Victor Zwart is the CEO of Weltheon Asset Manager. His five favorite stocks are Straumann, ASML, Air Liquide, Atlas Copco, and Hermès.
he is the Market leader in dental implants. a Market growth of about 5%Thanks to demand spurred by increased awareness of the importance of dental care and the image one projects, through improved access to treatment and an increase in the search for well-being.
Almost all over the world (especially in North America and Asia) where demand is growing very rapidly, the The rate of implant adoption remains low, which presents significant growth potential for the next few years.
he is the The world’s largest manufacturer of lithography systems for the production of electronic chips. The group builds new machines and refurbishes old machines. The company also provides installation, maintenance and reconfiguration services for chip production lines. Its unique technology is essential for the top producers in the sector.
The delivery chain and expansion of production capabilities are among ASML’s priorities in 2023. Sales estimates for the full year have been revised upwards.
3) Air Liquide
he is the The second global player in the industrial gases sector. Its competitive position is underpinned by high barriers to entry, large capital investments, ever-changing regulations and very specific technical know-how.
Besides limited competition, Increasing the number of industrial gas applications should support growth. The initiatives taken in terms of price, efficiency and cost control in response to the pandemic continue to positively impact Group profitability.
4) Atlas Copco
he is the The largest supplier of compressors and vacuum pumps in the world For the electronic and semiconductor industries. play these devices decisive role To ensure continuity of production processes, allowing the group to benefit from a Pricing power.
Its strategy focuses on developing unique and innovative products, often tailor-made, with a particular focus on energy efficiency. The group continues to benefit from the support, experience and strategy Foundational Wallenberg family.
he is A leading company in the luxury sector. The Most of the production has been preserved in Francewhich supports the image of products and contributes toGreat pricing power Collection.
Hermes Take advantage of the emergence of the middle class in the world. The increasing prosperity supports demand, particularly in China, which has become Hermès’ main market. for him Permanent investments in the online sales channel It enabled it to expand its product offerings and attract new customers.