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Global Weekly Picks
Addus HomeCare
DA
DanielGC
Community Contributor
Quality at a Premium. A time to watch, not to buy?
Key Takeaways Consistent revenue growth, strong profitability, and a pristine balance sheet position Addus for sustained disciplined acquisitive growth and improved operational efficiency. The company's business model is resilient and defensive against cyclical downturns, making it a safe haven in times of economic uncertainty.
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US$154.56
FV
29.3% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
27 days ago
author updated this narrative
Grab Holdings
BL
BlackGoat
Community Contributor
GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom
Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.
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US$6.6
FV
7.0% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
Updated
narrative
Verve Group
ME
MEB
Community Contributor
Verve Group to Surge with 51.61% Revenue Growth
Verve Group faces near-term skepticism following its FY25 Q2 report, which included a downward revision to full-year revenue guidance. But beneath the short-term noise lies a company undergoing a strategic inflection — one that positions it to capture outsized value in the post-cookie, privacy-first advertising economy.
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€6
FV
65.0% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
14 days ago
author updated this narrative
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Studio Dragon
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Global Streaming Saturation And Rising Costs Will Undermine Profitability
Key Takeaways Heavy reliance on a few global streaming partners and shrinking licensing opportunities place earnings and revenue growth under significant long-term risk. Rising production costs, competitive threats, and uncertain content pipeline are eroding profit margins and undermining future market positioning.
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₩35.2k
FV
32.0% overvalued
intrinsic discount
7.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
12 days ago
author updated this narrative
Nine Entertainment Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Integration And Premium Content Will Redefine Media Future
Key Takeaways Expanding digital ad initiatives, exclusive content investments, and cross-platform integration are driving revenue growth, improved margins, and stronger recurring earnings. Cost efficiencies, AI adoption, and strategic capital allocation following divestments are strengthening profitability and enabling further shareholder returns.
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AU$1.8
FV
36.1% undervalued
intrinsic discount
-3.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
12 days ago
author updated this narrative
Spin Master
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Games Expansion Will Drive Global Opportunities
Key Takeaways Accelerating growth in digital games and successful IP monetization boost margins, aligning with shifting consumer play habits and brand-driven demand. Global expansion, operational efficiencies, and supply chain diversification enhance resilience, positioning the company to capitalize on emerging market growth and regulatory challenges.
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CA$30.25
FV
27.2% undervalued
intrinsic discount
2.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
12 days ago
author updated this narrative
NovoCure
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Regulatory Delays And Setbacks Will Restrict Adoption Yet Allow Recovery
Key Takeaways Heavy reliance on Tumor Treating Fields exposes the company to revenue risks amid slow reimbursement and potential advances in competing therapies. High research and development costs, extended clinical timelines, and regulatory barriers could delay profitability and limit near-term market expansion.
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US$14.5
FV
12.3% undervalued
intrinsic discount
6.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
12 days ago
author updated this narrative
Service Stream
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Record Contract Wins Will Secure Future Infrastructure And Utility Excellence
Key Takeaways Strong contract wins and strategic focus on critical infrastructure position the company for ongoing growth in revenue and margins, supported by government and private investment trends. Operational discipline, robust cash flow, and balance sheet strength enable further acquisitions and digital investments to drive long-term profitability and scale.
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AU$2.33
FV
2.3% overvalued
intrinsic discount
5.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
12 days ago
author updated this narrative
Fubon Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Taiwan Insurance And Taipei Banking Will Channel Future Prosperity
Key Takeaways Strong insurance and banking growth, driven by demographic trends and digital innovation, is supporting revenue expansion and margin improvement. Effective acquisitions and risk management are diversifying income streams and enhancing long-term profitability.
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NT$87.9
FV
1.1% overvalued
intrinsic discount
-28.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
12 days ago
author updated this narrative
Sword Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Ambitious 2029 Vision Will Drive Expansion Into AI, Cybersecurity, And Data Management
Key Takeaways Sword Group's focus on high-growth areas like AI and cybersecurity, along with strategic acquisitions, drives significant revenue and enhances market position. Ambitious growth plans via organic and acquisition strategies in distinct geographic regions bolster earnings and enterprise value.
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€43
FV
15.2% undervalued
intrinsic discount
11.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
12 days ago
author updated this narrative
Biodesix
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Lung Diagnostics Will Face Regulatory Delays While Modest Progress Unfolds
Key Takeaways Operational and reimbursement hurdles may restrict revenue growth and margin expansion despite efforts to widen adoption and capitalize on innovative diagnostic trends. Competitive threats and shifting technology demands require sustained investment, raising compliance and R&D costs while heightening risks to long-term profitability.
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US$1.5
FV
406.7% overvalued
intrinsic discount
19.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
12 days ago
author updated this narrative
Lendlease Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Restructuring And Divestment Will Refocus International Operations
Key Takeaways Cost reduction and divestment efforts may enhance net margins and focus on high-margin core operations. Growth through development ventures and increased funds under management could boost future revenue and earnings.
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AU$6.56
FV
16.9% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
12 days ago
author updated this narrative
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