The analyst identifies Kerry Group as an undervalued value stock with a potential for double-digit annual returns. The company has strong fundamentals, including stable dividends and earnings growth, and has recently sold off low-margin dairy segments to focus on higher-margin taste and nutrition products. Despite a recent period of underperformance due to supply chain issues and a strong US dollar, the stock is now historically undervalued, trading at a conservative 16x P/E ratio, suggesting a significant upside.
“Ich mache ein 16er KGV für dich. Dann gucken wir, ob wir noch zweistellige Renditen kriegen. Was auch noch interessant ist, der Prognose Korridor.” — ▶ 14:00