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MaReck96
@MaReck96
1Año·

Novo where do you see the end of the correction?

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13 Comentarios
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Cash B.@Lumimyrsky
1Año
think that when it starts, it will go up again quite quickly. Historically, corrections of 50% from the top like the current one are great entries. Since 1989 there have only been 3 or 4 corrections in the -40% range and lower.
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Heiko S.@heikospecht
1Año
At € 68-70 If the resistance of August 2023 becomes support, the bottom could now slowly form.
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1Año
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MaReck96@MaReck96
1Año
@heikospecht because that's how I saw it too
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Heiko S.@heikospecht
1Año
@Memo0606 do you mean with the share? I see great opportunities there. Ozempic alone should carry the share...
Or what do you mean by opportunities?
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1Año
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Heiko S.@heikospecht
1Año
@Memo0606
I would watche Deutsche Pfandbrief, Siltronic and Stabilus. All were at a low and could now come out.
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Ziyang@Yang
1Año
@heikospecht I dare to say that they can still correct up to 65$
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Heiko S.@heikospecht
1Año
@Yang for a beer that doesn't go down that far? 😉🤞
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Lukas@Hofi
1Año
Novo is a top company and has been below a P/E ratio of 30 for a long time, I will continue to buy in small tranches below €80
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BamBamInvest@BamBamInvest
1Año
@Hofi they have already been traded at P/E ratios of 12, I would be cautious. If there is more competition and price limits in the USA, a revaluation will be necessary, even if some things may already be priced in. $NOVO B is not yet cheap. ✌️
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Lukas@Hofi
1Año
Well, "cheap" is always relative. Just as quality stocks such as Microsoft, Visa etc. are always traded at a premium, the same applies here. Net income margin of 35%, 65% market share in GLP1 preparations (depending on the region, the Ozempic patents expire from 2027 to 2032), established industry giant in insulin products, TOP management, etc. - you don't get that for free. - You don't get that for free.
Yes, the market share will not always remain this high, but they are not sitting around twiddling their thumbs either, or in my opinion this has already been priced in to a large extent.

I'm not saying that it can't go any further downhill, but I know a lot of people who think they'll never get in on Novo, mostly because they wait until the stock is "cheap" or try to time the bottom. You can count the number of major setbacks in Novo on your hand - you either want to take advantage of them or not!
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Lukas@Hofi
1Año
And there goes the train again
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