Is the Comeback of Cyclicals Starting? Dürr and Jungheinrich Both With Single-Digit P/E Ratios!

The upcoming peace negotiations regarding Ukraine are causing capital to rotate into cyclical stocks from the MDAX and SDAX. Many of these stocks have been languishing for years due to a sluggish German economy and unfavorable conditions caused by high energy prices. However, valuations are attractive with single-digit P/E ratios! Dürr (WKN 556520) has entered a new upward trend. Auto OEMs are investing in energy-efficient painting systems that save 67% on energy costs. This is also necessary because the emerging electric vehicle start-ups from...