Wolters Kluwer

Mau · 2025-07-08T09:34:52.785649Z

First position opened at support. Lost approx. 25% from ATH and still strongly positioned. Unfortunately relatively expensive, but still sees medium-term potential if support holds. Let's see.

GeldGenie@GeldGenie

3Mês

Your entry "at the support" fits well technically - but remember that the downward trend does not necessarily have to be broken yet. Fundamentals are strong and some analysts see value in the share price. But the scenario is more "hold with potential" rather than a clear "buy" signal. In the medium term, €155-175 could be possible - but a stop-loss might be sensible. Good luck!

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Maximilian@Max095

2Mês

@GeldGenie hey, do you think stop loss also makes sense with buy&hold? That would be rather counterproductive for such a strategy, wouldn't it?

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GeldGenie@GeldGenie

2Mês

@Max095 Makes sense if you are afraid of a Black Swan event - and can't or don't want to sit it out.

But I wouldn't advise it. 🤷‍♂️

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Maximilian@Max095

2Mês

@GeldGenie yes, with Black swan you'd have other things to worry about anyway

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trump@trump

3Mês

valuation is finally back to normal. i also see no danger at all with regard to ki.

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SunriseRanger@SunriseRanger

3Mês

@trump Please spare Wolter Kluwer

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trump@trump

3Mês

@SunriseRanger I topped it up myself today, no worries.

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SunriseRanger@SunriseRanger

3Mês

@trump makes Wolters Kluwer great again 🔥🔥🎉

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Aktien-Investor@Aktien-Investor

3Mês

It will be interesting to see how the company positions itself, especially for or against AI. I have concerns that their business model will be largely disrupted.

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Utilizador eliminado

3Mês

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Aktien-Investor@Aktien-Investor

3Mês

@Memo0606 everyone who earns money with AI and its provision (hardware, infrastructure, energy suppliers, etc.). At some point, AI will take care of your tax returns, file maintenance, patient management, etc. You won't need software for that anymore.

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Aktien-Investor@Aktien-Investor

3Mês

@Memo0606 Wolters Kluwer $WKL already uses AI in many areas, as can be seen from numerous articles.

https://www.wolterskluwer.com/de-de/solutions/annotext/kuenstliche-intelligenz-ki-fuer-anwaelte-kanzleien

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Mau@ProMau

3Mês

@Aktien-Investor I also had this topic on my screen, but apparently $WKL does too. That's why I think they can continue to grow.

Although I have to say that I don't want to put a 5-10 year timeframe on it, but the next 1-3 years will certainly bring returns.

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Finanzielle-Freiheit@Finanzielle-Freiheit

3Mês

@Aktien-Investor I have insights on this from acquaintances: AI is already implemented and is being further refined, for example, when searching for articles, a case can be described and the AI searches for the appropriate commentary etc. - the data that WLK has has no AI, as it is specialized, not publicly accessible specialist data, so I think the AI will rather lead to further growth

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Aktien-Investor@Aktien-Investor

3Mês

@Finanzielle-Freiheit Thank you for the information. The valuation is still pretty sporty.

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Finanzielle-Freiheit@Finanzielle-Freiheit

3Mês

@Aktien-Investor Well, a P/E ratio of 28 for 2025 and just under 10% EPS growth, which has been constant for many years, is not expensive in my opinion (and compared to the peer group). They also buy back an average of 2.5% of their outstanding shares and are not very volatile - what more could you want? For me, this is a company that is extremely attractive

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trump@trump

3Mês

@Aktien-Investor there is no real danger from ki. they provide evidence-based tools that require specific knowledge. you certainly can't use chatgpt or other ki tools for that. and the rating is finally back to normal

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Nova@Nova_portfolio

3Mês

Was considering the same but they're quite vulnerable to USD devaluation as they make a lot of their revenue (~65%) in USD.

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Mau@ProMau

3Mês

@Nova_portfolio I think every or the most big company in Europe make a lot of money in the USA

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Nova@Nova_portfolio

3Mês

@ProMau fair enough, but some are more vulnerable than others. For example, $ASML only gets ~ 15% of it's revenue from the US, making it less reliant on US/USD. I'm not saying it's not a solid long-term investment, I just think there's short-term headwinds. As a consequence, I'm not so sure that the current price if the bottom.

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K@TechNav

3Mês

P/E ratio of 30, as if even higher growth is expected than for some tech stocks...

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Mau@ProMau

3Mês

@TechNav That's true, although it has to be said that the last time it was fairly valued was around ten years ago.
In this respect, a favorable P/E ratio can only be used as a key figure to a limited extent.

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K@TechNav

3Mês

@ProMau I rather think that they are simply overvalued with the current profit figures. Their profit with market capitalization is not right, the company is worth max. 10 billion and not 30.

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Mau@ProMau

3Mês

@TechNav I made a peer comparison (RELX; Thomson Reuters). More favorable P/E ratio than the two, higher div yield, better EBIT margin

So, in contrast to the competitors, the key figures look quite solid (apart from the fact that they are definitely high)

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