1Settimana
Nö
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1515
•1Settimana
@Hotte1909 do you also have a reason 😅
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1Settimana
@Memo0606 Why don't you tell us a reason why you would sell?
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1Settimana
@beetlejuice because i think consumer goods will correct in the near future
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1Settimana
@Memo0606
1.
You probably have a dividend yield of just under 3.9%, which is already quite respectable.
2.
Chart picture and outlook are good. I wouldn't buy a larger tranche at the moment, but I personally have it in my savings plan anyway.
3.
Why should consumer staples be down? We are not talking about any luxury items here, but about hair shampoo, ketchup etc.
4.
Margin after tax is just under 11% Cash flow is available. 65% payout ratio for just under 3% return is not outstanding but okay. Sales have grown by around 2.25% so far this year compared to the previous year. If they manage to bring the margin back up to 13 or even 14%, they would have a profit of around 7.9bn. Which would mean a dividend of around €2.05 if the payout remains the same. In your case, that would be around 4.5% plus share price growth at the same P/E ratio, which would put the share price at around €71, i.e. just under 21%, although this scenario is of course very optimistic.
I rather see a P/E ratio of 19, which still means an increase of just under 3%.
In summary, you are making a return of just under 7.5% with a relatively defensive stock, which is absolutely okay. So why do you want to sell it? Because the share price could correct by just under 15% if all targets are missed? Then you would still be 15% up.
1.
You probably have a dividend yield of just under 3.9%, which is already quite respectable.
2.
Chart picture and outlook are good. I wouldn't buy a larger tranche at the moment, but I personally have it in my savings plan anyway.
3.
Why should consumer staples be down? We are not talking about any luxury items here, but about hair shampoo, ketchup etc.
4.
Margin after tax is just under 11% Cash flow is available. 65% payout ratio for just under 3% return is not outstanding but okay. Sales have grown by around 2.25% so far this year compared to the previous year. If they manage to bring the margin back up to 13 or even 14%, they would have a profit of around 7.9bn. Which would mean a dividend of around €2.05 if the payout remains the same. In your case, that would be around 4.5% plus share price growth at the same P/E ratio, which would put the share price at around €71, i.e. just under 21%, although this scenario is of course very optimistic.
I rather see a P/E ratio of 19, which still means an increase of just under 3%.
In summary, you are making a return of just under 7.5% with a relatively defensive stock, which is absolutely okay. So why do you want to sell it? Because the share price could correct by just under 15% if all targets are missed? Then you would still be 15% up.
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•1Settimana
@Hotte1909 thanks for the detailed answer
I will remember
I will remember
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