Global Community

Conclusions and Investment Recommendations Final Verdict: A Promising Long-Term Investment with Risks ✅ LG Chem is an undervalued company with high growth potential. ✅ Strong growth drivers: EV battery business, petrochemicals, and advanced materials.

Tough market, limited competitive advantage, great team. Expect limited revenue and margin growth, given the competitve challenges.

Bulls With autonomy from its former parent, Kenvue can allocate resources to best fit its needs and grow the business. Macro drivers like an aging population and premiumization of health care will act as tailwinds for all of Kenvue ’ s brands.

I think it is a great stock with an invaluable brand, but I am skeptical that it will do well in the next few years. Coke is fighting all the weight loss peptides developed by Lilly and Novo Nordisk.

As of February 1, 2025, NIO's stock is trading at approximately $4.32 per share. In January 2025, NIO delivered 13,863 electric vehicles, a 55.5% decrease from December but a 37.8% increase year-over-year.

Key drivers: Strong order backlog, efficiency gains, higher defence budgets, digital & services growth Margin expansion: From mid-single digits to high-teens EBIT margins by 2029 Risks: Geopolitics, supply chains, cybersecurity, ESG/regulation, talent Valuation: Trading at ~1.5x EV/Sales and ~23x forward P/E Summary: Leonardo benefits from robust global defence spending, a diversified aerospace portfolio and accelerating service revenues. Efficiency programmes and digitalisation underpin margin improvement, while a strong balance sheet supports capital allocation.

AEM Fair Value Estimate

Catalysts Are there any products or services that could move sales or earnings meaningfully? Lycopodium (LYL) is an engineering consulting company whose core business is building and developing mines for its clients, including in growth areas such as battery minerals and Africa.

O'Reilly Auto Parts (NASDAQ: ORLY) has delivered a commendable performance in the stock market, with a one-month return of 1.81% and a 24.62% appreciation over the past year. The company's market capitalization stands at $78.097 billion, with a current stock price of $1,364.36.