Aandeel TomTom AEX:TOM2.NL, NL0013332471

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nadal66 schreef op 9 oktober 2013 17:49:

koi bedankt

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koi schreef op 9 oktober 2013 17:42:

Totale netto shortpositie op 9 oktober 2013: 5,46%
dus geen afbouw

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koi schreef op 9 oktober 2013 17:42:

Totale netto shortpositie op 9 oktober 2013: 5,46%
dus geen afbouw

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JanK1 schreef op 8 oktober 2013 21:35:

[...]

Korte, maar normale opening. Dank

Alle futs staan wereldwijd alweer op rood en de AEX op -0,4% voor wat het waard is uiteraard

Als het in de USA tot een oplossing komt kunnen we denk ik een mooie beurstijd verwachten. We moeten vooral vooruit kijken en TT heeft zelfstandig voldoende potentie

Laten we zeker dit mooie bedrijf niet verkwanselen en zoals gisteren een domme opmerking werd gemaakt over afsplitsen van BS.

Veiligheidshalve heb ik nu nog maar 50% in aandelen en de rest cash. Ik wacht eventuele dalingen af om bij te kopen al hoop ik dat die dalingen niet te groot worden

Ik blijf ook in KPN want het dalingsrisico is daar ,gezien de omstandigheden , laag

quote:

pwijsneus schreef op 9 oktober 2013 19:03:

$26.8 billion Market for Commercial Fleet Telematics by 2018, Forecasts ABI Research

* Reuters is not responsible for the content in this press release.

Wed Oct 9, 2013 11:22am EDT

ABI Research forecasts that revenues in the commercial fleet telematics market will increase from $7.25 billion in 2012 to reach a total of $26.8 billion in 2018, with North America closely followed by the Asia-Pacific region as the largest markets and Western Europe in third position.

Commercial fleet telematics continues to be a hot vertical market in the M2M arena with a lot of M&A activities during the past two to three years, and private equity playing an increasingly pivotal role in consolidating the sector.

Vector Capital recently sold Teletrac (formerly TrafficMaster) to Danaher Corp. for an undisclosed sum. Vector acquired Teletrac in August 2010 and claims to have “transformed the business” in around three years. Danaher Corp is already active in the commercial fleet telematics market and owns Navman Wireless. This transaction is hot on the heels of another deal in which Qualcomm sold Omnitracs to Vista Equity for $800 million in cash. “It will be interesting to see Vista Equity’s strategic road-map for Omnitracs and how this will impact other players during the next few years,” comments Gareth Owen, principal analyst at ABI Research.

Another private equity group, Francisco Partners is behind the creation of UK-based Masternaut which is now one of the largest commercial telematics service providers in Europe. It also owns US-based tracking company Nextel.

The telematics services providers themselves are also in acquisition mode. In August 2013, TomTom acquired Barcelona-based Coordina, a key player in the Spanish telematics market, which will boost its active installed base of subscribers to more than 300,000 vehicles. Even wireless carriers such as Verizon and Orange are getting involved with many having already introduced fleet management solutions.

“The commercial telematics industry has long been a very fragmented market but there are now firm signs that this is changing and we expect to see several players breaking the 500,000 subscriber unit barrier over the next few months and years,” adds Owen.

ABI Research’s Commercial Telematics Market Data is part of its Commercial Vehicle Telematics Research Service (https://www.abiresearch.com/research/service/commercial-vehicle-telematics/) which provides detailed quantitative and qualitative data on developments in the commercial telematics industry around the world, including installed base, shipments, subscription and hardware revenues of commercial vehicle telematics on a global and regional basis.

ABI Research provides in-depth analysis and quantitative forecasting of trends in global connectivity and other emerging technologies. From offices in North America, Europe and Asia, ABI Research’s worldwide team of experts advises thousands of decision makers through 70+ research and advisory services. Est. 1990. For more information visit www.abiresearch.com, or call +1.516.624.2500.

ABI Research
Christine Gallen, +44.203.326.0142
pr@abiresearch.com

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*Justin* schreef op 9 oktober 2013 20:00:

@pwijsneus

TomTom heeft als doel om de genoemde marktgroei te overstijgen. Gezien het feit dat die markt EN groeit EN consolideert (kleintjes worden overgenomen) en de sterke producten, omvang en merkbekendheid van TomTom is dat ook logisch.

"Business Solutions operates an underpenetrated market. With its legacy-free, state of art, online fleet management platform, its aim is to continue to significantly outperform the growth of the market as a whole, helped by alliances in some of its newer markets."

Harold Goddijn
Chief Executive Officer, TomTom NV

[...]

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aandeeltje! schreef op 9 oktober 2013 19:23:

[...]

Je kunt alleen maar omhoog gaan als je af en toe ook omlaag gaat, anders zit alles al snel in de hemel....