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Weekly Picks

Broke_Joe

Community Contributor

Pinterest will surge as advertising innovations ignite revenue growth

Pinterest has the potential to significantly grow both revenue and profitability over the next five years, driven by product innovation, improving monetization, and growing advertiser interest in high-intent audiences. Key catalysts include the deepening partnership with Amazon, the rollout of advanced ad tools and video formats, and international ARPU growth.

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US$42.63

25.1% undervalued

11.00%

Revenue growth p.a.

14 days ago

Brambles

Robbo

Community Contributor

Brambles' Revenue Set to Climb 14% with Profit Margins Following

Brambles Limited (ASX: BXB) – A Practical Pillar of Global Logistics Brambles is an Australia-based logistics company with operations in over 60 countries, best known for its CHEP-branded pallet pooling system. Founded in 1875, it has evolved into a key enabler of global supply chains, particularly in fast-moving consumer goods (FMCG), retail, pharmaceuticals, and agriculture.

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AU$21.90

6.9% overvalued

14.24%

Revenue growth p.a.

15 days ago

Scandinavian Tobacco Group

kapirey

Community Contributor

Challenging Future for STG as Organic Sales Decline by 8.8%

Key Financial Results (Q1 2025) Reported net sales : DKK 2.0 billion ( +1.3% year-over-year ). Organic net sales growth : -8.8% , due to: Lower consumption of handmade cigars in the U.S. End of online distribution of ZYN in the U.S. Temporary supply issues caused by SAP implementation in European factories.

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DKK 116.13

25.8% undervalued

2.92%

Revenue growth p.a.

7 days ago

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Fraport

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

Delayed Aircraft Deliveries And Rising Costs Will Reduce Future Profits At Frankfurt Airport

Key Takeaways Maintenance issues, operational cost increases, and labor expenses could limit Fraport's revenue growth and compress net margins. Infrastructure expansion contrasts with potential slow passenger recovery, affecting EBITDA and long-term growth.

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€63.76

4.8% undervalued

2.03%

Revenue growth p.a.

about 1 month ago

Strathcona Resources

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Operational Improvements At Tucker And Lindbergh Will Increase Production, But Analyst Forecasts Show Declining Revenues

Key Takeaways Operational advancements in drilling and pump technology at Tucker and strategic management at Lindbergh enhance production rates, asset valuation, and potential revenue. Effective cost management and strategic carbon tax savings improve net margins, mitigate supply chain risks, and stabilize future earnings.

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CA$32.25

8.5% undervalued

-3.97%

Revenue growth p.a.

about 1 month ago

Steel Authority of India

AnalystConsensusTarget

Consensus Narrative from 26 Analysts

India's Government Initiatives Will Boost Future Steel Demand

Key Takeaways Strategic domestic demand growth and government initiatives are expected to boost Steel Authority of India's revenues and earnings. Focus on cost reduction, sustainability, and efficiency improvements could enhance profit margins and strengthen SAIL's bottom line.

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₹109.65

19.2% overvalued

3.38%

Revenue growth p.a.

about 1 month ago

Harmony Gold Mining

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

Diversification Into Copper Aims To Mitigate Gold Dependency Despite Market Risks

Key Takeaways Expansion into high-margin assets and copper production aims to diversify revenue and stabilize earnings, reducing dependency on gold prices. Operational efficiencies and strategic capital allocation are expected to enhance free cash flow and improve long-term profitability.

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R231.67

18.5% overvalued

11.01%

Revenue growth p.a.

about 1 month ago

LEG Immobilien

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

Affordable Housing And Green Ventures Will Drive Future Value

Key Takeaways LEG Immobilien plans to boost revenue through affordable housing rental growth and optimize margins via asset renovations and refinancing strategies. Green ventures and integration initiatives, like BCP, aim to enhance earnings long-term, despite a neutral short-term AFFO impact.

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€89.11

16.7% undervalued

-15.07%

Revenue growth p.a.

about 1 month ago

Smoore International Holdings

AnalystConsensusTarget

Consensus Narrative from 8 Analysts

Investments In HNB And Atomization Technologies Will Expand Future Opportunities

Key Takeaways Enhancing management quality and R&D investments in high-growth areas like HNB are likely to boost productivity, effectiveness, and future revenue growth. Expanding technological advancements and aligning with regulations in key markets may stabilize and increase market presence and revenue growth potential.

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HK$15.22

29.2% overvalued

11.98%

Revenue growth p.a.

about 1 month ago

Bank of Ireland Group

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Bank Will Invest In Digital Platforms To Improve Customer Satisfaction And Reduce Costs

Key Takeaways Growth in the Irish economy and strategic market positioning are driving loan, deposit, and AUM growth, supporting revenue and earnings increases. Focus on digital innovation and operational efficiency, alongside capital distribution, emphasizes boosting shareholder value and improving net margins.

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€12.69

3.8% undervalued

-0.30%

Revenue growth p.a.

about 1 month ago

Gjensidige Forsikring

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

Pricing Reforms And Digital Advances Will Redefine Nordic Insurance

Key Takeaways Strategic pricing and operational efficiency measures in Norway and Denmark are expected to drive revenue growth and boost profitability. Sustainability and digital transformation initiatives aim to reduce claims costs and enhance efficiency, improving Gjensidige's net margins.

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NOK 225.70

14.8% overvalued

3.09%

Revenue growth p.a.

about 1 month ago

OMV Petrom

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

Romanian Regulatory Uncertainty And Costly Investments Will Hinder Profitability

Key Takeaways Uncertainty in Romania's regulatory landscape could hinder revenue growth by negatively affecting gas and power pricing and profitability. Heavy investment in capital-intensive projects, including Neptun Deep and sustainable fuels, could strain cash flow and margins if returns are unmet.

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RON 0.80

7.7% undervalued

-0.57%

Revenue growth p.a.

about 1 month ago

Community

Weekly Picks

Pinterest will surge as advertising innovations ignite revenue growth

Brambles' Revenue Set to Climb 14% with Profit Margins Following

Challenging Future for STG as Organic Sales Decline by 8.8%

Delayed Aircraft Deliveries And Rising Costs Will Reduce Future Profits At Frankfurt Airport

Operational Improvements At Tucker And Lindbergh Will Increase Production, But Analyst Forecasts Show Declining Revenues

India's Government Initiatives Will Boost Future Steel Demand

Diversification Into Copper Aims To Mitigate Gold Dependency Despite Market Risks

Affordable Housing And Green Ventures Will Drive Future Value

Investments In HNB And Atomization Technologies Will Expand Future Opportunities

Bank Will Invest In Digital Platforms To Improve Customer Satisfaction And Reduce Costs

Pricing Reforms And Digital Advances Will Redefine Nordic Insurance

Romanian Regulatory Uncertainty And Costly Investments Will Hinder Profitability

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Community

Weekly Picks

Pinterest will surge as advertising innovations ignite revenue growth

Brambles' Revenue Set to Climb 14% with Profit Margins Following

Challenging Future for STG as Organic Sales Decline by 8.8%

Community Investing Ideas

Delayed Aircraft Deliveries And Rising Costs Will Reduce Future Profits At Frankfurt Airport

Operational Improvements At Tucker And Lindbergh Will Increase Production, But Analyst Forecasts Show Declining Revenues

India's Government Initiatives Will Boost Future Steel Demand

Diversification Into Copper Aims To Mitigate Gold Dependency Despite Market Risks

Affordable Housing And Green Ventures Will Drive Future Value

Investments In HNB And Atomization Technologies Will Expand Future Opportunities

Bank Will Invest In Digital Platforms To Improve Customer Satisfaction And Reduce Costs

Pricing Reforms And Digital Advances Will Redefine Nordic Insurance

Romanian Regulatory Uncertainty And Costly Investments Will Hinder Profitability

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