ThyssenKrupp: Visibility For 2026 Is Muted, I Say Hold

2026-01-28 03:09:37 ET

This article is about the forward, 2026E, and beyond, potential of German-based steel giant ThyssenKrupp ( TKAMY ). The company is a very solid investment that I've followed for years, and exited in part middle of last year (sold about half), with most of the remainder sold in early October of the same year, when it bounced following trends and quarterlies. The general performance of the company, even since my last rating, has been good, but it's clear looking at the valuation and returns that we're starting to see signs of valuation "peaking" here. This is especially considering the company's sharp decline in mid-October, following a peak related to a spin-off (which made the rotation very plannable, since I didn't want to "go into that" from the get-go)....

Read the full article on Seeking Alpha

For further details see: