Capital Goods Polish Community
Our community narratives are driven by numbers and valuation.
Capital Goods Polish Investing Ideas
$CRI Creotech Instruments (WSE:CRI): Two Minute Drill
Poland taps Creotech to build homegrown spy satellites, and the company could become a go-to supplier as Europe ramps up small-satellite programs. The catch is that success hinges on big contract wins, flawless launches, and funding new production—any slip could hit hard.Read more
EU
zł822.19
4.4% undervalued intrinsic discount
Fair Value
Set with the author's own calculation method
Budimex - a diversified and flexible company
Budimex is the leading Polish company in the construction sector, accounting for about 57% of the overall WIG-construction index. Thanks to the diversification of its operations, the company has been able to occupy such a large share of the market.Read more
PH
zł330
128.2% overvalued intrinsic discount
Fair Value
Revenue
3.12% p.a.
Profit Margin
8%
Future PE
15x
Price in 2029
zł510.7
