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Perhitungan model DCF saya menunjukkan nilai intrinsik RALS hanya sekitar Rp 280 per saham. Mengingat harga pasar saat ini di atas Rp 450, saham ini jelas overvalued berdasarkan fundamental jangka panjang.Read more

I view GEK TERNA entering 2026 with a robust €6.9 billion order backlog, positioned to capture outsized share from Greece's infrastructure renaissance, yet trading at a discount to peers on undervalued concessions like Attiki Odos. My non-consensus edge stems from accelerated EU Recovery and Resilience Facility (RRF) disbursements—€35 billion through 2026—fueling a 15%+ revenue CAGR, overlooked amid near-term macro noise.Read more

Mader Group is a specialist maintenance and technical services provider to mining and heavy industry, best characterised as a supplier of high-skill, outsourced maintenance labour for critical mining and industrial equipment. Over recent years, the company has been a consistent performer, delivering return on equity of around 30% over the past four years.Read more

Intuit (NASDAQ: INTU) has quietly become one of the most influential platforms in the small business economy. While best known for TurboTax and QuickBooks, Intuit’s real strength lies in how deeply its products are embedded into everyday financial decision-making.Read more

Business Overview Key Metrics Total: 5/17 +2 ✅✅ Projected Operating Margin: 38.13% +0 ⚠️ Projected 5-Year Revenue CAGR: 9.38% +1 ✅ Last 5-Year ROIC: 13.60% +1 ✅ Estimated Cost of Capital: 9.45% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -1.09% +1 ✅ Projected 5-Year EPS CAGR: 19.73% +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +1 ✅ Moody's Rating: A3 -1 ❌ Morningstar Moat: Narrow -1 ❌ Morningstar Uncertainty: High Netflix has become synonymous with watching movies. Its ever- growing catalog of movies and series locks in its users creating a business that has very high margins.Read more

UnitedHealth Group (NYSE: UNH) sits at the center of the most complex and expensive system in the American economy: healthcare. While many insurers compete primarily on pricing and network breadth, UnitedHealth has spent the last decade building something structurally different.Read more

Phase 3 results have a high probability of Success · Strong Phase 2 Foundation: In the Phase 2 trial, the 50 mg dose (the dose used in Phase 3) achieved an 81% reduction in mean monthly attacks (Weeks 5–16) and a 77% reduction overall. · Complete Response Rate: Perhaps most importantly for your "functional cure" assessment, 73% of Phase 2 patients (8 out of 11) in the 50 mg arm were completely attack-free through the primary observation period.Read more

Key Takeaways Unicycive has successfully completed clinical development of its lead asset, Oxylanthanum Carbonate (OLC). OLC has been designed to improve on current phosphate binders by offering better efficacy, fewer pills, and improved tolerability over alternative treatments for hyperphosphatemia chronic kidney disease patients on dialysis.Read more

West Red Lake Gold Mines – $4,000 Gold Scenario Assumptions Production: 100,000 oz/year AISC: $1,200/oz Gold Price: $4,000/oz Valuation Multiple: 10× FCF Shares Outstanding (assumed): 100M Step 1: Revenue Revenue = 100,000 oz × $4,000 = $400,000,000 Step 2: Costs Costs = 100,000 oz × $1,200 = $120,000,000 Step 3: Free Cash Flow (FCF) FCF = $400,000,000 – $120,000,000 = $280,000,000 Step 4: Market Cap (10× FCF) Market Cap = $280,000,000 × 10 = $2,800,000,000 Step 5: Stock Price Stock Price = $2,800,000,000 ÷ 100,000,000 = $28/share ✅ Conclusion: At $4,000/oz gold, 100k oz/year production, and $1,200/oz AISC, West Red Lake could trade around $28/share (based on 100M shares). ⚠️ With the actual 2025 share count (~343M basic / ~517M fully diluted) , the per-share price would be much lower.Read more