Carlsberg Action Forum

Today I looked at the $HEIA (-0,59 %) and $CARL A (-1,53 %) shares.

The setback of the $HEIA (-0,59 %) share brought me closer to the brewery groups. After a little research, I had bought 8 shares of the $HEIO (+0,2 %) purchased. It should be noted that I opted for the holding company here. I considered the lower P/E ratio and the slightly higher dividend to be more advantageous.

Perhaps someone here has a different opinion on this and would like to share it with regard to the holding company and the actual "core company".

I also look forward to lively discussions about the worthwhile nature of investing in brewery groups.

I would then like to ask another question.

With the $CARL B (-1,07 %) and $CARL A (-1,53 %) shares, I naturally noticed the voting rights.

How much would this variable affect you as an insignificant small shareholder?

In my opinion, I would take the share that is currently more favorable or has performed better historically.

Yesterday it became known that Russia is taking control of Danone's and Carlsberg's shares in their Russian subsidiaries by presidential decree. This is despite the fact that both companies had announced that they would leave the Russian market because of the Ukraine war. The decree names the Russian state as the temporary administrator of the shares of Danone Russia and Carlsberg's Baltika subsidiary.

Danone said it was reviewing the situation and would take measures to protect its rights as a shareholder in Danone Russia and its business operations. The company had already announced that it would end most of its operations in Russia, retaining only its infant formula business. Danone stresses that Russia's decision will have no impact on Danone's financial targets for 2023. Now that's something to look forward to!

Carlsberg is also affected by the measure. Its Baltika subsidiary is a leading brewer in Russia. Carlsberg had already announced that it would cease its operations in Russia and find a buyer. The presidential decree now probably brings uncertainty into the sales process.

I didn't know that a country could take over shares in foreign companies by decree. Did you know that? How do you think the situation will develop for $BN (-0,89 %) and $CARL A (-1,53 %) in Russia continue to develop? I checked stock prices earlier and both stocks dropped after the presidential decree. 📉

#boersengehandelteralltag

Since nothing exciting is happening in the stock market at the moment, once again @InvestmentPapa continue his idea.

Everything began Thursday:

I was sitting in the office, watching an $AMZN (-0,02 %) Prime watching an episode of the old Top Gear when I got a call from a client;

$$AFX (-2,96 %) (representing the parent company).

They were having severe problems with their machine and needed urgently a technician on site,

as it should be, of course, with a huge email distribution list.

So I persuaded my boss to take over, since I had nothing planned for the weekend anyway, and I started on Friday.

Friday the 12.05:

In the morning in the Passat of $VOW (-2,5 %) climbed, before still the measuring tools of Mitutoyo in the trunk thrown, for which I represent $8411 (-0,7 %) Verlinke as the largest invested bank and in the low flight over the German highway gedüst, flawless work of $STR (-2,02 %) on the A4.

After enough coffee & butts breaks, because I do not want to open too early, arrived at 12 o'clock at the customer in Jena.

After a few stupid sayings (Hä? Fridays at 1 makes everyone his) finally arrived at the machine and started to work.

Around 16 o'clock I was called on my cell phone by the marke $005930 boss wanted to know how it was going, after a short small talk I let the bombshell burst: Zeiss is a **** who don't want to work on Saturdays, so I'll be kicked out of here today at 17:30.

After a bit of back and forth, we agree that I travel Sunday again, Monday in the morning to fix everything and then in the evening towards the Bavarian Forest set off to the next customer.

Friday evening at home around 21 o'clock: 13 hours working time

Sunday: After a short weekend with quite a lot of beer, I swing me again in the $VOW (-2,5 %) Passat and jet off.

This time the $BP (-3,21 %) shareholders all reason to the joy, 3 hours journey in 2.10 hours torn off. The evening sounds on the hotel balcony, booked about $BKNG (+1,31 %) with some cold drinks, from the $SHEL (-1,61 %) Gas station from $CARL A (-1,53 %)

Working time 3 hours

Monday

Start of work should be at 7:30.

After the action on Friday, I am easy-going snowed in at 8:30.

Have done my work, while still with my

$6586 (+0,55 %) I drilled a few unnecessary holes with my cordless screwdriver, which I had to close again (don't annoy an outside salesman if you have to pay for his hours).

Work end 18.30.

Off into the cart and further into the Bayeischen forest, arrived against 22.30 o'clock

Total working time Monday according to timesheet in $SAP (-0,4 %)
14 hours.

Tuesday

Hit the road in the rain this morning, highly motivated and no one notices my flag, shampoo from $ULVR (+0,62 %) and toothpaste from $PG (+3,31 %) thanks to.

Start of work 7 o'clock,

Customer was extremely friendly, coffee for free, so made a little more than required and completed the project the same day at 8 pm.

$RHM (+1,63 %) gets his ordered lenses and everyone is happy (except the Russian tanks in Ukraine).

12 hours Working time chews $SAP (-0,4 %)

With this I close my 3 days #börsengehandelteralltag with a Benediktiner Hell

What you make of it is up to you.

So I could capture my working time with getquin🌚

#boersengehandelteralltag

Hi, somewhere in the feed there was a story...

It was about which listed companies you come into contact with in everyday life.

Somehow that appealed to me, and I thought to myself, that would be something where I could actively participate....

So....

After the morning bath visit with among other things products of $UN or $PG (+3,31 %) are used, comes directly already a hot drink from $NESTS.

Then I pack my service laptop of $HPQ (-0,4 %) with $INTC (+0,53 %) inside, as well as my tablet and cell phone $SMSD (+0,89 %) and $AAPL (+0,65 %) in the bag and make me on the way.

Then I realize schei.... what forgotten, and run back to the bathroom again and mount my wristwatch from $UHRN (-7,71 %) and the glasses from $FIE (-0,41 %)

The way to work I do relatively comfortably in a $F (+0,87 %), the ride is secured by $ALV (-0,71 %).

On the way I get me depending on my mood still a croissant from $ARZTY. On the about 50km long distance on the highway I meet of course all other manufacturers $BMW (-3,91 %)
$VOW3 (-2,26 %)
$DTG (-4,27 %)
$MBG (-3,33 %)
$N/A and in Switzerland drive relatively many $TSLA (+9,97 %) and of course many more...

Shortly before I then in my Bude $CARL A (-1,53 %) arrive, I still drive at the headquarters of $ROG (-1,13 %) and $NOVN (+0,5 %) headquarters...

When I arrive at the desk, I see the keyboard of $LOGN (-1,67 %) ...

How should it be different na of course we work with $SAP (-0,4 %).

So that I do not freeze runs in the Bude ne heating from $MTG (-0,25 %)

After I have worked hard, my hands need a break and a bit of care $BEI (-0,46 %).

I look then with pleasure also times in my depot which does itself at the stock market so $CBK (-1,43 %).

Every now and then I have to do some research. $GOOG (-0,66 %). Our IT runs of course not without $CSCO. (+0,48 %)

During the break I like to have a drink with colleagues $PEP (+1,38 %) with colleagues, or we serve ourselves on the 2nd floor $SCHP (+0,07 %) at the inhouse vending machine of $SBUX (+2,49 %).

After the coffee a visit to the toilet may not be missing, surely pipes of $GEBN (-0,14 %) installed.

Professionally I call a lot, our provider $SCMN (-0,63 %)

Not directly in my job, but in the gaff drive insanely many devices from $JUN3 (-0,16 %) and $KGX (-3,27 %) which I can observe from the break room.

In my department we also have many products from $MMM (+1,14 %) in use.

In the afternoons, I test products and their flow properties from $DGE as part of my job. In the past, I also tested $BUD products, but we stopped working together.

On the way home I fill up with gas at $SHEL (-1,61 %) and because life is so good, I get a little cash at $CSGN

Oh yes I forgot to mention my shoes from $ADS (-1,81 %) on which I am comfortable all day on the road ...

Well, and when I'm back home, my wife has me a little luck something delicious from $GIS (+2,29 %) maybe even with a sauce from $KHC (+1,25 %) cooked...

With a little less luck she shows me the latest purchases made by you at$AMZN (-0,02 %) :-)

Then I go to the basement and start the washing machine from $VZUG with products from $HEN (+0,21 %)

To the end of the day I treat myself then if necessary still a cool $KO (+1,1 %) ....

So far a little insight...

I hope you could follow me :-) Surely still forgotten many companies with which I am in daily contact...

Thanks for the comment with the $ have that still adjusted and the one or other company which I still thought of added...

Greetings Jo