Seem to be a favorite of theirs somehow. I've already received 2x hm 😀
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@Hotte1909 Then you're well on your way to becoming a major shareholder in H&M. 😅
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@NichtRelevant I always sold them immediately. The only thing I could use so far was 1x15€ Nvidia and 1x32€ Lufthansa.
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@Hotte1909 Lufthansa?
Source: YouTube https://share.google/w5MApl2wO3ajr76F1
Source: YouTube https://share.google/w5MApl2wO3ajr76F1
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@NichtRelevant I don't think they're that bad. It's in my dividend portfolio 😉 it always flies 😉
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•@Hotte1909 Lufthansa fits the bill. But the aviation industry is still a highly competitive market - especially as some of the competitors from the Emirates are strongly supported by the state.
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@NichtRelevant That's true. But I don't think Emirates is tradable here at all, at least I don't know where I can trade on the Dubai Stock Exchange.
Of course, this year went really well for Lufthansa with +28%. The figures are also right, so I could also imagine a dividend increase, and the cash position is also rising continuously, also due to the relatively low payout of around 20%, then another 30% debt repayment, the rest is needed for special repayments and investments and around 10% goes into the cash position. This currently stands at approx. 2bn, compared to approx. 36bn in liabilities, but there are also 48bn in operating assets without cash. So the operating value is theoretically valued at approx. 14bn, but the share is only valued at 9.5bn
Of course, this year went really well for Lufthansa with +28%. The figures are also right, so I could also imagine a dividend increase, and the cash position is also rising continuously, also due to the relatively low payout of around 20%, then another 30% debt repayment, the rest is needed for special repayments and investments and around 10% goes into the cash position. This currently stands at approx. 2bn, compared to approx. 36bn in liabilities, but there are also 48bn in operating assets without cash. So the operating value is theoretically valued at approx. 14bn, but the share is only valued at 9.5bn
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•@Hotte1909 You have just outlined a good case for entering $LHA as a value stock.
I'm having a bit of a hard time with this, as Lufthansa once left me standing in London. But maybe I shouldn't be so resentful. 😏
Thank you for the detailed explanation. Very nice.👍
I'm having a bit of a hard time with this, as Lufthansa once left me standing in London. But maybe I shouldn't be so resentful. 😏
Thank you for the detailed explanation. Very nice.👍
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