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Vad är den ytterligare uppsidan i värderingen med en omstöpningsplan? Orkla befinner sig mitt i ett stort strategiskt skifte - att bryta upp sin konglomeratstruktur och fokusera på kärntillgångarna.

Key Takeaways Increased licensing and production costs will see Disney's profitability decline or they'll pass on these increasing costs to subscribers and risk alienating them. Competition from non-traditional media platforms like YouTube or Tik-Tok could draw younger audiences away from Disney's services.

To estimate the potential stock price of Red 5 Ltd based on a predicted gold price of $4,000 per ounce, we can follow these steps: Step 1: Estimate Future Revenue Projected Production : Current production: 425,000 oz. Additional production from Sugar Zone (once operational): 80,000 oz.

Business Model Drop-shipping model whereby products are sent directly to customers by suppliers Reduces the need to hold inventory, allowing for a larger product range Complemented by a private label range sourced directly by Temple & Webster from overseas suppliers Catalysts Profitable in FY24 26% increase in revenue year-on-year (yoy) at $500m. Target of $1b+ yearly on track Market share is increasing (2.5% up 31% yoy) Profitability means cashflow generated is used to fund growth External economic Conditions Consumer confidence and disposable income levels will impact demand for discretionary items Rising interest rates or a slowdown in housing dampens demand.

Amazon offers a variety of products and services, not to mention they're a very competitive company that wants to become the #1 GO-TO BUSINESS for retail (Monopoly hungry machine) Books, Music, Videotapes Apparel, Baby product, and Consumer Electronics Health and Personal Care items Industrial and Scientific supplies Kitchen items, Jewelry, Watches Lawn and Garden Items Music Instruments, Sporting goods, and Tools Automotive items, and toys/games Services it offers such as Online shopping In-Person shopping Fresh produce delivery Primer membership which includes Unlimited music, shows, movies, with limited advertising Access to over 2 million ad-free songs Access to free games, in-game content, and a channel subscription to Twitch Access to thousands of e-books, audio books, and magazines Amazon live, where you can watch and shop deals Let's also not forget Amazon's next targets for the future of improving its Business into becoming the #1 Go-To Business for retail Amazon aims to offer a more integrated and seamless shopping experience through advancements in technology like AI, robotics, and drone delivery , while heavily focusing on sustainability by expanding its use of electric vehicles and carbon-free energy, further solidifying its presence in the grocery sector with Amazon Fresh, and continuing to prioritize fast and efficient delivery options across various product categories, including international markets. Amazon is currently actively exploring and expanding into sectors like healthcare (including telemedicine and online pharmacy), autonomous delivery (drone and self-driving vehicles), financial services (payments and potential banking), artificial intelligence and machine learning, the Internet of Things (IoT) through Alexa-enabled devices, and potentially even the luxury goods market , aiming to disrupt various industries with its established logistics and technology capabilities; essentially looking to become a more comprehensive "everything store" across different sectors.

Key Takeaways ARM is a leader with a saturated number of customers limiting future growth. It’s in a highly competitive landscape and needs to innovate beyond patent expirations in the 2030s.

Catalysts Most Immediate Catalyst (1–2 Years) Rising Interest Rates: Higher interest rates boost Avanza’s net interest income from client deposits. User Growth: Strong customer acquisition, driven by increased digital adoption in financial services.

Overview of Pan American Silver Current Position: Revenue Sources: 65% from gold, 20% from silver, and the rest from base metals. Resources: Approximately 1 billion oz of silver and 26 million oz of gold.

Who are they, and what do they do? Best Buy is the world’s largest specialty electronics retailer.