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Bejgal
Community Contributor
Followers
224
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Member Since
2020
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MINISO Group Holding
BE
Bejgal
Community Contributor
MINISO Group Holding will soar with a revenue surge of 17.1%
MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.
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US$32.86
FV
24.6% undervalued
intrinsic discount
17.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
28 days ago
author updated this narrative
Novo Nordisk
BE
Bejgal
Community Contributor
Future PE of 20x Signals Promising Growth for Novo Nordisk
Catalysts ◦ Strong position in the GLP-1 drug market , leading with Ozempic for diabetes and Wegovy for obesity. These products have driven significant growth.
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US$69.18
FV
18.5% undervalued
intrinsic discount
11.06%
Revenue growth p.a.
Set Fair Value
39
users have liked this narrative
7
users have commented on this narrative
145
users have followed this narrative
about 1 month ago
author updated this narrative
Fiverr International
BE
Bejgal
Community Contributor
Fiverr International will transform the freelance industry with AI-powered growth
Catalysts Fiverr International’s introduction of AI-powered tools such as Dynamic Matching and Neo (AI-powered smart matching) is expected to significantly enhance sales and earnings. These tools cater to businesses requiring tailored and complex projects, leading to larger transactions.
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US$34.41
FV
32.8% undervalued
intrinsic discount
9.18%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
6
users have commented on this narrative
77
users have followed this narrative
4 months ago
author updated this narrative
Nexans
BE
Bejgal
Community Contributor
Nexans will Shine with Record High Voltage Backlog Achieving €6.2B by 2024
Catalysts Record backlog in High Voltage (€6.2B in 2024). Growth in global electrification (CAGR 7% until 2028).
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€95.10
FV
34.9% overvalued
intrinsic discount
-0.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 months ago
author updated this narrative
Coterra Energy
BE
Bejgal
Community Contributor
Coterra Energy will boost earnings with LNG and high-margin projects
Catalysts Coterra Energy’s LNG agreements have the potential to significantly enhance sales and earnings. By diversifying its natural gas marketing portfolio and gaining price exposure to international markets such as Europe and Asia, the company secures higher-margin opportunities.
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US$25.55
FV
3.2% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
8 months ago
author updated this narrative