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Unike
Community Contributor
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AstraZeneca
UN
Unike
Community Contributor
Expect a future valuation of 22x as AstraZeneca bets on pipeline strength
Catalysts Most Immediate Catalyst (1–2 Years): Strong Oncology Portfolio Growth: AstraZeneca’s cancer drugs Tagrisso, Imfinzi, Enhertu, and Calquence continue gaining market share, driving double-digit revenue growth in oncology. Respiratory & Cardiovascular Expansion: New approvals and label expansions in Farxiga (diabetes/heart failure) and Tezspire (severe asthma) can drive meaningful sales upside.
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SEK 1.67k
FV
19.7% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
39
users have liked this narrative
6
users have commented on this narrative
116
users have followed this narrative
2 months ago
author updated this narrative
Hexatronic Group
UN
Unike
Community Contributor
Hexatronic Group Will Surf the Fiber Wave to 8% Revenue Growth
Catalysts Most Immediate Catalysts (1–2 Years) Increased Demand for Fiber Networks: As broadband penetration and 5G rollout accelerate across Europe and the Nordics, operators are investing in fiber-to-the-home (FTTH) and backhaul infrastructure—directly benefiting Hexatronic’s product portfolio. Strategic Partnerships & Contracts: Recent contracts with major telecom operators and network integrators boost short-term revenue visibility and enhance Hexatronic’s market presence.
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SEK 33.80
FV
35.9% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
2 months ago
author updated this narrative
ABB
UN
Unike
Community Contributor
ABB will accelerate growth with 15% profit margin boost in automation
Catalysts Most Immediate Catalyst (1–2 Years): Automation & Robotics Demand Surge: Companies are investing heavily in industrial automation to reduce labor costs, increase efficiency, and improve production quality. ABB’s Robotics & Discrete Automation segment benefits directly.
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SEK 464.49
FV
21.7% overvalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
3 months ago
author updated this narrative
Alphabet
UN
Unike
Community Contributor
I estimate GOOGL revenue to grow by 10.0% p.a. over the next 5 years resulting in a fair value of $268.59
Catalysts Most Immediate Catalyst (1–2 Years): AI Integration & Monetization: Google is aggressively integrating AI across its products (Search, Ads, Cloud, YouTube). If AI-powered search increases engagement and advertising efficiency, it could drive significant revenue per search improvements.
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US$171.36
FV
1.8% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
3
users have commented on this narrative
48
users have followed this narrative
3 months ago
author updated this narrative
NIBE Industrier
UN
Unike
Community Contributor
NIBE Industrier Will Ride the Green Energy Subsidy Wave
Catalysts Most Immediate Catalysts (1–2 Years) • EU & US Green Energy Subsidies – Governments are pushing for heat pump adoption through incentives, directly benefiting NIBE. • Electrification & Sustainability Trends – The shift away from fossil fuel-based heating systems toward heat pumps and renewable energy solutions is accelerating.
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SEK 40.77
FV
5.4% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 months ago
author updated this narrative
Applied Materials
UN
Unike
Community Contributor
Applied Materials to Ride the AI Boom with a 7% Revenue Growth Outlook
Catalysts Most Immediate Catalysts (1–2 Years) Semiconductor Equipment Demand – As AI, cloud computing, and automotive chips grow, chipmakers (TSMC, Intel, Samsung) are increasing fab capacity, boosting demand for AMAT’s semiconductor equipment. AI Boom & High-Performance Computing – AI chips (from Nvidia, AMD, and Intel) require advanced manufacturing tools, where AMAT is a key supplier.
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US$194.11
FV
0.5% overvalued
intrinsic discount
7.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
4 months ago
author updated this narrative
Avanza Bank Holding
UN
Unike
Community Contributor
Expect Avanza's Revenue to Grow 8% as It Expands Services and Market Share
Catalysts Most Immediate Catalyst (1–2 Years) Rising Interest Rates: Higher interest rates boost Avanza’s net interest income from client deposits. User Growth: Strong customer acquisition, driven by increased digital adoption in financial services.
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SEK 304.47
FV
21.5% overvalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 months ago
author updated this narrative
Securitas
UN
Unike
Community Contributor
Securitas will boost margins with AI and tech-driven services
Catalysts Most Immediate Catalyst (1–2 Years): Technology & AI Integration: Increased use of AI-driven surveillance, automated threat detection, and predictive analytics can improve efficiency and reduce reliance on human labor. Growing Demand for Security Services: Rising concerns over crime, workplace safety, and geopolitical instability are driving corporate and government spending on security.
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SEK 260.91
FV
44.9% undervalued
intrinsic discount
7.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
4 months ago
author updated this narrative
Microsoft
UN
Unike
Community Contributor
Unleashing Microsoft's Growth with AI and Cloud Computing in the Next 5 Years
Catalysts Most Immediate Catalysts (1–2 Years) AI Growth with Copilot & Azure AI – Microsoft is aggressively integrating AI into Office 365 (Copilot) and Azure AI, driving enterprise adoption and monetizing AI-powered software. Cloud Expansion (Azure) – Azure continues to gain market share, benefiting from enterprise digital transformation and AI workloads.
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US$423.14
FV
17.4% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
2
users have commented on this narrative
68
users have followed this narrative
4 months ago
author updated this narrative