Thomas Cook (A0MR3W) - Rebound nach Kurssturz?
Im ARD-Ratgeber Reise vom 15. Januar etwas ähnlich Negatives: "Gerade bei den großen Veranstaltern gelten diese Öko-Siegel nur für eine geringe Anzahl von Reiseangeboten und nicht für alle. Thomas Cook z.B. lässt mit dem Siegel "Travelife" lediglich einige Hotels zertifizieren. Nicht nur deshalb heißt das Urteil der Verbraucher-Initiative "nicht empfehlenswert".
Online und auch im TV war ausschließlich TC erwähnt, namentlich und mit Logo im Bild (TV). Kein anderer Veranstalter wurde hervorgehoben, weder positiv noch negativ.
Link zum Artikel: http://www.daserste.de/ratgeber/...ag_dyn~uid,twwhmgfpw566go4w~cm.asp
http://shares.telegraph.co.uk/news/article.php?id=4290434&epic=
Männers ruhig bleiben,wer Zeit hat wird hier belohnt.
Investors not keen on holidays
Tue, 2012-01-24 17:05
January is a crucial month for the Travel and Tourism sector, with up to 15% of summer holidays predicted to be booked this month. But the sector has been rocked again by Thomas Cook, which has hit another stumbling block with the lack of confidence in Carnival Cruises since the recent disaster in Italy. We drill further into the sector to highlight others subject to high or rising short interest.
Stocks covered include: Thomas Cook Group Plc (LON:TCG), TUI AG (ETR:TUI1), US Airways Group, Inc. (NYSE:LCC), JetBlue Airways Corporation (NASDAQ:JBLU), Travelzoo Inc. (NASDAQ:TZOO) and Universal Travel Group (NYSE:UTA).
Average short interest in the ICB Travel and Tourism sector, which covers more than 150 stocks globally, stands at 2.72% of the total market cap. This average jumps up to 3.6% when looking at the stocks with a market cap’ of greater than USD 1 billion.
Most shorted
With the exception of Expedia (11% of total share out on loan), which just falls outside of the top 10 most shorted stocks, the big names that dominate the travel and tour operators are amongst the most shorted companies in the sector. This includes TUI AG, Thomas Cook, Flight Centre and Universal Travel Group.
Thomas Cook Group Plc has reported further disappointing performance figures. The press has reported that bookings for January are down by a third as consumers have expressed anxiety over the company’s high profile troubles at the end of last year. This in turn has further amplified its cash flow problems. Short sellers look to be pre-empting further bad news as demand to borrow reached a new annual high of 16.5% of total shares earlier this month. This has now reduced to 15% but it will be interesting to see how the market reacts over the coming weeks. Holdings of institutional investors who lend has halved over the year to 16.4% of the market cap’.
TUI AG, which competes directly with Thomas Cook, has seen very similar changes in short interest. While the company ranks in fifth place amongst the most shorted stocks, institutional investors have taken a contrasting view and have more than doubled their holdings at 19% of the market cap’.
Online operator Travelzoo, could be used to gauge investor sentiment towards e-commerce in this industry. Short interest rose to an unprecedented high of 21% of total shares in December as the share price continued to track at annual lows. However, this has been followed by sharp short covering, reducing short interest to 16% in the last month alone. This could indicate that some investors believe that the share price has reached the bottom of the trough. That said, ownership of institutional funds who lend stands at an annual low of less than a tenth of the market cap’.
Airlines
Airlines account for four of the 10 most shorted stocks with US Airways Group topping the list with 21% of its shares out on loan. However, all of these have been subject to short covering over the past month with the exception of JetBlue Airways Corp (19%).
Despite being the most shorted stocks, most of these have healthy levels of institutional ownership of funds who lend, with JetBlue Airways (34%) and Republic Airways Holdings (30%) having seen the largest proportion of the market cap’ held by these institutions. Small cap stocks Travelzoo Inc (8%) and Universal Travel Group (7%) have seen the lowest holdings.
Stocks of interest
Carnival Corp: The Costa Concordia tragedy last week may have dented the share price but it was already trading at a 30% discount on the year. Despite this, short interest is low at 1.8% of total shares but has doubled over the year.
Marriott International Inc: Of the large cap’ hotels, Marriot International Inc is the most shorted. Short interest has increased by 50% to 4.4% of total shares, although given the upcoming dividend a proportion of this influx in demand to borrow could be due to dividend arbitrage. However, following a year of declining holdings, institutional ownership of funds who lend is tracking at annual lows of 16.9% of the market cap’.
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http://www.ariva.de/news/Thomas-Cook-Upgrade-AlphaValue-3946403
Wie kann man den ein Kursziel von 19,00 auf 18,90 setzen?! Wollen die sich selber veräppeln?!
Bin in jedem Fall gespannt auf den Ausblick in knapp zwei Wochen. Dann tut sich mit Sicherheit wieder was mit dieser Aktie.
Ich habe meine Investition für 2 - 3 Jahre geplant.
Es kamen einfach zu viele negative Ereignisse, aber wenn ich mir den Kurs von Q-Sells anschaue, wird mir schlecht. Die stehen nun wirklich vor der Pleite, mMn und pro Aktie muss man immer noch um 0,40€ zahlen.
Sollte der Kurs von TC über die 0,20€ ~ 0,17£ gehen, könnte der Kurs evtl. weiter laufen, denn damit wäre ein Trendwechsel eingeleitet.
Ich bin natürlich kein Fachmann, aber im Moment scheint TC fest in Bärenhand zu sein.
LG CP
Komisch, komisch, so wenige Verkäufe und so viele Verkäufe an der LSE ;o). Und trotzdem bewegt sich der Kurs kaum. Im Moment ist das Volumen und auch das Interesse weg, die Bullen lassen sich mMn ungern an der Nase zupfen, denn kaum geht es nach oben, wird mit geringem Volumen nach unten gedrückt, per Automatik im allerwahrscheinlichstem Fall. Kann man sehr gut mit Highspeed-Anlagen hinbekommen, z.B. kaufe, wenn ein bestimmtes Kursniveau erreicht ist, verkaufe, wenn über einem bestimmten Limit und kaufe gleich wieder weiter unten. Klassisches Shorting halt.
Total buy volume | Total buy value | % of buy trades | Total sell volume | Total sell value | % of sell trades |
---|---|---|---|---|---|
776,204 | 108,743.93 | 79.41 | 63,652 | 8,814.65 | 20.59 |
Quelle natürlich direkt die LSE: http://www.londonstockexchange.com/exchange/...=frmRow&upToRow=50
LG CP
Thomas Cook Group PLC
04 January 2012
Thomas Cook Group plc
(the "Company")
Annual Report & Accounts 2011 and Annual General Meeting
Further to the release of the Company's Preliminary Results announcement on 14 December 2011, the Company announces that it has today published its Annual Report & Accounts 2011.
In compliance with LR 9.6.1, the following documents have today been submitted to the National Storage Mechanism and will shortly be available for inspection at www.hemscott.com/nsm.do:
1. Annual Report & Accounts 2011
2. Notice of Annual General Meeting ("AGM") 2012
3. Form of Proxy
The AGM is scheduled to be held at 10.00am on Wednesday 8 February 2012 at The Lincoln Centre, 18 Lincoln's Inn Fields, London WC2A 3ED.
The Annual Report & Accounts 2011 and the Notice of AGM 2012 can also be viewed at or downloaded from the Company's corporate website at www.thomascookgroup.com.
The Company's Preliminary Results announcement of 14 December 2011 contained a management report, audited financial statements, which were prepared in accordance with the applicable accounting standards, as well as information regarding the Company's principal risks and uncertainties. The financial information set out in the Company's Preliminary Results announcement of 14 December 2011 does not constitute the Company's statutory accounts for the year ended 30 September 2011. Statutory accounts for 2011 are included in the Annual Report & Accounts 2011, which will be delivered to the registrar of companies in due course. The auditors have reported on those accounts; their reports were (i) unqualified, (ii) did not include a reference to any matters to which the auditors drew attention by way of emphasis without qualifying their report and (iii) did not contain a statement under section 498(2) or (3) of the Companies Act 2006 in respect of the accounts for 2011.
Included in this announcement is a responsibility statement from the Directors at Appendix A, as extracted from the Annual Report & Accounts 2011. This has been included for the purposes of compliance with the Disclosure and Transparency Rules. This announcement should be read in conjunction with, and is not a substitute for, reading the full Annual Report & Accounts 2011. There are no related party transactions requiring disclosure.
For further information please contact:
Investors
Derek Woodward, Group Company Secretary
+44 (0) 20 7557 6415
Press
Bronwen Griffiths-Barrasso
Finsbury
Faeth Birch
+44 (0) 1733 417268
+44 (0) 20 7251 3801
Appendix A
Statement of Directors' responsibilities
The Annual Report & Accounts 2011 contains the following statements regarding responsibility for the Annual Report, the Directors' Remuneration Report and the financial statements:
"The Directors are responsible for preparing the Annual Report, the Directors' Remuneration Report and the financial statements in accordance with applicable law and regulations. Company law requires the Directors to prepare financial statements for each financial year. Under that law, the Directors have prepared the Group and the Company financial statements in accordance with
International Financial Reporting Standards (IFRSs) as adopted by the European Union. The financial statements are required by law to give a true and fair view of the state of affairs of the Company and the Group and of the profit or loss of the Group for that period.
In preparing those financial statements, the Directors are required to:
• select suitable accounting policies and then apply them consistently;
• make judgements and accounting estimates that are reasonable and prudent; and
• state that the financial statements comply with IFRSs as adopted by the European Union.
The Directors confirm that they have complied with the above requirements in preparing the financial statements.
The Directors are responsible for keeping proper accounting records that show and explain the Company's transactions and disclose with reasonable accuracy at any time the financial position of the Company and the Group, and for ensuring that the financial statements and the Directors' Remuneration Report comply with the Companies Act 2006 and, as regards the Group financial statements, Article 4 of the IAS Regulation. They are also responsible for safeguarding the assets of the Company and the Group and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
The Directors are responsible for the maintenance and integrity of the Company's website, and legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.
By order of the Board
Derek Woodward
Group Company Secretary"
This information is provided by RNS
The company news service from the London Stock Exchange
RNS news service provided by Hemscott Group Limited.
Results and presentations
Date Month and Year Event
TBC February 2012 Interim management statement
TBC March 2012 Pre-close trading update
TBC May 2012 Half year results for six months ending 31 March 2012
TBC August 2012 Interim management statement
TBC September 2012 Pre-close trading update
TBC December 2012 Preliminary results for year ended 30 September 2012
AGM
Date Month and Year Event
6 February 2012 Last date for AGM proxy votes to be received by Registrars
6 February 2012 Voting record date
8 February 2012 AGM, London
Shares in issue: 875.0m EUR0.10 Ordinary Shares in Issue, as at Last Close.
Major Shareholders Information
Shareholder Name Amount % Holding
Marathon Asset Management LLP 59,283,472 6.78
Invesco Ltd 45,085,133 5.15
BlackRock Inc 42,946,657 4.91
AXA SA 42,030,117 4.80
Lloyds Banking Group PLC 40,869,697 4.67
Massachusetts Financial Services Company 40,726,189 4.65
Standard Life Investments 35,491,827 4.06
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Tendenz zum Abstieg....wie sehtihr das denn?
beste grüße