Non trovato

Enrique · 2023-07-28T10:40:51.090393Z

Schön das sich Echtgeld.TV mit ihrer heutigen Folge endlich mal mit Mexiko befasst. Seit meiner Vorstellung und kauf von $GMEXICOB https://getqu.in/y0CqSU/ suche ich nach weiteren Chancen im Mexikanischen/Lateinamerikanischen Markt. Coca Cola Femsa ist bei mir leider raus, da ich oft genug in deren Firmen war und ich lieber bei der Konzernmutter bleibe und bei $MELI habe ich den Einstieg einfach bisher verpasst. Die Märkte sind für mich weitaus interessanter, als ein Investment in Indien. Auch wenn hier Korruption und Politische Unwägbarkeiten, gerade abwärts von Mexiko, sehr wahrscheinlich sind. Aber: Der Konsumhunger der USA muss gefüttert und versorgt werden und da hat sich Mexiko in eine gute Position gebracht. Funfact: eine der größten deutschen Gießereien für Zylinder und Motorblöcke im Saarland, ist seit zwei Jahrzenten Teil der Mexikanischen $NEMAKA und war damit der Beginn des Technologie Transfers von Deutschland nach Mexiko.

Enrique

@Dividenden_Monteur

1Anno·

Nice that Echtgeld.TV finally deals with Mexico in today's episode.

Since my introduction and purchase of $GMEXICOB (-0,13%)
https://getqu.in/y0CqSU/ I am looking for more opportunities in the Mexican/Latin American market.

Coca Cola Femsa is unfortunately out for me, since I was often enough in their companies and I prefer to stay with the parent company and with $MELI (+0,05%) I have simply missed the entry so far.

The markets are much more interesting for me than an investment in India.

Even if corruption and political imponderables are very likely here, especially downstream from Mexico.

But:

The consumption appetite of the U.S. needs to be fed and supplied and there Mexico has put itself in a good position.

FunfactOne of the largest German foundries for cylinders and engine blocks in Saarland has been part of Mexico for two decades. $NEMAKA and was the beginning of the technology transfer from Germany to Mexico.

22 Commenti

Ella Marie Waschbär@DividendenWaschbaer

1Anno

Finger in Po

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Alpalaka@Alpalaka

1Anno

@DividendenWaschbaer Paris Athen

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Smudo@Smudeo

1Anno

@Alpalaka goodbye 😜

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Barsten@Barsten

1Anno

@DividendenWaschbaer funny what raccoons like so 🤣

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Ella Marie Waschbär@DividendenWaschbaer

1Anno

@Barsten Maybe he also has another purchase from Spain, more precisely Barcelona 🤔

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Drachen@Drachen

1Anno

@DividendenWaschbaer mexiko

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Marcel@Mcl1991

1Anno

The trumpets of Mexico, invite you.... to coffee and cake, and glazed guinea pig 🇲🇽🎺☕️🥧🍽🍗 - Helge Schneider

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Enrique@Dividenden_Monteur

1Anno

@Mcl1991 samba Si work No

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Marcel@Mcl1991

1Anno

@Der_Dividenden_Monteur Si si! Cervezas por favor, me gusta! Enormo burro.That's it with my Spanish 🫡

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Felix@Felix_1988

1Anno

In my opinion, there are few top companies. Much of the growth will end up with foreign companies. $GMEXICOB would be too risky for me in terms of political influence.$MELI I find top positioned$NU and $BBVA are strong in the financial sector. Otherwise I rather bet on US companies with a strong presence in Mexico $HD $COST $PEP Saludos 👋

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Enrique@Dividenden_Monteur

1Anno

@Felix_1988 I think the risk with Grupo Mexico is actually negligible. They travel too much in the USA for that (3rd largest rail operator?) I know Mexico pretty well, just like you😅 I was born in Puebla. My parents belonged to the "VW Germans" in Mexico

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Epi@Epi

1Anno

https://www.justetf.com/de/etf-profile.html?query=mex&groupField=none&sortField=ter&sortOrder=desc&from=search&isin=IE00B5WHFQ43#uebersicht If the media only report after such price movements - is anyone still surprised that momentum works?

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Enrique@Dividenden_Monteur

1Anno

@Epi was the same game with India :) Only when the sow was chased through the usual channels, came the investment of small investors.

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Epi@Epi

1Anno

@Der_Dividenden_Monteur You are right. But try to make that clear to retail investors! 😂

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Felix@Felix_1988

1Anno

@Epi I find the ETF too concentrated, some companies not very innovative and the state influence too great. The top 5 make up a good 50%, including Banorte, a bank with too many branches and very poor service and image. $BBVA and $NU will take some customers away from them in the future.$GFNORTEO 120km of railroad line have just been expropriated and placed under military administration. The second airport in Mexico City Felipe Angeles is operated by the military and cargo airlines are urged to switch there. Passenger lines will follow. Therefore, the airport companies are not an investment for me either.

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Epi@Epi

1Anno

@Felix_1988 Sounds complicated and risky. I guess you really have to know your stuff. Are there any well-managed investment funds?

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Felix@Felix_1988

1Anno

@Epi I don't know of any investment funds that differ significantly in composition from the ETFs. For Latin America in general, I find $MELI and $NU exciting. Otherwise US companies that are very strongly positioned in Mexico like $HD $WMT $COST $PEP I lived / worked in Mexico for 3.5 year. Potential for further growth is there in my opinion. However, I have a hard time with the companies listed in Mexico.

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Epi@Epi

1Anno

@Felix_1988 Thank you. Whether the search for such a Mexico fund is worthwhile? Someone will know his way around there!

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SGP@Koenigmidas

1Anno

How about Wal-Mart mexico or America movil or gruppo Aeroporto d. Pacific?

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Robert@Zony

1Anno

@Der_Dividenden_Monteur The Saarland company I mentioned is about 20 minutes away from me by car. But there are always ups and downs with them, too, and electrification isn't making things any better at the moment.

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Felix@Felix_1988

1Anno

To $NEMAKA: Cylinder heads and engine blocks account for 77% of sales 😵‍💫

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Hannes@Hannes_SK

1Anno

$VALE in the cyclical low.

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