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IndusyHoldings
Community Contributor
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2025
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AS Merko Ehitus
IN
IndusyHoldings
Community Contributor
Merko Ehitus - civil engineering in the Baltic States
The Company MERKO EHITUS is an Estonian infrastructure and real estate development group operating mainly in Estonia and Lithuania and partially in Norway(until 2026) and Latvia. Solid economic growth and population growth could be an advantage for market leader Merko Ehitus.
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€61.98
FV
51.3% undervalued
intrinsic discount
5.28%
Revenue growth p.a.
Set Fair Value
0
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1
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about 2 months ago
author updated this narrative
VusionGroup
IN
IndusyHoldings
Community Contributor
VusionGroup - AI for Walmart.
Catalysts Almost 90% of sales come from electronic shelf labels. For the digitalization of supermarkets, solutions such as digital shelf monitoring or price automation are needed.
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€210.79
FV
7.9% overvalued
intrinsic discount
26.51%
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
about 2 months ago
author updated this narrative
Etsy
IN
IndusyHoldings
Community Contributor
Etsy - The e-commerce platform for handmade items.
Business model Etsy is a US e-commerce website and online marketplace for buying and selling handmade products founded in 2005. Revenue comes mainly from services, subscriptions and fees.
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US$72.65
FV
22.9% undervalued
intrinsic discount
2.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
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2 months ago
author updated this narrative
Euroseas
IN
IndusyHoldings
Community Contributor
Euroseas - Long-term contracts and high margins
Catalysts Eurosea's core business is long-term charter contracts. These are very profitable due to the tactically selected shore-based routes as a supplier to smaller ports.
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US$62.04
FV
15.5% undervalued
intrinsic discount
1.20%
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
2 months ago
author updated this narrative
MDA Space
IN
IndusyHoldings
Community Contributor
MDA Space - All-round solutions for space
Key takeaways The main source of income is the market for Low Earth Orbit (LEO) and Medium Earth Orbit Satellites (MEO) with a revenue share of almost 60%. The space industry is currently experiencing strong growth and is expected to grow by an average of 9% per year until 2035.
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CA$44.08
FV
1.1% overvalued
intrinsic discount
26.42%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
2 months ago
author updated this narrative
Docebo
IN
IndusyHoldings
Community Contributor
Docebo - Customer and employee training
Catalysts 94% of revenue comes from subscriptions, which is Docebo's core business. The e-learning services industry expects an annual growth of approximately 19% until 2030, which could provide strong tailwind.
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CA$65.18
FV
34.9% undervalued
intrinsic discount
24.80%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
2 months ago
author updated this narrative
eBay
IN
IndusyHoldings
Community Contributor
Ebay - A second-hand marketplace with large share buyback.
Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?
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US$120.98
FV
24.6% undervalued
intrinsic discount
4.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
2 months ago
author updated this narrative