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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
29.9% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
25
users have followed this narrative
29 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
22.9% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
25
users have liked this narrative
2
users have commented on this narrative
41
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
64.1% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
16 days ago
author updated this narrative
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Adyen
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Digital Payment Expansion Will Unlock New Global Merchant Channels
Key Takeaways Comprehensive digital solutions and new value-added offerings are deepening existing client relationships and expanding revenue streams. Innovation, modular services, and merchant wins are driving operating leverage, supporting margin expansion and multi-year top-line growth.
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€1.81k
FV
24.0% undervalued
intrinsic discount
21.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
83
users have followed this narrative
13 days ago
author updated this narrative
Luk Fook Holdings (International)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Overseas Expansion Will Broaden Appeal To Gen Z And Middle-Class Weddings
Key Takeaways Expansion into overseas markets, driven by rapid growth and retail initiatives in Mainland China, could boost revenue and diversify earnings. Operational efficiency via supply chain transformation and targeted brand strategies might enhance net margins and widen market appeal.
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HK$24.73
FV
6.9% overvalued
intrinsic discount
10.09%
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
13 days ago
author updated this narrative
Hunting
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Shifting Energy Policies Will Shrink Oilfield Market And Margins
Key Takeaways Hunting faces persistent revenue and margin pressures from declining oil demand, rising regulation, and industry consolidation. Failure to diversify into low-carbon technologies risks technological obsolescence and further erosion of profitability.
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UK£3.29
FV
0.9% undervalued
intrinsic discount
-1.76%
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
14 days ago
author updated this narrative
ZIM Integrated Shipping Services
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Overoptimistic US-China Trade Shifts Will Lower Earnings
Key Takeaways Near-term revenue and margin growth are challenged by weak China-U.S. flows, overcapacity, and limited digital differentiation amid shifting trade routes and industry competition. Heavy reliance on volatile Transpacific trade and chartered fleet heightens risk to earnings stability, with tariff and market changes threatening profitability expectations.
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US$13.83
FV
5.0% overvalued
intrinsic discount
-16.79%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
82
users have followed this narrative
13 days ago
author updated this narrative
Motus Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
African Urbanisation And Digitalisation Will Transform Personal Mobility
Key Takeaways Strategic diversification and digital innovation are expanding Motus's customer base, revenue streams, and operational efficiency, supporting sustained profit growth. Geographic expansion and acquisitions in less saturated markets are reducing reliance on South Africa and strengthening overall earnings resilience.
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R132.41
FV
16.9% undervalued
intrinsic discount
5.76%
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
13 days ago
author updated this narrative
Arabian Drilling
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Global Renewable Shifts And Regulations Will Undermine Oil Rig Margins
Key Takeaways Shift to renewables and tightening environmental rules threaten core revenues, while heavy dependence on a few key clients heightens earnings and cash flow volatility. Intensifying competition and escalating compliance costs erode margins, restrict cash generation, and elevate financial risk amid uncertainty over contract renewals and geographic expansion.
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ر.س63
FV
18.6% overvalued
intrinsic discount
1.63%
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
14 days ago
author updated this narrative
Myriad Genetics
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Expanding Oncology Testing And Genomic Profiling Will Widen Market Reach
Key Takeaways Expansion into new genomic testing areas, improved operations, and greater test adoption are driving long-term revenue growth and higher test volumes. Strategic R&D investments, new partnerships, and disciplined cost management support margin expansion and sustained profitability.
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US$7.38
FV
1.7% overvalued
intrinsic discount
4.98%
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
13 days ago
author updated this narrative
Ahli Bank Q.P.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Qatar Modernization Will Fortify Banking Resilience And Efficiency
Key Takeaways Robust loan growth and a strong capital base position the bank to benefit from Qatar's economic modernization and shield profitability across cycles. Strategic investment in talent, digital transformation, and prudent funding enhances operational efficiency, customer growth, and sustainable returns.
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ر.ق3.61
FV
0.2% undervalued
intrinsic discount
22.04%
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
13 days ago
author updated this narrative
Tokmanni Group Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Supply Chain Integration And Nordic Expansion Will Deliver Efficiency
Key Takeaways Supply chain upgrades, warehouse integration, and a unified One Company model are expected to drive significant operational efficiencies and margin improvement. Expansion of private label products and store growth in the Nordics, alongside digital and partnership initiatives, supports higher sales and sustained earnings growth.
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€9.63
FV
2.4% overvalued
intrinsic discount
5.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
13 days ago
author updated this narrative