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The Dutch Investors đŚ @DutchInvestors on x 2901 followers
Created: 2025-07-13 07:55:15 UTC
Philips $PHIA.AS $PHG was once an innovative consumer company, making TVs, radios and lightbulbs. Comparable with todayâs $SONY or even $ASML.
But due to poor capital allocation and a lack of innovation, itâs become a shadow of its former self.
Out of curiosity, I skimmed their annual report. Turns out they barely manufacture anything themselves anymore. Low-cost Asian factories do the work, using Philipsâ patents. Philipâs logo gets slapped on, and Philips earns a licensing fee.
Meanwhile, debt levels are sky-high (compared to their cash level and EBITDA).
Not the kind of business long-term quality investors get excited about.
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Related Topics asml $6758t sony $asml $sony $phiaas philips $phg