2Sem.
That sounds almost too good. Above all, this stock should not be affected by the oil crisis, geopolitical tensions and possible vola in the chip/AI sector
What's the catch?
What's the catch?
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@GHF also find the US retail stocks much too highly valued
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@GHF stationary retail values could be indirectly burdened by higher energy costs. Perhaps we should do some more research on this
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2Sem.
@Tenbagger2024 Higher energy costs do not appear to be a major problem. These also affect the competition and are usually passed on. NmK, energy costs in Norway are also comparatively low.
The business model should work well, especially in times of crisis, although it is of course somewhat cyclical. However, the Norwegian business seems to be boring and stable. No surprises are to be expected here.
The takeover of the Swedish chain ÖoB two years ago appears to be more exciting and a possible booster. This chain appears to have been poorly managed and has completely outdated stores. These are being remodeled with high investment costs and are also being given a new product range. Stores that have already been modernized show a strong increase in customer frequency and significantly higher sales. Obviously a good concept has been found for this. This means that higher investment costs are to be expected in the coming years, but the Swedish chain could be a small turbo for the share price.
Conclusion: boring and stable business model with a Swedish turbo (which must ignite, however).
The business model should work well, especially in times of crisis, although it is of course somewhat cyclical. However, the Norwegian business seems to be boring and stable. No surprises are to be expected here.
The takeover of the Swedish chain ÖoB two years ago appears to be more exciting and a possible booster. This chain appears to have been poorly managed and has completely outdated stores. These are being remodeled with high investment costs and are also being given a new product range. Stores that have already been modernized show a strong increase in customer frequency and significantly higher sales. Obviously a good concept has been found for this. This means that higher investment costs are to be expected in the coming years, but the Swedish chain could be a small turbo for the share price.
Conclusion: boring and stable business model with a Swedish turbo (which must ignite, however).
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@GHF They have many own brands. And are perceived by customers as reasonably priced. Not a bad thing in times of high inflation. The remodeled stores have good sales increases and the concept is well accepted. I also like what I can see in the pictures. And I would also like to see it in Germany. It also looks worlds better than Action
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•2Sem.
@Tenbagger2024 unfortunately could only buy later today... Today of all days they had to rise so significantly.😢
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•@GHF If it falls again, you can buy more. Use the momentum for now
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2Sem.
@GHF unfortunately no savings plan possible with TR ...
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@Max095 then buy in installments
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•2Sem.
@Tenbagger2024 also a possibility
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