First dividend of $KSB (+0,6 %) received. It has already been booked into the clearing account but not yet into the account, but that always takes a few days at Volksbank

German winning stocks of the past five years

+603% SUSS Microtec $SMHN (-0,53 %)

+411% Rheinmetall $RHM (+2,55 %)

+329% Redcare Pharmacy $RDC (-0,41 %)

+326% ATOSS Software $AOF (+0,15 %)

+262% PNE $PNE3 (+0,2 %)

+258% Mutares $MUX (-1,21 %)

+232% Energiekontor $EKT (-0,28 %)

+231% GFT Technologies $GFT (-5,86 %)

+230% Elmos Semiconductor $ELG (-5,29 %)

+229% Adtran Networks $ADV (+0,49 %)

+161% Commerzbank $CBK (-1,65 %)

+146% Krones $KRN (-0,62 %)

+131% Hella $HLE (+0,46 %)

+126% Munich Re $MUV2 (-0,44 %)

+125% Deutsche Bank $DBK (-1,13 %)

+111% VERBIO $VBK (-3,14 %)

+111% KSB (Vz) $KSB (+0,6 %)

+109% Infineon $IFX (-0,63 %)

+109% Siemens $SIE (-0,96 %)

+107% Talanx $TLX (-0,18 %)

+103% Encavis $ECV

+100% SFC Energy $SFC

+95% Nemetschek $NEM (-1,95 %)

+93% Aixtron $AIXA (-4,61 %)

+90% flatexDEGIRO $FTK (-1,32 %)

+84% SAP $SAP (+0,67 %)

Which ones do you have in your portfolio or on your watchlist?

I sold Infineon and Elmos too early.

Hello dear community,

In view of the fact that there are now a lot of newcomers on the platform, I've created a graphic, typical of social media, to give you an overview of stocks that not everyone may have on their radar. It goes without saying that you can't know your way around every sector. 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 providers:

On the service provider side, there are some rather atypical companies for the sector.

Here I have Friedrich Vorwerk $VH2 (-0,59 %) Vinci $DG (+0,1 %) , Ferrovial $FER , Bilfinger $GBF (+0,76 %) and Jacobs Solutions $J (+0 %) are listed here.

Their main focus is the background work on the properties themselves. They support the companies in planning, realization, construction and maintenance. They work decentrally in regional working groups to cover the breadth of the industry. They offer almost every 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 (+0,84 %) Air Products $APD (+1,87 %) and Air Liquide $AI (+0,41 %) . Their market power in the field of industrial gases and in today's market environment of commercial hydrogen production seems irrefutable. Their know-how in the gaseous material production segment has been tried and tested for decades and the processes are almost perfectly optimized. Each company also has its own engineering divisions, making them perfectly positioned for the future in electrolyzer development.

The established newcomers

With plenty of money in their pockets, the oil companies Shell $SHEL (-0,33 %) Total $TTE (+0,61 %) and BP $BP. (+0,59 %) are also entering the segment. Oil is finite, but the business should not be. These companies are also experienced in dealing with hydrogen. Hydrogen is an essential component in the refinery process. In order to become less dependent on the big 3, new market areas are also being explored here. Will they be able to prove themselves?

Speculative titles

Never anything but expenses. Years of hype and yet a harsh reality hit the small fish in the shark tank surrounding the segment. Nel $NEL (+2,61 %) Plug Power $PLUG (+8,58 %) and Ballard $BLDP (+2,44 %) are long-suffering. They have never been able to deliver even remotely profitable figures. On the contrary, things seem to be getting worse quarter after quarter. Only turnover is increasing. Can that ever be good?

Plant engineering and equipment

Of course, in a globalized world, you no longer take care of the entire value chain from A-Z. Every company specializes in its own segment. The long-term beneficiaries of the industry are therefore the equipment suppliers, because they have to develop the technical foundations for every innovation in order to survive in the vastness of globalization.

The plant manufacturers

They manufacture the physical parts for the process plants.

Examples of this are Voestalpine $VOE (-1 %) , Atlas Copco $ATCO B or Sulzer $SUNE .

The suppliers

The transportation of substances is also part of this. Material transport in industry, but also at home, for example in water pipes, is ensured by pumps (for liquids) or compressors (for gases). Established brands here are KSB $KSB (+0,6 %) , Xylem $XYL (+1,32 %) , Gorrman-Rupp $GRC (+0 %) but also as a complete supplier Chart Industries $GTLS (+1,08 %) or SKF $SKF B (-1,45 %) or for specialized tools Stanley B&D $SWK (+1,27 %) .

Process control is also indispensable. Brands such as Siemens $SIE (-0,96 %) ABB $ABBN (-0,14 %) or Rockwell $ROK (+0,53 %) and Parker $PH (+1,3 %) have established themselves here. They not only supply the electronic equipment for the process systems. They also offer their software services as safety services so that safety in process control can always be guaranteed.

I hope I have given you a little insight into the industry and would be delighted to receive constructive feedback.

#wasserstoff
#h2
#hydrogen

$KSB (+0,6 %) is an international company specializing in pump and valve technology, offering high-performance engineering solutions in the fields of water treatment, industry, energy and much more.

Founded in 1871, KSB has a long tradition of innovation and excellence in pumping systems.

The company stands out for its commitment to environmental sustainability and its focus on customer satisfaction. Thanks to its cutting-edge technical expertise, KSB provides quality products and tailor-made solutions to its customers' most complex challenges.

With a global presence, KSB operates in more than 100 countries, offering a wide range of products from standard pumps to advanced control systems, as well as comprehensive services to ensure optimal equipment operation.

KSB continues to position itself as an industry leader, investing in research and development, and remaining at the forefront of technological advances to meet changing market needs.$KSB (+0,6 %)

Which company would you like to see appear here in the future?

This is not financial advice.

Water - chemistry in everyday life

Today a topic is announced, which stood above all by Nestle $NESN (-0,3 %) in the last few months. But even on hot summer days, our livelihood and the business behind it are discussed again and again.

What was with Nestle?

Nestle is almost permanently in the criticism. I expressly ask that the activities and personal opinions under the post not be made known. The business unit "Nestle Waters" operates production sites in about 34 countries, for example for the table water "Pure Life". The criticism behind this refers to the production sites in areas where there is traditionally a shortage and, in accordance with pumping, the groundwater level is further lowered. I will leave it open whether Nestle is primarily to blame in this respect. In any case, it is important to remember that water licenses are officially sold to Nestle in all countries. Nevertheless, some YouTubers have realized that they can generate a lot of attention and money by denouncing international corporations. I hope at least that they will think about this in the future when they enjoy their Wagner pizza or their Kitkat in live streams. Otherwise, that would be tantamount to a double standard ...

Whatever one may think about it. There is definitely a danger of nationalization in the event of water shortages at private waterworks. Therefore, I would generally exclude an investment in this respect. In drinking water treatment, however, one cannot do without the private sector. The uses of the individual products are too varied for them to be used specifically for water.

But what is the situation in Germany?

Based on the Food Act, Germany has the Drinking Water Ordinance. The aim of the ordinance is to protect human health and to ensure quality and purity. Since the 2012 update, the problems of legionella have also been taken into account. The suppliers are responsible for this.

More precisely defined are the data in the annexes of the Drinking Water Ordinance itself. https://www.gesetze-im-internet.de/trinkwv_2001/BJNR095910001.html

But how do I now manage to make water usable?

Of course, this depends first and foremost on your regional origin. Water always has different quality classes and must be processed differently accordingly. According to the German Federal Environment Agency, almost 63% of drinking water comes from groundwater. Significant differences exist, however, especially in the east/west comparison. The irregular and ruthless planned economy of the former GDR has left its mark on the environment even today. In general, however, there are always strong impairments along the industrial metropolises. While the Saale, Oder, Ruhr and Ems rivers in particular bear the marks of industrialization, the soils around the chemical sites of central Germany in particular are still heavily impaired. I have taken corresponding accusations from the Water and Soil Atlas.

But why this huge introduction now?

Both in the air and in the soil we have countless impurities or even toxic particles. These are washed out by rain, get into the soil and thus ultimately into the groundwater.

In the course of this, suitable methods must now be found to maintain our drinking water quality.

Basically, we have the possibility to separate the substances from the water mechanically, thermally or chemically.

How does this work?

Due to the difference in regional water qualities, drinking water treatment must of course always be considered very specifically. Nevertheless, chemical treatment with ozone is always the first step. The treated drinking water is then fed into the public network via mechanical separation stages, such as sedimentation and filtration, through to chemical separation with regard to the degree of flocculation and pH value regulation. Samples are regularly taken by the authorities and tested in independent laboratories.

But who benefits from drinking water treatment?

From a personal point of view, I consider the investment in a private drinking water producer, such as Nestle or Danone, as risky. $BN (+1,17 %) as risky. One can be denounced too much in the public perception and the more likely a discontinuation of the table water can become. Furthermore, especially in countries where there are shortages, one may well expect nationalization of the production and treatment facilities.

In addition, there are lucrative and promising opportunities for participation in the suppliers.

An investment in the treatment of drinking water can necessarily be linked to the treatment of wastewater.

The most prominent representatives of the private sector in this regard are American Water Works $AWK (+1,51 %) , known as the dividend king. In direct competition, if one can call it competition at all, is Essential Utilites, but also United Utilites. $WTRG (+2,05 %) but also United Utilites $UU. (+1,52 %) in Great Britain.

On the German market, by the way, Veolia $VIE (-0,08 %) with its subsidiary Veolia Water dominates the German market. It holds countless stakes in municipal waterworks. All in all, according to its own website, it supplies about 5 million people in Germany with drinking water and processes their wastewater.

Apart from direct drinking water processing, there are also very lucrative suppliers of drinking water solutions and quality assurance. The best known example is probably Xylem $XYL (+1,32 %) . In addition to fluid technology, which includes pump construction and other equipment, the analytics division is a sunshine for investors. The broad range covers the entire field of water analysis. This means that the company does not only participate in municipal water systems, but also in industrial customers who are subject to legal requirements. It is almost impossible to find a direct competitor that is so broadly positioned in this segment.

However, if you want to give it a try, KSB's pumps division is $KSB (+0,6 %) is very representative in Europe. Whereas in the USA, IDEX $IEX (+0,88 %) can offer an alternative in the field of technical pumps.

But also in the field of chemical water and wastewater treatment, some companies have specialized.

Ecolab $ECL (+1,44 %) , better known for cleaning agents and disinfectants, has been owned by Nalco Water since 2011. The focus here is on water and wastewater treatment additives, which are also part of any drinking water processing. Notable among these are slime solvents for biocides and legionella, as well as corrosion protection additives and hardness stabilizers.

Another particular competitor is DuPont $DD (+2,73 %) . In particular, the "Water & Protection" division. The focus here is on special resins that can adsorb specific substances from water and also filter them. Depending on the sourcing, this extends into the nano- and ultrafiltration range. Ion exchangers can also be used to ensure higher water purity.

Have you used water today? Then you have probably already come into contact with one of these representatives.