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Thanks for the introduction.
I quite like it at first glance. Double-digit earnings growth with a low PEG is always good.
If the 200-day line is crossed on the chart, you could get in
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@Tenbagger2024 With pleasure. Thank you for your interest :)
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@Max095
I have already invested in Vertiv $VRT.
And there was the news that Amazon is now using its own cooling systems.
The question is to what extent this will also affect your imagined Swedish company
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@Tenbagger2024 Do you think they could benefit?
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@Tenbagger2024 Do you think they could benefit?
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@Max095
I really like it. Also as a long-term investment.
Profits will increase substantially over the next few years.
Free cash flow will even double.
As a result, the P/E ratio falls to fair valuations.
Even undervalued according to the share finder.
A negative point would be the EbiT margin of approx. 11%,
which is almost twice as high at Vertiv.


https://news.cision.com/munters-group-ab/r/munters-breaks-ground-on-data-center-technologies-expansion-in-virginia,c4205111
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@Max095 rather negative for $VRT and the US companies involved in refrigeration. I don't believe that $AMZN has yet counted a Swedish company among its suppliers.
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@Tenbagger2024 This is familiar from the stock market, it's called clan liability
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