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Consumer Retailing Italian Community

Our community narratives are driven by numbers and valuation.

Expansion Into Exotic Fruits Could Open Opportunities But Faces Market Challenges

Key Takeaways Focus on high-margin exotic fruits, new warehouses, and M&A opportunities is set to boost revenue and margins. Prudent financial management and currency hedging stabilize margins and empower growth, investment, and shareholder returns.Read more

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AnalystConsensusTarget

€25.83

25.3% undervalued

AnalystConsensusTarget's Fair Value

Revenue

2.63% p.a.

Profit Margin

1.75%

Future PE

17.58x

Price in 2028

€32.98

Recently Updated Narratives

FH

Why I invest in Sofina (Dividend growth)

Fair Value: €332.38 28.6% undervalued

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ID

Great dividend but share numbers have increased 100% in last 12 months!!

Fair Value: US$32.99 26.9% overvalued

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RE

Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.

Fair Value: €17.13 54.8% undervalued

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Popular Narratives

WE

WealthAP

The "Sleeping Giant" Stumbles, Then Wakes Up

Fair Value: US$82 49.1% undervalued

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Undervalued Key Player in Magnets/Rare Earth

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AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 28.7% undervalued

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1050

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Trending Discussion

KA

As a gamer, I would not touch this company now. They are hated by the community and have been releasing major flops on their AAA games during the last 5 years (for good reasons). It is true that the valuation is ridiculously low compared to what the licenses are worth, but if the trend continues the value of those will also decline. Management needs to almost make a 180° turnaround to get things right. I agree that a take-private deal before it is too late might be the best option for an investor entering today. We might also see a split sales of the different studios. It is a very risky play, but potentially with high reward.

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ZD

Zdend1

The price has been in the free fall since the IPO, do you think that we are reaching the bottom and has anything of the assumptions changed since publishing?

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HE

Hemingway

NVDA+AEVA Agreement is a game changer for the AEVA stock even though it is just a partnership and does not have a roll out until 2028 (which means receivables as early as 2027, I would imagine) This agreement effectively moves the goal posts of profitability for AEVA much closer since this is in addition to the recent Forterra agreement, as well as the (previously announced) European carmaker agreement (which is believed to be Mercedes-Benz and estimated to be worth at least 1 billion in sales alone) Underneath all of this, AEVA has a pre-existing agreement with Daimler Truck. So business seems to be booming, especially with really big name brands…which tends to bring in even more brand names (and thus more agreements/contracts/announcements, etc). This dynamic often creates more coverage from analysts (often with upside stock initial coverage) that I believe will be occurring over the next 3 to 6 months (as professional traders/analysts often research for 2 to 3 months before initiating coverage of a new issue). I also feel that the above momentum increases the likelihood that companies that do not currently utilize 4G LIDAR technology might consider buying AEVA outright. Realistically, even with a substantial premium to the current stock price, the cost of AEVA would be a rounding error for the likes of a company such as Tesla, and certainly would allow them to maintain their technological edge as the competition for self-driving vehicles continues to heat up. However, I think it is equally possible for NVidea to decide to lock-in the AEVA technology for their upcoming autonomous hardware/software package by buying them outright. Obviously, the above factors and recent activity in the AEVA stock are cause for optimism. Of course, this all just one opinion , so please do your own due diligence. Disclaimer: I/We DO trade in this stock from time to time and I/we may (or may not have) a position currently, so again, please do your own due diligence.

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