What about Daikin ($6367 )?
They manufacture air conditioning systems and heat pumps.
Air conditioning systems are also becoming interesting in temperate climate zones due to ever higher temperatures. The heat pump, on the other hand, seems to have no alternative in the fight against global warming.
Therefore a double benefit.
They manufacture air conditioning systems and heat pumps.
Air conditioning systems are also becoming interesting in temperate climate zones due to ever higher temperatures. The heat pump, on the other hand, seems to have no alternative in the fight against global warming.
Therefore a double benefit.
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6Lun
@JJJanson Thanks for sharing the share! I had actually forgotten all about it. It's definitely one of them. I'm particularly excited about the air conditioning systems, which can also be used to invest in the rising prosperity of emerging markets (which would probably also be particularly affected as a climate zone).
Will be on the watch list.
Will be on the watch list.
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•@Money-Man Yes, exactly. When you consider the potential in India alone, it's amazing. Of course, the share is a blood chip and not particularly agile, but in the long term it is definitely promising in my opinion. In addition, you can increase the Japan share somewhat and thus lighten the portfolio a little
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@JJJanson I have both a Daikin heat pump and air conditioning split unit and am very satisfied with both. I came across the company because I travel a lot in Asia for work and Daikin appliances are (it feels like) the market leader. If I'm not mistaken, they are even the inventors of air conditioning. Nevertheless, it should be noted that there are many competitors on the market who also have good products, and the current valuation is also not very favorable. In any case, I have not yet been able to persuade myself to invest.
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•@DonMassaBuanaEfendi Of course you are right about the valuation. It's just a question of how long the investment horizon is. But when it comes to climate change, I assumed a longer horizon and the investment could be worthwhile. I also take a rather critical view of this for a swing trade
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•I would also throw Carrier into the pot with Daikin ;)
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