Friends readers, The Value Investor went against all the parrots who said her stock Alpha Bank She's not going up, because Orcell doesn't want it, so don't touch her and those who have sold her at 4:00.€, with an intervention article («Alert: You will not withstand what you read, what share will be made of hell») He called out buy now.
In its share Alpha Bank It really became hell.
The ultimate vindication for The Value Investor.
Within 7 business days, Alpha Bank's share of 3,918€ wrote yesterday high 4.52€ and closed at 4.484€.
This friends readers are a performance of the class of +15.36% in time dt.
But we talk to a stock with colossal commerciality, That's what's going on..
The fake analysts who urged people to sell the banks because an emergency tax is coming, they don't know where to hide.
All four systemic banks have made new highs.
All the fake gurus went to the bucket.
Now that the four systemic banks are in new high places, The Value Investor tells you who wants to sell, he's already made very big profits.
Of course, what everyone does is their own business.
The Value Investor GIVES YOU FOOD FOR THINKING and He expresses his view, nothing else.
The column is very proud because it went once again against Hungarian Autonomous analyst who said sell Alpha Bank with a target price of 3.88€.
We took his scalp and this time Hungarian.
The bell now rings too loud for Hungarian.
We took his scalp on the Piraeus Bank stock and now we took his scalp and Alpha Bank stock.
The little guy's got to shut down the store.
He must never again deal with Piraeus Bank and Alpha Bank, he has not.
METLEN
The column is still VERY HAPPY for as of 11 March he shouted that in zone 33€-35€ its share Metlen This is an excellent opportunity for placements.
The shorties wrote back then, from now on they won't sleep anymore at night.
The Value Investor then wrote that now He believes that at 33€ All Metlen errors have been invoiced.
The shorts from now on won't sleep well at night.
Tick-tock, tick-tock...
And here justice is absolute. To imagine, the stock yesterday made 47.42 high.€ and closed +0.43% at 47.18€.
More than the price of 45€ when The Value Investor had taken out his article about Metlen entitled «Ammunition's over.€ from the absolute defence play of AAA».
The stock then played at 45€ and went up to 47.68€.
So those who were unlucky and bought at 45€-46€Today they're smiling.
The objective of 100€ written by The Value Investor, friends readers, will be accomplished, it just needs patience and perseverance.
Unfortunately, in this life there are also things that The Value Investor cannot control and predict, for example, the war in Iran.
We're supposed to have a deal between America and Iran in the next 48 hours, and that's why Brent has fallen to $80 and yesterday he played in $78.75.
Because we're not in Mr. Trump's mind even though we believe in the positive scenario, the president of America can instead make a deal, suddenly start a full frontal attack.
Mr Benjamin Netanyahu managed to win the election due to the ongoing war.
There's a chance Mr. Trump will do the same thing.
So because profits in banks are big and generally profits in too many shares, logic says that we lock them.
You'll tell me, that's great. Value Investor, and thank you so much for the big profits, but then what do we do?
Friends readers, right now the Greek stock market has a share which, in the humble view of the signatory, is now theDEEP VALUE & GROWTH PLAY.
However, the most important thing is that the ABSOLUTE MEASUREMENT.
The share which has the above characteristics and can be increased by 100% even if the war escalates, is the stock of ALTER EGO MEDIA. Will you tell us, you're driving us crazy, The Value Investor?
No friends readers.
ALTER EGO MEDIA
Fasten because in its share ALTER EGO MEDIA It's about to become real hell and then we'll explain why.
Those of you who have good memory, you will remember that the stock of ALTER EGO MEDIA we first mentioned to you when he played at 4.80€.
The stock immediately then made a huge rally and made high at 6,852€.
Then the stock fixed and went back to 4,9610.€ where again The Value Investor shouted and said «is again for purchase under 5€ persons not placed».
The stock yesterday friends readers made high 6,26€ and closed at 6,21€ having an increase of +5,79% with the colossal volume of 502,000 shares.
Friends readers, as you already know, both Euroxx and Pantelakis Securities now give target price for ALTER EGO MEDIA at 7.50€.
First of all, good for them to deal with because they're the only two, because the rest of the stock market is snobling her...
But The Value Investor had given first target honor at 7.41€ Article 30/07/2025 («What share can become the ultimate dividend play and which can make the surprise»).
Euroxx and Pantelakis Securities followed.
Now, sit comfortably and read below why with a horizon in 2028 ALTER EGO MEDIA can go comfortable at 12.20€.
That is, friends readers, from the price of 6.10€ can have a 100% performance and this friends readers can happen even if oil goes to $150 and there's a war in Taiwan.
In the humble view of The Value Investor, AEM is the absolute BULLETPROOF paper of the Greek Stock Exchange. Careful now. Pantelakis Securities estimates that in 2028 EBITDA will have an EBITDA of EUR 80,7 million and net profits of EUR 37,6 million.
Euroxx estimates that the EBITDA will have an EBITDA of EUR 79,4 million in 2028 and a profit of EUR 35,1 million.
The Value Investor, because he likes to be conservative, will use Euroxx numbers that are lower than those of Pantelakis.
But be careful now, friends readers very well.
Euroxx's report page 13 hides solid gold in it because, as the analyst tells us, similar companies play with an expected EV/EBITDA 2028e = 9.5.
So let's see friends readers now, based on Euroxx numbers for 2028 what target price comes for ALTER EGO MEDIA if IAM is to play with an expected EV/EBITDA 2028e = 9.5.
Euroxx estimates that at the end of 2028 ALTER EGO MEDIA will not have a net loan but will have a net fund of EUR 54 million.
This means that with EBITDA 2028e at 79.4m euros, target price friends readers go to 13,76€Hey!
You read well.
Ο The Value Investor όμως, επειδή θέλει να κοιμάται ήσυχος τα βράδια και όχι ανήσυχος, βάζει να παίζει η ΑΕΜ με ένα discount της τάξης του 11% σε σχέση με τον μέσο όρο.
Με βάση αυτή την παραδοχή, η τιμή στόχος πηγαίνει στα 12,20€ όπου εκεί η μετοχή θα παίζει με ένα προσδοκώμενο EV/EBITDA 2028e = 8,34.
Στην τιμή στόχο των 12,20€, η ALTER EGO MEDIA θα κοστίζει 716,37 εκ ευρώ.
Προσέξτε όμως φίλοι αναγνώστες γιατί ΠΑΡΑΚΑΤΩ ΕΙΝΑΙ ΟΛΟ ΤΟ ΖΟΥΜΙ.
Η Euroxx υπολογίζει ότι το 2028 η ALTER EGO MEDIA θα έχει ελεύθερες ταμειακές ροές της τάξης των 43,2 εκ ευρώ.
Μιλάμε, η ΑΕΜ θα γίνει η ΑΠΟΛΥΤΗ ΜΗΧΑΝΗ ΠΑΡΑΓΩΓΗΣ ΜΕΤΡΗΤΩΝ.
Αυτό σημαίνει ότι στην τιμή στόχο των 12,20€ η ΑΕΜ θα έχει μια απόδοση ελεύθερων ταμειακών ροών της τάξης του 6,52%.
Αυτό σημαίνει ότι κάθε χρόνο από το 2028 και μετά, εάν θέλει θα μπορεί να επιστρέφει όλες τις ελεύθερες ταμειακές ροές σαν μέρισμα.
Αυτό λοιπόν φίλοι αναγνώστες είναι το μυστικό που δικαιολογεί η ΑΕΜ να έχει μια τιμή στόχο στα 12,20€ όπου εκεί θα παίζει και με ένα discount της τάξης του 11,33% έναντι των ομοειδών εταιρειών και θα έχει και μια προσδοκώμενη απόδοση ελεύθερων ταμειακών ροών της τάξης του +6,52%.
Φίλοι αναγνώστες, αυτή την φορά η ALTER EGO MEDIA θα περάσει τα ιστορικά της υψηλά και έτσι θα ξεκινήσει καινούριο μεγάκυκλο ανόδου.
Αυτή την στιγμή που μιλάμε, με ορίζοντα το επόμενο 12μηνο, βάζοντας φυσικά μέσα και τις εκλογές, η ALTER EGO MEDIA είναι το απόλυτο DEEP VALUE & GROWTH PLAY και BULLLETPROOF PLAY μετοχή του ελληνικού χρηματιστηρίου.
Όσοι είστε τοποθετημένοι από τα 4,90€, κλειδώστε τις.
Όσοι δεν έχετε τοποθετηθεί, ακόμα και τώρα είναι εξαιρετική ευκαιρία για τοποθετήσεις.
Το μετοχικό ταξίδι της ΑΕΜ έχει ακόμα μεγάλο δρόμο να διανύσει.
Τα 12,20€ είναι απολύτως επιτεύξιμα με ορίζοντα το 2028.
The Value Investor wishes you health, luck and good profits.
The Value Investor υπογράφεται από τον Τίμο Μελισσάρη (MSc INTERNATIONAL ACCOUNTING AND FINANCE LSE), his special partner www.mononews.gr
OBSERVATION
-Ο αρθρογράφος διαθέτει μετοχές της ALTER EGO MEDIA. Δεν είναι αντικειμενικός. Δεν προτρέπει κανέναν. Απόψεις μοιράζεται.
-Το παρόν άρθρο εκφράζει προσωπικές απόψεις. Ο συγγραφέας δεν αμείβεται από κανέναν για την συγγραφή του παρόντος άρθρου και δεν έχει καμία σχέση με τις εταιρείες του άρθρου.
This is not an investment strategy for financial instruments or issuers of financial instruments and does not contain any opinion on the present or future value of financial instruments. The information and opinions in this document are for information to the reader alone.
-In this document there are information and estimates which may be significantly revised after the release of this document either due to a revision of the financial figures by the competent authorities, or because estimates are revised based on new developments and trends in economies and markets.
-This document may refer to specific financial elements which may not be compatible with the investment horizon and the profile of specific investors.
- Investment in certain financial elements may involve significant risks and opportunity costs.
-Οι αναγνώστες του συγκεκριμένου εγγράφου είναι αποκλειστικά υπεύθυνοι στο να επιβεβαιώνουν την εγκυρότητα των παρεχόμενων πληροφοριών καθώς επίσης και να ενημερώνονται για τυχόν αναθεωρήσεις οικονομικών μεγεθών και εκτιμήσεων που λαμβάνουν χώρα.
