Dashboard
Portfolios
Watchlist
Community
Discover
Screener
BO
Bonywall
Community Contributor
Followers
7
Total number of followers
Comments
0
Total number of comments
Member Since
2022
Date joined
Solid Försäkringsaktiebolag
BO
Bonywall
Community Contributor
Solid Insurance Fair Value
- Solid Försäkringsaktiebolag is a leading niche insurance company in the Nordic region, specializing in non-life insurance products. - The company operates in various segments, including Product, Personal Safety, and Roadside Assistance.
View narrative
SEK 88.64
FV
5.2% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set as Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
9 months ago
author updated this narrative
Orkla
BO
Bonywall
Community Contributor
Market Position and Consumer Behaviour Changes Outweigh the Risks
Key Takeaways Strong market position and portfolio of leading brands continue to drive revenue growth. New strategic initiative and operating model, emphasizing organic growth within the company portfolio, along with value creation, optimization and streamlining of the portfolio, are expected to sustain future growth and enhance profitability.
View narrative
NOK 84.40
FV
32.0% overvalued
intrinsic discount
6.06%
Revenue growth p.a.
Set as Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
9 months ago
author updated this narrative
Embracer Group
BO
Bonywall
Community Contributor
Restructuring, Selective M&A and New Releases Should Help Restart Revenue Growth
Key Takeaways Embracer Group AB has recently engaged in an assertive acquisition strategy, primarily driven by financing in a low-interest rate environment. The rise in interest rates has adversely affected the company's finances, causing concern among investors.
View narrative
SEK 32.22
FV
236.4% overvalued
intrinsic discount
10.31%
Revenue growth p.a.
Set as Fair Value
10
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
7 months ago
author updated this narrative
Magnora
BO
Bonywall
Community Contributor
Investment Case Magnora ASA
Key Takeaways Magnora ASA, a company listed on the Oslo Stock Exchange, has been actively transitioning its legacy royalty business towards renewable energy development projects and companies. Their diverse portfolio includes investments in entities such as Helios Nordic Energy AB, Kustvind AB, and Magnora Offshore Wind AS, reflecting a strategic pivot to sustainable energy solutions.
View narrative
NOK 57.55
FV
59.9% undervalued
intrinsic discount
37.85%
Revenue growth p.a.
Set as Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
9 months ago
author updated this narrative
Dedicare
BO
Bonywall
Community Contributor
Staff Shortages and Demographic Shifts Could Drive Revenue Higher Despite Competition and Regulatory Challenges
Key Takeaways Dedicare holds a robust market position within a steadily expanding market. Continued revenue growth is supported by the persistent need for skilled health professionals.
View narrative
SEK 82.20
FV
40.4% undervalued
intrinsic discount
9.72%
Revenue growth p.a.
Set as Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
8 months ago
author updated this narrative