PieceofPie schreef op 5 mei 2019 11:41:
Ik heb dit gelezen op een ander forum:
"Steinhoff tests annually for Goodwill. For the results released on 29 June 2018, the tests were performed at 30 June 2015(being the previous FYE date), 30 Sept 2016 and 30 Sept 2017.
This means that FY17 is the first set of financial results which included MF and which could be impaired.
So this is not "another 1.8 billion write off". This was reflected in the (estimated) unaudited FY2017 Balance Sheet provided on 29 June 2018, and had the impact of therefore reducing the MF Goodwill brought forward onto the 1H18 financials.
In other words, the E1.8b is already embedded and reflected in the 1H18 MF Goodwill.
I expect to see similar and equally draconian impairments for Confo on the FY18 (and even the FY19) financials. Of course if by the FY19 financials Confo is not accounted for by consolidation, but rather through equity accounting, this will have a material impact on the Balance Sheet for both assets as well as liabilities.
In fact, Steinoff will be a totally different company from its Balance perspective after the restructuring even if it holds interest in MF, Confo, Greenlit, etc."
Als dit klopt, dan zal het aandeel toch niet meer zoveel gaan stijgen?