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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
29.0% 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
33
users have followed this narrative
30 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
22.6% 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
49
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
60.1% 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
22
users have followed this narrative
17 days ago
author updated this narrative
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HUTCHMED (China)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
China And Japan Oncology Markets Will Broaden Opportunity Amidst Headwinds
Key Takeaways New product launches, expanded indications, and global growth are expected to drive significant revenue gains, leveraging increased healthcare demand and broader reimbursement. Strategic investments, innovative R&D, and recovery in China sales position the company for stronger margins and more stable long-term earnings growth.
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UK£3.62
FV
27.1% undervalued
intrinsic discount
16.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
14 days ago
author updated this narrative
Yamaha Motor
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Urbanization And Electrification Will Drive Diversified Mobility Transformation
Key Takeaways Expansion of premium models, digital services, and marine investments position Yamaha for higher margins, market share gains, and stronger global leadership beyond current analyst forecasts. Strategic R&D in electrification, mobility, and automation, along with flexible M&A, enhances diversification, recurring revenue, and resilience versus industry peers.
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JP¥1.39k
FV
20.3% undervalued
intrinsic discount
6.91%
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
Calumet
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Regulatory Volatility Will Restrict Margins Across Renewables And Specialty Sectors
Key Takeaways Regulatory uncertainty, capital flight from hydrocarbons, and tightening compliance standards threaten Calumet's profit margins, earnings, and access to affordable financing. Ongoing decarbonization and costly modernization efforts weaken future demand, slow growth, and suppress shareholder returns from both renewable and specialty businesses.
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US$13.25
FV
40.2% overvalued
intrinsic discount
6.51%
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
13 days ago
author updated this narrative
Crest Nicholson Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Operational Transformation And A Robust Landbank Will Shape Future Value
Key Takeaways Operational improvements, strategic land holdings, and capital optimization are setting the stage for margin expansion and stronger long-term earnings quality. Enhanced mid-premium offerings and positive housing market signals could boost demand, pricing power, and revenue as consumer confidence returns.
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UK£2.12
FV
25.1% undervalued
intrinsic discount
7.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
13 days ago
author updated this narrative
Coca-Cola Içecek Anonim Sirketi
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Modern Retail Channels And Emerging Markets Will Fuel Future Expansion
Key Takeaways Strategic market expansion, product premiumization, and retail modernization are driving volume growth, higher margins, and greater earnings potential. Product innovation and disciplined revenue management are positioning the company to benefit from evolving consumer trends and stabilize earnings amid macro volatility.
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₺75.85
FV
38.5% undervalued
intrinsic discount
31.76%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
14 days ago
author updated this narrative
Sweco
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Operational Efficiency And Acquisitions Will Drive Future Success
Key Takeaways Operational efficiency and strategic pricing enhancements are set to boost Sweco's margins and profitability, supporting higher future earnings. Sweco's acquisitions and project wins in growth segments like energy and infrastructure ensure future revenue stability and expansion potential.
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SEK 185.6
FV
11.0% undervalued
intrinsic discount
6.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
14 days ago
author updated this narrative
Valeura Energy
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Southeast Asia Oil Expansion Will Spur Production Amid Transition Risks
Key Takeaways Aggressive reserve replacement and exploration efforts drive sustained production growth, extended field life, and long-term earnings visibility. Strong Southeast Asian market position and financial flexibility enable premium pricing, robust margins, and rapid value-accretive M&A opportunities.
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CA$14
FV
48.6% undervalued
intrinsic discount
-4.01%
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
Nuvama Wealth Management
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Adoption And Financial Shifts Will Redefine Wealth Management
Key Takeaways Rising household affluence and digital innovation are driving robust asset growth, improved margins, and consistent client inflows for Nuvama Wealth Management. Enhanced regulatory environment and expanded service offerings are supporting revenue diversification, market share gains, and more predictable, sustainable earnings.
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₹8.64k
FV
25.9% undervalued
intrinsic discount
8.73%
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
14 days ago
author updated this narrative
JDC Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
FMK Integration And European Digitization Will Reshape Market Fundamentals
Key Takeaways Integration of FMK strengthens direct consumer access, enabling cross-selling and upselling, while advancing top-line revenue growth and profit margins. Regulatory pressures and digitization drive industry consolidation and structural demand, favoring JDC's tech-enabled platform and supporting sustained, recurring revenue growth.
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€35.84
FV
16.3% undervalued
intrinsic discount
27.07%
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