1Mes·
12
3 Commenti

immagine del profilo
Yes, other areas are also being reviewed, sold and spun off.
Dividend capped and share buyback from 2027 instead of high dividend.
Should stabilize the share price.
4
immagine del profilo
Leading by example for once. That I can see this again, a German company taking the right step. Maximize capital from the company
immagine del profilo
It's always the same spectacle. A colossus is built up over decades, with various product segments...the main argument is the broad diversification to compensate for weaknesses in one segment through another and then when you realize, oops, the stock market makes a discount on the sum of the individual parts...see VW...then you tear everything apart again...funny that billion companies like Koch Industries and Warrens Baby are doing very well with it...even if they are a complete mixed store..well they don't care about the stock market valuation either...the capital allocation has to be right....rest doesn't matter
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