Komax Holding AG – is a Swiss based subcontractor for spezialised devices with end-applicaton in robotics and automation. Its products have a best-in-class reputation.
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Company |
Ticker |
Country |
Upside Potential |
|
Sharpe (FY01) |
|
Komax Holding AG |
KOMN.S |
CH |
>15 % |
|
4.4 |
|
Automobile & parts (cyclical) |
Investment case: Komax Holding AG is a Swiss-based holding company engaged in the machinery sector. It specializes in mechatronics (robotics and automation), electronics, and software technology. It primarily concentrates on developing, producing, and marketing capital goods and services for wire-processing, photovoltaics, and medical technology applications. Komax also provides sales and services support functions through its subsidiaries and independent agents worldwide. About 15% of its wire sales are made to Chinese-based automotive OEMs. The company primarily focuses on services that improve the utilization of robotics and automation. It is therefore highly linked to economic cycles; hence its sales react relatively quickly to global economic changes. Komax products are high quality and its customers (manufacturers) often find that replacing Komax products with cheaper, more competitive products is often not worth their while. |
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