Basically, I think your Japan decision is a very good one. I'm also a big fan of Japan and was invested in five or six Japanese stocks myself. In the end, I simply wanted to streamline my portfolio and therefore had to part with some stocks. Even though I still find many of them interesting.
Only $8031 and $7203 have remained in my portfolio. I have disposed of Mitsubishi, although the company remains exciting, but I see much better long-term growth opportunities in Mitsui. I have also sold SoftBank. We have already discussed the reason for this: Too much back and forth, too erratic, and the complete exit from NVIDIA was simply not a good signal for me. Kawasaki Heavy Industries was also part of my portfolio at one point, but had to make way for the same reasons.
Of course, your analysis has now made Kawasaki attractive to me again. If I look at the chart, I would be interested in the EUR 60 to 55 range, precisely because the 200-day line is also moving there. These would be realistic entry zones for me if I wanted to pick up the stock again.
Only $8031 and $7203 have remained in my portfolio. I have disposed of Mitsubishi, although the company remains exciting, but I see much better long-term growth opportunities in Mitsui. I have also sold SoftBank. We have already discussed the reason for this: Too much back and forth, too erratic, and the complete exit from NVIDIA was simply not a good signal for me. Kawasaki Heavy Industries was also part of my portfolio at one point, but had to make way for the same reasons.
Of course, your analysis has now made Kawasaki attractive to me again. If I look at the chart, I would be interested in the EUR 60 to 55 range, precisely because the 200-day line is also moving there. These would be realistic entry zones for me if I wanted to pick up the stock again.
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@EpsEra
Thank you my dear.
I find Kawasaki so interesting because it contains so many growth sectors. And there is also potential in the defense sector. And Taurus is also going to Europe.
Pikapika sees a lot of potential in the hydrogen project.
And you already mentioned the med tech sector.
I had just sent Kleinanleger a link to underwater technology.
You saw how much potential there is here with Kraken Robitics.
I was also interested in Fanuc, but you don't have such a broad base here.
And $5803 has run away from me and is now too expensive.
At Mitsubishi you have the Electric and the Industries share
Thank you my dear.
I find Kawasaki so interesting because it contains so many growth sectors. And there is also potential in the defense sector. And Taurus is also going to Europe.
Pikapika sees a lot of potential in the hydrogen project.
And you already mentioned the med tech sector.
I had just sent Kleinanleger a link to underwater technology.
You saw how much potential there is here with Kraken Robitics.
I was also interested in Fanuc, but you don't have such a broad base here.
And $5803 has run away from me and is now too expensive.
At Mitsubishi you have the Electric and the Industries share
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•@Tenbagger2024
Kawasaki remains exciting for me because the group bundles several strong growth areas in one company and much of it is classic dual-use, i.e. relevant for both civil and military applications. The underwater technologies also show how broadly Kawasaki is positioned technologically and what potential is still emerging there. The hydrogen project, including electrolyzers, also fits into the picture, especially as I see opportunities even in smaller stocks such as Plug Power and ITM Power. Overall, Kawasaki combines mechanical engineering, energy, robotics and defense in a way that is rarely found. It is precisely this combination that makes it attractive in the long term.
Kawasaki remains exciting for me because the group bundles several strong growth areas in one company and much of it is classic dual-use, i.e. relevant for both civil and military applications. The underwater technologies also show how broadly Kawasaki is positioned technologically and what potential is still emerging there. The hydrogen project, including electrolyzers, also fits into the picture, especially as I see opportunities even in smaller stocks such as Plug Power and ITM Power. Overall, Kawasaki combines mechanical engineering, energy, robotics and defense in a way that is rarely found. It is precisely this combination that makes it attractive in the long term.
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