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2) Rheinmetall The rating on the German company, which operates in the sectors of l & # 39; 39; auto mobile and defense, is buy with a target price of 130 euros (total return to 12 months out of 43%) After the publication of quarterly results, badysts have increased their estimate of turnover 2018, thanks to the effectiveness of new growth strategies. The dividend yield is 2.3% in 2018 and 2.6% in the next fiscal year.
3) Mersen On the French small capitalization, the target price is 46 euros, which corresponds to a total return of 42% at 12 months, with a note of purchase, thanks to positive expectations second quarter results to be announced on July 30. The coupon yield is 3.2% in 2018 and 3.8% in 2019.
4) Thyssenkrupp . Target price of 28.7 euros, 38% higher than recent prices, for the German metals company which, according to badysts, will benefit from the 50/50 joint venture with the Tata group. The dividend yield is 1.4% and 1.9% respectively
5) Imperial Brands. The target price of the giant tobacco (27 billion pounds of capitalization) is 3,200 pence, which implies a total return of 18% per annum, badysts expect an improvement in quarterly results. Coupon yield is 6.5% in 2018 and 7.2% in 2019.
For Sale:
1) Salvatore Ferragamo . Target price of 19 euros, 6.4% lower than the current price, for the Italian label, long affected by poor operational performance and a lack of visibility on the prospects of a turnaround, despite the current revival of the brand. The dividend yield is 1.8% in 2018 and 1.9% next year
2) Bourbon. On the French company specializing in oil services, the rating is sold (with a target price of € 3.45), 20% less than the current price. In fact, badysts believe that the separate list of the three divisions does not make sense. The Coupon Return is 5.3% in both 2018 and 2019.
3) Hugo Boss . Indicative price 65 euros, 14% lower than the current listing, for the German luxury company that capitalizes 5.4 billion euros. Weaknesses include weak pricing power, low profit margin (ebit) and high valuation of the stock (p / e 2018 of 21 versus the luxury sector, but 18 fashion competitors). The dividend yield is 3.4% in 2018 and 3.6% in 2019.
4) Telenor. Analysts confirmed the negative judgment with the target price of 120 kroners on Norwegian TV, lower than the current price of 170.65, as the results disappointed the market and there is no clear prospects in the short term. The coupon yield is 4.7% in 2018 and 4.9% in 2019.
5) Aryzta. Indicative price 14 Swiss francs, in line with the current quotation, for the Swiss company specializing in the food sector, which, according to badysts, is overvalued compared to competitors, in addition to having a debt higher. The coupon yield is 0.9% in 2018 and 1.1% in 2019.
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