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Rheinmetall
EU
EUinvestor
Community Contributor
From 8 052 € to 300 € ?
450% in 5 years On April 17, 2025, Armin Papperger, Rheinmetall's CEO, said he expects orders to grow 450% by 2030. Source: https://finance.yahoo.com/news/rheinmetall-ceo-expects-order-book-113644072.html Price 8,052 EUR The share price at the time of this information on 17/04/2025 was 1,464 EUR Price estimate for 2030: 1,464 + 450% = 8,052 EUR NATO spending in Europe 17/04/2025 The results of the NATO Summit held 24-26 June 2025 in The Hague, where it was agreed to increase defence spending to 3.5% of GDP and transport and IT infrastructure spending at 1.5% each year until 2035, were not yet known.
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€8.05k
FV
78.3% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
24 days ago
author updated this narrative
HOCHTIEF
CH
Chris1
Community Contributor
HOCHTIEF's Revenue Surges to Over €50 Billion by 2029 with a 9% Growth Rate
1. Revenue Growth HOCHTIEF will continue to concentrate on cutting‑edge construction technology (Turner) as well as energy‑transition and infrastructure projects (CIMIC, Engineering & Construction).
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€243.36
FV
20.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
Siemens
CH
Chris1
Community Contributor
Siemens will see steady growth with a revenue boost of 5% annually
Over the next five fiscal years Siemens should compound steadily. The company’s Financial Framework targets 5 – 7 % comparable revenue growth per year; using the 5 % midpoint, sales rise from €75.9 bn in FY-2024 to c.
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€208.46
FV
9.0% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
thyssenkrupp nucera KGaA
CH
Chris1
Community Contributor
Thyssenkrupp Nucera Will Achieve Double-Digit Profits by 2030 Boosted by Hydrogen Growth
EBIT-margin trajectory: Historical: 2.3 % → 3.6 % (FY 22/23) , down to – 2 % (FY 23/24) , back to 3 % in Q1 24/25 Forecast: Gradual recovery to 4–6 % by FY 25/26, reaching 6–8 % by FY 29/30 Revenue growth: Historical: + 70 % (FY 22/23) , + 30 % (FY 23/24) , + 27 % (Q1 24/25) Forecast: ~ 15 % CAGR over the next five years (FY 24/25–29/30) Five-year share-price goal: Current fair value: € 8.5–9.0 per share Five-year target: € 14–15 per share (≈ 1.9 bn EUR market cap) Enterprise value (EV) outlook (DCF-based): Revenues rising to ~ 1.8 bn EUR by FY 29/30 EBIT of ~ 145 m EUR (8 % margin) → NOPAT ~ 102 m EUR FCF margin ~ 5 % → ~ 90 m EUR FCF Terminal-value multiple: EV/FCF = 15 → TV ~ 1.35 bn EUR Discounted EV: ≈ 1.18 bn EUR + net cash 0.69 bn EUR → ≈ 1.87 bn EUR → ~ 14.8 EUR/share Top risks: execution delays, margin pressure from competition, raw-material cost swings, subsidy uncertainty, heavy capex needs Narrative Outlook Over the next five years, thyssenkrupp nucera is poised to leverage its unique position at the intersection of mature Chlor-Alkali expertise and rapid Green-Hydrogen adoption. After a transitional phase in FY 23/24 with negative margins driven by upfront investments, the company’s shift toward series-manufactured AWE modules and high-growth project backlog supports a steady margin recovery.
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€14.40
FV
28.6% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
21
users have followed this narrative
3 months ago
author updated this narrative
Vossloh
CH
Chris1
Community Contributor
Vossloh rides a €500 billion wave to boost growth and earnings in the next decade
Over the coming decade, two forces converge to transform Vossloh’s prospects: Germany’s unprecedented €500 billion infrastructure fund and the strategic bolt-on of Sateba, Europe’s leading concrete-sleeper maker. Together they unlock fresh markets, deepen Vossloh’s moat, and set the stage for multi-year revenue and earnings growth.
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€78.41
FV
16.2% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 months ago
author updated this narrative
RENK Group
CH
Chris1
Community Contributor
Riding the Defense Boom RENK Sees Revenue Climb at 15% CAGR by FY 2029
In a renewed political landscape where a Trump administration adopts a more interventionist stance toward Ukraine, the United States sharply increases its military aid—providing advanced tank transmissions, power packs, and suspension systems. This pivot alleviates initial concerns among European allies, but it simultaneously reinforces the imperative for Europe to shore up its own defense capabilities.
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€69.87
FV
0.9% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
3 months ago
author updated this narrative
Rheinmetall
JO
Jonh
Community Contributor
Rheinmetall will soar as revenue grows by 30% annually riding a defense wave
Key Takeaways Strategic alliances and joint ventures are set to amplify technological advancements, revenue, and profitability. Robust backlog and defense focus are likely to sustain profitability and enhance future revenue streams.
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€2.64k
FV
33.8% undervalued
intrinsic discount
19.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 months ago
author updated this narrative
Rheinmetall
NO
Noggerno
Community Contributor
Rheinmetall could get 20-25% of EU-NATO 3%-GDP defence spending
If European NATO members would raise their military spending to ~3% of their GDP, this would mean a combined yearly spending of over 500b€. Rheinmetall management assumed on 12th March 2025 that 20% to 25% of the entire military spending could be spent with Rheinmetall.
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€7.57k
FV
76.9% undervalued
intrinsic discount
64.00%
Revenue growth p.a.
Set Fair Value
34
users have liked this narrative
7
users have commented on this narrative
92
users have followed this narrative
4 months ago
author updated this narrative
Rheinmetall
DE
DenisH
Community Contributor
Defense growth potential.
WHY? Rheinmetall’s stock could justify a valuation of $430 due to its strategic positioning in the defense and automotive industries, particularly as global defense spending rises amidst growing geopolitical tensions.
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€420.00
FV
315.6% overvalued
intrinsic discount
1.38%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
9 months ago
author updated this narrative
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