Global Community
Our community narratives are driven by numbers and valuation.
Community Investing Ideas
Global Weekly Picks
Coherus BioSciences will see 16% revenue growth driving future value
Coherus is a promising company that did a bad borrowing and has more than paid the price. Its convertible bondholders created a short hedge and have inflicted massive damage on the company's SP.Read more
Food Empire's growth prospects depend on its ability to execute its expansion plans, maintain brand loyalty, and adapt to change
Food Empire (F03) Key Drivers: Product innovation, geographic expansion, and brand building. Potential Growth: Food Empire's growth prospects depend on its ability to execute its expansion plans, maintain brand loyalty, and adapt to changing consumer preferences.Read more
Betting on PlayWay's Game Releases Could Push Stock to 400 PLN by 2027
Outlook for the Next Few Years (2025–2027) Bullish Case Catalysts : Successful 2025 game releases (e.g., from Madnetic Games or core franchises like Car Mechanic Simulator) could boost revenue and sentiment, potentially pushing the stock toward 350–400 PLN by 2026, as some users suggest. The gaming industry’s growth, especially in mobile and console markets, could amplify this if PlayWay capitalizes on it.Read more
Poh Kong Holdings Berhad Shares Trading at Enticing 1.32 RM Fair Value (Jul 2025)
Company Background An investment holding company, manufactures, trades in, and retails jewelry, bullion, precious and semi-precious stones, and gold ornaments primarily in Malaysia. Their product range includes gold bars, notes, and coins; rings, couple rings, bracelets, pendants, necklaces, bangles, and earrings; white and rose gold, diamonds, pearls, jades, and personalized and fine jewelry.Read more
NAIM Fundamentals Suggest Deep Value
Company Background An investment holding company, operates in the property development and construction businesses in Malaysia and Fiji. The company is divided into three segments: Property Development, Construction, and Others.Read more
Procter & Gamble: A Dividend Giant Facing Slowing Growth
🪥Business Overview Founded in 1837, Procter & Gamble (P&G) is a global leader in household and personal care products. With a portfolio of trusted brands spanning personal care, cleaning, and healthcare, P&G is known for its brand strength, pricing power, and operational efficiency.Read more
From Retail to Cloud: Valuing Amazon’s Transformation
️Business Overview Founded in 1994 as an online bookstore, Amazon has grown into a global tech powerhouse. Its business is now highly diversified, with improving margins largely driven by the rapid expansion of Amazon Web Services ( AWS ), its high-margin cloud segment.Read more
What Really Matters For Long-Term Growth
Despite near all-time-low valuations, Unity remains a leader in 2D/3D content development, particularly in mobile and indie games and the XR market. With analysts predicting no real growth until 2028 Unity holds a significant upside if it executes its strategy successfully.Read more
Exciting Times Ahead as JD.com Projects 12% Revenue Growth by 2025
Stimulus Linkage : Consumer subsidies and employment targets (12 million urban jobs)[1] bolster discretionary spending. JD.com 2025 Projections : Revenue growth of 12-15% YoY[7], driven by appliance subsidies and food delivery expansion; net margin to 3.6-4.0%[11].Read more
