Linde股票討論區

LMT and LIN have outperformed the market greatly since 1993. Vtsmx (market) has returned 9.5%.
Linde from 1993 has a 15.6% cagr and LMT has a 13.9% cagr.
Lockheed Martin and Linde
For the lost decade from 2000 to 2010 the market index gave 1.20%
LMT returned 13% cagr and LIN returned a 15% cagr in the lost decade.
They even outperformed from 2013 till now.
Just goes to show you how blue chips can outperform the market and why I hold 5% pos...

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1) Decline in US chemical railcar loadings, indicating industry trends
The 4-week moving average of US chemical railcar loadings has reduced for the 43rd consecutive week, with a decline of 7.4% in Week #27. Chemical railcar loadings represent 20% of US chemical shipment tonnage, which indicates the overall demand and activity of the chemical industry. The weekly loadings measure has dropped by 12.9% YoY and s...

Following LIN's USGC Field Trip, we reiterate our OW rating given confidence that clean energy opportunities in the U.S. should fundamentally increase its growth rate over this decade. We see upside to $420 based on 18x 2024E EV/EBITDA.
1. 2Q23/2023 Outlook
We maintain our estimates, and continue to expect 2Q23 will be another quarter of growth for LIN (EBITDA +8% Y/Y to $2.96B), with full-year ...