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ÁlvaroJS
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ÁlvaroJS
@AlvaroJS90
Economics Degree | Postgraduate in Financial Markets | Portfolio Manager | Fundamental Analysis | Austrian Economics | #Bitcoin
Infierno Fiscal Katılım Ekim 2011
632 Takip Edilen1.2K Takipçiler
The Character Group $CCT.L
Dos insiders comprando acciones a 276p.
Pequeñas compras de apenas £4.500 y £9.200 pero aumentando sus posiciones al fin y al cabo.
El primero tiene un 5,66% de la empresa y el otro +11%.
ÁlvaroJS@AlvaroJS90
ℹ️Guidance $CCT.L para FY: ▫️Ventas planas ▫️Márgenes EBITDA mejorados al ~31% actual ▫️Mejora de posición caja 📢Y lo mejor: ▫️Anuncia que EBIT superará significativamente las previsiones actuales del mercado
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🫠 Los resultados anuales de Shinnihon (1879.T)...📸
EPS: 260¥
Cotizando a 2285¥ con un un market cap. de 134M¥ y EV de apenas 40M¥
Encima suben el dividendo (me da un poco igual) a 67¥ y presentan un guidance bastante prometedor🙃
Quizás me precipité al vender, habrá que ...👀
ÁlvaroJS@AlvaroJS90
Me ha costado decidirme, pero después de +6 años (desde inicio de posición) decido vender Shinnihon (1879.T) a 1986¥ principalmente para hacer liquidez. Rentabilidad acumulada: 133% Liquidez al 17% para ampliar alguna que otra posición y mirando nuevas candidatas🧐
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Digital Bros🎮 $DIB.MI Q3 2026:
Weak Q3 but good 9M
Results impacted by the asset impairment of 10,7M€ for the cancellation of game Directorate.
Best position ever
Guidance for FY:
Revenue increase with better cost efficiency resulting in positive EBIT
Back to (low) net debt
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$93M1 MPH Health Care AG dropping the hammer with a €5 (!!!!) dividend for 2025 - Based on the current price of €24.7 this is a 20% yield🤯
MPH will receive €14.5MM divi from $M12.DE M1 Kliniken & pay out €21.4MM - the difference should be M1 share sales or leverage
Golden Ray Capital@golden_ray_cap
A 6% dividend yield is not sufficient for you? Then wait for the $93M1 MPH Health Care AG announcement - they own 2/3 of M1 & trade at a >50% discount to their M1 holding. Historically they paid 2x the M1 divi - this would equate to a 10% yield💰
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And.... 🥁surprise!!
MPH Health to increase the dividend to 5€/share.
Share price +14% at the moment.
ÁlvaroJS@AlvaroJS90
@golden_ray_cap Agreed! MPH has a huge discount, if they add a big dividend increase, they might get some attention
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@golden_ray_cap Agreed! MPH has a huge discount, if they add a big dividend increase, they might get some attention
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@AlvaroJS90 Wait until we see the dividend of MPH Health Care 💰 Expecting it to be huge considering these news
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Fujii Sangyo (9906.T) anuncia nueva revisión (al alza) de resultados para FY26 e incremento de dividendo por las buenas perspectivas de la empresa y la estabilidad del cash flow.
Dividendo: de 130¥ a 160¥/acción.
Precio ➡️+12% en 2 días.
Market Cap: 37B¥
EV: 17,5B¥
PER ~5,2x
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@LordWhats Not a special dividend just increasing the standard dividend. Of course the sale of Haemato helps
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@AlvaroJS90 Maybe special divvy because of Pharma business unit sale in Jan26
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@CFAs4CFPs Haha so true! That was going to be my next comment.
MPH increasing its dividend from 6M€ to potentially 14,5M€ from its M1 stake was missed by the market😅
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Digital Bros $DIG.MI reached an agreement to acquire all intellectual property rights of the game Wuchang: Fallen Feathers for ~4M€.
Game was a co-owned title and since March it had sold +1M copies and generated 30M€ in revenues.
The goal is to increase margin on long term
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SECURE $SES.TO Vendida toda la posición ayer a C$23,36.
Con la liquidez generada ampliaré en la nueva posición del sector oil & gas que estoy mirando
ÁlvaroJS@AlvaroJS90
GFL Environmental adquiere Secure Waste $SES.TO en un acuerdo 20% cash- 80% stock que se debería cerrar en C$24,75/acción Que poco nos va a durar en cartera 😮💨 Era una empresa excelente para mantener por mucho tiempo
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I'm working on a thesis about an oil & gas company from 🇺🇸. I haven't finished it yet, but today market is offering it to me cheaper than when the Iran conflict began.
Mr. Market’s logic🎰🧠
It's only a matter of time before SECURE $SES.TO is gone...so I'm using some cash
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Pero que cojones... miedo no parece haber en los mercados
The Kobeissi Letter@KobeissiLetter
BREAKING: Allbirds stock, $BIRD, surges over +200% after announcing they are pivoting from shoes to AI.
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