I like these concise reasons for buying/selling
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•@GoDividend It's Sunday, day of rest ...
But well, here are my thoughts on the purchase.
1. Greece is now one of the most stable growing economies in Europe. Kri Kri has a 50% market share there.
2. future growth will therefore come from export markets and Greek yoghurt is in demand there and the name is even protected, so it can only be produced in Greece.
3. the UN is constantly growing strongly in terms of sales, profits fluctuate due to milk prices but are also growing strongly.
4. p/e ratio of 12 despite growth of 138% since the end of 2022.
5. stable dividend payer with a current ratio of 2.95%, cf. low payout ratio still leaves plenty of room for improvement. Greece is very friendly towards us German investors thanks to the DTA agreement.
6. diversification. So far I have only invested in markets in which the majority are also active (USA, Germany, France, India, Singapore, Japan). This offers me the opportunity to diversify into a new market and to invest in an emerging domestic market.
7. i am young, so i can bet on a larger share of small caps (3rd small cap after Eckert & Ziegler and Mutares).
All in all, not a gamble, but a bit riskier.
But well, here are my thoughts on the purchase.
1. Greece is now one of the most stable growing economies in Europe. Kri Kri has a 50% market share there.
2. future growth will therefore come from export markets and Greek yoghurt is in demand there and the name is even protected, so it can only be produced in Greece.
3. the UN is constantly growing strongly in terms of sales, profits fluctuate due to milk prices but are also growing strongly.
4. p/e ratio of 12 despite growth of 138% since the end of 2022.
5. stable dividend payer with a current ratio of 2.95%, cf. low payout ratio still leaves plenty of room for improvement. Greece is very friendly towards us German investors thanks to the DTA agreement.
6. diversification. So far I have only invested in markets in which the majority are also active (USA, Germany, France, India, Singapore, Japan). This offers me the opportunity to diversify into a new market and to invest in an emerging domestic market.
7. i am young, so i can bet on a larger share of small caps (3rd small cap after Eckert & Ziegler and Mutares).
All in all, not a gamble, but a bit riskier.
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