Andreas Wölfl | equitystory.ai
Investment professional with more than 30 years of stock market experience regularly presents new stocks and exciting investments
Stocks Deep Dive – Current Articles
Analysis: CK Hutchison Holdings – A global colossus at a crossroads?
CK Hutchison Holdings combines a global conglomerate of ports, infrastructure, retail and telecommunications under one roof. Despite its strong assets, the share is trading at a significant discount. The analysis examines whether this decline in valuation represents an attractive entry opportunity or whether complexity, low growth and geopolitical risks justify the low price.
Analysis: Sonic Healthcare (ASX: SHL) – A global diagnostics champion in the quality check
Sonic Healthcare is far more than just a beneficiary of the COVID-19 pandemic: the leading global diagnostics provider with a strong market position, intelligent acquisition strategy and solid management is nevertheless facing key issues – such as normalization after the pandemic and the challenges for margins and growth. This article shows whether the current fall in the share price justifies an investment.
Stock Blog – Current Articles
CK Hutchison: Hong Kong giant selling off – opportunity or trap?
CK Hutchison is considered one of the value stocks par excellence: a global portfolio of ports, infrastructure and retail at a fraction of its book value. But what looks like an obviously worthwhile purchase is full of pitfalls: weak growth, low returns on capital and the Damocles sword of geopolitics. This article takes a close look at the opportunities and risks.
Sonic Healthcare: Is the diagnostics giant a buy after the share price plunge?
Sonic Healthcare nevertheless came under pressure following strong business figures and a promising strategy – the fall in the share price could now offer an entry opportunity. The article assesses the market position, valuation and risks of the global diagnostics reservoir.