1D·

Refrigerators always work 🧊

Four days ago, I added the Chinese world market leader for household appliances to my portfolio. P/E ratio of 6, dividend yield of 8% and a payout ratio of 55%.

The D-shares are traded on the Frankfurt Stock Exchange at a discount to the H-shares on the Hong Kong Stock Exchange.

Despite the concentrated value power, Haier also has upside potential.

The "smart home fantasy" at Haier can best be described as the transformation from a hardware seller to a data and service giant.

AI and energy management are becoming increasingly important for Haier products.

The goal is for Haier to become the "Apple of home appliances". Once you are in the system (refrigerator, washing machine, air conditioner), you will buy the next appliance from Haier thanks to the perfect networking. This creates extreme customer loyalty and predictable income.

07.04

Haier Smart Home

Compró 830 a 1,81 €

1502,30 €

13 Comentarios

Epi@Epi

Well, I don't know whether these smart home refrigerators will actually always work.
And what if they plan the revolt of the machines together with the washing machines and air conditioners in perfect AI networking? 😳

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MarTheRadi@marda304

@Epi Attack of the killer fridges

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Manuel@Ghoscht

@Epi if the uprising came, the purchase would no longer be so important in the end 😉

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Epi@Epi

@Ghoscht But how can the uproar come if the purchase is not so important to begin with?

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Manuel@Ghoscht

@Epi quite simply, when the revolt of the machines comes, it doesn't matter whether it was bought or not. Because in the end we're all screwed.

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Epi@Epi

@Ghoscht But if nobody buys the machines, then they can't riot, can they?

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Marcel@Mcl1991

@Epi but they are all lined up in electrical stores as a squadron... However, I don't want to withhold a simple but extremely effective solution for such a scenario, which came to my mind... Pull the power plug

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NichtRelevant@NichtRelevant

@Epi The uprising of smart fridges:

👉"You eat too much fatty food"
*click away

👉"You've already had a beer today"
*click away*

👉"You need to download an update before you can open the door"
*CLICK ok"

👉"Quickly confirm the updated terms of use"
*CLICK ok"

👉"Have you also read the new safety regulations for the use of refrigerators (SfdVvK)? Read it now and answer the quiz or wait for 2 weeks"
*two weeks - CLICK",
-> "I didn't understand you" -> * TWO-THIRD WEEKS !!!"

👉"Your carbohydrate quota has already been used up - choose one of the following options: 1) pretzel sticks, 2) anchovies, 3) organic mayonnaise"
*Shit I'll take the pretzel sticks - CLICK"

... this can go on forever.

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Echsenkönig A.@Bezehgombjuderstimme

I don't know if I'm getting old, but why would my fridge be connected to my washing machine? Is there something I've missed? To be honest, I've never really looked into it. I'm pretty happy with my appliances so far.

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Johnny B.@JBatelli

@Bezehgombjuderstimme I'm not a huge user of SmartHome myself. But many people have connected their lights and blinds to Alexa.
Haier wants to become an energy manager by integrating heat pumps and photovoltaics.
Example: The washing machine starts exactly when the electricity price is cheapest or when your own PV system on the roof is producing a surplus.

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Smudo@Smudeo

10H

But it is Midea $300

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Johnny B.@JBatelli

@Smudeo I think so in terms of turnover, but not in terms of unit sales.

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Smudo@Smudeo

@JBatelli When I was in China. Siemens white goods were Midea. But never mind. Good luck with your investment.

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