5Mês·

Jenoptik - Record sales and 5-year low

The German technology company Jenoptik $JEN (+0,58%) has just presented its figures for the past year 2024. The 5% increase in revenue to 1.12 billion euros and the 6% increase in EBITDA to 222 million euros are strikingly positive.


These are the best figures in the company's history. Nevertheless, the share price is as low as it was 5 years ago during the corona period and has been struggling with strong price fluctuations ever since.


Most recently, Jenoptik shares fell by almost 25% in fall 2024. This was due to concerns about semiconductor manufacturer ASML. While $ASML (+1,61%) recovered by around 20% at the beginning of the year, the Jenoptik share continues to react negatively - despite good figures.


The causes are of course clear: a weak order intake in connection with the uncertain political and economic situation in beautiful Germany, which threatens Jenoptik and a considerable number of its customers.


Nevertheless, I currently see a great opportunity here with upside potential of around 50%. UBS has also already reacted to the figures and left the rating at "BUY" with a target price of 29€


There is relatively little talk about Jenoptik here. Do you know the share or does anyone have it on their radar?

14
42 Comentários

imagem de perfil
thanks for the great contribution
just because it's a german stock puts me off buying it.... 😅
7
Ver todas as 13 restantes respostas
imagem de perfil
Has anything been reported about the dividend? Whether it will continue to be paid tax-free
2
Ver todas as 2 restantes respostas
imagem de perfil
I was invested for a long time but it only went down. I got out immediately at breakeven. Only on the watchlist for a year or more now.
1
Ver todas as 12 restantes respostas
imagem de perfil
Interesting company that I'm hearing about for the first time. I'll have to take a closer look👀
1
imagem de perfil
@MalSchauenWasWird Yes, actually in very exciting areas: especially semiconductors and medical technology. Everything that has to do with optics, lasers, measurement technology etc. comes mainly from Jena.
imagem de perfil
I worked at Jenoptik's HQ and could fill books. For me, the share is uninteresting for various reasons.
1
imagem de perfil
@MrBoelter90 That would of course be incredibly interesting and valuable if you could say more
imagem de perfil
I was employed in the Optics division as a quality manager and supplier developer. This gave me an insight into various business areas (QM, Purchasing, SCM, OPS, Logistics, etc.). I resigned in 2020.
Without wanting to bash, it was uncoordinated and inefficient. When I started, the first thing I did was write process descriptions, as they hadn't existed before. I couldn't believe that a DAX company worked like that. When I resigned, I compared it to an anthill, consisting of hundreds of highly educated people, each running in a different direction, no one knows what the others are doing, yet somehow you survive and reach your goal. The issue of inefficiency mainly had to do with the production process.
The share is uninteresting for me because I don't invest in small caps and mentally buy the whole company. And that is not possible in my experience. For a short-term trade (for those who like it) the share looks interesting right now. I hope that helps you a bit😄 even if that was the short version.
1
imagem de perfil
@MrBoelter90 As I said, it's actually very valuable to me. And I can already imagine how you describe it. We can only hope that at least something has changed there since 2020. But as I said, this kind of thing is really exciting as an investor, as you usually have to assume that everything is handled super professionally in the company and often don't find out how it really is.
1
Utilizador eliminado
5Mês
O comentário foi eliminado
imagem de perfil
Why US-free?
2
Utilizador eliminado
5Mês
O comentário foi eliminado
imagem de perfil
@stabil_xc What are your top countries for the next 5 years?
Utilizador eliminado
5Mês
O comentário foi eliminado
imagem de perfil
@stabil_xc Northern Europe, especially Sweden. India is also top. Unfortunately, I'm skeptical about China and Germany. Greece sounds exciting, but I hardly know any stocks there. For me, the insider tip of all insider tips: Poland.
1
imagem de perfil
@Soprano Which Polish shares do you have in mind? I only know Dino Polska...
imagem de perfil
@Aktien-Investor There is also MoBruk, which is Polish waste management. But I'm particularly interested in Polish software producers such as 11 Bit Studios, Playway, CD Projekt Red and Text S.A.
imagem de perfil
So a yield-free portfolio, so to speak?
Ver mais uma resposta
Participar na conversa