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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.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
New
narrative
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.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
New
narrative
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.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
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TJX Companies
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
High Customer Engagement And Global Expansion Will Unlock Retail Potential
Key Takeaways Broad-based growth in customer transactions and increasing store traffic highlight strong consumer demand for value, supporting ongoing revenue and market share gains. Favorable merchandise sourcing and operational efficiencies are driving higher margins and earnings, while continued global expansion and investments fuel long-term profitability.
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US$149.44
FV
8.6% undervalued
intrinsic discount
5.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
Updated
narrative
IMCD
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Digitalization And Acquisitions Will Unlock APAC Specialty Chemical Demand
Key Takeaways Expanding digital capabilities and integration of acquisitions are driving improved margins, customer retention, and surprising organic growth compared to peers. IMCD's critical role in complex regulatory environments and specialized solutions enables premium pricing, accelerating market share gains and long-term profitability.
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€182.00
FV
49.6% undervalued
intrinsic discount
8.28%
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
6 days ago
author updated this narrative
Moelis
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Global Cross-Border M&A And PCA Expansion Will Boost Market Opportunities
Key Takeaways Expansion into private capital advisory and technology sectors increases deal flow, diversifies clients, and supports stable revenue and earnings growth. Strategic hiring and focus on recurring advisory assignments enhance fee income predictability and support premium pricing and improved margins.
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US$75.40
FV
4.4% undervalued
intrinsic discount
15.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
Lam Research
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Advanced Chip Manufacturing Will Expand Global Semiconductor Markets
Key Takeaways Rising demand for advanced chips and government incentives is fueling Lam's revenue growth, customer diversification, and market expansion. Leadership in innovative process technologies and operational improvements is boosting margins, profitability, and long-term earnings stability.
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US$108.93
FV
8.1% undervalued
intrinsic discount
8.31%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
155
users have followed this narrative
6 days ago
author updated this narrative
Diebold Nixdorf
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Advanced ATMs And Smart Retail Automation Will Expand Markets
Key Takeaways Expanding automation solutions and managed services across banking and retail is driving recurring high-margin revenue and improved profitability. Localized manufacturing and operational streamlining strengthen supply chain, reduce costs, and support sustainable long-term growth and margin expansion.
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US$75.67
FV
19.2% undervalued
intrinsic discount
4.29%
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
6 days ago
author updated this narrative
Cathay Pacific Airways
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Expanding Air Networks Will Fuel Asia's Travel And Cargo Boom
Key Takeaways Major aircraft acquisitions and premium service investments position Cathay Pacific for rapid global expansion and superior profitability relative to peers. Strategic focus on high-value cargo, loyalty programs, and premium travel taps into rising Asian demand, enabling stable, high-margin, recession-resistant revenue growth.
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HK$12.98
FV
16.9% undervalued
intrinsic discount
8.35%
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
6 days ago
author updated this narrative
Pure Storage
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Fusion V2 And DirectFlash Will Transform Data Storage
Key Takeaways Integration of Fusion v2 and collaborations expand market reach, promising long-term earnings growth and improved margins through technological enhancements. New product launches and AI collaborations boost attractiveness, potentially increasing revenue and client base by offering innovative, high-capacity solutions.
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US$51.88
FV
49.6% overvalued
intrinsic discount
10.02%
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
6 days ago
author updated this narrative
Avery Dennison
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
RFID And Sustainable Trends Will Expand Global Labeling Markets
Key Takeaways Rapid adoption of smart and sustainable labeling technologies drives premium growth, margin protection, and expands opportunities across digitized supply chains and environmentally conscious markets. Leadership in innovation, operational flexibility, and disciplined capital allocation support resilient earnings, margin improvements, and entry into high-growth, technology-driven segments.
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US$195.25
FV
12.1% undervalued
intrinsic discount
4.02%
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
6 days ago
author updated this narrative
HD Korea Shipbuilding & Offshore Engineering
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Falling Oil Carrier Demand And Cost Pressures Will Deflate Margins
Key Takeaways Exposure to fossil fuel-related orders and industry overcapacity poses risks to revenue growth, margins, and earnings stability. Lagging innovation in shipbuilding technology and sustainability could lead to market share loss and pressured profitability amidst evolving global trends.
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₩283.00k
FV
46.5% overvalued
intrinsic discount
6.10%
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
6 days ago
author updated this narrative
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