1Año·

Are there any companies you would buy if you didn't have to look at the valuation ratio?


I am often annoyed by finding an exciting company where the investment case is very shaky and objectively the stock should not really be bought because of the valuation.


For me it is with Hyundai $005380 and Porsche $P911 (-1,04 %) so



Hyundai $005380

Best-in-class price-performance offerings, both Kia and Hyundai offer the most exciting new cars for a wide range of needs....

(Both brands have also introduced well-selling first electric models).


Margin offers room for improvement, but since the new gasoline models are superior to all others (and the E models are also ahead, see Ioniq 5 )

the increasing sales growth will probably solve most of the "problems".


Unfortunately difficult to assess how subjective this opinion is (different brand image in Europe/ Asia/ America?) , therefore assessment equally difficult....

Besides, car manufacturers are not exactly the future, especially not in Europe.

TA: Downward trend.



Porsche $P911 (-1,04 %)

For obvious reasons. Sales increase with prosperity, fan base as well, a very good first E model in its class.

Certainly also a higher profit margin possible in the long term.


Nevertheless (as you could see today in the numbers) the valuation was too high for me, in the long term ok, but also for Porsche there will be years in which sales decline.

I would rather attribute to the luxury industry, but that's why the valuation is also 🚀


TA: ...no idea whether that works at all with such young AGs.

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Who cares about the rating if the lines fit 🌚
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I have had my Kia for 4 years now. At that time as a new car. The 7-year warranty leaves nothing to be desired and is quite carefree therefore. From the quality also not inferior to the Mercedes of my parents, neither outside nor inside. In the exterior, however, you can already see at the transitions that the dimensions are not always very suitable. But there you just have to make cutbacks. 😄
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$SOFI, $ZURN, $VATN, $SREN and an additional purchase at $CSWC, at an even slightly lower valuation. The whole is my cosmos and not an investment recommendation, investment advice or a call to trade securities. LG and Dich🫶🏻
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Would also have said Porsche. 😁
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ID1000131204 found this one interesting once, no idea why.
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Why do you think that the "new internal combustion engines" from Hyundai and Kia are superior to "all others"? What vehicles are you comparing them with? I am professionally and privately involved in the automotive sector and this is the first time I have heard this statement, hence the question. I've driven a lot of vehicles, but none of the more recent brands mentioned (latest vehicle: Sportage 2016).
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