RE:RE:RE:RE:RE:Q4jybacle wrote: with 0,98$ US earnings before analyst correction and upgrade and with 25% growth in earnings this should be around 26$ with simple a P/E ratio of 20 if they keep growing earnings this stock should 30 by end of this year.
The most relevant factor is how image analytical software and artificial intelligence and machine learning will playout. This is the big game changer and will be a major tail wind to earnings
I like your optimism but in the conference call, Mr. Fernandes' guidance for 2017 was 15% growth. He cited the continued commodisation of hardware as potential headwinds. Wtih annual earnings of US$0.61 x 1.32 FX x 1.15 growth x 20 p/e gives us about $18.25. The building sale will push us over $20. If we can achieve 25% growth, that will be gravy. But I don't think money managers are willing to give Mr. Fernandes a premium valuation, at least not right now. Lots of analysts still do not like him very much. But if Mr. Fernandes keeps performing like this, he will win them over eventually.