En Link World Network S.L. utilizamos cookies de Google Analytics para realizar un análisis del tráfico web que recibimos y para analizar el comportamiento de los visitantes de nuestra web. También utilizamos cookies de Google Adsense para la gestión de espacios publicitarios. Si sigues navegando por nuestra web entenderemos que aceptas el uso de estas cookies. Más información sobre las cookies que utilizamos: Política de Cookies.

Regresar   InverForo > Zona Inversión > Bolsa

Info

  Una joya de la bolsa Australiana, BLACKMORES  
 
 
Herramientas
  #31  
No Leído 16-dic-2015, 16:01
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Ya está en 200 aud, esto marcha fenomenal!


  #32  
No Leído 16-dic-2015, 16:41
JoseDarriba JoseDarriba está desconectado
Miembro
 
Fecha de Ingreso: oct-2015
Mensajes: 1.651
Pués si, la vi a 180AUD y no entré, esperando esperando se ha plantado en 200...ahora ya me espero porque ha de recortar si o si
  #33  
No Leído 16-dic-2015, 17:00
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Bueno, no sé que decirte, esta corrige poco desde sus resultados. Está muy fuerte y si ahora hay rally de navidad (es australiana, nada que ver con el Ibex) la puedes ver en 220-230 en pocas semanas.
  #34  
No Leído 17-dic-2015, 18:06
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Blackmores Limited (ASX: BKL) saw its share price close at $200.72, up 0.7% today, the first time the shares have closed above the $200 mark.
The share price also hit an all-time high of $204 in intraday trading today.
As you can see from the price chart below, shares in the vitamins and supplements supplier have soared in recent times, up more than 500% in the past year, and 1,266% over the past decade. Since 1988, the share price is up a whopping 19,575% according to Yahoo Finance (not including dividends).
Source: Yahoo Finance


Demand for the company’s products has soared, particularly from China, with reports that much of the product sold in Australian retail stores ends up shipped to China. Sales have been rocketing along, up a stonking 65% in the three months to end of September 2015 to $162.2 million, while net profit jumped 161% to $22.6 million compared to the previous corresponding quarter. In the last financial year, net profit soared 83% to $46.6 million compared to the previous year.
Blackmores says sales through Australian retailers were up 76%, driven by sales to Chinese tourists and entrepreneurs.
There’s now a whole new cohort of people buying products in Australian stores and selling them at greatly marked up prices in China and on Chinese auction sites.
Asian sales now represent 50% of Group sales, but sales excluding China were also up 18%, suggesting demand for the company’s products in Asia is strong.
The company also announced a partnership with Bega Cheese Ltd (ASX: BGA) to develop and manufacture a range of nutritional foods including high-quality infant formula. Bega’s subsidiary Tatura also manufactures baby formula for Bellamy’s Limited (ASX: BAL).
Blackmores’ shares are currently trading on a trailing P/E of 74x earnings, but that’s not that meaningful for a company generating the sort of growth it has recently reported.
Analysts are forecasting the company to generate earnings per share of around $4.70 in the 2016 financial year for a P/E ratio of 42.7x. Again, that might not be meaningful if Blackmores can continue generating such explosive growth. 2 years of such growth equates to a P/E ratio of just 24.4x, showing how quickly it can fall if earnings continue growing so fast. key to that will be if the company can get a high-quality baby formula product to market quickly.
Foolish takeaway
It might be tempting to buy into Blackmores now, but investors need to be aware that such strong growth will inevitably invite competitors into the sector, which could harm Blackmores’ sales and margins (like Blackmores attracted by growth in Bellamy’s baby food sales). Good luck to those investors that have held on for a few years, I for one wouldn’t be selling out just yet.
Why These 3 Blue Chip Shares Look Set to Soar in 2016
Discover The Motley Fool's top 3 blue chips for 2016. These 3 "new breed" shares pay fully franked dividends AND offer the very real prospect of significant capital appreciation. Simply click here to gain access to this comprehensive FREE investment report
  #35  
No Leído 17-dic-2015, 19:10
JoseDarriba JoseDarriba está desconectado
Miembro
 
Fecha de Ingreso: oct-2015
Mensajes: 1.651
Madre de Dios, en cuanto se desinchen un poco ahí que disparo en Blackmores y Bellamy's
  #36  
No Leído 18-dic-2015, 14:08
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Se anota otra subida del 1,9% y ha llegado a tocar los 207 AUD.
  #37  
No Leído 18-dic-2015, 16:33
JoseDarriba JoseDarriba está desconectado
Miembro
 
Fecha de Ingreso: oct-2015
Mensajes: 1.651
Es una bestia, espero correción la semana que viene.
  #38  
No Leído 19-dic-2015, 16:27
helguera helguera está desconectado
Usuario
 
Fecha de Ingreso: ene-2012
Mensajes: 7
Lo malo de invertir en mercados con distinta divisa es que hay un doble riesgo: el de la evolución de la empresa, y el de la evolución de la divisa.

Gracias por tus aportaciones!
  #39  
No Leído 20-dic-2015, 19:41
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Hay que valorar el momento de venta por si le ganas en la divisa. Estas empresas tan fuertes suelen compensar aunque te perjudicara el cambio de divisas, pues yo entré en el valor hace un mes y ya acumulo un 20% de revalorización, la empresa publicó resultados hace algo más de un mes y fueron espectaculares, pienso que hasta Febrero mínimamente debe de ir subiendo.
  #40  
No Leído 20-dic-2015, 19:56
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Si observamos el grafico de cotización euro aud de los últimos 3 años
http://es.investing.com/currencies/gr%C3%A1fico-eur-aud
Observamos que desde 2014 ha estado prácticamente entre 1,4-1,65. Actualmente 1,51, si ahora parece que va a ir cayendo, favorecería un cambio a euros y se le podría ganar por divisa. Si subiera, mejor esperar algo, pero no debería de subir mucho más, todo parece que está bajista en los últimos meses y eso sería positivo para los que invertimos en euros.
  #41  
No Leído 21-dic-2015, 11:07
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Pues otro +5% y ha llegado a tocar los 220 aud. Sigue con fuerza al alza
  #42  
No Leído 21-dic-2015, 11:07
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
+5% y se situa en 216 aud
  #43  
No Leído 21-dic-2015, 12:22
JoseDarriba JoseDarriba está desconectado
Miembro
 
Fecha de Ingreso: oct-2015
Mensajes: 1.651
Es una locura, ayer quise entrar, la vi bajar un 2% y en cuestión de minutos estaba un 7% por arriba, a ver si se desincha hoy, esperando, esperando esto no para de trepar....con Bellamy's de la mano que ha subió más que Blackmores
  #44  
No Leído 21-dic-2015, 12:35
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Puedes entrar y poner un stop loss un 10% aprox. abajo, es que creo que las correcciones son mínimas desde que publicaron resultados hace un mes. Yo acumulo un 25% de rentabilidad en un mes aprox. impresionante. Suele corregir un porcentaje pequeño y esto tiene pinta de seguir escalando hasta Febrero que no publiquen nuevos resultados, lo mismo sale otro pedido gigante para CHina y la vemos en 300 aud.
Bakkafrost ya ha roto los 252, hay que tener paciencia, por eso te dije que es pronto para vender. Hay valores que se toma su descanso pero siguen alcistas.
Pandora también muy bien, la plata no para de bajar y la empresa de expandirse, es un valor que tiene potencial para 2016.
Drone Volt, paciencia, en Febrero lo veremos, no van a defraudar al medio plazo.
un saludo
  #45  
No Leído 22-dic-2015, 01:46
GUTI_19 GUTI_19 está desconectado
Miembro
 
Fecha de Ingreso: jul-2011
Lugar: Madrid
Mensajes: 232
Ing permíte ese valor ¿?, y renta 4?
  #46  
No Leído 22-dic-2015, 11:30
JoseDarriba JoseDarriba está desconectado
Miembro
 
Fecha de Ingreso: oct-2015
Mensajes: 1.651
No lo se, estoy en De Giro, ayer entré en Bellamy's sevilla2014, Blackmores está corrigiendo en cuanto se alce me meto.
  #47  
No Leído 22-dic-2015, 22:05
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Ok, el 2016 promete. En cuanto me quite dos o tres chicharros que me quedan de arrastre, a formar la supercartera. También me sacaré una cuenta de Giro y tengo en una agenda empresas buenísimas que iremos colocando.
Vigilala, pero seguirá fuerte durante el trimestre, eso parece al igual que Blackmores. Ya iremos buscando otras
un saludo
  #48  
No Leído 23-dic-2015, 18:25
JoseDarriba JoseDarriba está desconectado
Miembro
 
Fecha de Ingreso: oct-2015
Mensajes: 1.651
Estoy dentro ya, tengo en mi cartera a las 4 Marías que me brindó Sevilla, gracias de corazón por estos valores, felices fiestas y feliz 2016. Vamos hablando por aquí, un saludo crack.
  #49  
No Leído 24-dic-2015, 15:16
JoseDarriba JoseDarriba está desconectado
Miembro
 
Fecha de Ingreso: oct-2015
Mensajes: 1.651
Por cierto, este valor alemán no está nada mal, https://es.finance.yahoo.com/q/ta?s=...q=l&p=&a=ss&c=
  #50  
No Leído 06-ene-2016, 16:25
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Nuevo máximo histórico para Blackmores. Esa alemana que expones tiene buena pinta.
  #51  
No Leído 06-ene-2016, 17:22
JoseDarriba JoseDarriba está desconectado
Miembro
 
Fecha de Ingreso: oct-2015
Mensajes: 1.651
Si no está mal, estoy en Blackmores, abrí posición en 213AUD, también estoy en Bellamy's aunque esta es un poco potro loco, a ver este 2016 los analistas lo pintan rojísimo.
  #52  
No Leído 06-ene-2016, 17:36
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Tenemos que batir al mercado aunque fuese bajista centrándonos en acciones alcistas, ya sabes que es posible. Estas que citamos son muy alcista en momentos malos.
  #53  
No Leído 06-ene-2016, 20:10
JoseDarriba JoseDarriba está desconectado
Miembro
 
Fecha de Ingreso: oct-2015
Mensajes: 1.651
La verdad que por lo menos parecen buen refugio.
  #54  
No Leído 10-ene-2016, 18:03
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Blackmores looks to bottle $1bn in sales

  • Sarah-Jane Tasker
  • The Australian
  • January 4, 2016 12:00AM
  • Save
  • Print
  • Sarah-Jane Tasker



    Reporter
    Sydney
    Sarah-Jane Tasker has been a journalist for nearly 20 years, having started her career on The Sunday Times in Perth. Her previous roles include deputy editor of the Kalgoorlie Miner in regional Western Australia and deputy editor of a financial magazine in London. She has been a senior resources writer at The Australian for more than six years.

    https://plus.google.com/109975179297660562731



Christine Holgate in Blackmores’ new flagship store in Bondi Junction, in Sydney’s east. Picture: Toby Zerna


Christine Holgate in Blackmores’ new flagship store in Bondi Junction, in Sydney’s east. Picture: Toby Zerna







A vitamins boom driven by ­unprecedented Asian demand took Australian company Blackmores on a wild share price ride in 2015 — it skyrocketed almost 500 per cent to soar past $200 — setting an aggressive pace for 2016.

Looking to potential growth this year and beyond, Blackmores chief executive Christine Holgate says it is important that the ­company keeps its feet on the ground and focuses on its strategic priorities.
“We believe there’s a lot of growth opportunity in what we are doing today,” she says.
“It’s an exciting time. We hope we’ve built deeper foundations for the company this year, but our ambition is to be a $1 billion turnover (company). Whether we get that this year or the year after, I’m not sure yet, but we’re committed to working hard to continue to grow the ­company.”
It’s a lofty ambition but one that is not out of reach for the company based in Warriewood, north of Sydney.
Last financial year Blackmores notched up sales of $471 million, an increase of 36 per cent on the previous year.
It was not just the share price that signalled a big 2015 for the company — it clocked 30 years as a public ­company, sailed into the ASX 200 and chairman Marcus Blackmore, whose father founded the company, celebrated his 70th birthday.
“2015 was an incredible year. We started the year with a $30 share price and we are ending it over $200,” Holgate says.
“Putting that to one side, ­because you can’t control whe­ther the price goes up or down, I look at the business and at Christmas 2014 we had a record quarter and a record month … and then we had a record quarter three and record quarter four.
“It was a fantastic end to the ­financial year.
“Then we had a record quarter one and so it has continued and as a CEO, it’s always great when your business is performing well, but what is particularly great is every part of our business is growing. Our Australian business had strong growth, clearly boosted by China, but even without China it had double-digit growth.”
The company, the best 2015 performer on the S&P/ASX 200, is clearly enjoying significant growth on the back of Chinese consumers’ growing appetite for Australian-produced vitamins. More than a third of its sales are now in China and more than 50 per cent of sales are in Asia.
Holgate says sales recorded for quarter one in 2015 for products going to Chinese consumers — a combination of Chinese entrepreneurs or tourists buying from Australia and China in-market ­direct sales — was about $55 million of the company’s $162m total.
“If we compare that back to a year ago, we would estimate that to be just a couple of million dollars. From a top-line perspective, clearly it (China) has made a significant contribution,” she says.
Holgate adds that no one really knows how big the China ­opportunity will be, but she is not concerned that it is fuelling a “vitamin bubble”.
She recently took shareholders to China, saying it was clear many people were trying to get their heads around how big the opportunity there is.
It is estimated the vitamins market is worth about $US20bn ($27bn) in China and the medicinal food market, which overlaps the vitamin market, is ­estimated at another $US20bn — that is a $US40bn marketplace.
“When you look at Australia, our market is worth, at a retail level, about $3bn,” Holgate says.
“We are a fraction of what the ­opportunity is over there and they are growing each year by more than the whole of our market is worth. I often say to people, don’t just look at how much the growth is here in Australia because that growth is being influenced by the growth in tourists and the ­demand coming from shoppers from outside Australia coming here and buying presents. My personal view is we have proved the demand for our brand and the industry. There is a significant opportunity for Australian health and food products in Asia,” Holgate adds.
Blackmores has had a presence in China for more than three years and has been planning its expansion into the market for some time.
Holgate says the company created its own legal infrastructure in China and has a local team on the ground.
The growth in China has benefited and changed the business in different ways.
“The influence of China is bigger than just the sales number and volume. It has had a bigger impact inside the company as well as helping create a natural hedge inside the business.
“Many of our raw materials are brought in from overseas, so the more diverse currency pools we can build outside of Australia, the better chance we have of protecting ourselves from the falling Australian dollar.”
Holgate is confident the focus on “healthier” lifestyles is not going to disappear, saying it is very much a “consumer push” driving the demand.
She says the big consumer movement has been caused by different elements, including what she sees as Australia becoming increasingly “Asian” as a country.
She says that refers not just to Asian people coming here but in the attitudes of the population.
“In many Asian countries, most people would take a natural health solution as their preferred method.”
She adds that as Australia has an ageing population — by the year 2030 about 25 per cent of Australians will be over 65 and it will be the biggest demographic group — people want to be active and look after themselves. “Helping live a longer, stronger, healthier life is a good trend for our industry,” Holgate says. “It’s definitely a consumer push.”
Holgate had another reason to celebrate over the weekend, when she married her partner Michael Harding in the English coastal town of Aldeburgh.
Aldeburgh’s parish church which was specially decorated for the occasion - it’s understood around $28,300 was spent on the flowers alone
  #55  
No Leído 12-ene-2016, 16:00
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Tercer dia de corrección influenciada por bajadas en China, espero que empieze de nuevo tirón al alza.
  #56  
No Leído 12-ene-2016, 16:47
JoseDarriba JoseDarriba está desconectado
Miembro
 
Fecha de Ingreso: oct-2015
Mensajes: 1.651
Pedazo de recortada lleva desde la semana pasada, por lo que sea la quieren bajar de 200 antes del Q4
  #57  
No Leído 12-ene-2016, 16:57
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
No es eso según mi punto de vista. Ha sido corrección ASX influenciado por China, Australia también lo ha notado. Creo que la volveremos a ver por encima de 220 en breve.
Pandora y Bakkafrost están que se salen y con proyección. Ya sabes donde también puedes poner algo.
  #58  
No Leído 12-ene-2016, 17:17
Iron1976 Iron1976 está desconectado
Miembro
 
Fecha de Ingreso: ago-2015
Mensajes: 493
Hola buenas tardes,

Gracias por compartirlo.

Un saludo...
  #59  
No Leído 12-ene-2016, 18:37
sevilla2014 sevilla2014 está desconectado
Miembro
 
Fecha de Ingreso: dic-2013
Mensajes: 3.914
Blackmores lists new infant formula on Australian and Chinese websites

Date January 13, 2016 - 12:00AM
  • 18 reading now
  • (29)
  • Read later
Jared Lynch




Blackmores' three ranges of infant formula: Newborn, Follow-on and Toddler. Photo: Supplied

A prominent investment bank is tipping Blackmores shares to surge to $225 before the end of 2016 after the company unveiled its much-anticipated brand of infant formula.
The vitamins maker made its three infant formula products – newborn, follow-on and toddler – available for pre-order on its website and a Chinese online retailer owned by e-commerce giant Alibaba on Tuesday.
Blackmores is producing the product in a partnership with Bega Cheese, which manufactures Bellamy's infant formula under contract at its plant at Tatura in Victoria's Goulburn Valley region.
Blackmores CEO Christine Holgate and chairman Marcus Blackmore. Photo: Peter Braig

JP Morgan expects Blackmores shares, which surged 481.8 per cent in the past 12 months, to rise from about $202 to $225 before the end of 2016.
Advertisement
The investment bank's analysts said Blackmores' presence in China, which has been bolstered by securing tennis star Li Na as a brand ambassador, should help the company gain market share.
Blackmores' shares have lost some steam this month after hitting a high of $220.90 on January 4.
JP Morgan analysts said although the market opportunity remained "immense" for Australian infant formula makers, entering the category increased the risk profile for the entire Blackmores group.
"Blackmores is lending its brand to a new category and a product that is manufactured by a third party. While Blackmores' vitamins and supplements are currently manufactured by a handful of third parties, these are based on arrangements that have been in place for a number of years and in some cases decades," JP Morgan wrote in a note to investors.
Some popular infant formula brands have struggled to keep their products on Australian supermarket shelves as more and more tins of the product are being bought from local retailers and onsold to Chinese parents via the grey market.
Blackmores' pricing is similar to other premium infant formula makers, starting at $25.99 for a 900 gram container of toddler formula and rising to $29.99 for its newborn product.
The tins include Bega's Tatura logo and a small picture of a kangaroo, indicating its Australian origins.
"We expect the company to launch and market infant formula as a product formulated and manufactured by an Australian company using only premium Australian ingredients," JP Morgan analysts said.
"In our view, this could be a meaningful differentiating factor from most of the major infant formula products currently available on the shelf in Australia."
Blackmores hasn't listed a date when the product will become available ahead of its official launch on January 16.
The company has posted a message on its website, urging parents to consider breastfeeding their babies if possible. This is what the World Health Organisation also encourages.
"Blackmores supports breastfeeding as the best nutrition for babies. Frequent breastfeeding will provide nipple stimulation and help to increase a mother's milk supply to meet the needs of her growing baby, so it may be difficult to return to full breastfeeding if parents decide to partially formula feed a breastfed baby."
Blackmores unveiled its partnership with Bega Cheese in October last year, sending its share price above $200 for the first time



Read more: http://www.smh.com.au/business/black...#ixzz3x35JnBn8
Follow us: @smh on Twitter | sydneymorningherald on Facebook
  #60  
No Leído 13-ene-2016, 10:11
JoseDarriba JoseDarriba está desconectado
Miembro
 
Fecha de Ingreso: oct-2015
Mensajes: 1.651
Nueva linea de productos infantiles bien, más oferta. Cerró ayer por debajo de 200AUD deberíamos estar en suelo.

 

Regresar   Inicio | InverForo > Zona Inversión > Bolsa



Herramientas



Info Legal · Privacidad · Cookies · Normas de Uso · Publicidad · Ayuda · Contacto [ VERSIÓN MÓVIL ]
  LWNET © vBulletin Solutions, Inc