1Lun
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@Soprano $GEHC is also more exciting, if only because they come from the USA. I will certainly buy some more, but I'll put it this way. They didn't fall below my limit order today & Siemens has a few other focal points. Both are definitely spin-offs from large corporations, which I really like. There are pros and cons, but Siemens and GE have always remained innovative and the more spin-offs they produce, the better the brands and also the capital synergies.
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•@Soprano AFX will definitely be difficult. I think most of them will find it increasingly difficult. Don't expect the China problem to be solved so quickly or easily
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•1Lun
@topicswithhead So what? You can't just want to make your success dependent on China. They are still technology leaders regardless of what the Chinese do. In the short term, of course, part of the sales market is missing, but it is not yet the case that companies cannot survive without the Chinese market.
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@Soprano That's true, of course, but in the end it's all about sales and even as a technology company, Carl Zeiss doesn't have it easy in NA. Let's see how the management will improve the sales channels in order to gain a foothold there as well. I think the other markets need to be played better in order to reduce the China risk.
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