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6Hi everyone, this week I was looking to expand my dividend stocks and came across $PH (+0.91%) I came across. The last dividend cut was in 1997, since then it has been increased every year. The share price performance also looks very nice and the P/E ratio still acceptable. Do I not see the catch in the company right now?
I would be very pleased to hear your experience / opinion.
Best regards
Out with the critters and into the $HMWO (+0.5%)
All securities have been sold:
Reason: Due to time constraints away from individual stocks and towards ETFs
Easier said than done: You have put time and effort into the analysis and have gone through ups and downs with them.
It's hard for me, but well, it doesn't help
Aristocrat again with good figures
$PH (+0.91%) picks up where they left off
Adjusted quarterly profit
Quarterly sales
$PH (+0.91%) Delivers super figures and has raised its earnings forecast
Adjusted quarterly profit
Quarterly revenue
Expected profit for the year
The aerospace systems business has $PH (+0.91%) quarterly revenue growth of an incredible 90% to $1.30 billion.
Are any of you also invested in $PH (+0.91%) invested?
$PH (+0.91%) Delivers super figures and has raised its earnings forecast
Adjusted quarterly profit
Quarterly revenue
Expected profit for the year
The aerospace systems business has $PH (+0.91%) quarterly revenue growth of an incredible 90% to $1.30 billion.
Are any of you also invested in $PH (+0.91%) invested?
The 1x1 of the hydrogen industry on the stock exchange.
Hello dear community,
Considering the fact that there are a lot of newcomers on the platform, I have created a, for social media typical, dumb graphic to give you an overview of stocks, which may not be on everyone's radar. After all, it goes without saying that you can't know your way around every industry. But we have come together here in the community for a solid exchange.
But since we're here on Getquin and not on Instagram, here's some input for the inquisitive.
What do the companies do anyway?
Service provider:
On the service provider side, you'll find rather atypical companies for the sector.
Here I have Friedrich Vorwerk $VH2 (+0.45%) , Vinci $DG (-0.59%) , Ferrovial $FER , Bilfinger $GBF (-1.4%) and Jacobs Solutions $J (+1.16%) listed.
Their main focus is background work on the objects themselves. They support the companies in planning, realization, construction and maintenance. They work decentralized in regional working groups to cover the breadth of the industry. They provide almost any service for an industrial company.
The established elite
If you want to invest in the hydrogen sector, all roads lead to the giants Linde $LIN (+0.37%) , Air Products $APD (+0.65%) and Air Liquide $AI (-0.38%) . Their market power in the field of industrial gases and in today's market environment of commercial hydrogen production seems indisputable. Their know-how in the gaseous materials production segment has been proven over decades and their processes are almost perfectly optimized. Each company also has its own engineering divisions that position them perfectly for the future in electrolyzer development.
The established newcomers
With plenty of money in their satchels, the oil companies Shell $SHEL (+0.23%) , Total $TTE (-0.94%) and BP $BP. (-0.1%) are entering the segment. Oil is finite, but the business should not be. These companies are also experienced in dealing with hydrogen. In the refinery process, hydrogen is an indispensable component. In order to become less dependent on the big 3, they are also entering new market fields. Will they be able to prove themselves there?
Speculative titles
Nothing but expenses. Years of hype and yet a harsh reality hit the small fish in the shark tank around the segment. Nel $NEL (+0.24%) , Plug Power $PLUG (-0.19%) and Ballard $BLDP (+1.11%) are long-suffering. They have never managed to deliver even remotely profitable figures. On the contrary, quarter after quarter, things seem to be getting worse. Only sales are increasing. Can this ever work?
Plant engineering and equipment
Of course, in a globalized world, one no longer takes care of the entire value chain from A-Z. Each company is specialized in its own segment. Permanent beneficiaries of the industry are therefore the equipment suppliers, because they have to technically develop the cornerstones for every innovation in order to survive in the vastness of globalization.
The equipment suppliers
They manufacture the physical parts for the process plants.
Examples of this are Voestalpine $VOE (-0.66%) , Atlas Copco $ATCO B or Sulzer $SUNE .
The equipment suppliers
In addition, the transport of substances is also part of the process. Mass transfer in industry, but also at home, for example in water pipes, is ensured by pumps (for liquids) or by compressors (for gases). Established brands here are KSB $KSB (-1.58%) , Xylem $XYL (+0.19%) , Gorrman-Rupp $GRC (+0.5%) but also as total supplier Chart Industries $GTLS (+0.03%) or SKF $SKF B (+1.04%) or for specialized tools Stanley B&D $SWK (+0.68%) .
Furthermore, process control is indispensable. Here, brands such as Siemens $SIE (-0.9%) , ABB $ABBN (+1.01%) or also Rockwell $ROK (+0.47%) and Parker $PH (+0.91%) have established themselves. They not only supply the electronic equipment for the process plants. They also offer their software services as safety services, so that safety in process control can always be guaranteed.
I hope to have given you a little insight into the industry and would be very happy to receive constructive feedback.
Which companies are at the top of your watch list right now? Why are they so interesting for you?
For me it is $ASML (-0.39%) and $PH (+0.91%) .
ASML as a technology company with a big moat. Technologically 4 years ahead of the competition. The machines are essential for everything that is based on chips and so ASML can push through price increases. For me, a great addition to my Apple and Microsoft position, since they are also in the MSCI World.
Parker Hannifin boring conglomerate ;). Good performance for a long time, few negative phases and a real heavyweight in many areas, e.g. hydraulics, pneumatics and electromechanics. In addition, through the acquisition of Clarcor 2017 leading in filter systems. I am a bit sad about the 105 euros in the Corona crisis and the 222 euros this year. There was just a little cash missing, because there were others even before. Would be a non-existent addition from the mechanical engineering sector in my portfolio. What is a little difficult, the company makes so much, you can hardly see through what it does.
No investment advice. Serves only the exchange.
Who is at the top of your list and why?
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