Top wikifolio EAP_SS21_CGMR Capital CGMRCapital +44.9 % since Beginning +8.7 % 1 Year TOP WIKIFOLIO TRADE Buy 2021-05-27 at 03:57 pm EATON CORP.PLC DL -,01 IE00B8KQN827 Price (CHF) 130.533 1.4% Last Activity EAP_SS21_CGMR Capital > First investment in Eaton. Because of rather high price just a position of about 1 % with potential for further increase > During the last years, Eaton restructured its business portfolio and focused on margin improvements. Now they have built theri business activities around the topic of electrification > Strong expertise and market power in the grid segment which is a core part of the 2 billion infrastructure plan > CAGR target of more than 6 % over 5 years in electrical segment > Growth will accelerate as electrification, energy transition and digitalization trends gain traction > Eaton also is active in the area of vehicals and aerospace > Hybrid and electrical vehicels will need 7 to 12 times more of products eaton produces > EBITDA Margin of about 18.5 % -> stronger than most peers > Mostly buy recommendation from analysts
EAP_SS21_CGMR Capital > First investment in Eaton. Because of rather high price just a position of about 1 % with potential for further increase > During the last years, Eaton restructured its business portfolio and focused on margin improvements. Now they have built theri business activities around the topic of electrification > Strong expertise and market power in the grid segment which is a core part of the 2 billion infrastructure plan > CAGR target of more than 6 % over 5 years in electrical segment > Growth will accelerate as electrification, energy transition and digitalization trends gain traction > Eaton also is active in the area of vehicals and aerospace > Hybrid and electrical vehicels will need 7 to 12 times more of products eaton produces > EBITDA Margin of about 18.5 % -> stronger than most peers > Mostly buy recommendation from analysts