1Anno·

Hello dear community,

I would like to invest in the Norwegian shipping industry and have selected two similarly strong companies for this purpose

$HAUTO (+6,97%) and $WAWI (+4,42%) However, I can't decide on one, and the key figure analysis hasn't made me any smarter.

I would appreciate your input, thank you lg

5 Commenti

Gerit@Gerit

1Anno

I have no idea, but maybe orient yourself according to the actual asset?

The ships.

How many do they have?
How old are they?
How are they used?
What is done with corresponding age, resold?

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DustyBottoms@DustyBottoms

1Anno

Why Norwegian? Have a few that are based in Bermuda , there tax free dividend.
$SFL For example.

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Philip@PhilT

1Anno

I am an expert on shipping industry. $HAUTO is trading around 20% below fair value, whilst $WAWI recently (Sept 2023) beat their EPS estimate by 21%, however, their Y/Y revenue is down roughly 3%. Additionally, $WAWI is trading 78% below fair value and earnings.

NFA but $WAWI has more capital upside than $HAUTO

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MARKUS@Siebzig30

4Mes

@PhilT Thank you for this explanation. I guess I'm on the wrong ship 🚢

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