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Enrique
@Dividenden_Monteur
10Mo·

Purchase of position 15 out of the targeted 20 positions in the end-of-year portfolio.


Hoya:

Not much to say really,

- Flies under the radar of most investors

- largest ophthalmic lens manufacturer in the world

- continue to order ophthalmic machines from us while USA and Europe are hesitant with new machines.

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19.03
774
Acheté x2 à 119,30 €
238,60 €
14
6 Commentaires
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ThemenmitKopf@topicswithhead
10Mo
Can you give me a hoya
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Dividenden-Penner@Dividenden-Penner
10Mo
A thumbs up from me for a company and market sector that I hadn't previously had on my radar. 👍 But with the lousy dividend yield, I have to slap my fingers again. 🙅‍♂️
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Enrique@Dividenden_Monteur
10Mo
@Dividenden-Penner well, the poor dividend yield is almost normal for Japanese companies 🥹
I see it as div growth with a distribution of 15% from the FCF
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Dussel Duck 🍎🍏🥂@DusselDuck
10Mo
I would say that Essilor is the largest lens manufacturer in the world.
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Enrique@Dividenden_Monteur
10Mo
@DusselDuck Essilor is the largest eyewear manufacturer, yes.
But in terms of lens processing, Hoya is a number of its own
Then comes Rodenstock and then Essilor.
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Dussel Duck 🍎🍏🥂@DusselDuck
10Mo
@Der_Dividenden_Monteur I don't know what sources you use, but everywhere I look, Essilor is the leader (in lenses, not frames)
Addition (according to Statica.com, by market share):
1st Essilor / Varilux 12%
2. Hoya 10%
3. Transistions 9%
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