(@DerMartin) on getquin

9Mon·

Do any of you have an idea why Shimano has not benefited at all from the upswing in the Japanese stock market? Unfortunately, I can't find any reasons on my own and hope someone of you has an idea.

9 Comments

Stefan@InvestmentPapa

9Mon

I've been getting these "hopeful vibes" from Shimano for years. This has been a thing at least since the Corona era, but also before that, where everyone who invested had their hopes up when they "suddenly" came across them. I'm somehow not surprised. I have my, admittedly not entirely conclusive, not generally recognized and not business-like theory, but still "Too big for surprises." The investment ideas, i.e. "exceptional growth", outperform against competitors, development pipeline, etc., have simply been speaking a different language than "buy" for share price rockets for years.
I think most investors fall into the "I see it every day, so it must be successful" belief. Coca Cola is not a share price rocket either, but at least for many it delivers the faith food dividend, which Shimano also does, but with exchange rates etc. it is anything but benevolent like Coca Cola.

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Enrique@Der_Dividenden_Monteur

9Mon

See it like @InvestmentPapa
You can see the same thing at $2768
The conglomerates are simply too big to bring a big surprise and ignite a price rocket 😅
According to Börseonline, Shimano has made an average of 5.5% per year over the last 10 years, so I don't think that's bad at all

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Tenbagger2024@Tenbagger2024

9Mon

Shimano almost has a monopoly in the bicycle industry. Take a look at the Tour d France, there are only Shimano and Sram. Campagnolo is rather rare and is hardly ever used in the mass market.
It is said that the bicycle will play an ever greater role in the transportation revolution and that sales will continue to rise.

But the proportion of e-bikes has been increasing for years and there are stronger component manufacturers than Shimano, such as Bosch.

And for this reason, I prefer to see Shimano on my road bike than in my depot.

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