Community

DCF based on current analyst estimates of FCF Terminal PE of 30 Using my standard discount rate of 15%

DCF based on current analyst estimates of FCF Terminal PE of 30 Using my standard discount rate of 15%

1. Revenue Growth HOCHTIEF will continue to concentrate on cutting‑edge construction technology (Turner) as well as energy‑transition and infrastructure projects (CIMIC, Engineering & Construction).

Based on current analyst estimates minus 20% as a margin of security Discount rate of 15% Terminal PE of 30

Assumptions: Revenue according to analyst expections Earnings = FCF of 50 million in 2025, FCF margin of 25% (according to analyst expectations) A terminal value of 20x PE to account for risks associated with this small cap. My SW standard discount rate of 15%.

Insider buying activity (no selling) by board at around 0.18

Based on current analyst estimates Terminal PE of 30 Using my standard discount rate of 15%

Q1 knappast någon viktig katalysator Orderingången för Subsea 7 i Q1 kommer sannolikt att vara liten och till största delen bestå av utökningsordrar (kommer troligen att ligga omkring drygt 500 miljoner dollar). Gällande intjäningen är Q1 alltid ett svagt kvartal på grund av säsongseffekter (låg aktivitetsnivå i Nordsjön).

WHY? Rheinmetall’s stock could justify a valuation of $430 due to its strategic positioning in the defense and automotive industries, particularly as global defense spending rises amidst growing geopolitical tensions.