N.A. 3.6% - 12.58 13.49 10 10 SUNCOR ENERGY INC CAD 100.80 -9.9 112.28 81.83 1.55 0.4% 6.14 6.51 7.50 15 13 Materials Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T AIR LIQUIDE EUR 99.28 -3.9 105.21 82.15 1.60 2.0% 4.69 5.11 5.68 19 17 AKZO NOBEL EUR 52.68 -5.7 65.56 40.79 1.28 2.5% 33.82 4.16 4.63 13 11 ANGLO AMERICAN PLC GBp 3088.00 -1.2 3681.00 2167.00 3.25 0.0% 5.58 5.63 5.79 5 5 ARCELORMITTAL EUR 52.16 0.8 58.26 35.50 2.47 2.6% 7.41 7.91 8.06 7 6 BASF SE EUR 89.42 -11.7 105.74 79.00 1.85 3.4% 8.32 7.96 7.97 11 11 BAYER AG EUR 52.32 -15.1 66.45 45.57 1.11 1.9% 5.84 3.75 4.34 14 12 BHP BILLITON LTD AUD 38.09 -5.0 47.70 28.98 0.42 2.1% 2.30 2.64 3.26 14 12 DOW CHEMICAL USD 38.07 -1.2 47.96 33.01 0.87 4.4% 3.03 3.44 3.09 11 12 KONINKLIJKE DSM NV EUR 31.20 -3.9 39.95 25.58 0.99 3.8% 2.35 3.13 3.42 10 9 DU PONT (E.I.) DE NEMOURS USD 48.84 10.8 53.90 41.26 1.78 3.2% 3.25 3.43 3.61 14 14 HOLCIM LTD-REG CHF 108.30 -9.0 139.50 95.40 0.98 1.8% 14.86 10.11 10.88 11 10 NUCOR CORP USD 70.21 23.5 75.67 41.62 1.53 3.3% 4.98 5.98 6.32 12 11 LAFARGE SA EUR 113.63 -4.4 137.20 99.51 0.54 2.6% 11.05 11.07 12.33 10 9 LINDE AG EUR 91.67 1.3 97.83 78.34 1.89 1.6% 5.87 5.36 6.31 17 15 RIO TINTO LTD AUD 130.15 -1.1 149.99 77.97 0.98 1.7% 5.69 7.95 8.76 16 15 Industrials Capital Goods Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T ABB LTD-REG CHF 27.56 -11.5 36.76 21.10 0.54 0.9% 1.66 1.55 1.70 18 16 GENERAL ELECTRIC CO USD 38.02 3.3 42.15 31.65 1.32 3.1% 2.18 2.43 2.69 16 14 IMTECH NV EUR 17.54 6.4 23.49 10.34 0.44 2.0% 1.17 1.58 1.75 11 10 3M CO USD 80.91 -2.2 97.00 72.05 1.25 2.4% 5.70 5.45 6.01 15 13 SIEMENS AG-REG EUR 71.27 -32.8 112.10 64.89 0.45 2.2% 4.24 5.64 7.14 13 10 COMPAGNIE DE SAINT-GOBAIN EUR 55.34 -10.9 85.85 45.41 0.89 3.1% 4.05 5.83 6.37 9 9 VINCI SA EUR 47.78 2.8 62.42 39.60 1.24 2.9% 3.14 3.39 3.70 14 13 VALLOUREC EUR 157.80 -11.7 239.04 120.02 0.42 5.1% 18.60 16.43 17.27 10 9 KONINKLIJKE BAM GROEP NV EUR 15.00 -1.6 23.30 10.08 0.43 3.0% 2.80 2.00 2.06 8 7 Commercial Services Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T ADECCO SA-REG CHF 60.00 1.6 98.40 46.80 1.25 2.0% 3.97 3.53 3.97 17 15 USG PEOPLE NV EUR 15.51 -14.1 37.40 12.28 0.66 4.6% 2.21 2.33 2.59 7 6 RANDSTAD HOLDING NV EUR 28.36 4.7 63.18 21.85 0.78 4.4% 3.31 3.40 3.63 8 8 Transportation Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T DEUTSCHE POST AG-REG EUR 20.27 -10.3 26.33 19.05 0.59 3.7% 1.15 1.78 2.14 11 9 Consumer Discretionary Durables & Apparel Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T LVMH MOET HENNESSY LOUIS VUI EUR 73.34 -10.1 89.36 61.95 1.36 2.0% 4.27 4.71 5.19 16 14 PHILIPS ELECTRONICS NV EUR 25.06 -11.6 33.27 22.65 0.65 2.8% 3.84 1.76 2.03 14 12 SONY CORP JPY 4350 -29.8 7190.00 3910 0.57 0.3% 126.15 320.38 321.55 14 14 Media Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T TIME WARNER INC USD 14.64 -10.3 21.97 13.65 0.83 1.7% 1.18 1.09 1.24 13 12 # REED ELSEVIER NV EUR 12.50 -5.9 15.09 11.28 1.32 3.3% 1.1 0.86 0.95 15 13 THE WALT DISNEY CO USD 31.56 -0.7 36.30 26.30 0.94 1.1% 2.34 2.24 2.42 14 13 WOLTERS KLUWER EUR 17.40 -20.1 24.40 16.12 1.27 3.3% 3.05 1.49 1.62 12 11 Retailing Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T HENNES & MAURITZ AB-B SHS SEK 373.00 -0.4 450.00 298.50 1.13 3.1% 16.42 19.32 21.84 19 17 WAL-MART STORES INC USD 54.46 17.4 54.89 42.09 1.27 1.6% 3.13 3.13 3.40 17 16 Consumer Staples Food retail Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T KONINKLIJKE AHOLD NV EUR 9.45 4.8 11.27 7.36 1.12 - 2.03 0.68 0.77 14 12 CARREFOUR SA EUR 50.19 -3.4 58.46 43.52 2.03 2.1% 3.26 2.94 3.24 17 15 COLGATE-PALMOLIVE CO USD 77.76 -0.2 81.98 63.75 1.61 1.9% 3.35 3.81 4.27 20 18 Food, Beverage&Tobacco Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T ANHEUSER-BUSCH COS INC. USD 48.48 -7.9 55.19 45.55 1.59 2.7% 2.83 3.03 3.31 16 15 GROUPE DANONE EUR 56.46 -7.5 64.00 50.10 1.34 1.8% 8.77 2.82 3.25 20 17 DIAGEO PLC GBp 1044.00 -3.2 1129.00 912.00 1.27 3.5% 0.554 0.61 0.68 17 15 HEINEKEN NV EUR 37.51 -14.3 48.98 34.33 1.03 1.8% 1.65 2.55 2.84 15 13 NESTLE SA-REG CHF 507.00 -1.4 553.50 442.75 1.29 2.1% 27.81 30.06 33.57 17 15 UNILEVER NV-CVA EUR 21.49 -13.5 25.72 19.86 1.22 3.4% 1.35 1.36 1.48 16 15 Household&Personal Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T L'OREAL EUR 81.54 -14.9 99.97 74.25 1.63 1.4% 4.42 3.73 4.20 22 19 PROCTER & GAMBLE CO USD 70.48 -2.5 75.18 60.76 1.48 2.0% 3.22 3.49 3.90 20 18
3 mnd - procentuele koersontwikkeling in het afgelopen kwartaal in de valuta van notering Hoog / La- de hoogste respectievelijk laagste koers in de afgelopen 12 maanden Div Rend - het dividend rendement o.b.v. het dividend van het afgelopen boekjaar K / W - koers - winstverhouding Health Care Hoog/Laag Winst per aandeel K/W Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T ASTRAZENECA PLC GBp 2038 -6.0 2973 1743 1.67 0.1% 3.74 0.04 0.05 5 4 BB BIOTECH AG-BR CHF 78.25 -7.0 108.00 71.00 - - - - - - - BB MEDTECH AG-BR CHF 52.65 -27.9 84.00 48.55 - - - - - - - GLAXOSMITHKLINE PLC GBp 1124 -12.5 1514 987 1.74 5.2% 0.944 0.01 0.01 11 11 JOHNSON & JOHNSON USD 65.31 -0.9 68.85 59.72 1.74 2.5% 3.67 4.43 4.70 15 14 MEDTRONIC INC USD 49.35 -0.8 57.99 44.26 1.27 1.0% 2.44 2.45 2.83 20 17 MERCK & CO. INC. USD 37.10 -35.3 61.62 36.82 1.04 4.1% 1.51 3.31 3.71 11 10 NOVARTIS AG-REG CHF 52.35 -14.5 71.45 45.62 1.05 3.1% 5.15 3.65 4.24 14 12 PFIZER INC USD 21.51 -7.2 27.73 20.19 2.55 5.5% 1.18 2.39 2.53 9 9 ROCHE HOLDING AG-GENUSSCHEIN CHF 192.30 0.2 237.80 180.40 1.26 2.4% 11.36 12.24 13.80 16 14 SANOFI-AVENTIS EUR 49.12 -20.2 71.95 44.30 1.59 3.6% 3.91 5.47 5.90 9 8 Financials <strong>Bank</strong>s Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T UNICREDIT SPA EUR 4.65 -16.9 7.77 4.07 0.40 5.2% 0.495 0.60 0.69 8 7 BNP PARIBAS EUR 69.00 -6.0 95.07 52.12 0.86 4.5% 8.49 8.33 8.96 8 8 BANCO SANTANDER SA EUR 13.35 -7.6 15.23 10.50 0.55 4.3% 1.448 1.46 1.67 9 8 DEUTSCHE BANK AG-REGISTERED EUR 75.59 -13.8 118.51 64.62 0.86 5.3% 13.65 9.33 10.55 8 7 HSBC HOLDINGS PLC GBp 854.50 1.9 972.00 676.00 1.87 5.9% 83.379655 74.59 84.54 11 10 LLOYDS TSB GROUP PLC GBp 471.00 -0.1 592.00 354.00 2.04 0.1% 0.583 0.01 0.01 9 8 UBS AG-REG CHF 32.96 -35.4 80.45 24.20 0.55 6.7% -2.28 1.20 4.43 28 7 GOLDMAN SACHS GROUP INC USD 176.87 -13.7 250.70 140.27 0.76 0.8% 26.34 16.52 20.60 11 9 ERSTE BANK DER OESTER SPARK EUR 43.75 -6.6 61.50 33.94 0.40 1.5% 3.76 4.59 5.45 10 8 KBC GROEP NV EUR 85.92 -8.4 106.24 73.20 0.82 3.9% 9.46 8.92 9.93 10 9 Diversified Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T AMERICAN EXPRESS CO USD 46.65 -7.5 65.89 39.50 1.18 1.0% 3.42 3.38 3.69 14 13 CITIGROUP INC USD 24.02 -17.0 55.55 17.99 0.98 8.1% 0.73 1.65 3.39 15 7 FORTIS EUR 16.38 -9.4 29.78 12.81 0.66 7.8% 2.3 2.25 2.61 7 6 ING GROEP NV-CVA EUR 25.24 -3.0 34.74 18.77 1.62 5.5% 4.32 3.50 3.72 7 7 Insurance Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T AEGON NV EUR 10.16 -14.6 16.13 8.44 1.26 6.0% 1.47 1.38 1.43 7 7 ALLIANZ SE-REG EUR 132.93 -8.3 180.29 105.60 0.96 2.9% 18.491 19.81 19.81 7 7 AXA EUR 24.96 -7.4 34.88 19.18 0.74 4.2% 2.77 2.91 3.12 9 8 AMERICAN INTERNATIONAL GROUP USD 46.87 -17.0 72.97 38.50 0.55 1.6% 2.4 5.36 6.84 9 7 IT Software&Services Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T LOGITECH INTERNATIONAL-REG CHF 26.60 -34.3 42.40 22.76 0.97 0.3% 1.26 1.42 1.66 19 16 MICROSOFT CORP USD 29.16 -17.6 37.50 26.87 1.18 1.4% 1.44 1.87 2.10 16 14 ORACLE CORP USD 20.49 -11.3 23.31 18.17 0.96 - 0.83 1.27 1.45 16 14 SAP AG EUR 31.44 -8.6 42.08 28.31 0.98 1.5% 1.862 2.23 2.23 14 14 CAP GEMINI SA EUR 37.16 -10.1 59.87 31.12 0.89 1.9% 3.423 3.75 3.75 10 10 GOOGLE INC-CL A USD 465.70 -32.0 747.24 412.11 0.62 - 19.576 24.06 24.06 19 19 Hardware&Equipment Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T CISCO SYSTEMS INC USD 24.96 -6.7 34.24 21.77 1.02 - 1.21 1.52 1.71 16 15 DELL INC USD 19.95 -15.9 30.77 18.87 0.90 - 1.33 1.51 1.74 13 11 HEWLETT-PACKARD CO USD 47.23 -4.9 53.48 39.99 0.88 0.7% 2.76 3.53 3.92 13 12 INTL BUSINESS MACHINES CORP USD 114.81 9.4 121.46 93.91 1.15 1.4% 7.32 8.26 9.30 14 12 INTEL CORP USD 21.85 -11.4 27.99 18.05 1.08 2.1% 1.2 1.35 1.55 16 14 NOKIA OYJ EUR 21.69 -15.9 28.76 17.03 1.71 2.0% 1.85 1.66 1.83 13 12 APPLE INC USD 147.49 -24.3 202.96 89.60 1.06 - 4.04 5.16 6.31 29 23 CANON INC-SPONS ADR USD 48.40 5.2 60.16 38.44 1.31 2.1% - 3.86 4.35 13 11 ASML HOLDING NV EUR 16.81 -18.2 25.55 13.90 0.73 - 1.371 1.69 1.69 10 10 Telecom Services Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T AT&T INC USD 38.72 -6.5 42.97 32.95 1.26 3.8% 1.95 3.16 3.53 12 11 DEUTSCHE TELEKOM AG-REG EUR 11.12 -25.4 15.87 9.80 1.57 6.5% 0.13 0.76 0.87 15 13 FRANCE TELECOM SA EUR 21.95 -9.4 27.33 19.22 1.01 5.5% 2.42 1.99 2.15 11 10 KONINKLIJKE KPN NV EUR 10.93 -11.4 13.60 10.49 1.02 4.8% 1.42 0.88 0.98 12 11 TELEFONICA SA EUR 18.95 -12.0 23.48 16.04 0.64 3.4% 1.872 1.63 1.86 12 10 VODAFONE GROUP PLC GBp 157.60 -15.4 197.50 135.90 1.66 4.9% -0.098 0.00 0.00 13 12 VERIZON COMMUNICATIONS INC USD 37.96 -12.2 46.03 33.00 1.54 4.4% 1.91 2.67 2.95 14 13 CHINA MOBILE LTD HKD 123.80 -6.7 160.00 70.20 0.82 1.4% 4.35 5.72 6.78 22 18 TELENOR ASA NOK 103.50 -19.0 139.00 92.50 1.34 - 10.72 8.53 9.56 12 11 Utilities Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T E.ON AG EUR 120.40 -18.0 154.11 104.53 1.01 2.8% 11.06 8.96 9.91 13 12 RWE AG EUR 81.05 -17.2 102.54 75.37 0.79 4.3% 4.73 6.46 7.17 13 11 ENDESA SA EUR 33.51 -5.6 40.28 29.30 1.26 4.9% 2.527 2.58 2.74 13 12 ENEL SPA EUR 6.92 -15.6 8.60 6.48 1.84 7.1% 0.643 0.62 0.63 11 11 VEOLIA ENVIRONNEMENT EUR 45.68 -27.8 66.25 42.00 1.15 2.3% 2.16 2.52 2.87 18 16 GAS NATURAL SDG SA EUR 39.50 -0.5 45.76 33.27 1.90 2.6% 2.142 2.30 2.43 17 16 SCOTTISH & SOUTHERN ENERGY GBp 1420.00 -14.3 1702.00 1364.00 1.97 4.5% 0.965 1.03 1.06 14 13 Vastgoed Winst per aandeel Valuta Koers 3 mnd 12 maanden Dividend Div Rend 2007 2008T 2009T 2008T 2009T CORIO NV EUR 57.99 4.5 72.00 44.06 - 4.4% 12.1 3.17 3.34 18 17 EUROCOMMERCIAL PROPERTI-CVA EUR 36.95 4.2 46.78 28.00 - 4.5% 7.36 1.74 1.83 21 20 UNIBAIL-RODAMCO EUR 168.11 12.3 199.99 136.50 - 3.2% - 8.50 9.34 20 18 VASTGOED FUNDAMENT FONDS NV EUR 64.82 -4.8 89.89 62.20 - 9.8% 6.57 6.57 6.13 10 11 VASTNED OFFICES/INDUSTRIAL EUR 22.82 2.6 31.43 18.32 - 7.5% 1.981 1.73 1.90 13 12 VASTNED RETAIL NV EUR 68.99 2.5 77.99 52.75 - 5.4% 14.64 3.98 4.09 17 17 WERELDHAVE NV EUR 80.60 7.4 118.00 66.37 - 5.8% 10.42 4.94 5.08 16 16 11
Page 1 and 2: Beursvisie jaargang 22 nummer 2 200
Page 3 and 4: Geachte lezer, Het zal u niet ontga
Page 5 and 6: Door drs. Dees R.J. Ebbing RBA In d
Page 7 and 8: kwartalen voorkomen. Een recessie b
Page 9: iShares MSCI Brazilië € 37,26 dr
Page 13 and 14: Ronald McDonald Kindervallei: eerst
Page 15 and 16: Vodafone GBP 150,90 Het Britse Voda

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