1Anno·

RWE ✌️ a little higher. Share is strongly undervalued in my opinion. Buy & Hold. $RWE (-0,48%)

25.03

RWE

Acquistato x30 a 31,12 €

933,70 €

12 Commenti

Azim130@Azim130

1Anno

Also see a lot of upside potential, am also on board 🚀

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Janus55555@Janus55555

1Anno

@Azim130 is an additional purchase to lower the BI, had just under 10% loss so far, but keep calm 😌

Now it's still -3% ✌️Ich I am from the company überzeugt🙋‍♂️

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Joris@Joris

1Anno

Why do you mean undervalued? What little criteria do you use to determine that?

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Janus55555@Janus55555

1Anno

@Joris P/E ratio well below sector

1. see a long-term increase in electricity demand that cannot be covered by the expansion of renewable energies
2. quasi monopoly position

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Joris@Joris

1Anno

@Janus55555 Thank you. How do you see the expansion into America? I find it very interesting.
Why has it been penalized now 🤔

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Janus55555@Janus55555

1Anno

@Joris I'm open-minded, RWE is building a lot of renewable energies and they still don't have enough of them in the US😊

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Smudo@Smudeo

1Anno

Concerns about a prolonged phase of high interest rates are weighing on capital-intensive utilities such as RWE. Added to this are significantly lower energy prices. After a strong year-end rally, the DAX share (31.09 euros; DE0007037129) has lost more than 20% since the beginning of the year, breaking through the October support level of 31.55 euros.
. Due to the headwinds, however, RWE has disappointed with its forecast for 2024, which has dampened consensus estimates for net profit (EUR 2.1 bn) by more than 10% since December. As a result, the valuation (2024 P/E: 11; 10Y: 15) has not improved despite the share price slump.

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Janus55555@Janus55555

1Anno

@Smudeo I see 3-4 interest rate cuts this year, you argue short-term, I rather long-term 😆

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Smudo@Smudeo

1Anno

@Janus55555 very optimistic

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Janus55555@Janus55555

1Anno

@Smudeo well, average market opinion ✌️