(@finanzperpetuum) on getquin

1Yr·

hui, big news from $CARR (+2.35%) today. Since the split of United Technologies into $RTX (-0.37%)
$OTIS (+0.63%) and Carrier, I have all three in my portfolio.

Time for a re-buy at$CARR (+2.35%) ? Does anyone still have them in their portfolio ? Opinion on the possible upcoming deal ?

https://www.reuters.com/markets/deals/carrier-nears-more-than-10-bln-deal-viessmann-wsj-2023-04-24/

www.reuters.comreuters.com

1 Comment

Felix@Felix_1988

1Yr

If it comes to that, it's already a strong number. Using lobbying to influence a law that is likely to trigger a boom in the next few years and thus increase the value of the company in the short term. If then in a few years locations / plants (in Germany) are closed it was the Americans and not the family Viessmann. Whether the whole thing is worthwhile for $CARR, remains to be seen. With the purchase price and the increasing competition, I have my doubts. Perhaps they are also a little afraid that a Chinese group could take hold of Viessmann.

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