2Settimana·

Shares Presentation Megatrend Ageing

The world is getting older - and Savaria $SIS (+0,8%) is in exactly the right place:

They are building what millions of people will soon need - stairlifts, ramps, elevators for the home, accessible vehicles. 🌍♿


📊 What does Savaria do?


  • One of the world's leading providers of mobility & access solutions
  • Focus on older people, people with disabilities or reduced mobility
  • Products: Stairlifts, elevators, accessible vans - active in over 40 countries



Why exciting now?


✅ Demographic megatrend - baby boomers are retiring, demand for barrier-free living is increasing worldwide

✅ Stable, growing business - 2023 sales +12%, solid margins

✅ Market capitalization still small (~700 million CAD) - classic hidden champion

✅ Takeover candidate? Industry is consolidating, strong brands such as Savaria are in demand


📈 Chart & outlook


  • Share recently consolidated, but clean long-term upward trend
  • Analyst targets between +30-50% - realistic doubling/tripling potential over the next 2-3 years
  • More possible with further global growth (USA, Europe, Asia)



Conclusion for investors with vision:

Savaria combines megatrend + proven business model + growth + small-cap bonus - one of those quiet stocks that everyone suddenly wants when the market recognizes the trend.


Accessibility will not remain a niche topic - you can get in early here.


Plus monthly dividend, which is rare.


Perhaps an inspiration for some of you.

21
19 Commenti

immagine del profilo
Thanks for the presentation. The multiples also look quite good.
5
immagine del profilo
@Tenbagger2024 Gladly :) also something for me as a dividend fan.
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immagine del profilo
@Max095
And did you find an armor value?
1
immagine del profilo
@Tenbagger2024 No, not yet. But I now prefer $LMT because of the rating
immagine del profilo
@Max095
It's really difficult to say.
Lockheed doesn't have quite as high a growth rate, of course. And it didn't win the contract for the new fighter jet. Have you done some research here?
What do you think of Airbus, which has defense and civil aviation.
You could also take a look at Safran.
Among US companies, I also find $LHX and $CW interesting.
Take a look at the smaller companies such as $MILDEF.
Was $ESLT not for you?
2
immagine del profilo
@Tenbagger2024 $MILDEF looks really interesting. Perhaps $DRO would also be exciting in the long term (very risky 🙈).
1
immagine del profilo
$GD
What do you think about growth and dividend yield?

https://defence-network.com/gdels-chef-wir-verstehen-uns-als-trendsetter/
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immagine del profilo
2Settimana
Thanks for the introduction, if nothing else helps... then $SCI 🤭
4
immagine del profilo
@Doe But you don't have them in your depot? It actually doesn't look bad at all
immagine del profilo
2Settimana
@RenditeRudin No, not yet. It's been on the watchlist for over 2 years 😅 I also published an article about it at some point
2
immagine del profilo
@Doe Okay👍🏼 then I'll do some research
2Settimana
thanks for the suggestion, sounds exciting! i'll take a closer look!
1
immagine del profilo
Thanks, Max, for the introduction, it's on the watch for my Gamblefolio👌🏻
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immagine del profilo
@All-in-or-nothing Gladly :) perhaps also interesting in the long term and not just as a gamble. 😜
1
immagine del profilo
@Max095 I definitely think so Fall👍🏻 The name is perhaps a little misleading, but it only means that it only contains stocks that are allowed to run outside my actual core strategy🙃 The amounts are correspondingly lower than usual in my portfolio.
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immagine del profilo
@All-in-or-nothing Ah okay, very interesting 😊
1
immagine del profilo
Thanks for the introduction
1
immagine del profilo
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