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AX
Axano
Community Contributor
Proximus, transferring money from the impatient to the patient investor
Why has the stock dropped? Proximus had to invest heavily in the deployment of Fiber.
View narrative€16.62
FV
59.5% undervalued intrinsic discount3.00%
Revenue growth p.a.
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about 1 month ago author updated this narrative
WA
Consensus Narrative from 8 Analysts
Netflix Partnership And VOO Integration Will Strengthen Future Service Portfolio
Key Takeaways Successful VOO integration and cost optimization efforts are enhancing operational efficiency, potentially boosting net margins and future earnings. Strategic partnerships and network investments are driving customer acquisition, retention, and revenue growth, with service portfolio expansions enhancing ARPU.
View narrative€16.39
FV
7.9% undervalued intrinsic discount-0.81%
Revenue growth p.a.
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0users have followed this narrative
5 days ago author updated this narrative
WA
Consensus Narrative from 15 Analysts
Fiber Network Expansion Will Attract Customers, But Competition From Digi May Squeeze Margins
Key Takeaways Expansion of the fiber network and strategic partnerships are expected to boost revenue and enhance earnings growth. Cost-efficiency measures, asset sales, and digitization are anticipated to improve net margins and support cash flow during investment phases.
View narrative€7.48
FV
10.1% undervalued intrinsic discount2.13%
Revenue growth p.a.
2users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
5 days ago author updated this narrative