3Mes
@Money-Man For the reason and strategy you mentioned, I also hold a large position in $6367 Daikin Industries. It's a good investment, but there are some pros and cons that you should be aware of. Cons:
- there is hardly any news and analysis available on DE/EN
- it is highly dependent on the Nikkei and Yen exchange rate
- there are enormous costs involved
- it focuses mainly on the US and European markets
- losing out to Chinese brands in Asia
- It is very greedy in marketing
- Management is too conservative and old
- the investment policy is still unclear, sometimes limits are exceeded
Advantages:
- High quality products
- Very stable - long investment
- Market leader for products in all active sectors
- Industry Innovation leader
- Also applies to the construction and real estate sector
- Share for climate change strategy
Dip October-November, ATH-August, September.
Have fun đ
- there is hardly any news and analysis available on DE/EN
- it is highly dependent on the Nikkei and Yen exchange rate
- there are enormous costs involved
- it focuses mainly on the US and European markets
- losing out to Chinese brands in Asia
- It is very greedy in marketing
- Management is too conservative and old
- the investment policy is still unclear, sometimes limits are exceeded
Advantages:
- High quality products
- Very stable - long investment
- Market leader for products in all active sectors
- Industry Innovation leader
- Also applies to the construction and real estate sector
- Share for climate change strategy
Dip October-November, ATH-August, September.
Have fun đ
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3Mes
@Carpe-Diem Thank you for sharing the share and your assessment. Have you analyzed the market in more detail? It would also be interesting to know which air conditioning stock focuses on emerging markets. Presumably Chinese - due to the political factor this would then unfortunately no longer be so interesting for me.
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Check out Carrier ;) every truck with refrigerated goods has Carrier and every supermarket has refrigerated shelves from Carrier. + Vissmann (heat pumps etc) are well positioned for the future in my opinion. Lg
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