Building the Automated AI Factories of the Future. My DAX Favorite!
Siemens is a favorite of mine in the DAX!
AI-based factories enable higher-margin revenues for Siemens and thus an expansion of valuation!
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If I had to name my favorite in the DAX today, it would undoubtedly be Siemens. The company is positioning itself as the undisputed pace-setter for AI-driven automation in industry. The ongoing transformation into a tech giant is the catalyst for a massive re-rating. With a 2027 sales multiple of 2.2 and a price-to-earnings ratio of 20, the stock is almost modestly valued for this narrative. The dividend yield of 2.21% adds an extra margin of safety. The foundation is built upon the strategic alliance with NVIDIA. Future factories will operate...
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