2Settimana·

New purchase

Hapag Lloyd now in the portfolio and hopefully it will fall again a bit to buy more (complete the position).

16.01
Hapag Lloyd logo
Acquistato a 135,90 €
5
7 Commenti

immagine del profilo
2Settimana
I'll probably never understand posts like "I bought stock xy, but hope it falls further" ...
10
immagine del profilo
@Charmin either you hope it rises or you say that you will buy more if it continues to fall, but hoping that it will fall makes no sense to me at all 😃
immagine del profilo
@Charmin well, I have a limit for a reasonable price and buy in tranches. If the share falls another 10%, the position is brought closer to the full amount. Is this actually called a regular savings plan?
immagine del profilo
2Settimana
@topicswithhead Maybe so. In any case, I have never "hoped" that a share will fall *after* I have bought it.
2
immagine del profilo
Additionally bought Prosus after and Amundi is out for it.
immagine del profilo
@topicswithhead why prosus and the loyd? so what were your reasons for buying?
immagine del profilo
@Memo0606 Prosus has crashed well after the Tencent fall and I usually buy from 10-15% down. Hapag Lloyd has a very interesting ROCE ROIC over the 3,5,10 year avergage and the Gemini merger is coming soon, which should generate good synergies in the long term. My DCF model has given a fair valuation at 130€, but it is constantly high again before the amount, so I am now getting in for the first time and filling the position again at 120€.
1
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