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For the big equity debate on Finance Avenue, four experts select a circle of buyable stocks. ‘Those who have done their homework well, now have opportunities.’ The fact that the panel members were very curious about the share tips was evident from the packed room and the discovered notebooks that appeared when the analysts revealed their buying tips. Gert Bakelants, editor-in-chief of De Belegger, was a fan of Deceuninck, the Belgian manufacturer of PVC building profiles. The discord ipo stocks is found online. Due to fears of a cooling of the construction sector, the share has been discounted by 31 percent since the beginning of this year. CHEAPERThe Deceuninck share is much cheaper than at the beginning of this year. ‘But these days I dare to opt for stocks with a slightly more cyclical character, such as Deceuninck,’ says Bakelants. ‘The company has a healthy balance sheet and the share price is cheap.’ The fact that Deceuninck books a significant part of its turnover in politically and economically unstable Turkey is not reliable for Bakelants. ‘Deceuninck can adjust its prices every week to the fixed ones. Furthermore, the lower lira leads to cheap exports,’ it sounds. ‘And the management regularly buys additional clock shares. It doesn’t just do that.’
Mega trendsWith the insulation player Recticel, Bakelants brought with it another part of the renovation wave that has come our way in recent years. ‘Recticel is also sensitive to economic cycles, but with a value element.’ Finally, the analyst of Frère holding company tipped GBL. ‘Perhaps a somewhat boring part, but the substantial discount and the low-valued companies in the portfolio can create double leverage in a better stock market climate.’
Insiders buy additional shares for millions of eurosLaurence De Munter, portfolio manager at Securities De Munter, is also concerned with the megatrends in the economy. on average across our national borders. She tips the German solar energy specialist 7CSolarparken and Veolia.
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Frequently asked questions
Which stocks should I buy in 2023 according to the experts?▼
The panel recommends Deceuninck, Recticel, GBL, 7CSolarparken, and Veolia. These stocks offer value opportunities with cyclical or megatrend characteristics. The experts suggest those who did their homework well can find solid buying opportunities in this market.
Why is Deceuninck considered a good buy despite Turkey exposure?▼
Deceuninck has a healthy balance sheet and is trading 31% cheaper than at the start of the year. The company can adjust prices weekly and benefits from favorable currency dynamics. Management's consistent share buybacks demonstrate confidence in the stock.
What megatrends should investors focus on in 2023?▼
Key megatrends highlighted include the renovation wave and renewable energy. Stocks like Recticel in insulation and 7CSolarparken in solar energy position investors to benefit from these long-term economic shifts.
Is GBL a good investment despite being considered boring?▼
Yes, according to the experts. GBL trades at a substantial discount with low-valued companies in its portfolio. In an improving stock market climate, this double leverage effect could generate significant returns.
What should investors do to find the best stock picks?▼
Do your homework thoroughly. The expert panelists emphasize that those who conduct proper research can identify opportunities. Consider cyclical stocks with value elements, megatrends, and companies with insider buying activity.