9Lun·

New purchase

Hapag Lloyd now in the portfolio and hopefully it will fall again a bit to buy more (complete the position).

16.01

Hapag Lloyd

Comprado a 135,90 €

7 Comentarios

Charmin@Charmin

9Lun

I'll probably never understand posts like "I bought stock xy, but hope it falls further" ...

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ThemenmitKopf@topicswithhead

9Lun

Additionally bought Prosus after and Amundi is out for it.

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9Lun

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ThemenmitKopf@topicswithhead

9Lun

@Memo0606 Prosus has crashed well after the Tencent fall and I usually buy from 10-15% down. Hapag Lloyd has a very interesting ROCE ROIC over the 3,5,10 year avergage and the Gemini merger is coming soon, which should generate good synergies in the long term. My DCF model has given a fair valuation at 130€, but it is constantly high again before the amount, so I am now getting in for the first time and filling the position again at 120€.

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