11Mo·

Shimano $7309 (+0,04 %)


Do any of you have an idea why Shimano has not benefited at all from the upswing in the Japanese stock market? Unfortunately, I can't find any reasons on my own and hope someone of you has an idea.

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9 Commentaires

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I've been getting these "hopeful vibes" from Shimano for years. This has been a thing at least since the Corona era, but also before that, where everyone who invested had their hopes up when they "suddenly" came across them. I'm somehow not surprised. I have my, admittedly not entirely conclusive, not generally recognized and not business-like theory, but still "Too big for surprises." The investment ideas, i.e. "exceptional growth", outperform against competitors, development pipeline, etc., have simply been speaking a different language than "buy" for share price rockets for years.
I think most investors fall into the "I see it every day, so it must be successful" belief. Coca Cola is not a share price rocket either, but at least for many it delivers the faith food dividend, which Shimano also does, but with exchange rates etc. it is anything but benevolent like Coca Cola.
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@InvestmentPapa Thank you. My purchase thesis a year ago was.
-Backlog of bicycle purchases due to Corona
-Switch from bike to ebike (especially in the city center)

Plus good balance sheets.

But somehow my thesis (so far) doesn't add up...
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@DerMartin The thesis of the exploding bike market is a myth inherent to this share. 😅
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@InvestmentPapa Obviously. But I'd rather learn from a thesis that doesn't work than buy without a thesis. So it's all good. I'll now do some more research over the weekend and then, if necessary, knock out 12% and switch.
Thank you for your assessment 👍
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@DerMartin Not only the sale, but also the maintenance of existing bikes with Shimano equipment should set alarm bells ringing. This does not even take into account the higher wear and tear caused by electric drive and savings.
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See it like @InvestmentPapa
You can see the same thing at $2768
The conglomerates are simply too big to bring a big surprise and ignite a price rocket 😅
According to Börseonline, Shimano has made an average of 5.5% per year over the last 10 years, so I don't think that's bad at all
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@Der_Dividenden_Monteur "Not bad" is true. But somehow it's not fish and not meat. The dividend is low and it could take a while for me to recover 12%.
But I'm slowly but surely learning to be patient and not make hasty decisions. I'll take another look at them over the weekend.
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Shimano almost has a monopoly in the bicycle industry. Take a look at the Tour d France, there are only Shimano and Sram. Campagnolo is rather rare and is hardly ever used in the mass market.
It is said that the bicycle will play an ever greater role in the transportation revolution and that sales will continue to rise.

But the proportion of e-bikes has been increasing for years and there are stronger component manufacturers than Shimano, such as Bosch.

And for this reason, I prefer to see Shimano on my road bike than in my depot.
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@Tenbagger2024 S👍very understandable.
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