Philips Valuation from Dutch Market
about 1 month ago
"Philips sold Ferrari and then went on to buy a 19% stake in a Dutch healthcare company, with a P ratio around 20 and some dividend yield. Although I'm not a fan of healthcare, the valuation from the Dutch market appears fairly valued, making it a potential candidate to add value to a portfolio."
This commentary focuses on Philips' strategic move in the healthcare sector, suggesting that despite personal reservations about the sector, the pricing seems fair and could offer value in a diversified portfolio.
Scores
Alpha Potential
6.0/10
Novelty
6.0/10
Credibility
7.0/10
Timeliness
5.0/10
Overall
6.0/10
Sentiment
Neutral/Mixed
Conviction
Medium
Tier
Company Commentary
Related Stocks
Episode Information
Episode:
EXOR, RACE, CNH, STLA, PHIA Stocks!
Source:
Value Investing with Sven Carlin, Ph.D.
Published:
November 12, 2025
Idea Type:
Company Opinion