Global Community
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Global Weekly Picks
Balder's Urban Expansion to Boost 22% Profit Margin in Future
Catalysts That Could Drive Value Urbanization Trends: As more people move to cities, demand for Balder's residential and commercial properties is likely to increase. Economic Recovery: Post-pandemic economic growth can boost occupancy rates and rental incomes.Read more
Profoto Holding to Launch New Products and Aim for Growth in Lighting and Imaging, but will growth come?
Catalysts New product launches, such as Pro-B3, D30, and the upcoming film industry product, could drive sales and earnings growth. Industry tailwinds in professional lighting and imaging could help, however currently no such signs in the reports.Read more
Veteranpoolen will thrive as aging demographics fuel 11% revenue growth
Catalysts Industry Tailwinds: Demographic Shift, an aging population with increasing financial needs and a desire to stay active is driving demand for part-time and flexible work options. Regulatory Support, policy initiatives promoting longer working lives and flexible scheduling are creating an environment favorable to staffing solutions tailored for older workers.Read more
SoundHound’s Moat And Diversified Revenue Strategy Make It A Voice AI Leader
Key Points SoundHound has developed over two decades of moat in an industry that just started getting traction. With shrinking electronics and communication with machines becoming more mainstream, I believe the company can capture much of this growth.Read more
Holmen will see earnings surprise if energy prices recover in Sweden
Summary Holmen is trading at a premium (P/E ~23) amid cyclical weakness in sawmill products and lower energy income. A more reasonable multiple on “normalized” earnings is likely ~10–15× over a longer cycle, suggesting possible overvaluation if 2025 earnings do not rebound.Read more
Collect dividend for a year & see if it is a turnaround play
This stock I have held on to throughout its mainly downward journey in stock price. It’s management appear to have made bold & generally bad decisions.Read more
Advertising, AI and Hardware Will Push Revenues and Earnings Higher
Key Takeaways Meta can maintain social media dominance via new products, AI and continued advertising trends. Its LlaMA models are more adaptable and customizable, which will drive developer adoption.Read more
TSM will see a 93% revenue surge in their future growth
Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s largest and most advanced semiconductor manufacturer, and its stock could reach $600 in the coming years due to its dominant market position and the growing demand for cutting-edge technology. TSMC commands over 50% of the global foundry market and nearly 90% of the advanced chip market (5nm and below), making it the top supplier for major companies like Apple, Nvidia, AMD, and Qualcomm.Read more
Arm Holdings capitalizes on AI boom to reach fair value of $217.25
Arm Holdings plc (ARM), currently trading at $159.55 per share, has experienced significant growth, driven by its energy-efficient chip designs that dominate the mobile phone market and its strategic involvement in artificial intelligence (AI) infrastructure projects. The company's recent designation as a technology partner in a $500 billion AI infrastructure project has further boosted its market position.Read more
