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Based on analyst forecasts until 2027 and a discount rate of 15%. Terminal PE of 35.

The company is a principal beneficiary of automation advancements both internationally and within China, particularly in the areas of collaborative robots and CNC machine components.

Summary Table after asset infusion Method Estimated Fair Value (₱/share) 1. Dividend Discount Model ₱5.56 2.

Extremely sticky Apple Ecosystem · Due to the strength of the company, it started to produce more products and provide more service associated with its iconic product, iPhone. Once its customer got hock onto its eco-system, it is extremely hard for them to leave its eco-system.

here we go try again

Sleep Cycle AB — Investment Narrative, Update Q1 2025 Executive Summary Sleep Cycle AB (Nasdaq Stockholm: SLEEP) is the category-leading sleep-tracking app with ~904 000 paying subscribers and a decade-long proprietary data set exceeding three billion recorded nights. The asset-light subscription model generates robust profitability (average EBIT margin ≈ 26 % over 2022-2024) while free cash flow and a net-cash balance (≈ 157 m) support an ordinary plus special dividend.

It was an innovator, but not is is mostly hype, with stagnating car sales.

Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?

Qualcomm Inc. (NASDAQ: QCOM) has experienced a significant rebound, gaining 15% from its multi-year low, despite remaining down 20% from its February high.