@Simpson bittschön for this is $FMC (-0.19%) half kicked out
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2@Simpson bittschön for this is $FMC (-0.19%) half kicked out
Nu is a leader in digital banking in Brazil and Latin America
1. Nu reaches around 53% of the adult population in Brazil.
2. Customer acquisition cost (CAC) of USD 7, and service cost per customer around 85% lower than traditional banks.
World leader in lithography equipment, ASML is a key player in the semiconductor industry.
1. ASML has a worldwide monopoly on systems (extreme ultraviolet lithography)
2.31% ROIC and 51% EBITDA margin above industry standards
Major player in cryogenic technologies applied to the transport and storage of liquefied gases
1. Key market for the energy transition, growing by CAGR 27% 2024-2032
2. Exceptional EBITDA margin of 54.9
3. Portfolio of 3,295 active patents
Leader in cloud-based data management
1. Premium customer base: 542 customers generating over $1m and high net retention (127% in Q3 FY2025).
2. Multi-cloud architecture with advanced capabilities for secure data collaboration
A key player in logistics and technology services for e-commerce
1. Same-day or next-day delivery to over 90% of the Chinese population thanks to its logistics park
2. Attractive valuation (PER 11.52x)
International retailer specializing in lifestyle and design products
1. Rapid growth in key regions such as Latin America (+18.7%) and North America (+89% by 2024).
2. Innovation: 940 new products introduced every month
European leader in defense and mobility technology.
1. Visibility of revenues: order book of 38.3 billion euros
2. Diversification between defense and civil mobility
Global Leader in Security, Healthcare and Optoelectronics Technologies
1. Technological advantage with products such as CertScan® or RTT® 110
2, 40% recurring revenue from turnkey solutions and maintenance
Specialized in drilling and pressure control technologies for the oil and gas industry
1. Market leader in the United States
2. Return on Equity > 30
Company specializing in the manufacture and installation of glass for the construction industry
1. Sector leader in the US where construction will benefit from D. Trump's policies
2. EBITDA margin > 25% and 2-figure growth over the last 3 years
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