6Lun
However, if you want to focus on a growing market in the rail transportation sector, then these three players should definitely be in your portfolio ☺️
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@TheRealGAE
Yes, perhaps Siemens is a good value. Because Siemens is very broadly positioned. And the company is increasingly becoming a major player in the field of industrial AI and the digital twin.
Yes, perhaps Siemens is a good value. Because Siemens is very broadly positioned. And the company is increasingly becoming a major player in the field of industrial AI and the digital twin.
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6Lun
Alstom is a large supplier and has benefited well from the takeover of Bombardier (zmd train industry).
The rail sector is an exciting area, but you should also have insider knowledge in order to profit well.
As far as I know, Siemens Mobility was once available separately as a share, but was withdrawn because it was not profitable. The market is likely to be very difficult, which is why I think that Siemens is a good investment, but not if you only rely on the Mobility division (for more information, I would have to analyze the reports more closely).
As far as STADLER is concerned, I believe that the time has come for them to make a name for themselves. With the ÖBB contract alone, they will be a strong competitor to ÖBB. Cf. KISS vs Railjet Gen 2. ICE also comes from Siemens.
Alstom makes the TGV/AGV.
Maybe I, as an old railroad enthusiast, will find the time to do a post on this ☺️
The rail sector is an exciting area, but you should also have insider knowledge in order to profit well.
As far as I know, Siemens Mobility was once available separately as a share, but was withdrawn because it was not profitable. The market is likely to be very difficult, which is why I think that Siemens is a good investment, but not if you only rely on the Mobility division (for more information, I would have to analyze the reports more closely).
As far as STADLER is concerned, I believe that the time has come for them to make a name for themselves. With the ÖBB contract alone, they will be a strong competitor to ÖBB. Cf. KISS vs Railjet Gen 2. ICE also comes from Siemens.
Alstom makes the TGV/AGV.
Maybe I, as an old railroad enthusiast, will find the time to do a post on this ☺️
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@TheRealGAE
I would love to see a comparison of the companies. I would also like to add that Alstrom has enormous delivery problems and can sometimes only deliver months later. Just like the KVB light rail system. That's why I can't quite understand why plants are being closed on the other side.
I would love to see a comparison of the companies. I would also like to add that Alstrom has enormous delivery problems and can sometimes only deliver months later. Just like the KVB light rail system. That's why I can't quite understand why plants are being closed on the other side.
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