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NVIDIA's AI Dominance Will Explode Revenue by 20% in Five Years
In an era where artificial intelligence accelerates every sector, NVIDIA stands at the epicenter of a technology revolution. With hyperscale cloud providers and enterprises alike racing to deploy generative-AI workloads, NVIDIA’s GPUs have become indispensable.Read more
Golden Ocean Group will increase exposure to dry bulk with CMB.TECH merger
Avtal om samgående med CMB.TECH Efter stängningen i New York igår meddelade det belgiska shippingkonglomeratet CMB.TECH (Vi har en Behåll-rekommendation med en riktkurs 8,75 EUR), att det har tecknat ett avtal med avsikt att gå samman med Golden Ocean. Det offentliggjorda utbytesförhållandet är 0,95/1 CMB.TECH-aktie/Golden Ocean-aktie och baseras på ett substansvärde på 15,23 USD respektive 14,49 USD, vilket kan jämföras med våra senast publicerade substansvärde på 14,7 USD respektive 14,1 USD (baserat på siffrorna i Q4) och ett implicit utbytesförhållande om 0,96/1.Read more
BWG Will Witness 5.5% Annual Trade Growth in 2025-26 Driven by US and Middle East Exports
Tillväxten i flottan sjunker, tillväxten i handeln stiger Q4-siffrorna var bättre än väntat tack vare lägre kostnader. Vi anser att utsikterna för LPG-handeln är starka med en förväntad handelstillväxt på 5,5 procent per år under 2025-26 (genomsnitt 2014-24: 7 procent per år), stärkt av export-tillväxten i USA och Mellanöstern.Read more
I estimate GOOGL revenue to grow by 10.0% p.a. over the next 5 years resulting in a fair value of $268.59
Catalysts Most Immediate Catalyst (1–2 Years): AI Integration & Monetization: Google is aggressively integrating AI across its products (Search, Ads, Cloud, YouTube). If AI-powered search increases engagement and advertising efficiency, it could drive significant revenue per search improvements.Read more
ABB will accelerate growth with 15% profit margin boost in automation
Catalysts Most Immediate Catalyst (1–2 Years): Automation & Robotics Demand Surge: Companies are investing heavily in industrial automation to reduce labor costs, increase efficiency, and improve production quality. ABB’s Robotics & Discrete Automation segment benefits directly.Read more
SpiceJet's Turnaround Story: From 28 Aircraft to 100, and Beyond
SpiceJet, one of India's prominent low-cost carriers, has been on a remarkable turnaround journey in recent years, emerging from a period of financial difficulty to a growth trajectory that promises substantial returns for both customers and investors. The airline, which at its low point was operating with just 28 planes, is now eyeing a future where its fleet expands to 100 aircraft within the next two years, with ambitious revenue targets and profitability goals that could elevate its market capitalization to an unprecedented ₹1 Lakh crore.Read more
Aurora Solar Technologies predicts a 23x future PE surge in five years
Aurora Solar Technologies Inc. (Aurora), a leading player in the solar manufacturing technology sector, is setting its sights on transformative growth.Read more
Karoooo biast prediction
Karooooo is continuing to expand in Southeast Asia, leveraging favorable market conditions and an underpenetrated market. The Southeast Asian telematics market is projected to grow at a CAGR of 11.53% from 2024 to 2029, adding c3.4m IoT devices.Read more
Medium term lower revenue growth implies falling expectations and thus lower future PE acceptance.
This narrative is brief and simply stands on the shoulders of the recent aggregate analysts review (Dec 2024). Put simply, if revenue grows at <15% pa and margins fall to <20% average over next 3 years, that implies a pretty consistent growth rate that contradicts the high PE ratio for this stock.Read more
