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AIR PRODUCT & CHEMICALS (APD)

Aktuell mein persönlicher Favorit ... da paßt mMn viel:

36 Jahre Dividendenerhöhungen, aktuelle Dividendenrendite bei ca. 2,8% (ca. 13% über 5-Jahresdurchschnitt), nächste zu erwartende Deklaration einer Erhöhung Ende Januar, FCF payout ratio beständig im Bereich 40%

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Spannend finde ich das Thema Gasifizierung - APD investiert heftig und gerade die Diskussion hin und her Klimawandel macht es massiv interessant, da zB aus "schmutzigen" Ausgangsstoffen wie Kohle sauberere Endprodukte (Syngas) entstehen. 

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und der chart dazu:

und für die mit einem längeren Anlagehorizont    (last 10y)

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aber Obacht .... in Krise kein defensiver Titel (date range last 13y)

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Die soeben verkündete Dividendenerhöhung von AirProducts reicht nun doch nicht für fahri, da immer noch <3% ! 

Tatsächlich hätte ich auch mit etwas mehr gerechnet, aber parallel der letzten Zahlen von SWK, TXN scheint 2019 die guidance abzusinken?!

Air Products and Chemicals (NYSE:APD) declares $1.16/share quarterly dividend, 5.5% increase from prior dividend of $1.10.

Forward yield 2.97%

Payable May 13; for shareholders of record April 1; ex-div March 29.

Air Products Reports Strong Fiscal 2019 First Quarter Results

Q1 FY19 (all from continuing operations; comparisons versus prior year):

GAAP EPS of $1.57, up 124 percent; GAAP net income of $348 million
Adjusted EPS of $1.86*, up four percent; adjusted EPS up nine percent excluding the impact of a plant sale in the prior-year quarter
Adjusted EBITDA margin of 35.7 percent*, up 250 basis points

...

https://finance.yahoo.com/news/air-produ...00602.html

For the period ended Dec. 31, the Allentown, Pa. gas and chemical provider said profit was $347.5 million, or $1.57 a share, compared with $154.6 million, or 70 cents a share, a year earlier. Analysts polled by Refinitiv were expecting the company to earn $1.88 a share.

On an adjusted basis, the company made $1.86 a share. Analysts expected $1.87 a share.

https://www.marketwatch.com/story/air-pr...2019-01-25

Ein ganz interessanter Artikel über die Bewertung von APD von Jason Fieber

https://dailytradealert.com/2019/02/10/u...-week-196/

Air Products & Chemicals übernimmt nun komplett ACP Europa SA.

Die machen genau die richtigen Schritte, erweitern sehr sinnvoll ihr Geschäft und die Dividendenerhöhungen bleiben seit >30y >5% trotzdem!! Einer meiner fundamentalen Überzeugungen, denen ich auch 40% abwärts folgen und nachkaufen würde. GREAT BUSINESS!

"Air Products (NYSE: APD) today announced it has completed the acquisition of ACP Europe SA (ACP), the largest independent carbon dioxide (CO₂) business in Continental Europe. All required customary closing conditions and regulatory approvals have been satisfied. Financial terms of the transaction are not being disclosed. 


Concluding this deal enables the company to better serve existing customers and pursue new industrial gas growth opportunities. Customers will now benefit from an expanded liquid CO₂ supply position across additional European geographies and greater density throughout Continental Europe.  

“This is a good, logical deal. The ACP CO2 business complements our own and provides a solid platform to deliver customer value and pursue further European industrial gas growth,” commented Ivo Bols, Air Products’ Industrial Gases President in Europe and Africa. “I have no doubt that our customers will benefit from a stronger portfolio as well as the collective and complementary expertise of our combined team.” 

http://www.airproducts.com/Company/news-...f-acp.aspx

Was macht ACP EUROPA SA? Erstaunlich viel!

https://www.acpco2.com/en

Air Products (APD) Q2 Earnings Beat Estimates, Sales Miss

Air Products and Chemicals Inc. APD is a world-leading industrial gases company serving manufacturing markets including refining and petrochemical, metals, electronics, and food and beverage.

Earnings

Air Products’ adjusted earnings were $1.92 per share for second-quarter fiscal 2019. The figure surpassed the Zacks Consensus Estimate of $1.88.

Revenues

Air Products posted second-quarter revenues of $2,187.7 million, up 1.5% year over year. It missed the Zacks Consensus Estimate of $2,199.4 million.

....

https://finance.yahoo.com/news/air-produ...12348.html

Air Products and Chemicals (APD) Surpasses Q1 Earnings and Revenue Estimates

Air Products and Chemicals (APD) came out with quarterly earnings of $2.14 per share, beating the Zacks Consensus Estimate of $2.08 per share. This compares to earnings of $1.86 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of 2.88%. A quarter ago, it was expected that this seller of gases for industrial, medical and other uses would post earnings of $2.29 per share when it actually produced earnings of $2.27, delivering a surprise of -0.87%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Air Products and Chemicals, which belongs to the Zacks Chemical - Diversified industry, posted revenues of $2.25 billion for the quarter ended December 2019, surpassing the Zacks Consensus Estimate by 0.63%. This compares to year-ago revenues of $2.22 billion.


...

https://finance.yahoo.com/news/air-produ...12984.html

stand freitag sah der wert noch long aus...