1Semana
@PikaPika0105 I would be interested to hear your well-founded opinion on $7012 at the current level
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11
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1Semana
@Aktienfox
Me too. I see a lot of potential in Kawasaki because they are in some sectors of the future. But the valuation is no longer favorable
Me too. I see a lot of potential in Kawasaki because they are in some sectors of the future. But the valuation is no longer favorable
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1Semana
@Tenbagger2024
@PikaPika0105
What is your opinion?
@PikaPika0105
What is your opinion?
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1Semana
@Aktienfox @Tenbagger2024 could become a tenbagger by 2035. They are well on the way to becoming the global market leader in the new hydrogen economy. They have a virtual monopoly on the entire supply chain (transportation in tankers, terminals, etc.). There will be no way around them once hydrogen is here. Japan is helping them very actively by compensating for initial price differences with gas. Unlike in Germany, KHI is also relying on dirt-cheap hydrogen first in order to build up the entire infrastructure with it so that they can then switch to green hydrogen. Very pragmatic. Another interesting field is medical technology. With their Hinotori surgical robot, they are bringing direct competition to the market for Intuitive Surgical's billion-dollar Da Vinci robot. They are applying their existing expertise in robotics here. Such robots are highly profitable and require long-term maintenance. It has already been approved in Japan, but has yet to be approved internationally. A third important area is armaments. Japan is heavily arming itself and at the same time allowing more and more arms exports. Kawasaki specializes in submarines, especially electrically powered ones. This has many advantages over conventional ones. Their Taigei submarines are considered to be among the most modern non-nuclear submarines in the world. They are also developing cruise missiles with a range of 2500 km, which Japan urgently needs as a deterrent and will then probably buy on a large scale. All in all, it can be said that the Group is undergoing radical change. Even in a rather pessimistic forecast, it is still a good investment (even if I am always optimistic, of course) :)
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22
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@PikaPika0105
Thank you, I hope there will be a correction.
I also see potential in the robotics sector
Thank you, I hope there will be a correction.
I also see potential in the robotics sector
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1Semana
@Tenbagger2024 I hope so too. But the big thing would really be hydrogen.
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11
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@PikaPika0105
What do you think of $6981???
What do you think of $6981???
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1Semana
@Tenbagger2024 is very interesting. Virtually invincible in ceramics with monopolies in materials and machines. Digitization and electrification play into their hands. Stable high margins. The only red flag for me is the almost 50% share of sales in China, which is too high, especially in view of the tensions between China and Japan. So I would rather be with KHI, where the leverage is even greater.
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1Semana
@PikaPika0105
Kawasaki doesn't look bad on the chart either and is at the 200-day line
Kawasaki doesn't look bad on the chart either and is at the 200-day line
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