Behov for ca. 50% mere el-energi i 2040
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Hvem bliver blandt de langsigtede vindere?
En af vinderne kan sandsynligvis blive Siemens Energy:
https://www.avanza.se/placera/redaktionellt/2021/04/08/lagg-kraft-pa-att-kopa-den-har-aktien.html
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Hvem bliver blandt de langsigtede vindere?
"Electrification has the potential to supercharge Solar's business"
"Investing in Solar is first and foremost investing in the green transition. We provide best in class solutions to ensure sustainable and responsible use of resources."
Desuden er Solar A/S meget lavere vurderet end 'peers' (Rexel, Wesco, Malmbergs Elektriska, TIM, Grodno).
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Fann denne tre dage gamle artikel om den amerikanske elgrossist Wesco, som handles til PE (2020)=58 og PE (2016-2020, average)=26. Den bekräftar det, som jag skrev.
"As I've written recently in reference to names like Eaton (ETN), Schneider (OTCPK:SBGSY), and Siemens (OTCPK:SIEGY) among others, I believe we're on the front end of a major capital investment cycle for electrification. Factory automation, warehouse automation, and building automation (including green retrofits) will all require electrical upgrades, as will the growth of electric vehicles (and charging), and utilities are looking at not only increased renewables generation, but greater spending on grid automation and hardening.
With the acquisition of Anixter, WESCO has around 13% share of the U.S. electrical products distribution market - comfortably ahead of Sonepar, Graybar, and Rexel (OTCPK:RXEEY) which collectively hold about 13% share of the market."
https://seekingalpha.com/article/4418078-wesco-still-offers-electrification-driven-upside
Rexel, som omnämns i artikeln, är Solars franske konkurrent i Sverige, Norge og Holland, men ikke i Danmark og Polen. Med Rexel-vurdering (P/S-tal) skulle Solar koste mindst 660 DKK.
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