6D·

New Portfolio Member: SAP SE 🖥️💾📊

It had been on $SAP (-1.97%) on my watchlist for quite some time. Instead of an impulse buy—which used to happen regularly—I wanted the purchase price to be under €150. And lo and behold: Now the time has come.

This is “thanks” to the currently somewhat declining cloud business (as the latest figures $ORCL (-4.31%) ).

In the long term, however, cloud transformation and the increasing integration of AI solutions at $SAP (-1.97%) provide a boost. That’s why I’m very optimistic.

I don’t plan to buy any more shares.

10.06

SAP

Bought x3.4 at €147.10

€500.14

9 Comments

jkb92@jkb92

I threw 20 of them into my cart today. Let's see how it goes.

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HoldTheMike@HoldTheMike

@jkb92 That won't be a bad idea in the long run.

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jkb92@jkb92

@HoldTheMike I agree, although I see it more as a medium-term investment or trade for myself.

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Hans B.@user0f2ae517adeb400c

Are there any other users here who work for companies that use SAP? We use SAP, but we're still waaaay far from AI solutions.

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Smudo@Smudeo

@user0f2ae517adeb400c Many DAX and MDAX companies have been using our services for a long time, with subscriptions and licenses.

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Solitair@Solitair

@user0f2ae517adeb400c We've been using SAP for administrative purposes for 15 or 20 years. Pretty much everything runs through it.

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Mav83!@Maverick4831

@user0f2ae517adeb400c We've been migrating the entire company to Microsoft for the past two years. Replacing SAP is the final step, which we're currently working on😬

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Hans B.@user0f2ae517adeb400c

We also run everything through SAP, but the AI solutions (in accounting) are still very error-prone and not fully developed.

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Max W.@axlemaxle

I work in retail… We recently completed the full migration of our WWS to $SAP. It still has a few minor glitches. But once users get the hang of it, it’s a pleasant and efficient way to work!

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