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Global Weekly Picks
New Recycled Containerboard Capacity Will Secure Market Position
Key Takeaways Norske Skog's expansion in packaging paper and strategic machine operations will boost market share and revenue growth, especially in Europe. Operational efficiency improvements and sales of non-core assets aim to enhance liquidity and reduce debt, positively impacting net margins and earnings.Read more
Rare Disease Antisense Platform Will Create Durable Long Term Opportunity In Neuro And Optic Disorders
Catalysts About Stoke Therapeutics Stoke Therapeutics is developing disease-modifying antisense oligonucleotide medicines that restore protein expression to treat severe genetic diseases. What are the underlying business or industry changes driving this perspective?Read more
Tightening Jack-Up Market And Limited New Supply Will Support Stronger Future Earnings
Catalysts About Borr Drilling Borr Drilling operates a modern premium jack-up rig fleet focused on shallow water oil and gas drilling globally. What are the underlying business or industry changes driving this perspective?Read more
Derby Experiences And Mobile Wagering Will Ignite Future Markets
Key Takeaways Strategic investment in premium Derby offerings, media partnerships, and digital expansion will boost revenue quality, national reach, and brand sponsorship appeal. Growth in experiential gaming venues and mobile wagering will drive recurring revenue, customer diversity, and sustained margin improvement.Read more
Digital Transformation And Diversification Will Unlock Brazil Market Potential
Key Takeaways Strategic diversification and digital innovation are reducing concentration risk, increasing efficiency, and expanding both revenue sources and profit margins. Enhanced customer experience and market expansion are improving client retention, supporting premium pricing, and driving sustained, profitable growth.Read more
Digital Banking And AI Automation Will Unlock Long-Term Potential
Key Takeaways Expanding digital services and AI-driven operations are boosting customer growth, efficiency, and cross-selling potential, supporting long-term revenue and margin gains. Strategic partnerships and regulatory advances enhance innovation, lower funding costs, and open up broader, more profitable market opportunities.Read more
Radiopharmaceutical Platform Expansion Will Drive Long Term Oncology Leadership
Catalysts About Telix Pharmaceuticals Telix Pharmaceuticals develops and commercializes radiopharmaceutical imaging and therapeutic products for oncology and other serious diseases. What are the underlying business or industry changes driving this perspective?Read more
Value-based Care And Digital Automation Will Expand Future Opportunities
Key Takeaways Accelerating demand for value-based care and advanced tech platforms is boosting Evolent's market expansion, long-term revenue growth, and client retention. Investments in AI, proprietary programs, and regulatory tailwinds are improving margins, reducing costs, and enabling profitable market share gains over legacy solutions.Read more
Earnings Will Grow Faster In 2025 With Improved Margin Outlook
Key Takeaways Expansion into new public and private healthcare initiatives, as well as high-demand segments, positions the company for sustainable revenue growth and margin enhancement. Accelerated digital transformation and operational efficiencies, alongside strategic M&A, support improved cost structure and increased share of higher-margin services.Read more
