1Settimana·

$STLAM (+0,86%) what do you think of them at the moment? I've had them on my watchlist for a long time and I know the automotive sector is bleeding, but it almost looks a bit overdone

2
8 Commenti

immagine del profilo
According to analysts, the lowest price target is 14.94, the average is 21.54 (source: Tipranks) According to gurufocus, the fair value is 180.31... (DCF Value). I'm holding for now, had bought a few more at 13.95...
1
immagine del profilo
1Settimana
How did you value the company fundamentally and where do you see the fair valuation?
Visualizza tutti 3 ulteriori risposte
immagine del profilo
Am very heavily in the red. Don't know whether I should buy more ...
They are in a better spot than many think. EU tarifs Will help then milk the gasoline / diesel engines for longer.
In a bad scenario I would say that can go around 6€. But in that case many car companies will not have the cash / emit debt to survive. ( They have low debt and can aquire on the cheap side)
It "normal" scenario I would put it at 31€ during the upcicle.
In a path that they transition well to electric and milk the diesel / gasoline well. We will probably see a muitiple expansion (P/E). Would give you around 400% return to 600% in a upper cycle.

Take in consideration this is one of the worst sectors during downturns.
immagine del profilo
1Settimana
If automotive sector, then rather like this $DORM

Partecipa alla conversazione