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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
35
users have followed this narrative
about 1 month 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
23
users have followed this narrative
17 days ago
author updated this narrative
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Japan Post Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
AI Adoption And New Policy Lineup Will Drive Insurance Resilience
Key Takeaways Expanding product offerings, digital innovation, and use of the Japan Post network are driving robust policy sales, improved efficiency, and revenue growth. Diversifying revenue streams and better capital management are enhancing return on equity, supporting sustainable earnings and higher shareholder returns.
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JP¥3.8k
FV
7.8% overvalued
intrinsic discount
25.20%
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
Yakult HonshaLtd
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Emerging Asian Markets Will Open New Horizons
Key Takeaways Expansion in emerging Asian markets and rising global health awareness are driving strong growth in demand for Yakult's probiotic products. Operational efficiencies, successful overseas pricing, and active shareholder returns strategies position the company for improved margins and sustained long-term growth.
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JP¥2.61k
FV
5.7% undervalued
intrinsic discount
1.48%
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
Hanwha Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Cartersville Plant Launch Will Drive US Renewable Momentum
Key Takeaways Vertical integration and U.S. manufacturing give Hanwha a cost and compliance advantage, strengthening margins and market position as renewables policy tailwinds persist. Diversification into advanced materials and clean energy businesses supports earnings growth and resilience amid shifting global energy and decarbonization trends.
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₩33.9k
FV
12.4% undervalued
intrinsic discount
8.30%
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
Bajaj Electricals
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Premium And Energy-Efficient Expansion Will Unlock Future Opportunities
Key Takeaways Expansion into adjacent premium product categories and robust margin gains in Lighting Solutions drive revenue growth and improved profitability through leveraging core competencies. Focus on brand investment, product innovation, and divestiture of non-core brands supports premiumization, stronger margins, and a pipeline of sustainable infrastructure revenue.
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₹681.19
FV
13.4% undervalued
intrinsic discount
11.60%
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
Spectris
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Overvaluation Will Collapse As GB Electronic Industry Faces Uncertainty
Key Takeaways Revenue and margin growth could falter if end-market demand, client investment, and regulatory drivers fail to meet optimistic expectations built into the current valuation. Reliance on successful integration of recent acquisitions and sustained sector momentum carries risk amid economic volatility, geopolitical tensions, and uncertain regulatory cycles.
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UK£34.06
FV
20.1% overvalued
intrinsic discount
6.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
13 days ago
author updated this narrative
Localiza Rent a Car
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Platforms And Latin America Urbanization Will Drive Shared Mobility
Key Takeaways Emphasis on digital innovation and flexible mobility solutions is boosting customer satisfaction, recurring demand, and supporting margin and revenue growth. Strategic fleet optimization, industry consolidation, and cost efficiencies are strengthening Localiza's competitive positioning and enabling sustainable margin expansion.
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R$52.47
FV
24.0% undervalued
intrinsic discount
12.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
13 days ago
author updated this narrative
Wharf Real Estate Investment
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Upgraded Harbour City And Times Square Assets Will Boost Recovery
Key Takeaways Reinvestment in prime assets, sustainability initiatives, and strategic partnerships enhance tenant quality, rental stability, and future revenue growth amid recovering tourism and consumer demand. Low leverage and strong ESG profile increase resilience, attract institutional capital, and support stable earnings even in a challenging retail environment.
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HK$25.92
FV
9.0% undervalued
intrinsic discount
1.81%
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
Montrose Environmental Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Global Climate Investment Will Advance Environmental Measurement Services
Key Takeaways Increasing climate regulations and ESG mandates are driving strong demand, high client retention, and recurring revenue growth for Montrose's environmental services. Proprietary technology expansion and disciplined operating strategy are boosting Montrose's margins, market opportunities, and setting up scalable future earnings.
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US$30.8
FV
4.4% undervalued
intrinsic discount
5.32%
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
C3.ai
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Enterprise AI Adoption In Manufacturing And Defense Will Redefine Standards
Key Takeaways Expanded partnerships and new programs are broadening C3.ai's reach, accelerating enterprise adoption, and enabling access to more customers across diverse industries. Improvements in leadership, customer satisfaction, and scalable solutions are boosting revenue predictability, client retention, and potential for greater margins.
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US$16.25
FV
10.9% overvalued
intrinsic discount
3.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
92
users have followed this narrative
13 days ago
author updated this narrative