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Global Weekly Picks
Addus HomeCare
DA
DanielGC
Community Contributor
Quality at a Premium. A time to watch, not to buy?
Key Takeaways Consistent revenue growth, strong profitability, and a pristine balance sheet position Addus for sustained disciplined acquisitive growth and improved operational efficiency. The company's business model is resilient and defensive against cyclical downturns, making it a safe haven in times of economic uncertainty.
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US$154.56
FV
29.9% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
28 days ago
author updated this narrative
Grab Holdings
BL
BlackGoat
Community Contributor
GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom
Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.
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US$6.6
FV
4.2% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
Updated
narrative
Verve Group
ME
MEB
Community Contributor
Verve Group to Surge with 51.61% Revenue Growth
Verve Group faces near-term skepticism following its FY25 Q2 report, which included a downward revision to full-year revenue guidance. But beneath the short-term noise lies a company undergoing a strategic inflection — one that positions it to capture outsized value in the post-cookie, privacy-first advertising economy.
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€6
FV
64.1% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
15 days ago
author updated this narrative
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Newron Pharmaceuticals
HE
HedgeY
Community Contributor
Newron Pharmaceuticals (NWRN) – Binary CNS Bets with 3-to-1 Upside
1. Catalysts Evenamide (Schizophrenia Add-On Therapy): The key growth catalyst for Newron is Evenamide, a novel glutamate-modulating drug in Phase III development for treatment-resistant schizophrenia (TRS).
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CHF 17
FV
44.1% undervalued
intrinsic discount
32.43%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
15 days ago
author updated this narrative
Roche Holding
BA
bazza
Community Contributor
Roche Holding will see a 4.2576% revenue growth shaking the market
Valuation ### **Analyse der Roche Jahreszahlen 2024: Wachstum setzt sich fort, Herausforderungen bleiben_20250130 #### Zusammenfassung der Ergebnisse Roche hat für das Jahr 2024 ein solides Wachstum von 7 % auf 60,5 Mrd. CHF erzielt, was die Erwartungen leicht übertroffen hat.
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CHF 302.06
FV
14.5% undervalued
intrinsic discount
5.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 months ago
author updated this narrative
Cosmo Pharmaceuticals
KA
kapirey
Community Contributor
Cosmo Pharmaceuticals Announces Strong Full Year 2024 Revenue and Cash and Provides Business and Pipeline Updates
Catalysts Preliminary Unaudited Revenue and Cash Revenue: €266.8 million, representing a year-on-year increase of 188% compared to €92.8 million in 2023. This includes significant project-based revenues from GI Genius™ and Winlevi® of €190.2 million.
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CHF 87.47
FV
23.4% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
83
users have followed this narrative
6 months ago
author updated this narrative
PolyPeptide Group
PK
PKU
Community Contributor
Biotech longerterm bet
211011 Draupnir noch ein Anteil von rund 55,5% an Polypeptide. Der «Free Float» an der Börse SIX erhöht sich dadurch gleichzeitig von 40,0 auf rund 44,5%.
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CHF 33.1
FV
23.3% undervalued
intrinsic discount
11.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 1 year ago
author updated this narrative
SGS
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
ESG Trends And Digital Shifts Will Redefine Global Markets
Key Takeaways Expansion in sustainability, digital trust, and compliance services positions SGS to benefit from global regulatory trends and growing demand for third-party assurance. Integration of acquisitions and efficiency programs enhance service offerings, operational flexibility, and margin expansion in regulated, high-growth sectors.
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CHF 94.29
FV
12.2% undervalued
intrinsic discount
5.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
Updated
narrative
AVOL
Avolta
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Asia Pacific And Middle East Expansion Will Redefine Global Retail
Key Takeaways Expansion into high-growth regions and enhanced traveler engagement strategies are set to drive diversified revenue growth and higher margins. Integration synergies and disciplined cost management are expected to improve operating efficiency and boost free cash flow.
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CHF 49.77
FV
8.4% undervalued
intrinsic discount
4.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
Updated
narrative
Zurich Insurance Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Analytics And Demographics Will Shape Specialty Insurance
Key Takeaways Strategic focus on specialties, mid-market, and specialty insurance, coupled with digital investment, is set to drive revenue growth and boost operational efficiency. Demographic shifts and technology adoption support Zurich's expansion in life protection and specialty products, ensuring resilient margins and improved customer retention.
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CHF 547.32
FV
1.7% overvalued
intrinsic discount
-0.30%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
Updated
narrative
Huber+Suhner
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion Into India And EV Charging Technologies Will Strengthen Future Market Position
Key Takeaways Huber+Suhner's innovation in optical switches and fiber technology could drive significant growth in the data center segment, boosting future revenues and margins. Strong market position in electric vehicle charging and aerospace defense, along with global expansion strategies, signifies potential for long-term revenue and market share growth.
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CHF 125.96
FV
8.6% overvalued
intrinsic discount
9.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
Updated
narrative
SIG Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Expansion In India And China And Sustainability Initiatives Will Improve Future Market Position
Key Takeaways Growth in aseptic packaging and expansions in India and China may improve supply chain efficiencies, reduce costs, and increase net margins. Commitment to sustainability and innovation in product lines may enhance customer loyalty, increase market share, and support long-term revenue growth.
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CHF 19.54
FV
34.7% undervalued
intrinsic discount
3.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
Updated
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