Cautious outlooks keeps companies cheap

update week 31 2024

Every week (except during holidays and when there is no news), I report on the stocks from our selection. Especially during periods when companies publish their figures, it can be quite extensive. I focus on the most important matters so that you can quickly stay up-to-date with developments at our companies.

This week:

• Semapa: Strong figures, cautious outlook

• In summary: Cake Box, Somero Enterprises, Wickes

• Transactions Doubler portfolio