Hosokawa Micron - 500 Beiträge pro Seite

[R-BgO]

(Taiwan: 6277)

is the global leader in powder and particle processing equipment and high-performance plastics thin-film blowing manufacturing equipment, with clients in the pharma, cosmetics, food and beverage, auto, and other industries.

Hosokawa has a strong reputation for world-class technology and advanced technical capabilities. Hosokawa has five R&D centers and eight test centers, enabling it to launch new products that meet customer needs quickly.

Since current CEO Yoshio Hosokawa took over in 2014 to rationalize the business, financial performance has improved significantly. Yoshio has made difficult decisions, such as divesting the loss-making confectionery equipment segment in 2015.

CFROA (operating cash flow divided by assets) of 13% is one of the best in the industry (Alfa Laval 8%, GEA 5%, John Bean 8%, IDEX 13%, Marel 14%). Yet, the market quotation of EV/CFO of 6x, EV/EBIT of 8x, and EV/EBITDA of 7x represents a discount to comparable companies.

Hosokawa implemented shareholder-friendly actions in 2017, including a share buyback. Hosokawa has the potential to grow operating profits by 50-80% in the next 3-5 years to $70-83m, and spur an upward valuation re-rating based on EV/EBIT 15x towards a 95-134% rise in market cap from its present $534m to cross $1.04-1.25bn in the next 3-5 years, or a share price of JPY 13,800 to 16,600 from its present JPY 7,090.

[R-BgO]

Antwort auf Beitrag Nr.: 59.184.843 von R-BgO am 10.11.18 09:55:13

erstmal nur Ideensammlung,

keine Ahnung, wie ich die kaufen soll

[R-BgO]

Antwort auf Beitrag Nr.: 59.184.843 von R-BgO am 10.11.18 09:55:13

natürlich Tokyo, nicht Taiwan:

[R-BgO]

Antwort auf Beitrag Nr.: 61.401.305 von R-BgO am 03.09.19 17:19:19

und damit problemlos kaufbar:

WKN ist 877593, allerdings bei Wund Comdirect-informer unbekannt;

trotzdem eben ein paar in Tokyo gekauft