After a thorough analysis, I think the company has a good and dominant business model.
The Debt ratio is a bit high for my standards but everything else seems incredible.
A long-term position, there will be added more.
Postos
4Vossloh achieves record sales and significant increase in EBIT in the 2023 financial year
The industrial stocks in my portfolio are gradually reporting excellent figures for 2023. $VOS (+2,77%) Strong project business in Mexico and the long-awaited higher demand in the USA. There is also a slightly higher dividend.
In addition to Vossloh, a few WABTEC $WAB (-0,82%) shares. Because where there are rails, something has to roll. Perhaps with the next setback.
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