Tag Archives: Eurokai

Eurokai 2024 Shareholder Meeting & a short look at Hutchison Ports Holdings Trust

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Eurokai Shareholder Meeting in Hamburg

    This week I did something I didn’t do for some time: I visited an annual shareholder meeting, in this case that of Eurokai in Hamburg. The main reason was to get a better impression of Tom Eckelmann, the 6th gneration family CEO who took over last summer.

    Apart from the venue (Hotel Hafen Hamburg) with great views over the harbour in Hamburg, these were my main take aways (AGM presentation in German can be found here) :

    • Business in the first 5 months is doing (much) better than expected. This is the chart from the AGM showing the amount of containers:

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    Eurokai KGaA (ISIN DE0005706535) – Playing the “Time arbitrage game” with the possibly cheapest Port Stock in the World 

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    Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!!!

    Some reason for not reading this post:

    • You have already posted YTD Performance numbers on FinTwit
    • You don’t like capital intensive stocks
    • You don’t like cyclical stocks
    • You prefer stocks that have positive share price and/or fundamental momentum
    • You require short term catalysts/Share buy backs/activists etc.
    • You like simple businesses with simple structures
    • You think Germany/Italy/Europe is going down the drain anyway

    In such a case, do yourself and myself a favor and move on.

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