External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Fielmann Group AG is a leading optical retailer in Germany with a market capitalization of nearly €3.6 billion and a dominant market share</li><li>The company is currently under-the-radar with no market coverage from bulge bracket firms, but recent leadership changes are seen as an opportunity for increased profitability and growth</li><li>Fielmann has the potential to compound earnings at a rate of 25% per year until 2026, making it an attractive investment opportunity for value investors</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Fielmann Group AG is a leading optical retailer in Germany with a market capitalization of nearly €3.6 billion and a dominant market shareThe company is currently under-the-radar with no market coverage from bulge bracket firms, but recent leadership changes are seen as an opportunity for increased profitability and growthFielmann has the potential to compound earnings at a rate of 25% per year until 2026, making it an attractive investment opportunity for value investorsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Fielmann Group (FIE) - Thursday, Jun 13, 2024

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

We continue to be encouraged by market dynamics that are supportive of an ongoing equity bull market. Additionally, there continues to be an absence of breakdowns on the major global indexes (MSCI ACWI, ACWI ex-US, EM, &amp; EAFE). As a result, our outlook remains bullish.  In this report we show some love to various Sectors that have not been big attention-grabbers for us in recent months, but still have plenty of attractive stocks. The stocks highlighted hail from a variety of countries. Sectors covered include Services, Communications, Staples, Financials, and Utilities.

We continue to be encouraged by market dynamics that are supportive of an ongoing equity bull market. Additionally, there continues to be an absence of breakdowns on the major global indexes (MSCI ACWI, ACWI ex-US, EM, &amp; EAFE). As a result, our outlook remains bullish.  In this report we show some love to various Sectors that have not been big attention-grabbers for us in recent months, but still have plenty of attractive stocks. The stocks highlighted hail from a variety of countries. Sectors covered include Services, Communications, Staples, Financials, and Utilities.

Global Equity Strategy: Market Dynamics Remain Positive, And So Are We

CHINA - Healthcare, Steel, Autos, Education, Research From Beijing

Scott Laprise/ 乐天虎

CHINA - Healthcare, Steel, Autos, Education

Thematic (Sector/Industry)

Local Weibo explodes on obscenities by a foreigner<ul><li>Senior manager believed to have yelled obscenities at a local Chinese.</li><li>The story became a top social media story with over 13 million views.</li><li>The company has said it has removed the employee from his position in China.</li><li>Mercedes Benz business continues to grow well in China on the back of strong car sales.</li><li>We expect little impact due to this incidence due to the swift measures by the company.</li></ul>

Local Weibo explodes on obscenities by a foreignerSenior manager believed to have yelled obscenities at a local Chinese.The story became a top social media story with over 13 million views.The company has said it has removed the employee from his position in China.Mercedes Benz business continues to grow well in China on the back of strong car sales.We expect little impact due to this incidence due to the swift measures by the company.

Germany

Fielmann AG produces and markets prescription eyeglasses, specialty glasses, sunglasses, contact lenses, and optical supplies.  The Company retails its products through Fielmann stores in Europe.

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Fielmann AG (FIE GR)

Fielmann Group (FIE) - Thursday, Jun 13, 2024

Fielmann Group AG is a leading optical retailer in Germany with a market capitalization of nearly €3.6 billion and a dominant market share

Value Investors Club

Global Equity Strategy: Market Dynamics Remain Positive, And So Are We

We show some love to various Sectors that have not been big attention-grabbers for us in recent months, including Services, Communications,...

Vermilion Research

Mercedes Benz Dodges a Bullet

Local Weibo explodes on obscenities by a foreigner Senior manager believed to have yelled obscenities at a local Chinese. The story became a top...

Scott Laprise/ 乐天虎

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