profile image
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
2
profile image
@Tenbagger2024 With pleasure. Thank you for your interest :)
1
profile image
@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
1
profile image
@Tenbagger2024 Denkst du die könnten profitieren?
profile image
@Tenbagger2024 Denkst du die könnten profitieren?
profile image
@Max095
Gefällt mir wirklich sehr gut. Auch als langfristiges Invest.
Gewinne werden über die nächsten Jahre ordentlich gesteigert.
Free Cashflow wird sogar verdoppelt.
Dadurch fällt das KGV auf faire Bewertungen.
Laut Aktienfinder sogar unterbewertet.
Negativ Punkt wäre die EbiT Marge von ca 11%,,
die ist bei Vertiv fast doppelt so hoch.


https://news.cision.com/munters-group-ab/r/munters-breaks-ground-on-data-center-technologies-expansion-in-virginia,c4205111
1
profile image
@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.
1
profile image
@Tenbagger2024 This is familiar from the stock market, it's called clan liability
1