THYSSENKRUPP WKN: 750000 ISIN: DE0007500001 Forum: Aktien Thema: Hauptdiskussion

Einstiegskurse👍

Glaube ich nicht.

Jo jetzt kommen Kurse von 5.80 abwärts

schon krass was mit tk passiert

Nee Inflation

10 Cent hoch 20 wieder runter wie immer

Gibt es News ?

Geht doch wie immer zum🤮

Naaa geht doch schon wieder ins minus

Geht doch 5 Cent 👍🙈

Naaaa geht doch😍

todi1 Brauchst du ein Arzt.

Warum sollen die nicht durchhalten. Haben doch für den Umbau Milliarden Fördergelder erhalten. Sind die schon weg ??????

I think time to talk by tk is over. Now figures and results has to come. Since 5 years promises were done. ,,Ankündigungsweltmeister‘‘ is TK. And the answer for that article from Lopez is a new ,, Ankündigung“… Time will give us the answer…Hopefully Lopez will stay as CEO

"I've reviewed companies with 100% faultless miss ratios before - but none that are this bad with this size and with this history. TK has simply, since the GFC, had one of the absolutely worst performances that I have seen barring bankruptcy. But I believe the time for a turnaround lies somewhere in the next 1-3 years, with more and more of that crystallizing as time goes on. That's where the upside lies, and the current forecast that I have for this company includes an EPS, on a GAAP-equivalent basis, that rises into the positive in 2024, and stays there, growing slowly. By 2025 and 2026E, I believe the company, based on an expected revenue number of between €36-€38B for those years, would bring in EBIT of about €700-€1000M, which based on SO and the current trends would bring about between €0.6-€1.1 EP, enabling a dividend of around 15 euro cents or thereabouts, without impairing the company in any way. This would imply a yield of 2.5%, nothing to crow home about, but something to build on. The largest upside here is from share price appreciation, because if the company manages a euro in EPS, then this company trades at a P/E of 6x - and that's not something that I consider fair. I would estimate it at around €12.5 in its €1/share EPS state, which gives us a triple-digit upside. Again though, I want to be clear that this is a speculative investment. Thesis thyssenkrupp remains one of the more interesting global plays on steel, forging and the steel sector in Europe. While there are peers I've made money on that are not thyssenkrupp, like Gerdau and Arcelor, I consider this one, despite its 50% RoR in the last year, to still have an upside. I added to it not that long ago, and I will continue to hold and build my position in the business. thyssenkrupp is undervalued on the basis of NAV, Peers, and forecasts - because of that, my rating for 2023 for the company is a very clear "BUY", albeit a clearly speculative one. 3Q23 saw the company hitting almost all its forecast targets, but there's still uncertainity as to exactly when investors can expect that significant upside, based on earnings (not sentiment), and for that reason I caution this company as being quite speculative. My PT for thyssenkrupp is at €12/share native."

"The upside here, and the reason why you should invest in the company should be self-explanatory. Triple-digit upside potential when this company goes up, as it should if it continues executing. The company's new structure is already finished and can be viewed on the homepage, including the segments Automotive Tech, Decarbon Tech, Materials services, Steel Europe, and Marine Systems - everything else will be folded into them or sold. This new structure should be able to generate group-wide sales of over €35B p.a. with an EBIT adjusted of over €700M. That's the upside, and if it materializes, I do believe this company will be worth not only what I paid for my shares, but far more than that. Valuation for thyssenkrupp The company's valuation is somewhat made difficult by how long the company has been in negative territory for things like stable earnings and positive FCF. However, now the company is confident its positive FCF numbers are here to stay, which should cushion the valuation quite a bit. Despite the company's operational improvements, the market has not allowed leeway for thyssenkrupp to trade higher here. It's still at €6/share or thereabouts. 8 analysts follow the company, and these analysts go from a €7/share low to a €17/share high with an average of €10/share. Due to the undervaluation in commodities and basic materials, I'm lowering my target to €12.5/share, but that still gives us more than a 100% upside for the native ticker from today's valuation. 5 analysts out of 8 have the company at a "BUY" , indicating a good conviction. The key here lies in overcoming what I would consider to be one of the worst track records in the space. How good has TK been at hitting analyst targets?"