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Telecom Portuguese Community

Our community narratives are driven by numbers and valuation.

Discount Brand Reliance And AI Efficiencies Will Shape A Cautious Telecom Outlook

Catalysts About NOS S.G.P.S NOS S.G.P.S is a Portuguese telecom and media operator focused on fixed and mobile connectivity, audiovisual content, and related IT and digital services. What are the underlying business or industry changes driving this perspective?Read more

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AN

AnalystConsensusTarget

€4.07

1.5% overvalued

AnalystConsensusTarget's Fair Value

Revenue

2.42% p.a.

Profit Margin

10.15%

Future PE

13.67x

Price in 2028

€5.19

Recently Updated Narratives

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Valuation reset, but the GLP-1 franchise (and optionality) remains intact

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Popular Narratives

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

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AnalystConsensusTarget

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

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Trending Discussion

CA

make sense but at the moment of writing it went back up at 15.45 $ from a lower as 10.9 $ some months ago. I do feel the market already factored in the "summer" better businesses months

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US

How likely is RKLT to rise 25% by the launch?

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ST

Interesting analysis, but the price trajectory assumed for the baseline metals is problematic. These assumptions form the foundation for the entire case, and when compared against historical pricing, don’t appear to be grounded in any reasonable precedent. Even accounting for past commodity super-cycles, inflationary periods, or supply constraints, the forecasted pricing for gold, silver, zinc, and lead are well outside what history would suggest is plausible over comparable timeframes. That creates a fragile premise as the conclusions are driven by aggressive inputs rather than underlying market behavior that is realistic. The analysis would be materially stronger if the price assumptions were anchored to historical ranges and prior cycle peaks, with explicit rationale where the model intentionally departs from those patterns. As it stands, the trajectory feels more aspirational than analytical.

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