Summary
- Ahold Delhaize remains a high-quality, fundamentally safe grocer, but current valuation limits significant upside potential.
- ADNRY faces sector risks from changing consumer behaviors, tech investments, and margin pressures, making valuation discipline essential.
- Despite recent price appreciation, my price target remains €35/share, with a ‘Buy’ rating, though I am not currently adding to my position.
- The company meets key quality and safety criteria, offers a well-covered dividend, and presents an attractive risk/reward at the target price.
Bjoern Wylezich/iStock Editorial via Getty Images
You may have noticed, if you’ve been following my work, that a large portion of rating downgrad…
Summary
- Ahold Delhaize remains a high-quality, fundamentally safe grocer, but current valuation limits significant upside potential.
- ADNRY faces sector risks from changing consumer behaviors, tech investments, and margin pressures, making valuation discipline essential.
- Despite recent price appreciation, my price target remains €35/share, with a ‘Buy’ rating, though I am not currently adding to my position.
- The company meets key quality and safety criteria, offers a well-covered dividend, and presents an attractive risk/reward at the target price.
Bjoern Wylezich/iStock Editorial via Getty Images
You may have noticed, if you’ve been following my work, that a large portion of rating downgrade or rotation articles have been published in a short time. You may also realize, if you’ve been following my work, that
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