SFS AG – is a Swiss based subcontractor for spezialised devices for the well performing automotive, building, and IT industry. Its products have a best-in-class reputation.
|
Company |
Ticker |
Country |
Upside Potential |
|
Sharpe (FY01) |
|
SFS |
SFSN.S |
CH |
>20 % |
|
4.8 |
|
Automobile & parts (cyclical) |
Investment case: SFS operates across the globe in more than 100 locations, and is one of the few truly global players in the fastening industry serving a range of large OEMs. Its customers are not only located in the automotive, construction, electronics, and capital goods industries, but also in the fields of medical and aerospace technology. The company is organized into three divisions: Engineered components, Fastening systems, and Distribution and logistics.
We expect that SFS strongly, through the acquisition of an US company, expands its business in the engineered components and in the fastening system sectors. This move would allow the company to gather further exposure in the transport sector (airline construction and automotive industry). |
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