Companies / ROI
VIERosenbauer International (ROI) in our theses
Rosenbauer International appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Half the World Is Burning at Once, and the Bottleneck in Putting It Out Is a Handful of Companies: Retardants, Aircraft and Fire Trucks
Ever-longer fire seasons and years of underinvestment are forcing governments to buy, and the pricing power sits with a handful of suppliers of retardants, aircraft and firefighting vehicles.
Why this company: The world's largest manufacturer of fire trucks and firefighting equipment, including wildland firefighting vehicles. Rising civil protection budgets after seasons with fatalities are driving orders, and a low valuation base offers leverage to a demand recovery.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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