$LOTB (-4,83%) 🤑

Here in the link my previous portfolio (unfortunately can no longer be updated here at the moment) and the train of thought of the last months briefly summarized:

https://getqu.in/4Kl605/

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This is my portfolio as of today.

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I probably won't manage to get rid of individual stocks completely.

But at least I could eliminate supposedly unnecessary overweightings and overlaps and focus more on second-tier stocks, such as $CALM (+1,18%)
$TXRH (+0,94%)
$SOFI (+1,78%)

In any case, I haven't reallocated much since the article linked above.

I'm taking it rather slowly, as it still feels wrong to me, although the opposite would be more accurate.

So far I have sold the following stocks:

Lotus $LOTB (-4,83%) -7,3 %

Hims $HIMS (-4,2%) +202 %

DE Telekom $DTE (+0,07%) +-0

Church&Dwight $CHD (-0,97%) -6 %

Ecolab $ECL (+0,18%) +1 %

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Below is the X-Ray, which illustrates overweightings and allocations. Nvidia and Apple are not in my portfolio as individual stocks, but are strongly represented due to the ETFs. However, I have $MSFT (+0,41%) and $GOOGL (+1,49%) shares in the portfolio, which leads to an overweighting. Alphabet convinces me in many ways, so the overweight could make sense here. But with Microsoft, the ETF share could actually be enough for me. I am therefore considering adding an SL to Microsoft, for example 7% below the current price level.

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$LOTB (-4,83%)

The Lotus Bakery share has lost over 40% in value in just a few months.

I wanted to share the sale with you a long time ago, but as this is only possible via detours, it has taken longer.

I had Lotus on Trade Republic and Trade Republic can only be updated via the app, which I no longer have access to.

I still find Lotus very exciting and will continue to monitor the situation and am also considering setting up a savings plan, but would first like to understand why there has been such a sharp fall in the share price in recent months.

$LOTB (-4,83%) 💴

$LOTB (-4,83%) 🤑 📈

$LOTB (-4,83%) I read an interesting report today on why the share price has plummeted. Despite high demand, production capacity for the cookies cannot be expanded any further in the short term. However, they are planning to do this with new production facilities by summer 26. They have also agreed a cooperation with a large ice cream producer, which means that Lotus ice cream will also be available from 2026.

I think I'll open a savings plan as a long-term investment. Or would it be better to invest in the abstrusely highly valued $PLTR (-0,11%) ?

Questions upon questions! I'd rather have my trading portfolio. Short-term decisions, short-term trading, usually quick profits or rarely quick losses! In any case, no long deliberations!

$LOTB (-4,83%)

$LOTB (-4,83%) but the 6k or less please only from 2.5. 😏 have money again there

Brief presentation of the company

• ISIN / Ticker: BE0003604155 $LOTB (-4,83%)
• Sector / Industry: Consumer Staples - Food & Snacks
• Geographical positioning: Lotus sells its products in over 70 countries worldwide, with a growing presence in North America, Europe and Asia.

Brief profile & business model

Lotus Bakeries is a Belgian family business headquartered in Lembeke. The company is particularly well known for its iconic caramel cookie "Biscoff", which has been established worldwide as a coffee biscuit. In addition to the core brand, Lotus is continuously expanding into healthy snacking with brands such as BEAR, Nakd, TREK and Kiddylicious.

The company pursues a growth-oriented brand strategy combined with a strong international distribution network. The aim is to gain market share through innovation, premium branding and organic and inorganic growth.

Fundamental key figures

• Market capitalization: € 6.7 billion
• P/E ratio / forward P/E ratio: 43 / 49
• Sales growth: 14
• Profit growth: 13
• Net profit margin: 12
• Dividend yield: 0.7

Valuation

Lotus is currently valued at a high multiple. Compared to other snack and confectionery manufacturers (e.g. Kellanova, Hershey, Nestle), Lotus shows above-average growth combined with high profitability.

Opportunities & risks

Opportunities:

- Strong brand: Biscoff is globally established and has high pricing potential.

- Growth market "healthy snacking": acquisition and development of innovative brands.

- Internationalization: North America and Asia in particular offer further potential.

Partnership with Mondelez for marketing in India

- Solid balance sheet: Hardly any debt, high return on equity, strong management.

Risks:

- High valuation: With a forward P/E ratio of 38, Lotus is ambitiously valued.

- Rising labor and material costs

- Concentration on a few brands: Biscoff accounts for a large proportion of sales.

Chart technique

The Lotus share is currently in an impulsive downward trend and has lost approx. 34% since the ATH without resistance.

From a technical point of view, things remain exciting. Although the share has bounced off the resistance marked in yellow for the time being and is even showing the first signs of consolidation in the short term, the volume is weak and the relevant resistance levels are significantly lower.

Conclusion on the chart:

Patience is required, wait for a bottom to form.

I am still going in with a savings plan as I am extremely impatient 🫣

Possible entry range: EUR 5,500-6,000

Personal assessment

Lotus Bakeries remains a quality stock with a strong market position, international expansion and high profitability. The valuation is quite high, but reflects the high pace of growth. For long-term investors with a focus on quality and brand management, this may be an attractive entry opportunity.

Sources:

https://www.lotusbakeries.com/investors

https://ir.mondelezinternational.com/node/28841/pdf

finchat.io

General Mills $GIS (+0,59%) (fair-favorable, interesting)

Wal-Mart de Mexico $WALMEX* (+0%) (downtrend - weak peso?)

P&G $PG (-0,88%)

Costco $COST (-0,14%)

Church & Dwight $CHD (-0,97%) (very expensive - silent expansion underway? see German website)

Pepsi $PEP (-0,48%)

Monster $MNST (-0,93%)

Coca Consol $COKE (+0,51%)

Lotus Bakeries $LOTB (-4,83%)

Mondelez $MDLZ (-0,31%)

Hershey $HSY (-0,13%)

Most of them are still "very" expensive in my opinion, despite the current price declines.

I would be interested to know which are your favorites for a long-term investment?