Growth stock with a great dividend yield in a futureoriented sector

Hello my dears,

in keeping with the very great and extensive contribution from @EpsEra .

I'd like to give you another brief introduction.

This is about the Japanese supplier THK. Where a growing part of the business consists of industrial robots.

Robots take over the fast and exact positioning of workpieces in the most diverse branches of industry. Some robots are not limited to orthogonal movements, but are equipped with multi-axis joint mechanisms that are modeled on the human arm. The rigidity and positioning accuracy of these joints must be such that the programmed travel path is maintained even with strong positive and negative accelerations. THK's unique products are powerful and compact enough to meet such requirements.

THK manufactures linear guides, shaft guides, crossed roller bearings, ball screws and ball joints.

THK is a blade supplier for the following robots with various components.

Industrial robots

- Robots with 5-joint polygonal arm

- Arc welding robots

- Scalar robots

- Double-arm robots

Medical and technical aids

- Robotics in surgery

THK is a Japanese company specializing in the development and manufacture of components for linear motion, in particular linear guides. It was founded in 1971 and has become a global leader in this field. THK is known for its innovative products, which are used in various industries such as mechanical engineering, robotics and automation.

THK products are used in many fields, including machine tools, industrial robots, semiconductor manufacturing, LCD production, medical devices, railroad technology and even earthquake protection.

Locations:

THK has production facilities worldwide in Japan, Europe, North and South America and Asia.

THK stands for:

Toughness (stability), high quality and THK know-how.

My dears,

I am thrilled that THK is a growth stock in a future-oriented sector that shines with a dividend yield of 6%.

Here our dividend investors can also find a growth stock. My dear @Max095 maybe interesting for you.

Earnings growth 2026: + 71 %

This reduces the P/E ratio to 18.46

I like the PEG of 0.49

The EbiT margin rises from 5.87% to 7.82% and to 9.26% in 2027.

I look forward to your opinion on THK, write comments diligently.

Enclosed are the multiples:

Elsa E.@EpsEra

18H

Many thanks for the mention and the praise 🙏 Your detailed and thorough analysis is really strong. THK has not been on my radar so far, but is now definitely on my watchlist and will be closely monitored 👀.

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Tenbagger2024@Tenbagger2024

@EpsEra
Nice to meet you .
I'm happy to exchange ideas with you.

All-in-or-nothing@All-in-or-nothing

Basically, as with most of the values you presented, certainly interesting. It's just a bit of personal taste, especially in the industrial sector, to cover suppliers. Then there is the small-cap sector. Often highly dependent on a few major customers, which often limits margins from outside, fragile supply chains, little pricing power, etc. But: exciting in any case Fall👍🏻

@All-in-or-nothing
Thank you dear for your assessment.
I think the customs issue could also have a slight impact.
But I really like the earnings growth of 70% at an acceptable valuation and the high dividend yield on top.
You'll hardly find anything like that in the tech sector.

@Tenbagger2024 I absolutely understand your assessment. And it's definitely difficult to find something like that in the tech sector. Personally, apart from the core in my portfolio, I try to find a healthy mix of above-average sales and earnings growth on the one hand and outstanding margin profiles on the other. However, I always struggle with sectors and companies with extremely high dependencies. As a rule, growth normalizes at some point after extreme growth phases, as is the case here, and if the margin profile doesn't fit, you haven't gained that much in the long term. Therefore interesting for me but not an investment case. Thank you for the presentation, my Lieber🙏🏻.

Maximilian@Max095

Thanks for the introduction! It's going on my watchlist. 😊

JK@j07k

17H

Which websites do you use?

••

15H

@j07k
What do you mean?
The multiples are from Market Screener

Growth stock with a great dividend yield, in a future-oriented sector