Prikaz samo enega sporočila - znotraj teme...

0430ABAKU sporočil: 1.790
Zadnja sprememba: 0430ABAKU 08.02.2024 17:42
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petrobras je bil leto in pol nazaj pod 9, zdaj je 17 in vmes je bilo ene 70% ? dividend (v glavnem masivno, se ko je bolsonaro rabil denar za kampanjo) ... res je, da je se vedno primerjalno zelo poceni ...
Za Petrobras jaz dobim analize:
* Trading at 9% below our estimate of its fair value
* Trading at good value compared to peers and industry
* Earnings are forecast to decline by an average of 16.8% per year for the next 3 years
* Dividend of 40.43% is not well covered by cash flows

Za Petrol pa:
* Trading at 60.5% below our estimate of its fair value!
* Earnings grew by 55.7% over the past year
* Pays a reliable dividend of 5.88%
* Earnings have declined by 11.8% per year over past 5 years

Petrobras je očitno 2 leti izplačeval ubijalske dividende, ki se zdaj vračajo na normalno raven. Ta je bila v zadjem desetletju v povprečju okoli 5% (brez upoštevanja teh enormnih).