There are multiple objectives here, since both the basic criteria of analysis and valuation are to be structured and a subjective appraisal made of the quality of the directors and their strategy.
MONTSEGUR OPPORTUNITES:
- Company fundamentals (40/100): Past and future growth of turnover, operating result and net results, net indebtedness, own capital efficiency.
- Valuation levels (40/100): Enterprise value/turnover related to the security’s sector and book and revalued Price/Net assets.
- Qualitative grade (20/100): Management, strategy and barriers to entry.
MONTSEGUR PERSPECTIVES:
- Company fundamentals (40/100): Past and future growth of turnover, operating result and net results, net indebtedness, own capital efficiency.
- Valuation levels (40/100): Absolute PE in relation to 10-year historic levels (1995/2005) of the security, Enterprise Value/Operating result, PER / profit growth.
- Qualitative grade (20/100): Management, strategy and barriers to entry.
MONTSEGUR RENDEMENT / TRESORERIE +:
- Company fundamentals (40/100): Past and future growth of turnover, operating result and net results, net indebtedness, own capital efficiency.
- Valuation levels (40/100): Net yield, enterprise value/turnover and price/cash flow.
- Qualitative grade (20/100): Management, strategy and barriers to entry.