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Global Community
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Global Weekly Picks
Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
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US$120.72
FV
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
73
users have followed this narrative
New
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ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
96
users have followed this narrative
Updated
narrative
Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
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US$105.80
FV
20.6% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
2
users have commented on this narrative
15
users have followed this narrative
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Toromont Industries
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
US Capacity Expansion And Rental Fleet Will Boost Market Reach
Key Takeaways Expansion into data center infrastructure, electrification, and sustainable solutions positions Toromont for new revenue streams and future margin growth across North America. Emphasis on service, rental, and backlog strength provides recurring, stable revenue with improved visibility and resilience against economic cycles.
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CA$146.11
FV
3.6% undervalued
intrinsic discount
4.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
Updated
narrative
Flight Centre Travel Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Investing In Cruiseabout And Automation Will Shape Future Success
Key Takeaways Investments in high-margin luxury and cruising sectors aim to enhance revenue and strengthen market position in profitable segments. Implementation of AI and automation is expected to boost productivity, enhance cost efficiency, and improve net margins.
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AU$15.61
FV
18.0% undervalued
intrinsic discount
5.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
Updated
narrative
New Oriental Education & Technology Group
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
AI-Powered Tutoring And Omnichannel Systems Will Revitalize Education
Key Takeaways Expansion into AI-driven learning and new educational services is driving demand, revenue growth, and margin improvement while diversifying offerings to reduce regulatory risk. Enhanced operational efficiency and active capital returns are boosting profitability and shareholder value through increased margins, predictable cash flow, and share buybacks.
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US$57.61
FV
20.9% undervalued
intrinsic discount
9.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
14
users have followed this narrative
Updated
narrative
Willdan Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Electricity Demand And Decarbonization Will Reshape Energy Infrastructure
Key Takeaways Rising demand for energy infrastructure and sustainability aligns with Willdan’s solutions, fueling strong growth, multi-year contracts, and enhanced revenue visibility. Expansion into technology-driven services and disciplined cost management are driving recurring revenues, margin improvements, and gains in profitability.
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US$94.00
FV
20.9% overvalued
intrinsic discount
11.04%
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
Updated
narrative
CCL Products (India)
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Underutilized Indian And Vietnamese Capacities Will Drive Premium Coffee Markets
Key Takeaways Improved margins and earnings are expected from lower input costs, efficient supply chains, and a scalable operating model supporting growth opportunities. Strong momentum in premium and value-added coffee products, combined with better financial flexibility, positions CCL for accelerated revenue and margin expansion.
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₹858.30
FV
0.2% overvalued
intrinsic discount
14.43%
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
Updated
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United States Cellular
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
T-Mobile Partnership And Fiber Expansion Will Fuel Future Prospects
Key Takeaways The T-Mobile transaction and fiber program expansion could enhance earnings and drive future revenue growth through debt reduction and increased internet penetration. Cost optimization and tower revenue growth suggest potential for improved net margins and sustainable revenue from increased wireless demand.
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US$80.75
FV
8.0% undervalued
intrinsic discount
-0.85%
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
4 days ago
author updated this narrative
MotorCycle Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Improved Operational Efficiencies And Electric Vehicle Expansion Will Strengthen Future Market Position
Key Takeaways Strategic diversification and focus on e-commerce are improving market position, operational efficiency, and revenue potential through efficient sales channels. New models and electric vehicle expansion present significant growth opportunities, supported by interest rate cuts and improved customer spending.
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AU$3.74
FV
7.8% undervalued
intrinsic discount
17.85%
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
3 days ago
author updated this narrative
Playtika Holding
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
SuperPlay Acquisition And New Games Like Disney Solitaire Will Signal A Promising Future
Key Takeaways Expanding the game portfolio through acquisitions and new launches is expected to drive revenue growth and strengthen market presence. Shifting to direct-to-consumer platforms and focusing on new studios aims to improve margins and stabilize long-term earnings.
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US$6.92
FV
45.1% 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
4
users have followed this narrative
Updated
narrative
Digital Turbine
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Accelerating Mobile Trends Will Broaden Open App Markets
Key Takeaways Rising global smartphone use, regulatory shifts, and advertiser demand for alternatives are boosting Digital Turbine's user base, addressable market, and revenue opportunities. Diversification of campaigns and operational efficiencies are increasing demand stability, supporting margin expansion, and positioning the company for stronger future earnings.
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US$6.75
FV
35.6% undervalued
intrinsic discount
8.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
Updated
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