Global Weekly Picks

Community Contributor

The Future of Social Sharing Is Private and People Are Ready

Key takeaways Myseum (MYSE) is a micro-cap, pre-scale consumer app business that’s pivoting its identity from “private messaging” toward a privacy-first social sharing ecosystem (Picture Party + Pop-Up Gala + Myseum storage). Its new lead product, Picture Party , addresses a familiar frustration for many users: how to share photos privately without group chats, public social feeds, or loss of control over personal content.

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US$7.95

76.2% undervalued

776.20%

Revenue growth p.a.

648

ASML Holding

Tokyo

Community Contributor

EU#3 - From Philips Management Buyout to Europe’s Biggest Company

ASML: From Philips Management Buyout to Europe’s Biggest Company In the global semiconductor industry, power does not necessarily sit with the companies that design chips or sell consumer devices. It sits with the one company that enables all of them to exist at the cutting edge.

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€1.31k

8.9% undervalued

15.00%

Revenue growth p.a.

Booking Holdings

yiannisz

Community Contributor

Booking Holdings: Why Ground-Level Travel Trends Still Favor the Platform Giants

As global travel settles into a more normalized rhythm, Booking Holdings (NASDAQ: BKNG) is no longer riding a simple rebound story. Instead, it’s navigating a more nuanced phase—one defined by traveler selectivity, budget awareness, and a growing preference for flexibility across how people move from place to place.

US$5.47k

6.4% undervalued

7.77%

Revenue growth p.a.

1.3k

Shell

composite32

Community Contributor

A fully integrated LNG business seems to be ignored by the market.

Key Investment Themes: LNG Hegemony and Arbitrage Machine: With an LNG portfolio exceeding 60 million tons and unparalleled trading capabilities, Shell is the company that benefits most from the volatility in the global gas market. Economic growth in Asia and energy security concerns in Europe will increase LNG demand by over 50% by 2040.

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UK£36.1

22.5% undervalued

4.80%

Revenue growth p.a.

4.3k

MONETA Money Bank

Digital Banking And SME Lending Will Drive Future Resilience

Key Takeaways The bank's digital transformation and growing focus on digital sales and wealth products are set to lower costs and expand fee-based income streams. Strong lending growth in SME segments and robust risk management support revenue diversification and provide a stable base for future expansion.Read more

105

Kč159.25

27.5% overvalued

AnalystConsensusTarget's Fair Value

Revenue

6.71% p.a.

Profit Margin

43.04%

Future PE

14.98x

Price in 2029

Kč206.9

CEZ a. s

Falling Hedged Power Prices And Coal Phaseout Will Pressure Long Term Earnings

Catalysts About CEZ a. s CEZ a.Read more

Kč898.54

34.3% overvalued

AnalystConsensusTarget's Fair Value

Revenue

-5.02% p.a.

Profit Margin

11.15%

Future PE

18.71x

Price in 2029

Kč1.13k

CEZ a. s

Falling Power Prices And Heavy Capex Will Pressure Earnings And Margins Over Time

Catalysts About CEZ a. s CEZ a.Read more

Kč600

101.2% overvalued

AnalystLowTarget's Fair Value

Revenue

-9.07% p.a.

Profit Margin

9.16%

Future PE

17.32x

Price in 2028

Kč751.85

MONETA Money Bank

Digital Shift And Diversified Fees Will Drive Strong Bank Performance Ahead

Catalysts About MONETA Money Bank MONETA Money Bank is a leading Czech retail and commercial bank focused on lending, transactional banking, and wealth and insurance product distribution. What are the underlying business or industry changes driving this perspective?Read more

Kč205

1.0% undervalued

AnalystHighTarget's Fair Value

Revenue

7.9% p.a.

Profit Margin

44.23%

Future PE

18.18x

Price in 2028

Kč266.77

CEZ a. s

Rising Regulated Asset Base And Nuclear Output Will Drive Stronger Long Term Earnings Stability

Catalysts About CEZ a. s CEZ a.Read more

Kč1.18k

2.2% overvalued

AnalystHighTarget's Fair Value

Revenue

-4.07% p.a.

Profit Margin

0.14%

Future PE

19.51x

Price in 2028

Kč14.81

Komercní banka

Overvaluation Will Lower Earnings In Czech Banking

Key Takeaways Market and earnings growth are susceptible to normalization of temporary gains, limited revenue diversification, and challenging interest rate conditions. Rising fintech competition and demographic headwinds threaten customer base, fee income, and long-term structural growth.Read more

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