At a price of 12€, a purchase would become interesting
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•@Multibagger EPS is currently around 0.47 EUR. Let’s assume a 12% annual increase (I’m being generous here) for the next 10 years, so they’ll have a terminal EPS of 1.48 EUR per share. If you multiply that by an estimated P/E ratio of 25 (and that’s still bullish/expensive), you get a future share price of 37 EUR. That’s it. I’d gladly buy today for 12 EUR to sell in 10 years for 37 EUR, but not for the 20 EUR they’re asking for today...
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@TechNav This forecast has little to do with reality. Growth rates are significantly higher, and share buybacks are not factored in either. Earnings are expected to reach around €500 million or more in 10–14 years. Taking into account the yen’s appreciation, a share price of €300 or more would be expected.
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•@PikaPika0105 High expectations have little to do with reality. I'm a pragmatist. Do you know how much money they'd have to make in 10 years to justify a price of €300 per share? Good luck achieving that with a ROE of 7.7% and a profit margin of 7.5% 😂
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•@TechNav I always find it funny when people who haven’t given the subject a second thought, have no idea about the market, and have only looked at a table of old numbers (without understanding the context), try to explain to you what’s realistic or pragmatic. I know how much money they’d have to make at €300 per share—I just wrote that, after all. That €300 figure is actually on the low side. Take a closer look at the company first before jumping to conclusions.
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@PikaPika0105 I also find it funny when people think a company is about anything other than facts and figures…
You can estimate, hope, and speculate all you want, but in the end, you’re just a kindergarten investor—just as clueless as the real investors who are waiting to see what numbers the company squeezes out every quarter.
You’re just living in your own fantasy world and have only seen the market go up in recent years… You’ve still got a lot to learn about the stock market, little guy. You’re still Pikachu Level 3… or something like that 😂😂😂
You can estimate, hope, and speculate all you want, but in the end, you’re just a kindergarten investor—just as clueless as the real investors who are waiting to see what numbers the company squeezes out every quarter.
You’re just living in your own fantasy world and have only seen the market go up in recent years… You’ve still got a lot to learn about the stock market, little guy. You’re still Pikachu Level 3… or something like that 😂😂😂
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@TechNav Facts and figures—that’s correct. That’s precisely why it’s questionable to look only at the numbers if you don’t know the facts. That was my issue with your somewhat arbitrary forecast. How the respective markets and other macroeconomic factors develop doesn’t really have anything to do with a “fantasy world,” either. The fact that you like to portray yourself as a more experienced investor and dismiss other opinions as “kindergarten stuff” is a bit pathetic. Not knowing anything about the company or the market isn’t a crime, but you should at least admit it.
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•@PikaPika0105 It's pathetic that you claim someone has absolutely no clue about the market just because they don't believe a company with margins like that can go up 10X in 10 years. I'm sorry, but to me, that's just wishful thinking and kindergarten-level investing. By “facts,” I simply meant today’s earnings, EPS, etc. Anyway, everyone trades based on their own judgment. Feel free to look at my forecasts and even criticize them if you like, but please don’t say “you have no clue.” And if you don’t like it when someone claims you’re living in a fantasy world, please don’t start saying that other people’s opinions have nothing to do with reality.
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•@TechNav I’m not talking about the market in general, but about this specific market and this specific company. After all, you were the one who first said that my statements have nothing to do with reality. Then you should be able to back that up, instead of just saying that something like that simply isn’t possible. And I also think it’s a weak argument to cite the current margin as your only point, without knowing what’s currently influencing it or how it’s trending. You could have asked the people who’ve looked into this why they think that way, but instead you decided that everything else is just fantasy, wishful thinking, and child’s play. To me, that’s simply a questionable and overly self-righteous approach.
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