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r/valueinvestingr/valueinvesting· u/Adventure_Paradox· 2d agoDiscussion 0

FDJ UNITED, Value play or Value trap ?

Investor summaryBullish

Author allocates 10% to FDJ, betting on recovery from French tax hikes, sector growth, Kindred acquisition, and a ~9% dividend yield.

Bull points
  • Expected recovery from French tax hikes driven by sector growth.
  • Recent acquisition of Kindred adds strategic value.
  • Offers a highly attractive and sustainable dividend yield of ~9%.
FDJ红利收息
Post body

I'm about to invest around 10% of my portefolio into FDJ United, I believe in a recovery from last french tax increase thanks to sector growth and recent acquisition (Kindred).

Meanwhile recovery, a sustainable dividend of \~ 9% with current stock price will be cashed out every year.

More details from an interesting post in VIC :

https://www.valueinvestorsclub.com/idea/FDJ\_United/7253490405

Still quite new and learning about investing, would be very interested to discuss and exchange views.

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