1Ano·

New purchase

Hapag Lloyd now in the portfolio and hopefully it will fall again a bit to buy more (complete the position).

16.01

Hapag Lloyd

Comprado em € 135,90

7 Comentários

Charmin@Charmin

1Ano

I'll probably never understand posts like "I bought stock xy, but hope it falls further" ...

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ThemenmitKopf@topicswithhead

1Ano

Additionally bought Prosus after and Amundi is out for it.

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Utilizador eliminado

1Ano

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ThemenmitKopf@topicswithhead

1Ano

@Memo0606 Prosus has crashed well after the Tencent fall and I usually buy from 10-15% down. Hapag Lloyd has a very interesting ROCE ROIC over the 3,5,10 year avergage and the Gemini merger is coming soon, which should generate good synergies in the long term. My DCF model has given a fair valuation at 130€, but it is constantly high again before the amount, so I am now getting in for the first time and filling the position again at 120€.

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