bourse strategies diverses

Stratégies diverses

* Tous azimuts
nord: electrolux, mobiles suédois ericsson, nokia
sud: De Beers, Rio tinto
Est: Asean, Singapore, Taiwan, Korée, Chine, Inde, Japon, corail, indocam korea, casino, carrefour, fidelity asean,
Sony, Matsushita, Toshiba, Hitachi, sumitomo, Yamanouchi, Sharp, Olympus, Ricoh, sanyo,
daiwa, mitsubishi
Ouest: ATT, IBM, SUN, AOL, Pfizer, Macdonald's,
Centre: Suisse, nestlé, addecco
Europe: Kingfisher, ING, Petrofina, Telecom italia, telefonica,

* Mobiles: ericsson, nokia, vivendi, mannesman, ftc, sony, matsushita, philips, vodafone, tim, cortal euro certificat mobile, olivetti, telecom italia, bouygues, hitachi, sun, microsoft, psion, siemens, motorola, fi système, soleri, valtech,

* webphones, wap: nokia, ericsson, motorola, microsoft, hp, sanyo, compact, psion, cegetel, vivendi, bouygues, ftc, mannesman, matsushitaPanasonic, Philips, sharp, ecmobiles, olivettiTelecomItalia, sun, fisystème, valtech, sun,

* Telecom: omnicom, avenir telecom, tfc, mannesman, att, telecomItalia, Telefonica, Bouygues, vivendi, sle, Cortal EC Mobiles, Phone system networks,

* Informatique: Cap gemini, ibm, alten, fi système, europstat, Esker, GFI, atos, altran, solving, soleri, cast, visiodent, ibm, microsoft, sun, cisco, toshiba, sle, axa, ericsson, infogrammes, titus, surcouf, sema, decan, transiciel, sopra, sylis, teamlog, unilog, infonie,ilog, cyrano, cast, steria, integra,

* Internet: aol, sun, sle, att, hitachi, matsushita, toshiba, fisystem, infonie, france telecom, vivendi, kingfisher, fnac, carrefour, cisco, equant, sle, nokia, ericsson, atos, gfi, capgemini, sema, soleri, decan, ibm, microsoft, sun, teampatners, integra, europstat, cpr, axfin, cast, yahoo, amazon.com,

* voix sur ip

* sicav indocam orient, corail

* euroCertificat: mobiles

* occasions: cap gemini/cisco

* Cycliques: accor, rio tinto, arjo, isis, petrofina, debeers, eramet, technip, capgemini, atos, gfi, ssii, transiciel, sopra, unilog, solving, steria, soleri, fisystème, europstat, esker, omnicom, avenir telecom, carrefour, banques, assurances, sony, matsushita, hitachi, sharp, adidas salomon, l'oréal, club méditérranée, coflexip, cpr, bouygues offshore, pechiney, alstom, galeries lafayettes, havas, paribas, arjo, LVMH, telefonica(Amériquelatine), bsch(amérique latine), axa, carrefour(asie, amLat), ppr, kingfisher, go sport, beneteau

* PMC: GFI, transiciel, unilog, solving, soleri, ilog, europstat, fisystème, esker, omnicom, avenir telecom, genset, ubisoft, sony, alten, ioltech

* Asie: indocam korea, nikkei, Sony, Matsushita, toshiba, hitachi, sumitomo, mitsubishi, olympus, sharp, DaiichiKangyo, Sanwa, fujiBank, Yamanouchi, nomura, nikko, ricoh, daiwa, philipsGoldstar, state street actions asie

* Racines: Axa, allianz, sumitomo, L'oréal, Daiichi kangyo, Fujibank, SanwaBank, Nomura, Nikko, santander, SLE, Vivendi, Bouyges, Generali, ABNAmro,ING

* biotechnologies, sciences de la vie: sanofisynthelabo, yamanouchi, pfizer, avantis, dupont, genset, floréane, bayer, cornéal, biodome, merk, cibageigy, roche, arkopharma, transgène, visiodent, ioltech,

* 3D: Visiodent, Havas, Ubisoft, Titus, Sony, sega, infogrammes, cryo, cyberpress, canal+, ftc,

* Larges spectres, conglomérats, zaibatsu, keiretsu: Sony, Matsushita(panasonic, jvc, technics, national, dvd,ordinateurs,ampoules, machines à laver, mobiles,bruns,blancs), King fisher(bruns, blancs, aliments, bricolage, meubles, internet), SLE, Bouygues, Vivendi, Siemens, sumitomo, mitsubishi, sharp, ricoh, daiwa, fuji, nikko, sanwa, hitachi, ppr, carrefour, mac donald's(aliments,immo), axa, allianz, generali, ing, technip, adecco, accor, abn amro, bsch,philips

* Gros généralistes de filières: Att, IBM, Microsoft, sun, aol

* Conglomérats: SLE, Bouyges, Vivendi

* Nouveaux: ATT(large bande rapide), Avantis(recherche bio tech), OlivettiTelecom italia, Technip, Mannesmann, SanofiSynthelabo, TotalFina, Havas(cendant), dupont, cast, integra(ec), steria, ibm(sanfrancisco), sidel(nouvelle bouteille), sg paribas, essilorNikon,

* conjoncturels: telecom italia, friefontein,

* transmission de données: equant, cisco, att, sle, ftc, vivendi, ibm, sun, inprise, microsoft, 3com, lucent, timewarner, ericsson, hitachi,

* transmissions rapides: att, sle

* jini: philips, sony, matsushita, sharp, toshiba, fisysteme, decan, soleri, Hitachi,sanyo, electrolux

* ec: atos, gfi, sema, soleri, decan, unilog, cap gmini, ibm, integra, fi système, euriware, microsoft, europstat, bo, cognos, hummingbird, oracle, valtech, att, aol, yahoo, sle, kingfisher, ppr, amazon.com, cisco, sun, infonie

* dwh: europstat, ibm, microsoft, bo, cognos, hummingbird, oracle, casino, carrefour, castorama, kingfisher, walmart,

* java: valtech, ibm, sun, soleri, sema, decan, euriware, gfi, ilog, inprise, oracle,

* km: decan, cap gemini, ibm

* conseil: cap gemini, altran, alten,

* technomedia: gaumont, havas, cyberpress, infogrammes, cryo, ubisoft, titus

* convergences: webphones, nokia, ericsson, cegetel, sfr, ftc, bouyges, vivendi

* formules: ibm, axa, l'oréal, nokia, cap gemini, allianz, ing, att, nokia, altran, sle, vivendi, ftc, equant, kingfisher, microsoft, siemens, mannesman, totalfina, sanofiSynthelabo, avantis,sumitomo, sony, mitsubishi, matsushita, hitachi, nikko, daiichi kangyo, sanwa, fujibank, daiiwa, ricoh, toshiba, ericsson, telecom italia, telefonica,

* stables: sle, casino, bouygues, stgobain, lafarges, unilever, nestlé, danone, mac donals'd, promodès, king fisher, gecina, unibail, simco, sanofi, synthelabo, rp, hoescht, generali, ing, axa, allianz, santander, sumitomo, yamanouchi, sanofi, synthelabo, avantis, essilorNikon

* lisseurs: technip, adidas, mitsubishi, debeers, driefontein, addecco, unilog, sicav, cac40, eurostock50, nikkei, beneteau, isis, eurofinscientific, hologram, essilorNikon, accor, go sport, eramet, sumitomo, air liquide, pechiney, stgobain, Mac donald's, Merck, ProcterGamble, Unilever, nestlé, danone, Axa, Allianz, Gecina, Simco, de Beers, Indices, Sicav, Sicav Asie, Euro certificats, paniers, sicav sectoriels, sicav santé, fonds de fonds, obligations, sicav autoroutes de l'info, convertibles, diversifiées internationales, sicavimmo, sicav orMétauxMatièresPremières, RioTinto, Arkopharma, Lafuma, Toyota,

* Indices: cac, eurostoxx , nikkei, dj

* Sicav asie, technomédia, eurocertificat mobiles, partner santé, corail, state street, fidelity asean, indocam korea, euro pharmacie,

* recherche: 1 gm, 2 daimlerchrysler, 3 ford, 4 ibm, 5 siemens, 6 hitachi, 7 lucent, 8 toyota, 9 hp, 10 ericsson,

* intelligence économique, knowledge management: ibm, capgemini, decan, euriware, sema, microsoft, europstat, bo, cognos, hummingbird, sun,

* Câbles haut débit: sun, att, ibm, microsoft, timewarner, sle, aol, cox, sony, cisco, equant,

* besoins: danone, nestlé, unilever, promodès, casino, sle, vivendi, simco, unibail, gecina, lafarge, ciments français, stgobain, bouygues, sge, axa, allianz, generali, ing, sanofi synthelabo, aventis, promodès, casino, essilor