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Knightscope
Sponsored
content by Knightscope
MA
MarketJar
Community Contributor
The Next Phase of Defense AI: A Robotic Response to America’s Security Gaps
Autonomous systems are no longer just a futuristic vision — they’re fast becoming an essential layer of national security. As AI reshapes everything from finance to warfare, physical security remains one of the most under-addressed frontiers.
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US$12.00
FV
51.2% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
New
narrative
Figma
TI
TickerTickle
Community Contributor
Figma (FIG): The S&P 500’s Design Standard Turning Into an All-in-One Platform
Watching Figma Grow Up I’ve been using Figma almost every single day for the past five years. As a product designer, it’s been my main tool for designing interfaces, testing and prototyping ideas, and also for working together with teams in different countries and time zones.
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US$65.70
FV
6.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
Sleep Cycle
MA
Mandelman
Community Contributor
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.
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SEK 38.04
FV
24.6% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
25
users have followed this narrative
Updated
narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
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AU$76.00
FV
51.4% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
New
narrative
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Undervalued
Overvalued
1450
Be Friends Holding
AN
angrySquirrel
Community Contributor
Be Friends Holding is destined for a 49.28% revenue growth
Be Friends Holding Limited, an investment holding company, provides all-media services in the People’s Republic of China. The company offers new media services, such as marketing services to the merchants for the livestream e-commerce on the e-commerce platforms; and application solutions, including design, implementation, and support services, as well as offers broadcasting equipment.
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HK$1.31
FV
24.4% undervalued
intrinsic discount
13.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
narrative
Pacific Basin Shipping
CC
cchan3330
Community Contributor
Pacific Basin Betting on Green Methanol for Future Growth
Overview Pacific Basin is a leading player in the Handysize / Supramax segment of the dry bulk shipping market. Having held the stock for fifteen years, I have grown increasingly confident in the management of the company for the following reasons: After an earlier misguided attempt to diversify into other shipping sectors after the dry bulk boom of 2007-2008, the Company is now laser-focused on its strategy to specialise in minor bulks.
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HK$3.01
FV
24.6% undervalued
intrinsic discount
-11.40%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
12 days ago
author updated this narrative
Alibaba Group Holding
UI
Uio96
Community Contributor
Alibaba’s Next Act: Reclaiming Growth by Going Back to Its Online Roots
Alibaba, once the undisputed titan of China’s e-commerce space, has faced headwinds in recent years—from regulatory pressures to slowing consumer demand and an overextension into offline-heavy businesses. However, the company is entering a pivotal transition.
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HK$200.00
FV
39.4% undervalued
intrinsic discount
-24.81%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
2 months ago
author updated this narrative
MIXUE Group
XK
XK789
Community Contributor
MIXUE Group will achieve 25% profit over the next 3 years
TLDR: Able to generate sales and retain customers in a downturn mainly due to its low price point and franchise model as well as its supply chain. Mixue has rapid expansion and several competitive advantages in Asia.
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HK$366.24
FV
32.7% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
5 months ago
author updated this narrative
Xiaomi
PA
Panayiotis
Community Contributor
Xiaomi to Surge with 15% Revenue Growth and IoT Expansion
Catalysts Xiaomi's growth and success can be attributed to several strategic catalysts, which can be categorized as follows: 1. Disruptive Pricing and Value Proposition High-Spec, Low-Cost Smartphones : Xiaomi disrupted markets by offering feature-rich devices at competitive prices, undercutting rivals like Samsung and Apple.
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HK$51.83
FV
3.2% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
6 months ago
author updated this narrative
Tencent Holdings
KA
kapirey
Community Contributor
Tencent Holdings will see revenue grow by 14%
Market (what, how and where Tencent sells) Business (how much Tencent earn) Catalysts. How Tencent make more money in the next 5 years Weixin Video Accounts, Mini Games and Weixin Search enhance user value by creating seamless connections with products, services and content while presenting exciting revenue opportunities.
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HK$813.65
FV
25.1% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
13 days ago
author updated this narrative
Tencent Holdings
PA
Panayiotis
Community Contributor
Tencent's robust growth prospects will have a 22x impact on their future PE ratio
Catalysts Fueling Tencent's Future: Expansion of Cloud Services : Tencent Cloud is rapidly growing, capitalizing on the global surge in digital transformation. As businesses increasingly migrate to the cloud for scalability and efficiency, Tencent's robust infrastructure and advanced AI capabilities position it as a formidable contender in cloud computing, both within China and internationally.
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HK$508.40
FV
19.9% overvalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 months ago
author updated this narrative
Cathay Pacific Airways
PI
PittTheYounger
Community Contributor
Cathay Pacific well-placed in growth markets, but at risk from US-China trade war
Update as of 10 April: Both commercially and, according to several industry rankings and customer surveys, in terms of its product, Cathay Pacific is up there with the top carriers in international air travel. Only Singapore Airlines, the region's other leading carrier, matches Cathay's remarkable margins and earnings strength.
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HK$9.15
FV
17.7% overvalued
intrinsic discount
5.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
5 months ago
author updated this narrative
1830
Perfect Medical Health Management
LA
Lahmstanley
Community Contributor
Good Prospects if management is strategic. Fair value between 4 - 9 HKD.
Summary Estimated Liquidating Value - March 2024 - 0.16 HKD Business Value Range 4 - 9 HKD. Dividend Record - 11 years uninterrupted.
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HK$9.00
FV
82.3% undervalued
intrinsic discount
37.76%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 1 year ago
author updated this narrative
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