Good company with mega margins. The wave of automation suits them. Not a tenbagger, but you can't go wrong. Suitable for people who want to build a strong quality portfolio. But you should keep an eye on China. The trade conflict between the USA and China doesn't play a role here, this is always said directly out of reflex. You should take a much closer look at the trade conflict between Japan and China, which has recently intensified.
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@PikaPika0105 Thank you for your assessment.
But you're not invested, are you?
The only thing that could really cause problems is, as you said, the trade conflict between Japan and China. How dangerous do you think that is for the company?
But you're not invested, are you?
The only thing that could really cause problems is, as you said, the trade conflict between Japan and China. How dangerous do you think that is for the company?
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@capital_captain_2693 I am not invested. I can't say much about the impact as I don't know exactly how dependent Keyence is on Chinese customers. However, the trade conflict will continue for the next few years.
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