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International Consolidated Airlines Group
PI
PierreDMA
Community Contributor
Reasons to Buy IAG Shares in 2025
International Airlines Group (IAG) currently presents a strong investment opportunity supported by solid operational, financial, and strategic fundamentals. The key reasons include: Sustained Demand Recovery : The group is benefiting from a robust rebound in international travel, with increasing capacity and high load factors, especially on key routes such as North America, Latin America, and Southern Europe.
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€7.14
FV
40.0% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
0
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0
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8
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New
narrative
MERLIN Properties SOCIMI
KA
kapirey
Community Contributor
Merlin Properties Will Embrace the Digital Age with Data Center Expansion
Merlin Properties: A Strategic Pivot Toward the Digital Future In 2025, Merlin Properties, one of the Iberian Peninsula’s leading real estate investment trusts (REITs), is undergoing a transformative phase. Traditionally known for its robust portfolio of offices, logistics centers, and shopping malls, Merlin has now set its sights on the digital frontier: data centers.
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€9.07
FV
29.2% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
users have followed this narrative
2 months ago
author updated this narrative
Grupo Catalana Occidente
KA
kapirey
Community Contributor
Grupo Catalana Occidente will expand in 2024 with bold acquisitions in Spain and Portugal
Catalysts GCO has 3 lines of business: Occidente dedicated to traditional life non-life and multi-risk insurance, Atradiu s dedicated to commercial credit and Mémora its funeral business line. Mémora continues with its strategy of inorganic growth through acquisitions of local companies in the Iberian Peninsula.
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€44.88
FV
8.8% overvalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
5 months ago
author updated this narrative
Banco Santander
KA
kapirey
Community Contributor
Banco Santander is not finding its place in online banking
Catalysts Banco Santander is present in Europe (Germany, Austria, Belgium, Denmark, Spain, Finland, Isle of Man, Italy, Norway, Poland, Portugal and the UK); North America (USA, Mexico); South America (Argentina, Brazil, Chile, Uruguay) Active customer base: 103 million. ONE Transformatio Project: transformation to an integrated digital model for all markets.
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€4.43
FV
71.4% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
5 months ago
author updated this narrative
Sacyr
PA
Panayiotis
Community Contributor
Sacyr will boost its revenue with renewables and digital upgrades in the coming years
1. Perpetual Revenue Growth Rate (~2.5%) Rationale: Catalysts: New Services & Projects: Sacyr’s pipeline includes opportunities in renewables, sustainable infrastructure, and digital upgrades.
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€3.43
FV
5.2% overvalued
intrinsic discount
2.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
5 months ago
author updated this narrative
Deoleo
IM
Imthetxarbi
Community Contributor
Undervalued biggest olive oil seller
The biggest seller of olive oil in the world, owner of relevant brands like Bertolli, Carbonell, Koipe Owned by mainly private equity fund who went into the Companys 4 years Ago when it was restructured due to it's unbearable debt. New shares of the Companys where issued, part of the debtors acquired 50% of the Companys and CVC acquired a relevant stake.
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€0.41
FV
55.7% undervalued
intrinsic discount
1.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
9 months ago
author updated this narrative
TIER 1 Technology
FF
FFR
Community Contributor
Tier1 --> empresa familiar TIC en desarrollo. Comerzzia es la estrella
Pequeña empresa española del sector TIC. Su mejor producto sin lugar a dudas es COMERZZIA, software para Retail de bastante implantación en tiendas Food y Nonfood en España.
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€3.37
FV
11.0% undervalued
intrinsic discount
14.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
4
users have followed this narrative
9 months ago
author updated this narrative
Laboratorios Farmaceuticos Rovi
KA
kapirey
Community Contributor
Correcció del valor en l'horitzó 2024-25, creixement del valor a 10 anys vista
Per finals de 2024 l'empresa preveu -10% de resultat net, actualment es del 19%, així que estimo que quedaria al voltant del 10% Els ingresos de la vacuna de la covid de Moderna han desaparegut, pel que els ingressos disminuiràn esta construint una nova fabrica de fabricació a tercers VA haver rumor al 1r trimestre de negociacions per vendre les fabriques a tercers. Prevec que aquest 2024 i possiblement 2025 seran anys de decreixement degut al temps de maduració de les inversions en producció i l'apertura de nous mercats.
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€59.55
FV
6.7% undervalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
11 months ago
author updated this narrative
TIER 1 Technology
A_
A_Stricek
Community Contributor
Tier 1 doing a great job, but external factors slow it down.
· The company's stock value has declined this week due to economic and political circumstances in Spain and Europe, particularly with the potential exit of France from the Euro. However, the company's strong fundamentals suggest it will continue on an upward trend, albeit at a slower pace.
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€2.28
FV
31.6% overvalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
1
users have followed this narrative
about 1 year ago
author updated this narrative
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