Siemens AG
SIEGY
position
long
Hotchkis & Wiley
Thesis
Siemens has been undergoing a transformation from a low-growth industrial conglomerate to a more dynamic business with attractive assets and long-term growth potential. The management's commitment to optimizing value through asset sales and capital deployment is encouraging, and the market is beginning to recognize this value, although it remains underappreciated.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The transformation of Siemens and the market's recognition of its value are ongoing processes that may take time to materialize. Therefore, the outcome remains uncertain.
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