11Lun·

Purchase of position 15 out of the targeted 20 positions in the end-of-year portfolio.

Hoya:

Not much to say really,

- Flies under the radar of most investors

- largest ophthalmic lens manufacturer in the world

- continue to order ophthalmic machines from us while USA and Europe are hesitant with new machines.

19.03

774

Hoya

Compró 2 a 119,30 €

238,60 €

6 Comentarios

ThemenmitKopf@topicswithhead

11Lun

Can you give me a hoya

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Dividenden-Penner@Dividenden-Penner

11Lun

A thumbs up from me for a company and market sector that I hadn't previously had on my radar. 👍 But with the lousy dividend yield, I have to slap my fingers again. 🙅‍♂️

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Enrique@Dividenden_Monteur

11Lun

@Dividenden-Penner well, the poor dividend yield is almost normal for Japanese companies 🥹
I see it as div growth with a distribution of 15% from the FCF

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Dussel Duck 🍎🍏🥂@DusselDuck

11Lun

I would say that Essilor is the largest lens manufacturer in the world.

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Enrique@Dividenden_Monteur

11Lun

@DusselDuck Essilor is the largest eyewear manufacturer, yes.
But in terms of lens processing, Hoya is a number of its own
Then comes Rodenstock and then Essilor.

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Dussel Duck 🍎🍏🥂@DusselDuck

11Lun

@Der_Dividenden_Monteur I don't know what sources you use, but everywhere I look, Essilor is the leader (in lenses, not frames)
Addition (according to Statica.com, by market share):
1st Essilor / Varilux 12%
2. Hoya 10%
3. Transistions 9%

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