Austrian stocks at cycle lows and years lows provide the potential for 2x to 5x cyclical rebounds like it had actually occurred already a couple of times with all the pointed out stocks.
Nevertheless, by taking a look at the financials for the business, and not at what the European Comission states, there is a dark cloud on the horizon when it pertains to the European economy and it may be something not priced in. Thus, as it is always with cyclicals, enjoy the cycle and understand your cyclical.
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0:00 Austrian Stocks.
2:02 AMAG.
4:29 EU Economy.
5:40 Andritz.
6:21 AT&S.
9:48 Mayr Melnhof.
14:15 On my method!
15:04 Palfinger.
16:33 Schoeller.
16:46 Semperit.
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Sven’s blue eyes are like rare gem detectors
:-)))
These cyclicals are very interesting, but as you said a real recession is still not priced in. Especially not one in the U.S.. After such an event those are dirt cheap, but timing is impossible.
It is about waiting till lt is an aboslute cheap buy, until then you simpli do nothing
I work at Semperit’s competitor, they have bad reputation of their service, currently they got some market share offering cheap products made in far eastern countries.It’s well established company , they have better automation compared to some other players.But i wouldn’t invest because customers might prefer their competition if they have even slightly worse offer due to bad service reputation.Everybody knows also they already pay for something cheap.This year they were very aggresive in pricing, i don’t think it is sustainable.I will watch this video carefully because i am sure Sven gifted some chances =)
Please don’t overestimate these factors. McDonald’s or Coca Cola’s reputation is also not always the best. 😉 There are other factors to consider. And more aggressive pricing in one year is not the worst idea. Then you are already in the order book of the companies and from there it is a no brainer for the next orders.
Thanks for sharing! Higly competitive indusry
Nice art on the wall
🙂
Love this kind of videos
Thanks
What about Vienna Insurance Group and Erste Group?
Thank you for the great company analysis video!
Glad you liked it!
As a Shareholder of Voestalpine I was happy to see it on the list but then you stopped at Semperit. My weekend is ruined. 😅
Only after making the vid i saw i forgot to say domething about it :-(((( anyway, just indusrial
@@Value-Investing no worries, thank you for your answer. Looking forward to the Agrana/sugar video. 😀
Sven, how can you say Europe is not close to a recession with so many companies firing in Germany and some oh them closing? And, do you really believe in those unemployment data? By the way – thanks for another great video!
Did i say that, just what the data says, but things are slowing down
Thanks for sharing your analysis Sven… Terrific video as always!
Thanks again!
Sven, a lot of people are using the risk free rate + risk premium as a discount rate when valuing stocks. My question is, with interest on debt being such a huge part of GDP, can the “risk free” rate truly be considered risk free going forward?
Interesting to discuss!
Here is the written overview with more stocks https://sven-carlin-research-platform.teachable.com/courses/stock-market-research-platform/lectures/58021969
Thank you very much. I live in Austria and have some of these countries analyzed on my tracker. Btw. Austria is in a recession. According to latest data the economy went -1.7% during the last 12 months.
Thanks for sharing!
Thank you Sven! Much appreciated
My pleasure!
Austria has a decent tax on dividends unfortunately. Some can be claimed back, but it should be considered before buying for the yield.
Thanks for sharing!
What do you think about Lenzing AG?
Sven, are U.S. traded ADRs available for any of these Austrian Companies you covered in this video? Thank you.
Should be, but check the volume
Sven, it sounds like you don’t think that that the Economy throughout will get worse in the near term. Can you do a Macro Ecomomy Video for what you think will take place in Europesn Economy over the next year? Thank you
I cannot predict, but things are not going to get much better without a miracle!
I own Mayr-Melnhof Karton AG. The problem here is, that Russian market “disappeared” and therefore prices are low. Hopefully not for forever…
Yes a sugar video please:) You can add Cofco Sugar to it