Hope $7012 gets a little cheaper
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@Tenbagger2024 Yes, Kawasaki H. has done really well, like many other Japanese stocks. However, with exports accounting for >60% of sales, it will be interesting to see whether they can keep up the price trend...!
Especially as the forecast rise in interest rates is now expected to be twice as high as the last one.
Especially as the forecast rise in interest rates is now expected to be twice as high as the last one.
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@Tenbagger2024 I also have them on my watch list with Mitsubishi Heavy Industries... But may I ask whether you would opt for Kawasaki apart from the more favorable valuation in relation to Mitsubishi (which would include the gas turbine aspect)?
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@Roccola601
Due to the valuation and the already good performance, I didn't spend much time with Mitsubishi. At Kawasaki, I see potential in robotics, especially med tech robotics. I also see potential in underwater technology (as you can see at $PNG ). Furthermore, Kawasaki still has the hydrogen division. And defense will continue to run. The margins could be better at Kawasaki, but this also means that there is still room for improvement.
Due to the valuation and the already good performance, I didn't spend much time with Mitsubishi. At Kawasaki, I see potential in robotics, especially med tech robotics. I also see potential in underwater technology (as you can see at $PNG ). Furthermore, Kawasaki still has the hydrogen division. And defense will continue to run. The margins could be better at Kawasaki, but this also means that there is still room for improvement.
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@Tenbagger2024 Thank you for your assessment of the topic ☺️
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•@Roccola601
Perhaps @PikaPika0105 can still provide you with arguments.
Perhaps @PikaPika0105 can still provide you with arguments.
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