Household Belgian Community

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New Multi Year Contracts And Cost Transformation Will Reshape This Hygiene Supplier’s Outlook

Catalysts About Ontex Group Ontex Group produces personal hygiene products across Baby Care, Adult Care and Feminine Care, with a focus on private label and retail brands. What are the underlying business or industry changes driving this perspective?Read more

€7.1

31.3% undervalued

AnalystHighTarget's Fair Value

Revenue

2.84% p.a.

Profit Margin

7.19%

Future PE

5.2x

Price in 2029

€9.24

Ontex Group

Cost Transformation And Capacity Expansion Will Face Softer Baby Care Demand

Catalysts About Ontex Group Ontex Group supplies personal hygiene products across Baby Care, Adult Care and Feminine Care categories, with a strong presence in private label and retail brands. What are the underlying business or industry changes driving this perspective?Read more

€5

2.5% undervalued

AnalystLowTarget's Fair Value

Revenue

2.83% p.a.

Profit Margin

5.06%

Future PE

5.22x

Price in 2029

€6.53

Ontex Group

New Private Label Contracts And Efficiency Gains Will Drive Long-Term Upside Potential

Catalysts About Ontex Group Ontex Group designs, manufactures and supplies disposable personal hygiene products for baby, feminine and adult care markets worldwide. What are the underlying business or industry changes driving this perspective?Read more

€6.93

29.6% undervalued

AnalystConsensusTarget's Fair Value

Revenue

1.89% p.a.

Profit Margin

5.94%

Future PE

6.39x

Price in 2028

€9.37

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When was the last time that Tesla delivered on its promises? Lets go through the list! The last successful would be the Tesla Model 3 which was 2019 with first deliveries 2017. Roadster not shipped. Tesla Cybertruck global roll out failed. They might have a bunch of prototypes (that are being controlled remotely) And you think they'll be able to ship something as complicated as a robot? It's a pure speculation buy.

This article completely disregards (ignores, forgets) how far China is in this field. If Tesla continues on this path, they will be fighting for their lives trying to sell $40000 dollar robots that can do less than a $10000 dollar one from China will do. Fair value of Tesla? It has always been a hype stock with a valuation completely unbased in reality. Your guess is as good as mine, but especially after the carbon credit scheme got canned, it is downwards of $150.

There is a lot of Musk's puffery being echoed in this article. "ecosystem dominance", Tesla certainly do not dominate any of their new markets. If Tesla is the undisputed leader of the premium "Closed Garden.", it is only through EV's and that business has been declining year-on-year, despite the market increasing. Vehicle manufactures are finding that customers are rejecting the subscription model. "The Cybercab fleet (launching 2026) acts as the financial bridge.", that is a stretch. Even if Level 4/5 autonomy is achieved, "profitability" still has to be proved, where the competition is not necessarily Waymo, but Uber. Taking the driver out of a ride‑hailing service may not be the killer saving people think it will be. Likewise, outside of CGI and for quite some time, an Optimus humanoid robot may prove more expensive and not as useful, versatile, skilled and knowledgeable as a domestic worker. Telsa may be withdrawing from the EV market, but for its other ventures, they have arrived late to the party, do not lead and show no sign that they will dominate any of them.

Household Belgian Community

New Multi Year Contracts And Cost Transformation Will Reshape This Hygiene Supplier’s Outlook

Cost Transformation And Capacity Expansion Will Face Softer Baby Care Demand

New Private Label Contracts And Efficiency Gains Will Drive Long-Term Upside Potential

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Household Belgian Community

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New Multi Year Contracts And Cost Transformation Will Reshape This Hygiene Supplier’s Outlook

Cost Transformation And Capacity Expansion Will Face Softer Baby Care Demand

New Private Label Contracts And Efficiency Gains Will Drive Long-Term Upside Potential

Recently Updated Narratives

MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x

The Superintelligence Pivot: Meta’s $135 Billion Bet on the Energy-Compute Nexus

The Privacy Fortress: Apple’s Lean AI Path and the $100 Billion Buyback Engine

Popular Narratives

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

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