Smartkarma Daily Briefs

Key points (machine generated)

• Bloom Energy is trading at approximately $22 per share with a price target of over $50 in one year and over $100 in five years.
• The company produces energy servers that convert natural gas or biogas into electricity with higher efficiency than traditional fossil fuels.
• Projected non-GAAP earnings per share for 2026 are around $2, with a compounded growth rate exceeding 30% and competitive electricity costs of $0.09-0.12 per kWh.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• Dominant Market Leader with Strategic Assets: IPCC is the pioneering and largest operator of specialized vehicle terminals in Indonesia, holding a dominant market share (approximately 80%) in new vehicle handling at its primary location, the Port of Tanjung Priok, which is Indonesia’s busiest port. Its strategic position is reinforced by its status as a subsidiary of the state-owned port authority Pelindo, providing a significant competitive advantage.
• Strong Financial Performance and Shareholder Returns: The company exhibits a robust growth trajectory with a 3-year net income CAGR of 52.31% and consistently high margins. IPCC maintains a strong, debt-free financial position, enabling it to consistently distribute high dividends, as evidenced by a dividend yield exceeding 13% in the latest fiscal year.
• Favorable Industry Tailwinds and Expansion Strategy: IPCC is well-positioned to capitalize on the long-term growth of the Indonesian automotive market, including the rise of electric vehicles (EVs) and government initiatives to boost exports. The company is pursuing a clear expansion strategy, focused on integrating its services, expanding its network to other Pelindo-operated ports, and digitalization to create a comprehensive vehicle logistics ecosystem.

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• Verisure is the leading provider of professionally monitored security services in Europe and Latin America, poised for a significant IPO on Nasdaq Stockholm with a potential market capitalization of €12.9–€13.9 billion.
• The company’s business model is built on a highly resilient, subscription-based revenue stream, with approximately 90% of its €3.4 billion in 2024 revenue coming from recurring subscriptions, driving strong, consistent cash flow.
• Significant growth potential exists due to the low penetration of monitored security services in Verisure’s core European markets (around 4%) compared to the U.S. (around 23%), providing a long runway for customer acquisition and expansion.

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• Verisure Holding (VSURE SS) is set to go public on Nasdaq Stockholm on 8 October 2025 and is set to reach a market cap of up to $16.5bn.
• Verisure Holding (VSURE SS) is forecasted to be included in both Global indices, with the possibility of fast-entry in one.
• Verisure Holding (VSURE SS) is expected to be added to EU indices at the December 2025 review.

• Institutions were net sellers of Singapore stocks with a net outflow of S$592 million from Sep 19 to 25.
• Food Empire Holdings raised S$42.8 million by placing 17 million treasury shares at S$2.52 each on Sep 24.
• Prime US REIT launched a private placement to raise at least US$25 million, issuing new units at US$0.1935.

• Andersen Group (ANDG US) filed for an IPO on the NYSE on September 19th. 
• They have strategically expanded their business to build an integrated platform of service offerings that enables them to solve their clients’ most complex tax and financial challenges.
• They generated $731.6 million and $639.1 million of revenue in 2024 and 2023 and $384.1 million for the six months ended June 30, 2025 compared to $341.5 million in 2024.

• 19th September 2025 Alphabetically arranged Share prices and market capitalisations taken from Alpha Terminal from the current price on the day of publication.
• Top three shareholders are taken from the websites of the companies that we are writing about, unless there is a more up to date TR-1 notification RNS announcement.
• Providing services to large clients has risk and rewards; it could be a rewarding time for these two companies HERC Energy boost PEN Operationally Ready

Epwin Group reported solid revenue growth in H125 and an improvement in operating profit, although there was some competitive pressure on the margin. The group ended the period with a solid balance sheet, and trading conditions in Q3 remain similar to the first half, no doubt party reflecting caution ahead of the Autumn budget. The all-cash offer of 120p per share from Laumann UK was approved by shareholders on 25 September.

• 8th September: Project Glow Topco Limited, the ultimate holding Company of The Beauty Tech Group Limited, a global leader in the rapidly growing at-home beauty technology market, has confirmed its intention to float on the Main Market.
• The Beauty Tech Group encompasses three distinct, innovative and premium beauty technology brands – CurrentBody Skin, ZIIP Beauty and Tria Laser – under which it develops, manufactures and retails at-home beauty devices.
• In FY24, the Group reported revenue of £101.1m and adjusted EBITDA of £22.9m. Between the financial period for the 16 months ended 31 January 2023 (FY22) and FY24, the Group’s own-brand revenue and adjusted EBITDA grew at a compound annual growth rate of 73.6% and 92.9% respectively. Timing and deal details TBC.

Carr’s Group’s trading in FY25 was in line with consensus, and the key seasonal period has started in line with management’s expectations. While this is encouraging, key for investors are the opportunities as a focused agribusiness. The name change to Fevara and the three-pillar strategy (margin improvement, commercial growth and geographic expansion into high-growth markets) highlight the direction for value generation.