Global Weekly Picks

Community Contributor

MicroVision will explode future revenue by 380.37% with a vision towards success

The MicroVision ($MVIS) Narrative Inflection: Valuing the Sum of the Parts For years, the market has viewed MicroVision (NASDAQ:MVIS) through a single, narrow lens: a high-risk, pre-revenue bet on automotive LIDAR. This has resulted in a valuation that, in our view, fails to capture the strategic pivot currently underway.

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US$60

98.5% undervalued

380.37%

Revenue growth p.a.

Canadian National Railway

TibiT

Community Contributor

The Indispensable Artery for a New North American Economy

Core Thesis: Canadian National Railway (CN) is a wide-moat, irreplicable infrastructure asset whose recent cyclical underperformance has created an attractive entry point. I believe the market is underappreciating a powerful, long-term secular tailwind: the reshoring and nearshoring of critical manufacturing and supply chains to North America.

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CA$132.87

2.3% undervalued

3.50%

Revenue growth p.a.

Agfa-Gevaert

RecMag

Community Contributor

Agfa-Gevaert is a digital and materials turnaround opportunity, with growth potential in ZIRFON, but carrying legacy risks.

Agfa-Gevaert: A New Lease of Life Through Digitalisation and Materials Innovation A Careful Industrial Repositioning, Driven by Discipline, Digitalisation, and Speciality Materials Agfa-Gevaert (Euronext: AGFB) has undergone a transformation from an iconic photographic company into a focused digital imaging and specialty materials company. Following the sale of its Offset Solutions division to Aurelius Group in 2023, Agfa significantly reduced its exposure to the cyclical print sector and freed up capital for growth in higher-margin segments, such as digital radiology, industrial inkjet, and advanced chemical materials.

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€5.39

88.3% undervalued

-26.44%

Revenue growth p.a.

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Challenger Gold

If gold reaches $4,000 per ounce

--- Challenger Exploration: Stock Price Estimate at $4,000 Gold Step 1: Production Estimate - Annual production: 115,000 oz gold. Step 2: Revenue Calculation - Gold price: $4,000/oz.Read more

AU$9.79

98.8% undervalued

RockeTeller Fair Value

Revenue growth

N/A

Profit Margin

N/A

Future PE

1.03x

Share price in 2029

AU$0

Silvercorp Metals

At $100/oz silver

Silvercorp Metals: Valuation and Analysis Key Metrics: Resources: 350M oz silver at 200 gpt. 6.2M oz silver production in 2024 + lead and zinc (~40% revenue).Read more

CA$28.58

69.2% undervalued

RockeTeller Fair Value

Revenue growth

91.62% p.a.

Profit Margin

23.07%

Future PE

12.2x

Share price in 2029

CA$80.87

Sunzen Group Berhad

Sunzen Biotech Positive Performance

Sunzen Biotech Berhad: Q1 FY25 Financial Insights and Technical Outlook Financial Performance Overview Sunzen Biotech Berhad posted a stable financial performance for Q1 FY25, achieving a revenue of RM22.96 million, an 11.42% increase compared to the preceding quarter. Key contributors were: • Human Health Segment: RM17.65 million in revenue, driven by robust export sales of edible bird’s nests to China, constituting 79.32% of segment revenue.Read more

RM 0.47

42.6% undervalued

Ontological Fair Value

Revenue growth

18% p.a.

Profit Margin

6.34%

Future PE

40.14x

Share price in 2029

RM 0.74

Deoleo

Undervalued biggest olive oil seller

The biggest seller of olive oil in the world, owner of relevant brands like Bertolli, Carbonell, Koipe Owned by mainly private equity fund who went into the Companys 4 years Ago when it was restructured due to it's unbearable debt. New shares of the Companys where issued, part of the debtors acquired 50% of the Companys and CVC acquired a relevant stake.Read more

€0.41

53.0% undervalued

Imthetxarbi Fair Value

Revenue growth

1% p.a.

Profit Margin

Future PE

Share price in 2029

€0.59

LYC Healthcare Berhad

Resilience in Healthcare-LYC Healthcare

LYC Healthcare: Progress Amid Challenges LYC Healthcare’s latest Q2 FY2025 results reflect steady progress, with revenue rising 29% year-on-year to RM41.74 million from RM32.01 million. This growth was driven by strong performance in its nutraceutical, clinical, and confinement businesses, alongside contributions from new subsidiaries.Read more

RM 0.25

90.0% undervalued

Ontological Fair Value

Revenue growth

4.47% p.a.

Profit Margin

7.68%

Future PE

23.73x

Share price in 2029

RM 0.5

Hektar Real Estate Investment Trust

Hektar REIT's 3Q2024 Results: Positive

28 November 2024 Catalysts 1. Hektar REIT (KLSE: 5121) portfolio of retail and education properties throughout Malaysia.Read more

RM 0.58

25.0% undervalued

Ontological Fair Value

Revenue growth

21.17% p.a.

Profit Margin

39.17%

Future PE

7.75x

Share price in 2029

RM 0.37

British American Tobacco

British American Tobacco: Navigating a Complex Transition That Warrants a High Fair Value

Management Summary / Key Takeaways British American Tobacco (BAT) is undergoing a strategic transformation that warrants a more optimistic forward-looking analysis than many observers currently provide. Key features of BAT's complex transition include: Dual focus on diversification and careful claims management, balancing the shift away from traditional tobacco while managing legal challenges.Read more

UK£59.46

29.7% undervalued

evd101 Fair Value

Revenue growth

14% p.a.

Profit Margin

20%

Future PE

20x

Share price in 2029

UK£91.94

Betamek Berhad

Automotive Electronics Manufacturer Consistent and Stable

Automotive technology grows, develops and innovates-Betamek (KLSE: 0263) Catalysts 1. Betamek (KLSE: 0263) operates in the electronics manufacturing services for automotive markets in Malaysia where vehicle sales were up 6.6% 1H24.Read more