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PA
Panayiotis
Community Contributor
Followers
138
Total number of followers
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Member Since
2025
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Fastighets AB Balder
PA
Panayiotis
Community Contributor
Balder's Urban Expansion to Boost 22% Profit Margin in Future
Catalysts That Could Drive Value Urbanization Trends: As more people move to cities, demand for Balder's residential and commercial properties is likely to increase. Economic Recovery: Post-pandemic economic growth can boost occupancy rates and rental incomes.
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SEK 88.31
FV
27.3% undervalued
intrinsic discount
1.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 2 months ago
author updated this narrative
UFP Industries
PA
Panayiotis
Community Contributor
UFP Industries will soar with 200M stock repurchase and cost cuts
Catalysts Cost Reductions : Over $70M in annualized savings from facility consolidation and SG&A cuts could boost margins. Acquisitions : Recent deals may enhance growth.
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US$120.00
FV
10.8% undervalued
intrinsic discount
7.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 2 months ago
author updated this narrative
Tencent Holdings
PA
Panayiotis
Community Contributor
Tencent's robust growth prospects will have a 22x impact on their future PE ratio
Catalysts Fueling Tencent's Future: Expansion of Cloud Services : Tencent Cloud is rapidly growing, capitalizing on the global surge in digital transformation. As businesses increasingly migrate to the cloud for scalability and efficiency, Tencent's robust infrastructure and advanced AI capabilities position it as a formidable contender in cloud computing, both within China and internationally.
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HK$508.40
FV
10.7% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 2 months ago
author updated this narrative
Xiaomi
PA
Panayiotis
Community Contributor
Xiaomi to Surge with 15% Revenue Growth and IoT Expansion
Catalysts Xiaomi's growth and success can be attributed to several strategic catalysts, which can be categorized as follows: 1. Disruptive Pricing and Value Proposition High-Spec, Low-Cost Smartphones : Xiaomi disrupted markets by offering feature-rich devices at competitive prices, undercutting rivals like Samsung and Apple.
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HK$51.83
FV
16.7% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
about 2 months ago
author updated this narrative
Sacyr
PA
Panayiotis
Community Contributor
Sacyr will boost its revenue with renewables and digital upgrades in the coming years
1. Perpetual Revenue Growth Rate (~2.5%) Rationale: Catalysts: New Services & Projects: Sacyr’s pipeline includes opportunities in renewables, sustainable infrastructure, and digital upgrades.
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€3.43
FV
12.6% undervalued
intrinsic discount
2.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 2 months ago
author updated this narrative
Tesla
PA
Panayiotis
Community Contributor
Elon Musk’s Vision Will Propel Tesla to New Heights
Catalysts Tesla has several exciting products and services in the pipeline that could significantly impact sales and earnings: Cybertruck : This highly anticipated electric pickup truck is expected to hit the market soon. Its unique design and features could attract a new segment of customers.
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US$332.71
FV
24.2% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
30
users have liked this narrative
0
users have commented on this narrative
108
users have followed this narrative
about 2 months ago
author updated this narrative