8Lun·

Unpopular trades part XX

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$PAH3 (+0,01 %)

P/E RATIO 2.5

52w - h 52.28€ - t 37.46€

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I bought a few Porsche shares today.

However, this is only a short-term trade. By and large it looks like a bottoming out and I should be near the low. (Of course I could be wrong, but the downside potential is no longer very great)

I will hold the shares for a few weeks, 8 months at most and expect a return of 30% in the worst case and just over 100% in the ideal case. I will most likely not take the dividend, as I will have already exited by then.

I'm now a Porsche shareholder, but I only drive a Toyota Yaris myself. 🤪

21.10

Porsche Automobil Holding

Comprado a 39,90 €

14 Comentarios

Dennis@GordonGekko83

8Lun

You do realize that this is the holding company? Well, what the heck, in the long term it will certainly bring returns, but for a maximum of 8 months you could be very disappointed. 🤷‍♂️

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Kate🦋@Iwamoto

8Lun

@GordonGekko83 I deliberately opted for the holding company. In short, I get a lot of VW Group for free on top.

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ThemenmitKopf@topicswithhead

8Lun

@GordonGekko83 She thinks the bad case is at least 30% in 8 months, so disappointed is an understatement.

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Dennis@GordonGekko83

8Lun

@topicswithhead That's what she thinks, what does the market think? What do you think?! I don't think it's anywhere near 30%.

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ThemenmitKopf@topicswithhead

8Lun

@GordonGekko83 I'll go along with you and say that excluding special influences, such as Lamborghini being floated on the stock market, the share will struggle to reach the 10% mark, if at all

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Dennis@GordonGekko83

8Lun

@topicswithhead I think so too, and 10% would already be top in 8 months, but I would tend to favor maintaining the current level.

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ThemenmitKopf@topicswithhead

8Lun

@GordonGekko83 have targeted the 10% because the dividend is already 7

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Tenbagger2024@Tenbagger2024

8Lun

Best automobile share is $RR.

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Smudo@Smudeo

8Lun

@Tenbagger2024 your value has nothing to do with cars 🤔 are engines and drives.
Rolls Royce Cars is not listed at $BMW

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Tenbagger2024@Tenbagger2024

8Lun

@Smudeo that was a gag, sorry if hardly anyone understood it.

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Smudo@Smudeo

8Lun

@Tenbagger2024 here are not all bright lights

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Tenbagger2024@Tenbagger2024

8Lun

@Smudeo
Perhaps from the sector. $HLE

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Finanzaristokrat@Finanzaristokrat

8Lun

Welcome to the Long Club. 👍

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Matteo@BlackSwan_Holding

8Lun

To estimate the returns you need to study the holding's participations. This is in the automotive sector with majority participations in Porsche and Volkswagen. The automotive situation is difficult, if you decide to invest now, you need to expect returns when the sector recovers. The automotive sector is a cyclical sector, I personally believe that a restart will take place in the second half of 2025. Now that you will really see the results in the holding, we will be in the last quarter of 2025 and/or 2026 and they will not be 30%, but presumably 10-15% net of dividends. You can expect 30% in next 2 years if the EU will help the sector.

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