Swedish Market Community

Our community narratives are driven by numbers and valuation.

Global Weekly Picks

Ubisoft Entertainment

davidlsander

Community Contributor

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

By: The Forensic Analyst | Simply Wall St In the chaotic world of equity markets, price and value often diverge. But rarely do they divorce as violently as we are currently seeing with Ubisoft Entertainment SA (UBI.PA).

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€33.8

88.1% undervalued

14.13%

Revenue growth p.a.

7.5k

LVMH Moët Hennessy - Louis Vuitton Société Européenne

Tokyo

Community Contributor

EU#4 - Turning Heritage into the World’s Strongest Luxury Empire

LVMH: Turning Heritage into the World’s Strongest Luxury Empire Luxury is supposed to be rare, handcrafted, and personal. Scale, on the other hand, belongs to factories and fast-moving consumer goods.

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€750.04

28.5% undervalued

7.00%

Revenue growth p.a.

2.5k

Alphabet

WealthAP

Community Contributor

The "Easy Money" Is Gone: Why Alphabet Is Now a "Show Me" Story

The "Easy Money" Is Gone, But The "Smart Money" Is Staying: My Take on Alphabet If you look at the headlines, Alphabet looks like a giant under siege. The Department of Justice is at the door, and competitors like ChatGPT are nipping at Search’s heels.

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US$386.43

16.5% undervalued

11.73%

Revenue growth p.a.

3.3k

Indutrade

Quintessential serial acquirer

1. The Decentralized Compounder Indutrade’s narrative is built on the Swedish Serial Acquirer model, a story of stability through extreme diversification De-centralization: Unlike traditional conglomerates that centralize power, Indutrade’s narrative is small is beautiful.Read more

SEK 256.86

8.9% undervalued

alex30free's Fair Value

Revenue

5% p.a.

Profit Margin

Future PE

35x

Price in 2031

SEK 355.65

Beijer Ref

The Green Consolidator

1. The Green Consolidator Beijer Ref’s story is built on three distinct pillars that justify its historical premium valuation: The Regulatory Tailwind (F-Gas Regulation): As Europe and North America tighten regulations on synthetic refrigerants, the entire industry must switch to natural or low-GWP (Global Warming Potential) alternatives.Read more

SEK 128.82

2.5% overvalued

alex30free's Fair Value

Revenue

6.5% p.a.

Profit Margin

Future PE

25x

Price in 2031

SEK 175.33

Saab

Underestimated technological heavy weight but for a light weight price

Saab AB is a leading European defence company with operations across air, land, sea and the cyber domain. Through its subsidiary Combitech, Saab also provides advanced consulting and cybersecurity services.Read more

SEK 500

31.4% overvalued

LongTrader's Fair Value

Revenue

5.02% p.a.

Profit Margin

7.43%

Future PE

52.44x

Price in 2031

SEK 662.82

Veteranpoolen

Veteranpoolen AB (publ): Strategic Equity Research, Financial Forecasts, and Valuation Report (2025-2035)

1. Executive Summary 1.1 Investment Thesis: The Arbitrage of Experience Veteranpoolen AB (publ) ("Veteranpoolen" or "the Company") presents a unique investment proposition within the Nordic Commercial Services sector.Read more

SEK 61.7

27.2% undervalued

InvestChile's Fair Value

Revenue

12% p.a.

Profit Margin

7.96%

Future PE

19.58x

Price in 2030

SEK 79.13

Embellence Group

Embellence Group's Revenue to Rise by 4.5% with a Future PE of 12.5x

STOCKHOLM (Nyhetsbyrån Direkt) Aktiespararna utfärdar en köprekommendation för inredningsföretaget Embellence med en riktkurs på 40 kronor. Det framgår av en analys.Read more

SEK 41.14

12.7% undervalued

Lillemalt's Fair Value

Revenue

6% p.a.

Profit Margin

Future PE

16x

Price in 2028

SEK 50.41

Grangex

Grangex is set to achieve a 191.89% revenue growth in five years

Based on the ramp-up of GRANGEX’s key mining projects (Dannemora, Sydvaranger, Apatit) and industry price forecasts, a potential annual revenue for 2030 is roughly SEK6.5 billion. This estimate assumes: Full-scale commercial production (starting 2027–2028) from Dannemora and Sydvaranger mines.Read more

SEK 560

90.0% undervalued

dsj's Fair Value

Revenue

191.89% p.a.

Profit Margin

9.77%

Future PE

18.41x

Price in 2030

SEK 839.97

Bonava

Bonava will at least triple its market value when the housing market recovers

If earnings hit half of what they were when the company founded in 2016, which was a reasonable housing market period, the company will profit around half a billion SEK. With a P/E multiple of 14, that is around 7 billion sek, which is 3 times the current market value.Read more

170

SEK 22

42.9% undervalued

evgenispap's Fair Value

Revenue

10.92% p.a.

Profit Margin

Future PE

12x

Price in 2035

SEK 68.33

Loomis

The global leader in cash handling

1. The Narrative: Transitioning from Old Cash to Digital Infrastructure The Cash Fortress: In a world trending toward digital, physical cash is not disappearing, it is concentrating!Read more

128

SEK 486.7

14.0% undervalued

alex30free's Fair Value

Revenue

4% p.a.

Profit Margin

Future PE

18x

Price in 2031

SEK 643.46

HEXPOL

M&A machine with a relentless focus on operational excellence

Stripping away the seemingly "boring" exterior of rubber compounding and looking at the company’s true nature: an extremely disciplined M&A machine with a relentless focus on operational excellence 1. The Narrative: "The Consolidation Engine" Niche Dominance: Hexpol doesn't compete on price for bulk products.Read more