A&O Johansen (PE=8,2) - måske bedre end prognose
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Den 12. oktober:
Grundet besøgsstatistik viser kunde i november større interesse for A&O Johansen end for de andre VVS-grossisterne Sanistål, Lemvigh-Müller og Brdr Dahl, så måske går det bedre end prognosen fra i oktober.
Bonus:
Stark i 22/23 organisk vækst minus ( - ) 6,5 %
A&O Johansen organisk vækst i densamme periode plus ( + ) 7 % (cirka) -
Fra X/Twitter vedr. AO inkl. 10 st B2C-netbutikker (sammenlignet med november 2022):
"Fwiw - all AO domains/subsidiaries show a total of 17% growth y/y in November.
Especially strong B2C domains such as lavprisvvs.dk and lavprisel.dk show >50% growth y/y and a combined website traffic of more than 600k."
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Også fine besøgstal ifølge similarweb:
https://www.similarweb.com/website/lavprisvvs.dk/#overview
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