Sunday, October 25, 2020

Week in Review 43/20


Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.


Received Dividends:



October 19, 2020


  • € 15.72 – Nutrien Ltd
  • € 15.92 – Vereit Inc.
  • € 16.95 – Main Street Capital Corporation
  • € 6.75 – Inter Pipeline Ltd



October 21, 2020


  • € 42.96 – Cisco Systems Inc.



Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.



Portfolio Holdings News:



October 19, 2020





October 20, 2020


  • Tele2 AB (TEL2) Interim Report Third Quarter 2020; TEL2 reports end-user service revenue of SEK 4.9 billion declined by 2% compared to Q3 2019, revenue of SEK 6.6 billion, a decline by 3% compared to Q3 2019, net profit from total operations of SEK 1.2 billion (SEK 1.76 per share) improved by SEK 0.2 billion compared to Q3 2019. Reports equity free cash flow from continuing operations of SEK 1.7 billion, flat compared to Q3 2019. Over the last twelve months, SEK 5.3 billion or roughly SEK 7.70 per share have been generated.




October 21, 2020


  • Telia Company (TELIA) interim report January-September 2020; TELIA reports net sales rose 2.0 percent to SEK 21,530 million (21,101), service revenues grew 2.2 percent to SEK 18,733 million (18,338), operational free cash flow fell to SEK 3,732 million (4,743) and cash flow from operating activities fell to SEK 7,392 million (8,471). The Board of Directors of TELIA has decided to propose an additional dividend of SEK 0.65 per share, subject to the approval by an Extraordinary General Meeting.


  • Orion Corporation (ORION) Interim Report 1-9/2020; ORION reports net sales totaled EUR 823 million (EUR 776), operating profit was EUR 246 (198) million, basic earnings per share were EUR 1.38 (1.10), Outlook for 2020 was updated after the review period on 19 October 2020. Orion estimates that in 2020 net sales will be at a similar level as in 2019 or slightly higher than in 2019 (net sales in 2019 were EUR 1,051 million). Operating profit is estimated to be higher or clearly higher than in 2019 (in 2019 operating profit was EUR 253 million).



October 22, 2020


  • Neste Corporation (NESTE) Interim Report for January–September 2020; NESTE reports comparable operating profit totaled EUR 1,036 million (EUR 1,181 million), comparable earnings per share: EUR 1.16 (EUR 1.12). In third quarter NESTE’s Renewable Products comparable sales margin, including BTC, was USD 744/ton (USD 722/ton). The Board of Directors has decided upon the payment of a second installment of the dividend, EUR 0.56 per share payable 2 November 2020.


  • Unilever (UNA) reports third quarter results; UNA reports underlying sales growth of 4.4%, with 3.9% volume and 0.5% price, emerging markets underlying sales growth 5.3% and developed markets 3.1%, turnover decreased 2.4%, with a negative impact from currency of 7.7%, quarterly shareholder dividend maintained at €0.4104 per share.








  • Pinnacle West Capital Corporation’s (PNW) Increases Quarterly Dividend; PNW board of directors increased the Company’s dividend by 6.1 percent, or 19 cents per common share annually. This action will result in an indicated annual dividend of $3.32 per share – or $0.83 per share quarterly. The declared quarterly dividend is payable Dec. 1, 2020, to shareholders of record at the close of business Nov. 2, 2020.



October 23, 2020


  • Bonava AB (BONAVA) Interim report January–September 2020; BONAVA reports net sales were SEK 9,444 M (8,975), operating profit totaled SEK 211 M (509), profit for the period after tax amounted to SEK 92 M (247), cash flow before financing was SEK 1,744 M (-1,107), EPS was SEK 0.86 (2.29), sales value of housing units sold in the period amounted to SEK 10,634 M (9,141)





Articles that caught my attention:





Thanks for stopping by, have a nice next week!


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