$BAS.DE (BASF SE) Since 2007, only the dividend has generated a return.
3.40 dividend and the share at €42. That is a dividend yield of 8%.
But beware! BASF has hardly grown in good years. And now possibly recession and gas freeze....
Shareholder value is gradually being dominated by the dividend.... 显示更多 翻译
The gas situation in Germany
💡 Gas flow through Nord Stream 1 has dropped by around 60% due to problems with Gazprom's $OGZDL.L (Gazprom OAO) gas pumping units. Against this backdrop, natural gas prices in Europe have moved up again and the German government has sounded the alarm.
📌 German reality
Russia... 显示更多 翻译
Bridgewater Associates fund, led by a prominent investor Ray Dalio, doubles bet against European stocks to $10.5bn.
Short of $BAYN.DE (Bayer AG) has grown to 0.62% of Bayer's free float, up from 0.51%. A rough estimate based on its market cap would value short position at €380m.
Similar increases... 显示更多 翻译
The ECB will do whatever is possible to manipulate the market to avoid the breaking of important levels on European indexes , old and may new tricks will be coming, but won't be enough even on the short - medium time window, the bad numbers will be coming uncovering the truth. Take advantage of the bullish... 显示更多 翻译