Marathon shares: Infineon & Hannover Re – German stock market pearls for long-term investors

Marathon shares: Infineon & Hannover Re – German stock market pearls for long-term investors

According to a report by www.aktienwelt360.de,

In the stock market, persistence is often just as important as timing. Many of Aktienwelt360 readers can confirm this. For investors who take a long-term perspective in their strategy, the focus should be on the so-called “marathon stocks” – i.e. stocks with an impressive long-term performance. In this regard, two German companies could come into the spotlight, Infineon (WKN: 623100) and Hannover Re (WKN: 840221).

Infineon Technologies is considered the world's leading provider of semiconductor solutions and has established itself as a driving force for digital change. The focus on semiconductors for the automotive industry makes the stock an attractive investment. The increasing demand due to the digitalization of the automobile and the growing demand for electric vehicles and intelligent devices positions Infineon as a key player in a growth industry. The acquisitions of Cypress Semiconductor and GaN Systems as well as the expansion of production capacities should ensure further growth in the long term. However, business is cyclical and the current general economic slowdown could represent a risk in the short term, but also an opportunity in the long term.

Hannover Re, one of the world's leading reinsurers, is characterized by substance and is a safe haven for investors in uncertain economic times. The latest quarterly figures paint a solid picture and the composition of the consolidated results, the increased return on capital and the return on equity also strengthen confidence in the company.

Both Infineon and Hannover Re have a proven track record, which is also reflected in the share price development over the last ten years. Long-term investors could find a safe haven in these stocks and benefit from equally long-term trends. However, their business models are also characterized by cycles that need to be understood. However, their low expected earnings multiples and dividend yields make them attractive options for long-term investors.