I think that regardless of outcome in east EU, EU will push for heat pump technology for buildings even stronger. I think about putting a small bet on one of the compressor manufacturers and am happy for some opinions.
Copeland/Emerson electric: PE of 20, 2.2% div, chart I am not smart enough to understand
Mitsubishi: PE of 9, rallied in past 1-5 years, 3,6% div you buy everything and compressors are likely just a sideshow
LG: PE of 10,2(?) – to be honest I don't really get what they do. We work with them in a different field and there they are a nightmare, 0.8% div
Samsung: PE of 12,5, chart looks healthy, but I think this company also does everything like Mitsubishi, 2% div
Daikin: PE of 29.9, 0.8% div, not sure why the relatively high valuation, business seems stable and boring
From this, for me Mitsubishi seems to be the most attractive one – even though this would probably not a bet on compressors
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