Community Contributor
Member since 2021
Views
58 Total number of views
Fair Values Set
0 Total number of fair values set
Comments
0 Total number of comments
Followers
0 Total number of followers

No bio added yet

No link added
JNJ logo
Johnson & Johnson

AI-Powered Pipeline Acceleration: Faster oncology/immunology launches, precision diagnostics and MedTech AI driving revenue

Catalysts Successful AI-accelerated drug launches (oncology/immunology) — multi-hundred‑million to multi‑billion revenue impact. AI-enabled companion diagnostics & SaaS — recurring, high-margin revenue and better drug uptake/pricing.Read more

View narrative
US$230.82
1.5% overvalued intrinsic discount
Fair Value
Revenue
5.71% p.a.
Profit Margin
28.46%
Future PE
22.2x
Price in 2031
US$323.4
SCG logo
Scentre Group

E-commerce Share of Retail is a Threat

If Australia follows the US e‑commerce trajectory, increased online spending will pressure large physical retailers — Scentre Group’s biggest tenants — reducing footfall, rents and development upside for Westfield malls. That structural shift is the primary long‑term risk to SCG’s income and dividend.Read more

View narrative
AU$3.03
23.1% overvalued intrinsic discount
Fair Value
Revenue
1% p.a.
Profit Margin
54%
Future PE
15.18x
Price in 2031
AU$4.43