Van beleggers
voor beleggers
desktop iconMarkt Monitor

Ontvang nu dagelijks onze kooptips!

word abonnee

Aandeel TomTom AEX:TOM2.NL, NL0013332471

  • 7,175 16 apr 2024 16:57
  • -0,100 (-1,37%) Dagrange 7,080 - 7,240
  • 123.247 Gem. (3M) 272,7K

TomTom oktober 2018

7.416 Posts
Pagina: «« 1 ... 338 339 340 341 342 ... 371 »» | Laatste | Omlaag ↓
  1. forum rang 6 boem! 29 oktober 2018 15:40
    quote:

    ketchup of catch-up schreef op 29 oktober 2018 15:28:

    @ Martin, je schrijft exact hetzelfde als ik - exact

    enkel jij met de FFF bril op en ik met die van ONS ( wij de reguliere aandeelhouder)
    ik zie voor de FFF geweldige upside in een ipo scenario waar ze eventueel een Cruise of Waymo waardering kunnen krijgen, maar what about us ?

    waar zijn wij in dit verhaal van je als TT dadelijk onder een ander dak zit met de founders erin en wij eruit.
    Ja we denken inderdaad hetzelfde over de waarde van TT.
    Jij gaat er echter vanuit dat FFF die waarde van ons gaan jatten door pas vol te cashen bij een latere ipo terwijl ik er nog steeds vanuit ga dat de FFF geld wel belangrijk vinden maar niet boven alles stellen en ons op dezelfde wijze laten meeprofiteren.
  2. picklejuicer 29 oktober 2018 15:40
    Stocks to watch: Just Eat, HSBC, Red Hat, TomTom, Daimler
    Uber and Deliveroo growth augers ‘demise’ of rival takeaway ordering site, says Peel Hunt


    ? HSBC climbed after its third-quarter results beat expectations thanks to loan growth and cost-cutting, with adjusted pre-tax profit of $6.2bn coming in 8 per cent ahead of the consensus forecast. Impairments were slightly more benign than expected, in spite of trade tariffs and emerging market volatility, and there was no change to full-year guidance.

    Analysts welcomed that HSBC had delivered a positive jaws ratio — income growth versus expenses growth — and remained on track to deliver positive jaws at the full year. Citigroup noted that HSBC had delivered its best trading income since the first quarter of 2016, albeit with a boost from foreign exchange trading that may not be sustainable.

    ? IBM slumped on fears it had overpaid for Red Hat, having agreed to buy the open-source software group for an enterprise value of $34bn. The price tag of $190 a share was a 63 per cent premium on Friday’s close — the equivalent to about 33 times Red Hat’s current-year operating earnings.

    But Cowen & Co argued that other suitors might be in the wings, despite IBM’s high bid. “The substantial premium that IBM is paying for Red Hat might on the surface seem to make it highly unlikely that a superior bid could occur,” said its analysis. “However, we believe there is a reasonable possibility that another suitor could emerge.” Cowen & Co said that, depending on the size of the break fee, Red Hat was most likely to attract interest from Cisco and Google owner Alphabet, with Oracle also in the frame.

    ? Valeo and Daimler led a rally among the European auto stocks on reports that China was considering cutting its car purchase tax from 10 per cent to 5 per cent as a way to arrest sliding sales. China accounts for about a quarter of global car sales.

    ? TomTom jumped after industry website TMT Finance reported that the Dutch satellite navigation pioneer was a possible takeover target. It named Audi, Daimler, Here Technologies, Trimble and Apple among the possible bidders.

    The speculation follows talk last month that TomTom might sell its profitable telematics unit, which accounts for most of its market valuation. Analysts have argued that if TomTom were to dispose of the telematics business, the next step might be a take-private by founders and management who still own 44 per cent of the group’s share capital.


    Sellside stories
    ? Peel Hunt cut Just Eat, the takeaway ordering website, from “buy” to “sell” on competition concerns.

    Uber Eats had been beating Just Eat for smartphone real estate and Deliveroo had deeper pockets, said the broker. It also argued that the growth of competitors with their own delivery networks would erode the value of Just Eat’s data on restaurants, which had been seen as a unique competitive advantage. And with customers increasingly expecting their online apps to provide services such as supplier vetting, the age of the high-margin platform model might be ending, Peel Hunt added.

    Its downgrade follows reports in September that Uber was in early-stage talks to buy Deliveroo.

    “Prompted by rumours surrounding Uber and Deliveroo, we postulate that the two of them (merged or otherwise, let’s call them Uberoo), around the world, could create an Uberoo-esque wave that eventually sees the demise of Just Eat. Both are capable of out-investing Just Eat in delivery and are entering the more lucrative marketplace sector.”

    PEEL HUNT
    ? Citigroup upgraded Metro Bank from “neutral” to “buy” with a £25.90 target price. While Metro’s targets remained overly optimistic, the stock’s 25 per cent underperformance versus the European bank sector since early March had overly discounted the negatives, Citi said.

    ? In brief: AB InBev upgraded to “outperform” at RBC; AIB raised to “buy” at Goodbody; BW Offshore upgraded to “buy” at Kepler Cheuvreux; Celyad rated “hold” at Kepler Cheuvreux; DIC Asset cut to “hold” at HSBC; EssilorLuxottica raised to “sector perform” at RBC; HeidelbergCement cut to “hold” at Commerzbank; Immofinanz upgraded to “buy” at HSBC; Ipsen downgraded to “underperform” at Credit Suisse; Luxottica raised to “sector perform” at RBC; Mediaset España cut to “hold” at HSBC; Merck upgraded to “outperform” at Credit Suisse; Neste upgraded to “buy” at Société Générale; Outokumpu cut to “hold” at Jefferies; Scout24 raised to “buy” at UBS; Signify cut to hold at SocGen; TLG Immobilien upgraded to “buy” at HSBC.

    READ MORE
    European stocks keep their poise after China sell-off

    For market updates and comment, follow us on Twitter @FTMarkets
  3. [verwijderd] 29 oktober 2018 15:46
    quote:

    vreemd vermogen schreef op 29 oktober 2018 13:12:

    We zijn al blij met een dooie mus (€8). Een jaartje geleden schreef je nog dat €9 echt wel de ondergrens was. Inkoop T2 eigen aandelen ongeveer €9,30. Met dit bedrijf weet je het nooit.
    verschil is wel dat we nu weer aandelen konden inladen rond 6-6.50 :-)
  4. forum rang 6 tatje 29 oktober 2018 15:46
    TTT en cash 7,5 euro p/a

    Consumer daling Q3 excl sports 7% met de Hub bridge misschien een blijvende ebitda van 70 miljoen per jaar.

    BLIJFT OVER !!!

    ""TomTom?Geverifieerd account?

    @TomTom

    TomTom is shaping the future, leading the way with autonomous driving, smart mobility and smarter cities.""

    Als de founders dit van hun bedrijf blijven zeggen, dan is 7,50 plus 7,50 een koopje.

    Echt niet onder de 20 :-)

    Gewoon mijn mening.

    Geen advies.

    Zelf denk ik niet onder de 30.

    iedereen zijn mening :-)

    De franje van Oranje en eigenlijk moeten de centen voor de leading onderdelen nog binnen komen.

    TomTom is shaping the future, leading the way with autonomous driving, smart mobility and smarter cities.""

7.416 Posts
Pagina: «« 1 ... 338 339 340 341 342 ... 371 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.

Direct naar Forum

Premium

TomTom onderliggend sterk en vooruitzichten zijn goed

Het laatste advies leest u als abonnee van IEX Premium

Inloggen Word Abonnee

Lees verder op het IEX netwerk Let op: Artikelen linken naar andere sites

Gesponsorde links