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Global Community
Our community narratives are driven by numbers and valuation.
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Community Investing Ideas
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
29.0% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
33
users have followed this narrative
30 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$8.2
FV
22.6% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
3
users have commented on this narrative
49
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
60.1% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
22
users have followed this narrative
17 days ago
author updated this narrative
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Beijer Alma
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Industrial Automation And Smart Manufacturing Will Expand Global Reach
Key Takeaways Expansion into automation, sustainability, and new markets boosts Beijer Alma's growth, pricing power, and diversification across high-value sectors. Operational streamlining and flexible manufacturing enhance productivity, cost efficiency, and supply chain resilience, driving margin and earnings improvements.
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SEK 305
FV
13.9% undervalued
intrinsic discount
5.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
15 days ago
author updated this narrative
Svenska Handelsbanken
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Anticipated Revenue Declines And Shrinking Margins Could Harm Profitability
Key Takeaways Expansion into more physical locations and increased workforce in Sweden could strain resources, potentially lowering net margins if revenue growth lags behind investment. UK mortgage segment and broker partnerships may boost growth, but initial expenses could pressure profitability unless revenue increases significantly.
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SEK 121.64
FV
1.9% undervalued
intrinsic discount
0.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
15 days ago
author updated this narrative
AQ Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Electrification And Railway Deals Will Open New Opportunities
Key Takeaways Anticipated growth in electrification, railway, and defense segments, alongside strategic acquisitions, is expected to boost revenue growth and market diversification. Productivity improvements, refinancing, and cost-saving measures are projected to enhance net margins and transition loss-making acquisitions towards profitability.
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SEK 190
FV
6.4% overvalued
intrinsic discount
8.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
15 days ago
author updated this narrative
Verbio
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Global Decarbonization Targets And US Production Will Create Market Tailwinds
Key Takeaways Tightening biofuel supply, favorable policy shifts, and global decarbonization targets are driving demand and price improvements, supporting Verbio’s revenue growth and pricing power. Strategic cost control, technology-driven efficiency gains, and expansion into specialty chemicals and high-value renewables are set to materially lift margins and strengthen the balance sheet.
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€14.18
FV
20.5% undervalued
intrinsic discount
13.67%
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
14 days ago
author updated this narrative
Sumitomo Heavy Industries
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Restructuring And Clean Energy Focus Will Unlock Future Value
Key Takeaways Operational restructuring and focus on high-margin products, services, and digital transformation are aimed at driving profitability and recurring revenues. Strategic investments in automation, healthcare innovation, and clean energy position the company for long-term global growth and reduced domestic market reliance.
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JP¥3.22k
FV
6.4% overvalued
intrinsic discount
2.93%
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
15 days ago
author updated this narrative
NCC
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
M&A Readiness And Cleantech Advancements Will Expand Future Horizons
Key Takeaways Strong financial position and low net debt support strategic M&A initiatives for future revenue growth and margin expansion. Focus on sustainability and CO2 reduction targets could enhance operational efficiencies and improve profit margins.
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SEK 200
FV
10.4% overvalued
intrinsic discount
0.73%
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
15 days ago
author updated this narrative
Union Bank of the Philippines
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Completion Of Citi Integration Will Enable Focus On Growth Initiatives By 2025
Key Takeaways Focus on consumer loans and strategic shifts aim to sustain high net interest margins, enhancing future revenue growth and profitability. Improved operational efficiency and increasing non-interest income from transaction services are expected to enhance earnings quality and net margins.
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₱40.86
FV
26.2% undervalued
intrinsic discount
25.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
15 days ago
author updated this narrative
Medibank Private
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expanding Digital Health In Australia Will Build Future Success
Key Takeaways Diversification into preventative and at-home healthcare, digital innovation, and younger customer segments is strengthening Medibank's market position and supporting sustained top-line growth. Robust M&A strategy and industry consolidation trends are increasing revenue diversity, improving risk management, and providing significant long-term earnings potential.
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AU$5.08
FV
5.3% undervalued
intrinsic discount
5.02%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
15 days ago
author updated this narrative
Brunello Cucinelli
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Artisanal Craft And Global Markets Will Build Enduring Luxury Excellence
Key Takeaways Focus on artisanal quality, exclusivity, and sustainability underpins premium brand positioning and pricing power amid rising demand for quiet luxury. Expansion into new luxury markets, enhanced customer loyalty, and increased manufacturing capacity support sustained growth and resilient margins.
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€112.87
FV
6.4% undervalued
intrinsic discount
10.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
15 days ago
author updated this narrative