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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (50880)	2/14/2013 10:43:50 AM
From: E_K_S	Read Replies (1) of 78774

Re: LNEGY - Actual Financial Tables from their Web Site Because this is sold as an ADR, none of the Brokerage companies provide detailed financials and show no statistics. My take away is the Engineering division appears undervalued. That division in 2010 represented 18% of total sales. The Gases division is showing over 10% growth while maintaining over 27% margins. At the current price you get the entire package for a Forward PE just under 19. EKS This is their 2010-2011 summary: The Linde Group Sales growth: 7.1% This is the update report covering (January - September) 2011 vs 2012 GASES Division Notice: Nice margin in Gasses Revenue Growth 2011 vs 2012 - Gases Division: 10.68% This is the update report covering (January - September) 2011 vs 2012 ENGINEERING Division Notice: Order intake growth - +25% Revenue Growth 2011 vs 2012 - Engineering Division: - 2.03% (Order intake growing so Future Revenues should grow)

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