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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
75.8% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
New
narrative
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
34.2% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
1
users have commented on this narrative
26
users have followed this narrative
New
narrative
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
9.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
72
users have followed this narrative
28 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.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
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Regeneron Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Broad Pipeline And Global Access Will Build Future Success
Key Takeaways Expanding pipeline, new indications, and emerging market access position the company for sustained revenue growth and increased long-term earnings. Ongoing R&D investment and advanced manufacturing provide cost advantages and margin protection amid shifts toward breakthrough technologies and personalized medicine.
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US$716.78
FV
19.4% undervalued
intrinsic discount
5.16%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
63
users have followed this narrative
7 days ago
author updated this narrative
Cummins India
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Indian Infrastructure Expansion And Export Diversification Will Unlock Future Potential
Key Takeaways Expanding infrastructure projects, clean energy initiatives, and export diversification drive sustained sales growth and enhance revenue resilience across multiple segments. Advanced emission-compliant products, service offerings, and operational improvements support higher margins, recurring revenues, and stability as new market opportunities emerge.
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₹3.81k
FV
2.0% overvalued
intrinsic discount
12.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
Watsco
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
A2L Transition And HVAC Replacement Will Strengthen Future Prospects
Key Takeaways Transition to A2L products and high-efficiency systems enhances sales, profitability, and market adoption, potentially boosting future revenue and margins. Strong balance sheet with zero debt enables strategic investments and effective response to market conditions, potentially enhancing long-term growth and earnings.
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US$468.64
FV
15.9% undervalued
intrinsic discount
6.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
Group 1 Automotive
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Aftersales And Digital Retail Will Secure Future Success
Key Takeaways Growth in aftersales and used vehicle sales, supported by investments in service, technology, and customer outreach, drives recurring revenue and margin resilience. Strategic acquisitions, disciplined portfolio management, and operational scale improvements bolster earnings stability and position the company for steady growth.
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US$478.25
FV
2.3% undervalued
intrinsic discount
4.38%
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
7 days ago
author updated this narrative
Hilton Grand Vacations
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Declining Affordability And Integration Risks Will Drag Performance
Key Takeaways Erosion of core customer base and appeal to younger generations threaten sustained growth and limit long-term top-line expansion. Competitive pressures, high acquisition costs, and acquisition integration risks undermine profitability and compress margins over time.
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US$39.00
FV
19.8% overvalued
intrinsic discount
11.52%
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
7 days ago
author updated this narrative
Viemed Healthcare
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
US Aging And Telehealth Will Expand Home Care
Key Takeaways Accelerating growth and operational efficiency, driven by tech automation, new therapies, and expanding market share, position Viemed for significant earnings margin expansion. Strategic acquisitions, population aging, and regulatory shifts enable multi-segment revenue growth and a durable competitive advantage as care and monitoring digitize.
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US$15.00
FV
54.6% undervalued
intrinsic discount
18.62%
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
7 days ago
author updated this narrative
United Microelectronics
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Digitalization And IoT Will Drive Robust Semiconductor Demand
Key Takeaways Capacity expansion, product innovation, and geographic diversification position UMC for superior pricing power, margin gains, and outperformance versus industry expectations. Strong specialty technology adoption and deep customer partnerships drive stable, higher-margin revenue streams with enhanced financial resilience.
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NT$57.15
FV
28.4% undervalued
intrinsic discount
9.66%
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
7 days ago
author updated this narrative
Kimbell Royalty Partners
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Decarbonization And Regulation Will Erode Royalty Cash Flows
Key Takeaways Structural decarbonization trends and regulatory pressures threaten future royalty revenue, production growth, and earnings stability. Intensifying competition, consolidation, and ESG focus may raise acquisition costs, limit capital access, and suppress long-term unitholder returns.
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US$12.00
FV
16.1% overvalued
intrinsic discount
5.59%
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
7 days ago
author updated this narrative
China Merchants Bank
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Retail Finance And International Markets Will Benefit From AI
Key Takeaways Focus on retail finance and technological investments in AI and R&D will likely increase operational efficiency and revenue from improved service delivery. International expansion and green financing initiatives align with global trends, potentially boosting revenue and enhancing corporate image.
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CN¥51.94
FV
17.4% undervalued
intrinsic discount
9.84%
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
7 days ago
author updated this narrative
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