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Neste Oyj Community

HLSE:NESTE Community
  • 1 Narratives written by author
  • 4 Comments on narratives written by author
  • 117 Fair Values set on narratives written by author

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Neste Oyj
IN
Investorman
Community Contributor

What is the fair value of Neste

After discussing the opportunities and challenges for Neste with my copilot, I have found out the following points: The industry outlook Oil products (49 % of Neste's revenue) Global oil demand is expected to plateau or decline slightly (-) Increased adaption of electric vehicles Improvements in energy efficiency Oil supply is expected to be good or superfluous (-) Oil prices will probably experience volatility (n) Road transport demand for oil will probably decline (-) Aviation and petrochemicals demand for oil will probably increase because the lack of alternatives (+) Renewable products (30 % of Neste's revenue) Renewable fuels The global production of renewable fuels, like biofuels and sustainable aviation fuels, is expected to expand significantly. (+) Governments worldwide are likely to implement regulations and incentives to promote the use of renewable fuels.
View narrative
€19.41
FV
24.6% undervalued intrinsic discount
15.00%
Revenue growth p.a.
4users have liked this narrative
4users have commented on this narrative
20users have followed this narrative
9 months ago author updated this narrative
€
Current Price
€14.6462.6% undervalued intrinsic discount
%/yr
Decrease
Increase
PastFuture-189m25b2015201820212024202520272030Revenue €25.4bEarnings €3.4b
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