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Global Weekly Picks
Hoth Therapeutics
Sponsored
content by Hoth Therapeutics
JO
Jolt_Communications
Community Contributor
100% Patient Improvement in trial puts this $16M Biotech on the radar
Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
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US$5.30
FV
78.1% undervalued
intrinsic discount
0%
Revenue growth p.a.
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0
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0
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3
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PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
33.3% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
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4
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
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IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
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US$26.54
FV
0.2% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
4
users have commented on this narrative
69
users have followed this narrative
27 days ago
author updated this narrative
Cadeler
MA
Mandelman
Community Contributor
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.
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NOK 95.36
FV
46.4% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
4
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Platinum Investment Management
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
ETFs And Robo-Advisors Will Crush Future Margins
Key Takeaways Persistent client outflows and shifting investor preferences toward passive strategies and digital platforms are reducing Platinum's revenue base and pressuring future growth. Rising regulatory and compliance costs, along with industry consolidation, threaten Platinum's profitability and challenge the expected benefits of its recent merger.
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AU$0.53
FV
41.5% overvalued
intrinsic discount
-29.32%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Green Plains
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Low-carbon Fuels And AgTech Trends Will Reshape Sustainable Markets
Key Takeaways Expanding premium low-carbon production and process innovations are set to drive market share gains, higher margins, and revenue growth beyond current analyst expectations. Structural cost reductions and the likelihood of value-unlocking strategic events position the company for substantial and sustained enterprise value improvement.
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US$13.88
FV
20.0% undervalued
intrinsic discount
12.67%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Phoenix Mecano
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Industry 40 And Renewable Energy Will Expand Global Markets
Key Takeaways Strong order revival in growth regions and supply chain adaptation set the stage for outpacing industrial peers in revenue rebound and market share gains. Efficiency drives, digital investments, and strategic end-market expansion boost margin prospects and recurring revenues, supporting higher long-term growth expectations.
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CHF 580.83
FV
27.7% undervalued
intrinsic discount
3.84%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Charter Hall Group
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Australian Urbanisation And E-Commerce Will Fuel Real Estate Expansion
Key Takeaways Robust pre-leasing levels and strategic exposure to high-demand sectors position Charter Hall for outsized rental income and accelerated growth beyond analyst expectations. Strong equity inflows, offshore capital, and co-investment strategies are set to scale recurring income and insulate against market volatility.
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AU$26.35
FV
12.9% undervalued
intrinsic discount
17.94%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Surgical Science Sweden
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Delayed Procurement And OEM Reliance Will Test Margins But Improve
Key Takeaways Heavy dependence on a few large customers and unpredictable sales cycles create ongoing revenue volatility and concentration risk. Increased investment and acquisitions have pressured margins and profitability, with hospital budget constraints posing further challenges to sustainable growth.
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SEK 120.00
FV
20.8% undervalued
intrinsic discount
15.99%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Wasion Holdings
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
International Smart Grid Upgrades And Carbon Neutrality Will Spur Expansion
Key Takeaways International expansion and green technology leadership are set to drive outsized, resilient growth and margins far beyond current analyst expectations. Rapid shift to digital solutions and growing data center business create high-margin recurring revenues, while disciplined capital management supports strong shareholder returns.
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HK$15.00
FV
29.1% undervalued
intrinsic discount
23.75%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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Delivery Hero
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Improved Mobile Connectivity And Urbanization Will Expand Delivery Opportunities
Key Takeaways Cross-vertical adoption, tech upgrades, and localized logistics are driving user frequency, cost efficiencies, and margin expansion beyond analyst expectations. Accelerating mobile adoption and organizational agility position the company for strong growth and competitive advantage in underpenetrated emerging markets.
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€50.10
FV
54.7% undervalued
intrinsic discount
13.41%
Revenue growth p.a.
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0
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0
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0
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Delivery Hero
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
EU Mandates And Rising Compliance Costs Will Erode Margins
Key Takeaways Regulatory, legal, and environmental pressures are expected to structurally increase operating costs and threaten Delivery Hero's long-term margin stability. Shifting consumer preferences and intense competition may weaken demand growth and undermine the company's path to sustainable profitability.
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€21.00
FV
8.1% overvalued
intrinsic discount
6.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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V-Mart Retail
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Semi-Urban Store Expansion And Advanced Analytics Will Unlock Retail Value
Key Takeaways Expanding stores in smaller cities and leveraging improving consumer sentiment aims to drive strong revenue growth and capitalize on the shift to organized value retail. Technology upgrades and omnichannel integration are expected to enhance operational efficiency, customer acquisition, and profitability while strengthening competitive positioning.
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₹1.02k
FV
27.0% undervalued
intrinsic discount
16.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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