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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
27
users have liked this narrative
8
users have commented on this narrative
76
users have followed this narrative
New
narrative
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
97
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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RBL Bank
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Digital Banking And Fintech In India Will Fuel Future Expansion
Key Takeaways Enhanced digitalization and focus on secured retail lending position RBL Bank to capture retail growth and expand its customer base. Strategic moderation of riskier segments and internal process investments are set to stabilize asset quality and support sustained earnings growth.
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₹252.42
FV
2.4% overvalued
intrinsic discount
26.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
Burberry Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
British Luxury And Digital Retail Will Redefine Future Markets
Key Takeaways Revitalized brand positioning and digital investments are strengthening direct-to-consumer engagement and supporting margin improvement through operational efficiency. Store network upgrades and localized marketing enhance productivity and brand appeal among affluent, younger consumers in key global markets.
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UK£12.06
FV
1.1% undervalued
intrinsic discount
3.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
49
users have followed this narrative
4 days ago
author updated this narrative
Xylem
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Smart Metering And Water Infrastructure Will Secure Lasting Value
Key Takeaways Rapid adoption of smart technologies and infrastructure investments are driving recurring, higher-margin revenue streams and expanding Xylem's market opportunities. Recent acquisitions, operational efficiencies, and service-focused integration efforts are supporting long-term growth, improved margins, and enhanced earnings visibility.
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US$157.56
FV
9.5% undervalued
intrinsic discount
5.18%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
Updated
narrative
Proto Labs
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
CNC Machining And Medical 3D Printing Will Drive Transformation
Key Takeaways Expansion in advanced manufacturing for aerospace, defense, and medical sectors is fueling sustained revenue growth and positioning the company favorably in digitalized, regulated industries. Digital infrastructure, resilient supply chains, and strong financial health enable investments in automation and global expansion, supporting margin improvement and long-term earnings growth.
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US$50.00
FV
6.8% undervalued
intrinsic discount
5.21%
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
Updated
narrative
Portillo's
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Technology And Geographic Expansion Will Unlock Long-Term Opportunity
Key Takeaways Expansion of digital tools and multichannel marketing is boosting operational efficiency, guest engagement, and overall brand growth in both existing and new markets. Operational streamlining and geographic growth initiatives are set to improve margins, accelerate unit growth, and support strong long-term revenue potential.
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US$12.20
FV
39.2% undervalued
intrinsic discount
10.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
Updated
narrative
Keppel
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digital Infrastructure And Decarbonization Will Transform Urban Landscapes
Key Takeaways Rising demand for sustainable and digital infrastructure, alongside monetization of non-core assets, is fueling growth and strengthening capital allocation for core business expansion. Transition to an asset-light, recurring income model and cost optimization initiatives are enhancing operating efficiency, margins, and recurring earnings predictability.
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S$9.60
FV
10.6% undervalued
intrinsic discount
4.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
Updated
narrative
Astra Microwave Products
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Development Of Anti-Drone Technology Will Open New Market Opportunities
Key Takeaways Strategic positioning in defense indigenization and innovative product development promises robust revenue growth and new revenue streams. Strong order books and focus on export and domestic contracts ensure sustained high EBITDA margins and potential earnings from joint ventures.
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₹1.03k
FV
3.5% undervalued
intrinsic discount
20.81%
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
26 days ago
author updated this narrative
Tencent Music Entertainment Group
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
AI Integration And SVIP Expansion Will Drive User Engagement And Platform Efficiency
Key Takeaways Dual-engine strategy focusing on content and platform innovation aims to boost subscriber conversions and lifetime value, potentially enhancing revenue growth. Strategic partnerships and use of AI technology are set to increase user engagement, boosting revenue from subscriptions, advertising, and improved net margins.
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US$19.70
FV
12.3% overvalued
intrinsic discount
11.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
5 days ago
author updated this narrative
MJ Gleeson
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Tighter Lending And Ageing Demographics Will Constrain Housing Demand
Key Takeaways Shrinking first-time buyer demand and tighter mortgage conditions threaten core sales growth and long-term earnings stability. Rising regulation, regional focus, and industry cost inflation undermine margin resilience and future profitability.
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UK£3.75
FV
6.1% undervalued
intrinsic discount
16.67%
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
18 days ago
author updated this narrative
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