1Settimana·

📍 New in the depot: Keyence 🇯🇵

I put €500 of Keyence in my portfolio - deliberately as a Japan play.

🔧 Market leader for sensors & automation

📈 High margins, strong growth

💡 Profits from AI-driven manufacturing & Industry 4.0 in the long term

Japan's risks? Put into perspective by high domestic debt - the central bank holds over 50% of government bonds

➡️ Long-term defensive & opportunity-rich at the same time.

#Keyence
#Japan
#Industrie40
#Investieren
#BuyAndHold
#TechInvesting
#DepotUpdate

03.07

Keyence

Acquistato x1,501 a 333,87 €

501,00 €

15 Commenti

Nico Uhlig@RealMichaelScott

1Settimana

Interesting title! It's also on my watch list.

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Maximilian@Max095

1Settimana

I've also had it on my watchlist for a long time

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Der Spekulant@Derspekulant1

1Settimana

@Max095 really very good key figures and somewhat more favorable after the price slide 👍🏽

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Memo0606@Memo0606

1Settimana

good buy

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Elsa Eberhart@epsen

1Settimana

I've also heard some positive things from AAA guest Thomas Rappold that they are becoming more profitable through AI and are also investing a bit.

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Michael D.@Angstundbange

1Settimana

Things have been heading south at #keyence since December 2021. Why do you think that will change?

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Der Spekulant@Derspekulant1

1Settimana

@Angstundbange because in a world where more and more Ki is being used in industry, keyence is essential and is by far the market leader and also has a moat. The key figures are very, very good and that's why I buy quality here. I don't know if and when the share price will turn, but I do know that it is a very good company.

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Michael D.@Angstundbange

1Settimana

@Derspekulant1 Then we'll be surprised. I'll stay on the sidelines.

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