6D·

Wolters Kluwer

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.

08.07

Wolters Kluwer

Bought x6 at €138.77

€832.59

20 Comments

GeldGenie@GeldGenie

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!

•

Memo0606@Memo0606

@GeldGenie where would you set the stop loss

•

trump@trump

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

•

SunriseRanger@SunriseRanger

@trump Please spare Wolter Kluwer

••

Aktien-Investor@Aktien-Investor

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.

••

Memo0606@Memo0606

@Aktien-Investor so you are negative?
which companies are you more positive about in terms of the future? 🙏🏼

••

Aktien-Investor@Aktien-Investor

@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.

••

Aktien-Investor@Aktien-Investor

@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

•

Mau@ProMau

@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.

•

Finanzielle-Freiheit@Finanzielle-Freiheit

@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

•

Aktien-Investor@Aktien-Investor

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

••

Finanzielle-Freiheit@Finanzielle-Freiheit

@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

•

trump@trump

@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

•

Nova@Nova_portfolio

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

••

Mau@ProMau

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

••

Nova@Nova_portfolio

@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.

•

K@TechNav

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

••

Mau@ProMau

@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.

••

K@TechNav

@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.

••

Mau@ProMau

@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)

•