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Global Weekly Picks
Hoth Therapeutics
Sponsored
content by Hoth Therapeutics
JO
Jolt_Communications
Community Contributor
100% Patient Improvement in trial puts this $16M Biotech on the radar
Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
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US$5.30
FV
78.1% undervalued
intrinsic discount
0%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
New
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PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
33.3% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
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4
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
New
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IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
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US$26.54
FV
0.2% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
4
users have commented on this narrative
69
users have followed this narrative
27 days ago
author updated this narrative
Cadeler
MA
Mandelman
Community Contributor
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.
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NOK 95.36
FV
46.4% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
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Salik Company P.J.S.C
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Dubai Urban Growth And Digital Trends Will Transform Tolling
Key Takeaways Monopolistic market position and digital solution integration fuel recurring revenue growth and high margins, boosted by Dubai's rapid urbanization and smart city initiatives. Rapid scaling of ancillary services and strategic partnerships could drive group margins and revenues well above consensus as adoption accelerates beyond core toll operations.
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د.إ7.70
FV
14.8% undervalued
intrinsic discount
12.33%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
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GTN
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Florianópolis Expansion And Australian Brand Refresh Will Boost Global Presence
Key Takeaways Strategic investments and brand enhancements are expected to drive revenue growth through increased audience reach and advertiser attraction. Leadership changes and operational optimizations aim to improve profitability and shareholder returns through enhanced margins and capital management.
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AU$0.47
FV
29.5% undervalued
intrinsic discount
5.22%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
Updated
narrative
Paragon Care
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Asia Pacific Expansion And Healthcare Diversification Will Drive Future Success
Key Takeaways Expansion into high-growth Asia-Pacific markets and targeting demographic-driven healthcare demand are expected to drive sustainable long-term revenue and margin growth. Acquisitions integration, investment in higher-margin areas, and improved cost structures are set to enhance profitability and operational efficiency.
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AU$0.52
FV
38.8% undervalued
intrinsic discount
4.74%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
New
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Solwers Oyj
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Smart Cities And Digitalization Will Spark Secular Growth
Key Takeaways Acquisition-led expansion and subsidiary collaboration uniquely position Solwers for accelerated cross-border growth and margin outperformance, surpassing traditional market expectations. Focus on smart infrastructure, recurring contracts, and digitalization secures stable earnings and competitive project delivery as European infrastructure investment surges.
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€3.25
FV
27.7% 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
0
users have followed this narrative
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PLDT
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Open Access Law Will Squeeze Fiber Margins And Pricing Power
Key Takeaways Regulatory changes and open access laws will undermine PLDT's pricing power, compressing margins and exposing the company to greater competition and revenue erosion. Heavy capital investments amid rising disruptive competition and government intervention threaten free cash flow, profitability, and the sustainability of PLDT's core business model.
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₱1.20k
FV
5.1% undervalued
intrinsic discount
1.22%
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
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Praemium
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Aging Demographics And Modular Design Will Redefine Wealth Platforms
Key Takeaways Modular architecture, automation, and open technology could drive margin expansion and scalable growth, far surpassing initial synergy expectations from integration efforts. Strong adviser partnerships and next-gen platform features position Praemium for accelerated client acquisition, recurring revenue growth, and defensible long-term market leadership.
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AU$1.21
FV
34.7% undervalued
intrinsic discount
10.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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Mapletree Industrial Trust
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Tokyo Acquisition And Occupancy Gains To Propel Growth In Data Center Market
Key Takeaways Tokyo property acquisition and power plans position for growth in data center market, enhancing revenue streams. Lease expirations and expected rate cuts could improve net margins despite short-term earnings impact.
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S$2.21
FV
5.8% undervalued
intrinsic discount
0.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
Updated
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Lifeward
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Slow Medicare Reimbursements Will Undermine Efficiency But Foster Resilience
Key Takeaways Heavy reliance on a few flagship products and reimbursement delays expose Lifeward to margin pressure, cash flow risks, and regulatory or competitive setbacks. Expansion opportunities and operational improvements are offset by global pricing pressure, high upfront costs, and required ongoing investment, delaying meaningful profitability.
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US$1.00
FV
36.5% undervalued
intrinsic discount
45.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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Kilroy Realty
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Persistent Remote Work And Tenant Downsizing Will Undermine Office Assets
Key Takeaways Ongoing shifts to hybrid work and tech tenant consolidation threaten occupancy, rental income stability, and pricing power for core urban office assets. Growing ESG investment needs and tenant downsizing trends pressure margins, capital requirements, and elevate risks in a cautious financial environment.
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US$39.47
FV
5.4% overvalued
intrinsic discount
-0.15%
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
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