Share presentation - $SFSN (-1.33%)

Ticker: SWX:SFSN

📊 The next share presentation and of course again a company from Switzerland.

SFS is as boring as it is unknown. Even I had the company, until recently, not on the radar. It was only by chance that I came across SFS via the "FuW Share Guide Switzerland", because of its "more favorable" valuation.

🔩 What does the SFS Group do anyway? A lot, best to check out their website yourself for details. In a nutshell: SFS is a leader in mechanical fastening systems, precision parts, assemblies and logistics systems. Thanks to its wide range of products and services, the company is very well diversified.

🤷 The stock, due to its unspectacular share price over the past 5 years, probably flies largely under the radar. But why could the company still be/become exciting?

📈 SFS definitely does not enjoy any hype, but the company could still grow steadily and could improve its margins. However, the big acquisition of Hoffmann SE, later in 2022, will be exciting. This will increase SFS Group's sales by a whole €1 billion and they will take over around 3,000 employees. Thanks to the acquisition, SFS will gain many synergies, potential for cross-selling, access to state-of-the-art logistics centers and customers of Hoffmann.

🧐 I have deliberately refrained from providing a return expectation in this share presentation, as SFS will only publish new guidance after the acquisition of Hoffmann has been completed (later in 2022). In a historical comparison and within the peer group, I consider SFS to be fairly valued. Furthermore, the financing of the acquisition is not a problem and the integration of Hoffmann should have an immediate positive impact on earnings.

Did you already know SFS or do you find the company exciting?

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No investment advice or liability from me. These are my personal opinions.