1D·

Also now at Trading 212

So, I have now also registered with Trading 212 and received a free share. Unfortunately $HM B (+3.16%) but what the heck. It has made a good impression so far. In any case, transfers there arrived after 2 hours. Correction: transferred 5 minutes ago, just credited. Respect

Now I've set up a pie with European banks, as my main custody account here is mainly in the USA.

15 Comments

DerDanner@Therapeut

What there is not everything 😂 I would not have expected H&M

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Jupp D.@JuppDupp

@Therapeut me neither... :-( but I'm used to being on the dark side...

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NichtRelevant@NichtRelevant

18H

@Therapeut 3.85% dividend yield. At least that's something. In this case even an infinitely high individual dividend yield, as the share is a gift. A dream.

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Patrick Schäfer@Hotte1909

Seem to be a favorite of theirs somehow. I've already received 2x hm 😀

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NichtRelevant@NichtRelevant

18H

@Hotte1909 Then you're well on your way to becoming a major shareholder in H&M. 😅

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Patrick Schäfer@Hotte1909

18H

@NichtRelevant I always sold them immediately. The only thing I could use so far was 1x15€ Nvidia and 1x32€ Lufthansa.

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NichtRelevant@NichtRelevant

18H

@Hotte1909 Lufthansa?
Source: YouTube https://share.google/w5MApl2wO3ajr76F1

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Patrick Schäfer@Hotte1909

18H

@NichtRelevant I don't think they're that bad. It's in my dividend portfolio 😉 it always flies 😉

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NichtRelevant@NichtRelevant

18H

@Hotte1909 Lufthansa fits the bill. But the aviation industry is still a highly competitive market - especially as some of the competitors from the Emirates are strongly supported by the state.

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Patrick Schäfer@Hotte1909

18H

@NichtRelevant That's true. But I don't think Emirates is tradable here at all, at least I don't know where I can trade on the Dubai Stock Exchange.
Of course, this year went really well for Lufthansa with +28%. The figures are also right, so I could also imagine a dividend increase, and the cash position is also rising continuously, also due to the relatively low payout of around 20%, then another 30% debt repayment, the rest is needed for special repayments and investments and around 10% goes into the cash position. This currently stands at approx. 2bn, compared to approx. 36bn in liabilities, but there are also 48bn in operating assets without cash. So the operating value is theoretically valued at approx. 14bn, but the share is only valued at 9.5bn

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NichtRelevant@NichtRelevant

17H

@Hotte1909 You have just outlined a good case for entering $LHA as a value stock.

I'm having a bit of a hard time with this, as Lufthansa once left me standing in London. But maybe I shouldn't be so resentful. 😏

Thank you for the detailed explanation. Very nice.👍

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Krush82@Krush82

you take more than 10 EU banks into your portfolio???? What's the point?

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Jupp D.@JuppDupp

@Krush82 it's like $BNKE but without the dirt. And the reason is in the text above

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NichtRelevant@NichtRelevant

18H

Can you also transfer shares from 212 to your regular custody account? Otherwise you have now diluted your bank ETF with H&M. 😅

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Jupp D.@JuppDupp

18H

@NichtRelevant that runs out of competition. Will most likely be sold anyway

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