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AUTHOR
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18
member
4/11/20 9:21AM
Re: Growth and unit economics
17
Yes. We have a similar question. Margins went up in 09 vs 08 on down revenues which probably shows a mix to service in a downturn.. Flat EBIT is very impressive in that type of... login to read the rest
coffee, thanks for your comments. To be honest I have no clue how far Otis tax rate can fall. Aren't dividends and buybacks a reason for structural higher tax due to need for repatriation? what is... login to read the rest
Thanks, useful!
I haven't gotten a grip on how to think about valuation when comparing to Kone, which is arguably planting high maintenance growth seeds thru high NE? I want to find a way to correct... login to read the rest
Hi coffee, I think your idea is interesting & have not rated it. Think a few thoughts and numbers about valuation / liquidity&debt (maturities) are missing! Thanks for pointing out the name anyways!
Let's not be disingenuous. Today was the first day and it traded $300k. This is a $20bn market cap company. There's been no real price discovery here yet.
What is your price target?
Are you sure you want to close this position OTIS WORLDWIDE CORP -SPN?
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