Charmin · 2024-12-12T20:45:46.842062Z

Willkommen im Depot, $WAF! Siltronic ist ein Waver-Hersteller aus Deutschland. Mein PF ist wegen $NVDA sehr US-lastig, daher war ich auf der Suche nach einem weiteren Turn-Around-Kandidaten aus diesem, unserem Lande. Der Wert wurde in den letzten Jahren ziemlich geprügelt, ich habe Hoffnung, auch wegen der verstärkten Ausrichtung hinsichtlich internationalen Produktionsstätten, dass das Schlimmste überstanden ist. Die Bewertung mit einem KGV um die 16 erscheint mir günstig. Und: Weil ich nicht mehr der Jüngste bin, schiele ich auch auf Dividendentitel. Wenn alles gut läuft, profitiere vom Yield und einem Rebound. Wenn's schlecht läuft, dann, so hoffe ich, bleibt es wenigstens bei einer schicken Dividende. Anlagehorizont: 3-5 Jahre.

@Charmin

1Mon·

Welcome to the depot, $WAF (-0.83%)!

Siltronic is a wafer manufacturer from Germany. My PF is very $NVDA (+6.1%) very US-heavy, so I was looking for another turn-around candidate from this, our country.

The stock has taken quite a beating in recent years and I am hopeful that the worst is over, partly because of the increased focus on international production facilities. The valuation with a P/E ratio of around 16 seems favorable to me.

And because I'm no longer the youngest, I'm also looking at dividend stocks. If everything goes well, I benefit from the yield and a rebound. If things go badly, I hope there will at least be a nice dividend.

Investment horizon: 3-5 years.

11.12

Siltronic

Bought x300 at €52.10

€15,630.00

7 Comments

Dennis@GordonGekko83

1Mon

I think it will generate a solid return. I'm still missing the turnaround, but I'm not doing anything wrong. Watchlist!

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Scrooge1@Scrooge1

1Mon

That's where I got in a few days ago, I have a similar assessment $WCH

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Charmin@Charmin

1Mon

@Scrooge1 Also seen in Börse-Online?

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Scrooge1@Scrooge1

1Mon

@Charmin No, I still had some savings that I wanted to invest in undervalued shares. I researched who and what materials are used in semiconductor production and came across Siltronic and Wacker. I don't know the forecasts, but I think both companies are indispensable and important.

Add: and $WCH pays a good dividend. This is also important to me, as I only invest in individual stocks and can sometimes be wrong 😅

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Sansebastian@Sansebastian

1Mon

Why $WAF? I like the anticyclical entry

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Charmin@Charmin

1Mon

@Sansebastian Three reasons:

1. turnaround candidate
2. German company
3. dividend yield.

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GeldGenie@GeldGenie

1Mon

Is still on my list for diversification in the semiconductor industry 😊

https://getqu.in/TsG1A5/ https://getqu.in/TsG1A5/
(Link doesn't seem to work 😕 Update in the evening!)

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