Partners Group Action Forum

Companies that I find interesting but do not yet have in my portfolio and that have a 10-year average ROIC of over 10% and a 5-year average ROCE and ROIC of over 10%, $ANET (+0,19 %), $MA (+0,88 %) , $VRTX (+3,85 %) , $RMS (-3,64 %) , $PGHN (-0,51 %) , $COLO B (+0,18 %) , $ACN (-0,5 %) , $MNST (+1,28 %)
$FICO (+8,02 %) , $MCO (+3,79 %) , $KNIN (-0,47 %) , $S&P Global, $ISRG (+2,71 %)
$III (-2,83 %) , $BKNG (+1,31 %)
$HLAG (-2,26 %) , $QCOM (-0,3 %) , $CFR (-5,99 %) and $IFX (-0,83 %) . Already blatant companies

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗠𝗮𝗷𝗼𝗿𝗲𝗹 𝗜𝗣𝗢 / 𝗔𝗹𝗹𝗶𝗮𝗻𝘇 𝘃𝘀. 𝗕𝗮𝗳𝗶𝗻 / 𝗧𝗲𝗹𝗲𝗸𝗼𝗺 𝘀𝘁𝗼𝗰𝗸𝘁 𝗮𝘂𝗳

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

After an uneventful Monday, today will see Canadian National Railway ($CY2 (-1,27 %)), Guess ($GU9 (+0 %)) and Kohl's ($KHP (-3,85 %)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today Dermapharm Holding ($DMP (+0,88 %)) and Partners Group ($P2H (-0,51 %)) will announce their quarterly figures.

𝗜𝗣𝗢𝘀 🔔

𝗕𝗲𝗿𝘁𝗲𝗹𝘀𝗺𝗮𝗻𝗻 - The call center operator and Bertelsmann subsidiary Majorel wants to go public.

The plan is to list on Amsterdam's Euronext stock exchange by the end of 2021. Currently, Bertelsmann and the Saham Group each hold a 50% stake in the company.

According to Bertelsmann CEO Thomas Rabe, Majorel increased revenues by 35% in the first half of 2021. The company operates on five continents and employs approximately 63,000 people in 31 countries.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

𝗔𝗹𝗹𝗶𝗮𝗻𝘇 ($ALV (-0,71 %))- Europe's largest insurance group cannot rest easy. In the U.S., the SEC and the Department of Justice are already investigating. Now, according to insiders, Bafin has also started investigations.

It is about a dispute between Allianz Global Investors (AGI) and investors of several hedge funds in the USA. The subject of the dispute is severe losses that AGI's "structured alpha funds" experienced during the Corona crash. As a result, investors are suing, seeking to claim losses of up to $6 billion.

According to Handelsblatt, Bafin is now investigating whether executives outside the fund division knew about or were involved in the events that led to the losses.

𝗧𝗲𝗹𝗲𝗸𝗼𝗺 - Deutsche Telekom ($DTE (+0,79 %)) has increased its stake in the U.S. subsidiary T-Mobile US ($TM5 (+2,34 %)) has been increased. The shares are partly acquired by the company itself and partly by Softbank ($3AG1 (+1,51 %)). This move brings Deutsche Telekom's stake from 43.2% to 48.4%.

The increase is made in cooperation with Softbank, which in return receives a capital increase of 4.5% in Telekom and now becomes the second-largest shareholder.

In addition, the services of Softbank's shareholdings will be offered via Telekom in the future.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

𝗘𝗹 𝗦𝗮𝗹𝘃𝗮𝗱𝗼𝗿 - as reported yesterday, bitcoin ($BTC-EUR (+0,79 %)) becomes a legal currency as of today.

In the past few weeks, 200 ATMs have been set up where US dollars can be exchanged for bitcoin.

However, not everyone is fond of the idea. There have been demonstrations for weeks. Pensioners in particular reject the cryptocurrency because they fear that their pensions will only be paid out in Bitcoin in the future. A crash like the one in 2017 would therefore be devastating.