1Mon·

Unpopular trades part XX

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$PAH3 (+0.13%)

P/E RATIO 2.5

52w - h 52.28€ - t 37.46€


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I bought a few Porsche shares today.

However, this is only a short-term trade. By and large it looks like a bottoming out and I should be near the low. (Of course I could be wrong, but the downside potential is no longer very great)

I will hold the shares for a few weeks, 8 months at most and expect a return of 30% in the worst case and just over 100% in the ideal case. I will most likely not take the dividend, as I will have already exited by then.

I'm now a Porsche shareholder, but I only drive a Toyota Yaris myself. 🤪

21.10
Porsche Automobil Holding logo
Bought at €39.90
5
14 Comments

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You do realize that this is the holding company? Well, what the heck, in the long term it will certainly bring returns, but for a maximum of 8 months you could be very disappointed. 🤷‍♂️
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Best automobile share is $RR.
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Welcome to the Long Club. 👍
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To estimate the returns you need to study the holding's participations. This is in the automotive sector with majority participations in Porsche and Volkswagen. The automotive situation is difficult, if you decide to invest now, you need to expect returns when the sector recovers. The automotive sector is a cyclical sector, I personally believe that a restart will take place in the second half of 2025. Now that you will really see the results in the holding, we will be in the last quarter of 2025 and/or 2026 and they will not be 30%, but presumably 10-15% net of dividends. You can expect 30% in next 2 years if the EU will help the sector.
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