Tere
Tahaks tõstatada sellise teema, et kui suur on teie arust Eesti stockide potentsiaal välismaal meeldida ja ostetud saada. Brunswick võttis küll 27 Balti aktsiat äsja endal kauplemisse, kuid samal ajal Newexis(Viini-Frankfurdi ühisprojekt) pole Eesti paberitega tehtud ühtegi tehingut.
Hansa üks tegija ütles mulle, et “logish, Skandinaaviast stabiilne huvi ning kaugemal eriti ei teata”. Sakslastel ka omad idamehed kellega sipsida(tsehhid, slovakid, ungarlased, rumeenid, bulgarid).
Võimalik, et return/capacity suhtes on meil isegi päris hea väliskapitali osalus. No võta hani kinni. Mis arvate?
Eks maailmas on igasugu naljakaid sipsijaid, kellest mõned võib olla ostavad aeg-ajalt ka mõne Eesti teisejärgulise aktsia...tõsiselt suure egoga rahvusvahelised investorid võivad ära põlata isegi Swedpanga ja Sonera ja Telia...emerging marketite kontekstis on Hansapank, Eesti Telekom ja meibi Leedu Telekom tegijad-ülejäänud stokke ei viici keegi analüüsida, sest likviidsuspõhjustel ei saa neid lihtsalt osta piisavalt kui ka huvi oleks
Täiesti õige!
Peakski tegema nn.Eesti aktsia. Mis koondaks
kõikide Eesti ettevõtete aktsiad (samuti majandustegevuse). Alles siis oleks mingit lootust!!
Peakski tegema nn.Eesti aktsia. Mis koondaks
kõikide Eesti ettevõtete aktsiad (samuti majandustegevuse). Alles siis oleks mingit lootust!!
Brunswicki Abromaviciuselt(oli HPs mõni aeg)
>You say Baltic shares are underpriced.
Baltic markets are among the most undervalued markets in the region and in
Emerging Markets in general. Estonian telecom is one of the cheapest telecom
companies in Emerging Markets too, having the highest net margin among
European telcos of 26%, highest dividend yield among world telcos of 4.9%,
PE of 12, compared to average 30 for European telecom company, and
absolutely no debt, which is a huge burdain for most European
telcommunications companies at the moment.
Other Baltic companies trade at sharp discounts to regional peers too. The
fact that strategic investors buy out small shareholders at sharp premiums
to existing market prices, suggest that stocks are not valued in their
respective markets correctly.
Ja James Oates Lazardist
Despite their small home markets, Baltic companies have been able to perform
well over time, but they have been extremely volatile. Many of the smaller
companies are not well suited to the capital markets, since their size makes
them highly illiquid. However, some of the larger Baltic stocks are attractive
within a broader European context. Although the Central European investor base
now has some serious structural problems which limits their investment horizons
to Russia, Poland, Hungary and the Czech Republic, on a fundamental level we do
regard many Baltic stocks as attractive.
>You say Baltic shares are underpriced.
Baltic markets are among the most undervalued markets in the region and in
Emerging Markets in general. Estonian telecom is one of the cheapest telecom
companies in Emerging Markets too, having the highest net margin among
European telcos of 26%, highest dividend yield among world telcos of 4.9%,
PE of 12, compared to average 30 for European telecom company, and
absolutely no debt, which is a huge burdain for most European
telcommunications companies at the moment.
Other Baltic companies trade at sharp discounts to regional peers too. The
fact that strategic investors buy out small shareholders at sharp premiums
to existing market prices, suggest that stocks are not valued in their
respective markets correctly.
Ja James Oates Lazardist
Despite their small home markets, Baltic companies have been able to perform
well over time, but they have been extremely volatile. Many of the smaller
companies are not well suited to the capital markets, since their size makes
them highly illiquid. However, some of the larger Baltic stocks are attractive
within a broader European context. Although the Central European investor base
now has some serious structural problems which limits their investment horizons
to Russia, Poland, Hungary and the Czech Republic, on a fundamental level we do
regard many Baltic stocks as attractive.
Selleks oleks 2 võimalust: totaalnatsionaliseerimine või olemasolevate riigiasutuste: vanglad -politsei-kaitsejõud- jpm varade hindamine ja siis Estonia LTD asutamine EV asemel.
Eestis asuvad ettevõtted aga on nii või teisiti omanikud leidnud.
Imho marksistlikus ainekäsitluses oli tõepoolest mõiste rahvuslik kapital (mingist omamaisest rahvusest omanike tähistamiseks).
Eestis asuvad ettevõtted aga on nii või teisiti omanikud leidnud.
Imho marksistlikus ainekäsitluses oli tõepoolest mõiste rahvuslik kapital (mingist omamaisest rahvusest omanike tähistamiseks).