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Food, Beverage & Tobacco Finnish Community

Our community narratives are driven by numbers and valuation.

Olvi Oyj: A Brewed Opportunity

The Brew: Olvi's success hinges on its ability to: Capitalize on the Finnish Market: As a leading player in Finland's mature beer market, Olvi benefits from strong brand loyalty and a well-established distribution network. Expand Internationally: Olvi's strategic acquisitions and partnerships have opened doors to new markets, particularly in Eastern Europe, where it has seen significant growth.Read more

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SI

€59.4

45.7% undervalued

SIR's Fair Value

Revenue

8% p.a.

Profit Margin

16%

Future PE

18x

Price in 2027

€110.53

Anora Group Oyj

Low Alcohol Demand And Efficiency Improvements Will Support A Stronger Future For This Nordic Beverage Group

Catalysts About Anora Group Oyj Anora Group Oyj is a Nordic beverage company with wine, spirits and industrial products operations across monopoly, retail, travel retail and export channels. What are the underlying business or industry changes driving this perspective?Read more

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AnalystHighTarget

€4.7

15.3% undervalued

AnalystHighTarget's Fair Value

Revenue

-0.21% p.a.

Profit Margin

4.26%

Future PE

13.11x

Price in 2029

€5.55

Anora Group Oyj

Turnaround Program And Premiumisation Will Support Improving Margins Over The Coming Years

Catalysts About Anora Group Oyj Anora Group Oyj is a Nordic wine, spirits and industrial products company focused on branded beverages, contract manufacturing and value added industrial ethanol and starch solutions. What are the underlying business or industry changes driving this perspective?Read more

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AnalystConsensusTarget

€3.87

2.9% overvalued

AnalystConsensusTarget's Fair Value

Revenue

-0.11% p.a.

Profit Margin

4.24%

Future PE

10.83x

Price in 2028

€4.58

Health Oriented Beverage Expansion Will Capture Future Markets

Key Takeaways Accelerated innovation in health-oriented beverages and geographic expansion position Olvi for long-term growth and increased market share across multiple regions. Investments in efficiency, sustainability, and digital strategy enhance brand value, operating margins, and resilience amid evolving industry conditions.Read more

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AN

AnalystConsensusTarget

€34

5.1% undervalued

AnalystConsensusTarget's Fair Value

Revenue

5.28% p.a.

Profit Margin

10.09%

Future PE

10.31x

Price in 2028

€38.72

Anora Group Oyj

Turnaround Program And Margin Gains Will Support Fair Long Term Outlook

Catalysts About Anora Group Oyj Anora Group Oyj is a Nordic wine, spirits and industrial products company focused on branded beverages, contract manufacturing and barley based industrial ingredients. What are the underlying business or industry changes driving this perspective?Read more

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AnalystLowTarget

€3.4

17.1% overvalued

AnalystLowTarget's Fair Value

Revenue

-0.4% p.a.

Profit Margin

0.048%

Future PE

8.57x

Price in 2028

€0.04

Recently Updated Narratives

AN

andre_santos

Adobe - A Fundamental and Historical Valuation

Fair Value: US$356.98 14.7% undervalued

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LE

Probably the best stock I've seen all year.

Fair Value: DKK 900 58.0% undervalued

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DE

Revised calculations

Fair Value: US$173.02 81.9% undervalued

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Popular Narratives

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WealthAP

The "Sleeping Giant" Stumbles, Then Wakes Up

Fair Value: US$82 29.7% undervalued

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72

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34

AG

Agricola

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Fair Value: CA$31.8 98.3% undervalued

7.2k

72

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23

AL

Early mover in a fast growing industry. Likely to experience share price volatility as they scale

Fair Value: US$16.25 464.9% overvalued

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Trending Discussion

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How do you justify using such a low discount rate (6%)? Thanks! Joe

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US

From Jerry, lithium prospecting is going wild. it just might fall in value, ford and chevy just cut ev production. might spell cheaper costs.

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WA

Wane_Investment_House

Airtel Africa Plc – Recalibrated Valuation Highlights Compelling Relative Value Equity analysts highlight that Airtel’s stock remains undervalued relative to regional peers, presenting an attractive entry point for investors seeking exposure to a resilient, data-driven telecom business. Strategic Insights • Revenue Mix Transformation: The transition from voice to data highlights Airtel’s alignment with global telecom trends and positions the company to capture higher-margin opportunities in mobile data and digital services. • Operational Levers: Subscriber growth, tariff adjustments, and disciplined cost management provide a solid foundation for near-term growth. • Valuation Drivers: Adjustments to the equity risk premium (13.8% vs. 14.3%) and lower yields on Nigeria’s 10-year Eurobond (7.7% vs. 10.4%) have slightly tempered valuation, but the fundamentals remain strong. Analyst Commentary • Near-term Upside: The revised target price suggests significant potential gains, particularly given Airtel’s operational resilience and structural growth in data usage. • Investment Considerations: Investors seeking exposure to defensive growth in telecom should view Airtel as a long-term opportunity, with upside supported by undervaluation relative to regional peers. • Risk Factors: Currency appreciation (Naira strength), potential regulatory changes, and macroeconomic volatility remain key considerations for risk-adjusted returns. Conclusion Airtel Africa Plc combines robust operational performance, a favorable shift to data revenue, and strategic macro positioning with an undervalued stock price relative to peers. Despite muted market response in 2025, the recalibrated target price and potential upside of 72% underscore Airtel’s attractiveness for long-term investors seeking resilient, growth-oriented exposure in the African telecom sector.

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