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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
30.1% 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
28
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
25.6% 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
45
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
63.2% 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
21
users have followed this narrative
16 days ago
author updated this narrative
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Aarti Industries
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Capacity Expansions And Greener Chemistries Will Shape The Chemical Future
Key Takeaways Expansion into advanced chemicals and process optimization initiatives are set to enhance profitability and support resilience against pricing pressures. Focus on sustainable chemistries, global supply chain diversification, and reduced market dependency strengthens export growth and operational stability.
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₹458.23
FV
14.7% undervalued
intrinsic discount
17.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
14 days ago
author updated this narrative
Zevra Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Global Rare Disease Diagnosis Will Fuel Biotech Market Expansion
Key Takeaways Strong market traction and geographic expansion efforts position Zevra for sustained revenue growth and increased earnings visibility in the rare disease therapy segment. Robust financial flexibility enables continued pipeline investment and strategic initiatives without dilutive financing, supporting long-term profitability and scalability.
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US$23.22
FV
68.4% undervalued
intrinsic discount
68.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
14 days ago
author updated this narrative
Emeren Group
AN
AnalystLowTarget
Consensus Narrative from 1 Analyst
Project Delays And Regulations Will Hinder Renewables But Stabilization Looms
Key Takeaways Uncertainty from project delays, regulatory hurdles, and regional concentration could lead to volatile earnings and unpredictable revenue growth. Intensifying competition and higher costs threaten profitability and could limit Emeren's ability to efficiently expand its project portfolio.
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US$2
FV
5.5% undervalued
intrinsic discount
37.27%
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
Bajaj Consumer Care
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Project Aarohan And Digital Channels Will Expand Market Reach
Key Takeaways Expansion of distribution networks and diversification into natural personal care aim to broaden market reach and reduce revenue concentration risk. Emphasis on digital channels, brand investment, and operational agility is expected to improve margins, capture premium trends, and sustain long-term earnings growth.
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₹283
FV
8.9% undervalued
intrinsic discount
8.07%
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
HUYA
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Mounting China Risk And High Costs Will Erode Streaming Profits
Key Takeaways Intensifying competition and changing user habits threaten HUYA's live streaming dominance, pressuring audience size, revenue streams, and long-term earnings stability. Regulatory uncertainty and rising operational costs, particularly from content and streamer incentives, are squeezing profitability and limiting future revenue growth.
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US$2.4
FV
47.2% overvalued
intrinsic discount
2.19%
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
Karnov Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
AI Adoption And Digital Shift Will Unlock New Legal Markets
Key Takeaways Growth is driven by strong adoption of AI-powered legal tools and a shift from print to profitable digital subscription services. Upselling and digital expansion into new markets, combined with cost efficiencies, are expected to boost margins and diversify revenue.
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SEK 123.67
FV
6.0% undervalued
intrinsic discount
3.61%
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
14 days ago
author updated this narrative
Kina Securities
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Banking And LNG Projects Will Shape PNG Future
Key Takeaways Aggressive digital and technology investments are enhancing operational efficiency, fee income diversification, and positioning the company to benefit from rising digital banking adoption in PNG. Expanding loan book, growing wealth management operations, and positive economic tailwinds provide strong platforms for revenue growth and improved profitability.
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AU$1.6
FV
22.0% undervalued
intrinsic discount
11.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
14 days ago
author updated this narrative
Apollo Hospitals Enterprise
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
700 New Beds And Digital Health Will Reshape Healthcare Delivery
Key Takeaways Strategic expansion into new geographies, digital health growth, and specialty services enhance revenue, diversify risk, and strengthen profitability. Business integration, operational synergies, and improved insurance coverage drive margin gains, earnings stability, and future financial performance.
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₹8.57k
FV
8.4% undervalued
intrinsic discount
18.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
14 days ago
author updated this narrative
Hitachi Energy India
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Grid Modernization And HVDC Expansion Will Shape Future Infrastructure
Key Takeaways Strong order backlog and investments in modernization offer sustained revenue growth and expand opportunities from rapid electrification and infrastructure upgrades. Manufacturing expansion, export growth, and high-margin digital solutions are expected to drive margin improvements and earnings resilience.
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₹20.56k
FV
5.7% undervalued
intrinsic discount
38.96%
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
14 days ago
author updated this narrative