Not yet an investment for me, as I cannot yet assess the success factors in this industry🤔 What do you think would have to happen for demand and margins to increase?
•
11
•
@DollarDon agree with you. I also find it difficult to estimate growth in the industry. At OHB, it also depends on the order situation. Margin improvement is probably only possible through new orders/increased demand. The potential for this is already there in the market. But I can't really estimate it in figures either. There are probably fewer economies of scale here. In principle, however, net margins are inherently lower for such capital-intensive companies.
•
11
•