Deleted User
4Yr
Comment was deleted
@MeName I also think they are too expensive. And the cyclical aspect also makes a lot of sense! I'm curious
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•@MeName and what do you think is a favorable kgv for Porsche?
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@MeName Undervalued at IPO would also be fundamentally illogical, as the company would have miscalculated and gone public too "cheaply". Of course, there are still exaggerations.
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@MeName with the current valuation is pretty much the same as the kgv of 40 from Ferrari 😬
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@Longstoryshort How did you arrive at a P/E ratio of 40?
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@Christiano I wonder the same thing, P/E ratio should be around 15 🤔
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•@MeName I would still be careful with that statement. If someone is interested in Porsche then they should buy the holding company.
It is more diversified and has several companies in its portfolio.
In addition, the holding company is the holder of the most Porsche shares.
According to your statement, it has a low P/E ratio of 4, so you can buy it. But I'm not really looking at the P/E ratio. Rather the price 🥇 per share.
It is more diversified and has several companies in its portfolio.
In addition, the holding company is the holder of the most Porsche shares.
According to your statement, it has a low P/E ratio of 4, so you can buy it. But I'm not really looking at the P/E ratio. Rather the price 🥇 per share.
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@MeName the thing is, the kgv of 15 at Porsche is not even that exaggerated if you look at Ferrari.... Both carmakers have high margins and both carmakers are less cyclical due to the luxury class....
Ferrari, by the way, has a kgv of around 40
Ferrari, by the way, has a kgv of around 40
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•@Dividendenjaeger the holding company is not such a bad idea, at least to start with, but unfortunately it entails the rat's tail of also being invested in vw...
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@Derebete You're right about everything you've written, but now comes the classic 😜😂. You are also broadly diversified due to the companies that are in the holding company. Whether VW, Bugatti or Ducati. The vehicles are still selling very well. So I don't see a problem there with what VW is currently facing.
Porsche will bring many things with it. The vehicles will sell very well and the clientele that buys the vehicles will keep buying new ones. That's a promise.
Porsche will bring many things with it. The vehicles will sell very well and the clientele that buys the vehicles will keep buying new ones. That's a promise.
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