April 9, 2013
With investors hungry for returns, some of Europe
s top companies hold the deepest value and will need
to break-up in order to generate major shareholder wealth. We
ve now analyzed and captured which stocks will
claims UK based, leading global special situations and spinoff research advisor,
The Spinoff Report (TSR)®
Take the S&P 500, after losing a third of its current valuation, the US
s most benchmarked index of top 500 firms is now back up +5% vs.
its value in
Now consider Europe, e.g.
.; the Top 50 stock index (STOXX 50) is still down -40% over the last 5 years
Dec 3, 2007
Mar 28, 2013
highlights there is potentially significant hidden value to be tapped in renowned asset rich stocks.
Vivendi (VIV FP)
down -47% over the above 5 year period; $62bn
Telefonica SA (TEF SQ)
RWE (RWE GY)
Deutsche Telekom AG ( DTE GY)
Carrefour SA (CA FP)
France Telecom SA (FTE FP)
Total SA (FP FP)
Vinci SA (DG FP)
-36%; to name a few.
Investors will be looking to replicate and capture the profit recovery from European stocks like:
Volkswagen AG (VOW3 GY)
Anheuser-Busch InBev NV (ABI BB)
SAP AG (SAP GY)
LVMH Moet Hennessy Louis Vuitton SA
(MC FP) +63%.
You can click here to see
TSR's latest recommendations
TSR has a unique history of finding which companies will (and potentially could) break-up / Spinoff their dual or multi-division businesses to generate greater shareholder returns.