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BE
Bejgal
Community Contributor
Followers
217
Total number of followers
Comments
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Total number of comments
Member Since
2020
Date joined
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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
3.4% 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
3 months ago
author updated this narrative
Novo Nordisk
BE
Bejgal
Community Contributor
Novo Nordisk's Future Growth Driven by GLP-1 Market Expansion
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$84.48
FV
12.7% undervalued
intrinsic discount
12.20%
Revenue growth p.a.
Set Fair Value
37
users have liked this narrative
6
users have commented on this narrative
137
users have followed this narrative
about 1 month ago
author updated this narrative
MINISO Group Holding
BE
Bejgal
Community Contributor
MINISO eyes a future PE of 25x amid projected fair value of 32.12
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$32.12
FV
46.4% undervalued
intrinsic discount
17.20%
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
9 days 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
15.6% 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
about 1 month 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
5.6% overvalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
6 months ago
author updated this narrative