Шелли груп АД (A4L)

[tony1975]

Ебати хилавите бикове!

За първи път уникалноста на БФБ свързана с това че е малък, неразвит и недостъпен пазар, ни даде възможност за достъп преди всички до тази чудесна компания. Сега вече, когато естонци, франсета и какви ли не се бутат да задават въпроси на уебинара и т.н., усмихнато гледам отстрани

[Спекулант79]

Ебати хилавите бикове!

[Мечкан_Бикоядов]

Без коментар!

Уникално ! 5 човека на опашка в Дания
БЕЗ КОМЕНТАР !!!
Колоса е на глинени крака,ами добре,че е Нвидиа да го носи.

При този отчет никога няма да платя 69 за акцията

Гледайте Нвидия тези дни ще е е интересно,отчета няма абсолютно никакъв смисъл !
Възможно е да тръгне за финален таргет около 1100.Оттам обаче ще падне после и по-лошо

[tony1975]

Без коментар!

[Key Ru]

При този отчет никога няма да платя 69 за акцията ;-)

и с право... 45% ръст на приходите и 50% ръст на печалбата на акция ...

[precakanoto]

При този отчет никога няма да платя 69 за акцията ;-)

Някой те кара да го правиш ли !? Остави я тази акция и не си губи времето с нея

[dido_yord]

При този отчет никога няма да платя 69 за акцията ;-)

[B.Graham]

https://www.x3news.com/?page=Company...MESSAGE_TYPE=1

Абе видях го....правя се на луд...

[Спекулант79]

Абе леко....тоя е по-голям оптимист от Грую...
P.S. А отчет кога?

https://www.x3news.com/?page=Company...MESSAGE_TYPE=1

[B.Graham]

Абе леко....тоя е по-голям оптимист от Грую...
P.S. А отчет кога?

[Black and white cat-foot]

Potential 10x? Shelly Group uncovered

Леееко, много се е надъхал литовеца

[tony1975]

Potential 10x? Shelly Group uncovered

[tony1975]

15/05/24 14:06:29
Original-Research: Shelly Group AD (by Montega AG): Buy

^

Original Research: Shelly Group AD - by Montega AG

Classification of Montega AG to Shelly Group AD

Company: Shelly Group AD
ISIN: BG1100003166

Occasion of the study: Update
Recommendation: Buy
since: 15.05.2024
Target: BGN 77,00
Course target for sight of: 12 months
Last rating change: -
Analyst: Bastian Brach

US roadshow Feedback: International interest is increasing sharply - liquidity
Share is likely to benefit from XETRA listing

We were together at the beginning of May with Wolfgang Kirsch, the Co-CEO of the Shelly
Group, on roadshow in New York. After in the talks the
impressive story Shellys was introduced, stood at the Q&As of
continued growth course, the sustainability of the EBIT margin level and the
Focus on XETRA listing.

Top Line should double by 2026: Given the strong annual
Increases in Group revenues (CAGR 2021-23: 56.9%) were the
Investors interested in how Shelly this dynamic
can
be maintained. Here, Mr. Kirsch referred to the general
Market development, the growth rates of approx. 20% p.a... Besides one
high growth potential in the USA, which has recently been
Online listing at Home Depot and further expansion of
AmazonVertriebs is to be better developed in the DACH region
a lot of potential. During nearly 35 million here last year.
EUR were realized, the competitor 'homematic' alone setting
Germany >100 million EUR round. Due to the o.E.
Market position through the clear competitive advantages (system openness,
Product quality and innovation, attractive pricing) we are currently viewing
no reasons why Shelly gains in continuous market share
Germany should not reach a comparable level of sales.
Although a doubling of Group revenues within two years for
External outsiders should have an ambitious effect, we keep this due to the
numerous visible growth columns (e.g. Expansion of the
Professional Business, GEN4 Products, Amazon Vendor Business in the USA)
for very realistic. With the preliminary Q1 figures (sales +46% yoy) has
Shelly proves this again.

Attractive EBIT margin of 25% is likely to be sustainable: A significant
Shelly's revenue strength aspect is the cost advantage at the site
Bulgaria, in many areas of wage level with that of China
should be comparable. Shelly's growing international community
also offers great advantages. For example, there must be Product launches not
are accompanied by costly marketing campaigns and can
This reduces development and support costs. In addition, the
Companies in the last 18 months prices in contrast to many
competitors do not increase and with the upcoming generation changes of
Products should additional possibilities for price differentiation
. In addition, the module business and the monetization of
Platform further margin potential. Overall, it should be shelly and others
succeed, even with a disproportionately growing B2B business
associated discounting the attractive margin profile to
defend.

XETRA listing has been done: Shelly is the first Bulgarian
Companies the largest trading venue in Germany and thus reaches a
further milestone of capital market strategy. With the listing, the
Liquidity of the stock continues to increase.

Conclusion: In summary, the US roadshow has us in our view
encouraged the impressive development and the upcoming
Highly profitable growth path not only attractive for national investors
is. The feedback we have been mirrored in terms of operational quality
consistently positive. The final Q1 results should be these impressions
u.E. confirm. We affirm our buy recommendation accordingly with
constant price goal i.H.v. 77,00 BGN.

[Мечкан_Бикоядов]

Съдбата на акцията според пепи се решава откакто е продал.
Естествено ще смени и този профил, а и други преди това да стане

Съдбата на Шменти груп ще я реши Нвидиа.

[Plemennika_na_shefa]

Кои са тези които ще пускат, ще клъцват и ще я оставят преди изборите!?
Бацето от Банкя (бб)?, Копейкин от Копейкиново (кк)? Дълбоката Държава (дд)? или Nvidia on Nasdaq (nn)?

Съдбата на акцията според пепи се решава откакто е продал.