1D·

Japan

hey how do you feel about japanese stocks at the moment?

I have $6367 (+0 %) and $4063 (+0 %)

both only know the downward direction...

would you reallocate? or do you see a turnaround in the near future?

7 Comentarios

McCrispy@McCrispy

Take a look at kawasaki

•

Tino@parlania

Have keyence $6861 and Tokyo electron $8035, also only going south, but believe in the fundamentals

•

Kevin E.@KevinE

16H

There was an analysis of Daikin on the real money podcast.

•

Memo0606@Memo0606

16H

@KevinE I'll listen to it thanks
do you have an opinion?

••

Memo0606@Memo0606

16H

@KevinE they are very optimistic
even increase

••

Kevin E.@KevinE

16H

@Memo0606 If the assumptions are correct and Daikin benefits from the Indian growth market as forecast, the company is very well positioned for the coming years.

However, I have not yet considered whether Daikin's moat is big enough. If another company comes along tomorrow and can offer comparable quality at a lower price, Daikin will suffer.
Otherwise, it's just a very safe business model.
A) it is getting warmer globally
B) more and more people in developing countries can afford air conditioning systems, which represent an extreme improvement in living standards.

•

Memo0606@Memo0606

16H

@KevinE thanks for the podcast it helped me a lot
maybe I will actually stock up
dicidende is also good

••