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PH
Phetuvov
Community Contributor
Followers
6
Total number of followers
Comments
1
Total number of comments
Member Since
2024
Date joined
Budimex
PH
Phetuvov
Community Contributor
Budimex - a diversified and flexible company
Budimex is the leading Polish company in the construction sector, accounting for about 57% of the overall WIG-construction index. Thanks to the diversification of its operations, the company has been able to occupy such a large share of the market.
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zł330.00
FV
85.3% overvalued
intrinsic discount
3.12%
Revenue growth p.a.
Set as Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 months ago
author updated this narrative
Synektik Spólka Akcyjna
PH
Phetuvov
Community Contributor
Cardiac marker could be a hit
In 5 years, the company should still be thriving, entering new markets and expanding in existing ones. Positive passage of the third stage of testing of a new cardiac marker could help.
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zł204.19
FV
3.8% overvalued
intrinsic discount
8.49%
Revenue growth p.a.
Set as Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
5 months ago
author updated this narrative
LPP
PH
Phetuvov
Community Contributor
Family-owned company with potential for long-term growth
In 5 years, the company should significantly expand its portfolio of stores in countries other than Poland, open up to new markets, and introduce e-commerce and applications of its brands to new countries. Due to the fact that it has five brands, each targeting a different audience, the company has a wide scope for action and further development, as the brands it has are not in competition with each other, but complement each other perfectly.
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zł15.86k
FV
13.5% overvalued
intrinsic discount
9.63%
Revenue growth p.a.
Set as Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
5 months ago
author updated this narrative