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KGHM Polska Miedz
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Regulatory Hurdles And Rising Costs Will Squeeze Copper Margins
Key Takeaways Rising compliance and production costs, regulatory hurdles, and declining ore quality are placing long-term pressure on margins and profitability. Shifting market dynamics, capital risks with international projects, and expanded recycling threaten top-line revenue growth and asset returns.
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zł89.00
FV
42.2% overvalued
intrinsic discount
-0.21%
Revenue growth p.a.
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13 days ago
author updated this narrative
KGHM Polska Miedz
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Global Electrification And Infrastructure Investments Will Drive Copper Demand
Key Takeaways Aggressive cost discipline, energy diversification, and digital transformation are expected to deliver structural margin gains and sustained earnings outperformance. Unique scale, vertical integration, and strategic expansion position KGHM to capitalize on rising global copper demand and secure long-term growth advantages.
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zł181.45
FV
30.3% undervalued
intrinsic discount
5.52%
Revenue growth p.a.
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0
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13 days ago
author updated this narrative
Grupa Kety
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
CBAM Introduction And SELT Acquisition Will Improve Future Competitiveness
Key Takeaways Acquisition and integration strategies could drive revenue growth and improve margins through product expansion and cost synergies. Strategic focus on value-added products and renewable energy may boost exports and open new revenue streams.
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zł885.80
FV
2.9% undervalued
intrinsic discount
10.34%
Revenue growth p.a.
Set Fair Value
0
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0
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8
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5 days ago
author updated this narrative
KGHM Polska Miedz
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Renewable Energy And Victoria Project Will Modernize International Operations
Key Takeaways Investment in renewable energy and optimized resource management is expected to reduce costs and improve operational efficiency and net margins. Expansion into international markets and strategic shifts in foreign operations aim to increase production capacity and enhance revenue streams.
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zł133.73
FV
5.4% undervalued
intrinsic discount
2.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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10
users have followed this narrative
6 days ago
author updated this narrative
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