Jamaican Market Community

Our community narratives are driven by numbers and valuation.

Global Weekly Picks

PayPal Holdings

WealthAP

Community Contributor

The "Sleeping Giant" Stumbles, Then Wakes Up

December 28, 2025 For precisely 48 hours in mid-December 2025, it looked like the "Alex Chriss Turnaround" at PayPal was about to shift into overdrive. On December 15, the payments giant finally pulled the trigger on a strategy investors had whispered about for years: it filed to become a bank.

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US$82

29.7% undervalued

8.51%

Revenue growth p.a.

6.9k

Bumble

woodworthfund

Community Contributor

Swiped Left by Wall Street: The BMBL Rebound Trade

Originally published by the Woodworth Contrarian Fund here: https://www.woodworth.fund/news/swiped-left-by-wall-street-the-bmbl-rebound-trade Bumble looks like another “dead app” stock at first glance—revenue rolling over, consensus price targets drifting down, and big tech funds ghosting it like a bad first date. Under the hood, it is a turnaround in mid‑flight: cutting costs hard, consolidating assets like Fruitz and Geneva, and putting the founder back in charge at a price that bakes in way more heartbreak than the current business performance justifies. From busted IPO to rebound candidate When Bumble went public in February of 2021, it was the market’s shiny new match—women‑first, high‑growth, all vibes.

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US$9

61.3% undervalued

-3.71%

Revenue growth p.a.

2.6k

Duolingo

WealthAP

Community Contributor

Duolingo (DUOL): Why A 20% Drop Might Be The Entry Point We've Been Waiting For

December 27, 2025 It is a scenario that frustrates traders but delights long-term investors: A company crushes its earnings report, posting record revenue and user growth, yet the stock plummets 20% overnight. This is exactly what happened to Duolingo (NASDAQ: DUOL) in early November.

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US$268.64

34.2% undervalued

18.36%

Revenue growth p.a.

2.8k

Sagicor Group Jamaica

Sagicor Group Jamaica's P/E Ratio Predicted to Hit 11.4x by 2025

Sagicor Group Jamaica (SJ) has an estimated intrinsic value of approximately J$59.00–J$61.00 per share for 2025, based on discounted cash flow models and recent analyst reports (SimplyWall.St, GuruFocus). The current market price is typically in the J$50–J$56 range.Read more

JA$59

29.9% undervalued

ATSJ_Investments's Fair Value

Revenue

25.56% p.a.

Profit Margin

12.63%

Future PE

11.3x

Price in 2030

JA$131.82

Barita Investments

Barita Investments Set to Ride a 26.89% Revenue Growth Wave

September 2025: Current Price: J$78.02 per share GuruFocus “GF Value”: J$73.21 per share (suggests it’s trading slightly above intrinsic value, but within a reasonable band) Analyst Target/Fair Value: Consensus estimates and research reports cluster around J$80.00–J$85.00 per share, indicating moderate upside from current levels. Price-to-Earnings (P/E) Ratio: Recent reports show BIL with a P/E of approximately 24x, which is higher than the Jamaican sector average, reflecting growth expectations and premium for stability.Read more

JA$80

8.8% undervalued

ATSJ_Investments's Fair Value

Revenue

26.89% p.a.

Profit Margin

36.91%

Future PE

29.49x

Price in 2030

JA$256.58

Transjamaican Highway

Transjamaican Highway will ride traffic growth to boost revenues by 5.5%

Company Overview TransJamaican Highway Limited operates Jamaica’s East-West toll road network under a concession agreement extending until 2036, making it a cornerstone infrastructure asset with predictable cash flows tied to toll rates and traffic volumes. Catalysts Traffic Growth: Continued urban development and highway expansions (e.g., Phase 1C) drive traffic volume increases.Read more

316

JA$2.51

98.4% overvalued

Sean876's Fair Value

Revenue

5.5% p.a.

Profit Margin

27.5%

Future PE

12x

Price in 2030

JA$4.7

Berger Paints Jamaica

Berger Paints Jamaica set to shine with new manufacturing expansion

Narrative for Berger Paints Jamaica Limited (BRG) Berger Paints Jamaica Limited (BRG) is a leading player in the Jamaican and regional coatings industry, with a strong legacy spanning over 72 years. The company has demonstrated resilience and adaptability through strategic investments, operational improvements, and product innovation.Read more

JA$9.82

36.4% undervalued

Sean876's Fair Value

Revenue

4.5% p.a.

Profit Margin

5.5%

Future PE

18x

Price in 2029

JA$20.11

Transjamaican Highway

TransJamaican Highway will capitalize on Jamaica's growing tourism sector for consistent revenue

TransJamaican Highway (TJH US): Infrastructure Investment Analysis – March 9, 2025 Company Overview TransJamaican Highway operates Jamaica's critical 50-kilometer East-West toll road network under a concession agreement extending until 2036. Currently trading at US$0.028, the stock offers a 7.5% dividend yield based on consistently growing toll revenues.Read more

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