Report of analysis
By:
Beleggingscommissie B.S.C. Duitenberg
On behalf of B.S.C. Duitenberg
Date: ..-..-2015
1. General information
1.1 Company profile:(what kind of business)
Profile:
Sector:
Geografic distribution, if possible (emerging markets):
This information can be found in the following sources:
http://www.iex.nl/Koersen/Aandelen/Amsterdam/AEX.aspx --> Company profile
http://www.cofisem.com/US/loadIndexUS.action
Website of the company
1.2 Peer identification / benchmark analysis
Peer identification: identify the two most important competitors
Benchmark: compare to the stock market where the share is traded, e.g. the price trend of Randstand
compared to the AEX.
http://beurs.fd.nl/aandelen/amsterdam/aex/
1.3 Recent news:
Which of recent news feeds have influence on the future stock price?
Source:
https://www.abnamro.nl/nl/prive/beleggen/koersinformatie/aandelen-opties.html#/?s=0/:S0
http://www.iex.nl/Koersen/Aandelen/Amsterdam/AEX.aspx --> nieuws
http://www.rtlz.nl
http://www.fd.nl
1.4 Extras
E.g. Important dates (upcoming quarterly results), recommendations (buy, keep, sell), remarkable major
shareholders (position increased or decreased), etc.
http://www.analist.nl
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2. Fundamental analysis
2.1.1 SWOT (Qualitative analysis)
Own opinion about the strengths and weaknesses of the company, and the opportunities and threats
(within the market) for the company in the field of macroeconomic data, sector forecasts, market share
and inflation.
2.2 Quantitative analysis
2.2.1 Key figures
Forecast 2015
2014
2013
€
€
€
€
€
€
(o.b.o.forecasts annual report)
Turnover
Cash flow
Net profit
€
€
€
Company analysis
Rate
52week high
€
52week low
€
Market capitalization (in milions)
Beta (risk measure for a stockl; average 1)
Dividend yield (taxation dividend in % of the rate)
Peer 1
Rate
52week high
€
52week low
€
Market capitalization (in milions)
Beta (risk measure for a stockl; average 1)
Dividend yield (taxation dividend in % of the rate)
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B.S.C. Duitenberg
Peer 2
Rate
52week high
€
52week low
€
Market capitalization (in milions)
Beta (risk measure for a stockl; average 1)
Dividend yield (taxation dividend in % of the rate)
Growth of the rate of the stock compared to Peer 1(52
weeks)
Growth of the rate of the stock compared to Peer 2(52
weeks)
Rate
…%
Peer 1/ 2
..%
…%
..%
Comparison can be made via www.google.com/finance (Graph: compare with ... (ticker peer)
Or http://finance.yahoo.com/
2.2.2 Financial ratios compared to previous year
Ratio
ROE
ROA
Debt-to-equity
Price/earnings
EPS (earnings per stock)
Forecast 2015
2014
2013
3. CONCLUSION
Short term ‘company’’
Expectations for the company on the short term
Long term ‘company’
Expectations for the company on the long term
Final advice Eindadvies
In case we want to buy the stock for our portfolio, a set price target determined by ourselves.
€….
Price target:
(Profit x price/earnings)
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Aandelen Factsheet
Beleggingscommissie
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