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Our Calculation Of Intrinsic Value: Walmart Inc.

The intrinsic value of Walmart Inc. is calculated using a DCF analysis, revealing a value of $25.57 per share, significantly lower than the current price of ~$109. Despite Walmart's strong market position and cash generation, the analysis suggests it trades above its intrinsic value, indicating a -77% margin of safety.

Talkmarkets·
US
WMT
+0.38%
Talkmarkets·
US
WMT
+0.38%

Next week, the "Google Chain Core" Broadcom earnings report is coming

Citigroup and Goldman Sachs report predict that driven by the open use of Google's TPU and a surge in AI spending, Broadcom's upcoming financial report will once again exceed expectations, with its AI revenue expected to achieve triple-digit growth in the fiscal year 2026. Although OpenAI's "capital expenditures far exceed revenue" model has been pointed out to show signs of a bubble, before the demand cools down, Broadcom, as a core supplier, will continue to benefit from the capital chase for AI

Wallstreetcn·
US
AVGO
+0.11%
Wallstreetcn·
US
AVGO
+0.11%

Australia's New DTI Regulation Slightly Dovish for Cash Rate Outlook, Says BofA

Australia's New DTI Regulation Slightly Dovish for Cash Rate Outlook, Says BofA

marketscreener·
US
BAC
+0.13%
marketscreener·
US
BAC
+0.13%

50,000 tons of warehouse receipts were canceled in one day! JP Morgan: Signifies that copper prices have entered a "more volatile and urgently bullish mid-stage"

JP Morgan pointed out that the massive cancellations on the LME indicate that the copper market has entered a volatile "mid-stage." The core logic is that the siphoning effect from the United States forces buyers in non-U.S. regions to scramble for spot purchases, causing LME inventories to fall below the 100,000-ton threshold, triggering an asymmetric bullish outlook. Their "bullish endgame" prediction suggests that LME prices must rise significantly enough to reverse the arbitrage window for U.S. copper and force resources to flow back from the U.S. in order to end this bull market triggered by inventory mismatches

Wallstreetcn·
US
JPM
+1.27%
Wallstreetcn·
US
JPM
+1.27%

Key facts: Bank of America upgrades Renault; shares rise 3.3% on standards cut

Bank of America upgraded Renault's stock from neutral to buy, citing better valuation due to relaxed emissions standards in Europe, expected to boost Renault's cash flow.1Renault's shares rose 3.3% in early Thursday trading, following U.S. President Trump's plan to lower fuel economy standards, which may help boost sales of gasoline vehicles.2Renault and European automakers could gain from a proposed cut in the Corporate Average Fuel Economy standard from 50.4 to 34.5 miles per gallon, boosting their electric vehicle market edge.3

TradingView·
US
BAC
+0.13%
TradingView·
US
BAC
+0.13%
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