The analyst recommends buying Rational if its price drops to €585, highlighting its position as a global market leader in commercial kitchen equipment with a strong market share and innovative use of AI. Despite recent headwinds and a slightly overvalued current price based on a conservative fair value estimate, a purchase at €585 could yield an 11% annual return.
“Wenn es irgendwann mal der nächste Korrektur eine Frage der Zeit alles nach unten geht, dann kann man schön zuschlagen.”