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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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Sanofi
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Pipeline Advances And Acquisitions Will Expand Therapeutic Horizons
Key Takeaways Continued investment in innovative products, strategic acquisitions, and portfolio streamlining is positioning Sanofi for long-term growth in high-value therapeutic areas. Leadership in biologics and vaccines, alongside regulatory opportunities, supports revenue stability and operating efficiency amid evolving market dynamics.
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€109.45
FV
26.1% undervalued
intrinsic discount
4.27%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
97
users have followed this narrative
4 days ago
author updated this narrative
Ping An Insurance (Group) Company of China
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI And Technology Will Improve Efficiency In Insurance And Health
Key Takeaways AI and technology enhancements are boosting operational efficiency, reducing costs, and positively impacting net margins within Ping An's services. Expansion in finance, health, and senior care, with strong customer engagement, is set to drive revenue by targeting China's aging population and healthcare needs.
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CN¥66.01
FV
11.4% undervalued
intrinsic discount
-11.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
4 days ago
author updated this narrative
China Merchants Bank
AN
AnalystConsensusTarget
Consensus Narrative from 20 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¥51.69
FV
14.7% undervalued
intrinsic discount
9.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Schneider Electric
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
AI Computing And Renewable Trends Will Spark Global Transformation
Key Takeaways Schneider Electric's shift to software and digital services, alongside strategic acquisitions, is driving recurring earnings, higher margins, and expanded geographic presence. Growing global demand for electrification, energy efficiency, and digital infrastructure is broadening the company's addressable market, supporting resilient long-term revenue and margin growth.
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€253.46
FV
12.4% undervalued
intrinsic discount
7.32%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
60
users have followed this narrative
4 days ago
author updated this narrative
Deutsche Telekom
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Fiber And AI Initiatives Will Strengthen Operational Efficiencies
Key Takeaways Deutsche Telekom's investments in fiber and T-Mobile US stake can drive future revenue growth and earnings improvements. Strategic focus on AI and ESG efforts may enhance operational efficiencies and net margins.
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€37.66
FV
21.7% undervalued
intrinsic discount
1.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
82
users have followed this narrative
4 days ago
author updated this narrative
Meituan
AN
AnalystConsensusTarget
Consensus Narrative from 37 Analysts
Keeta Launch And AI Focus Will Open New Markets
Key Takeaways International expansion and new market entry, such as Saudi Arabia, could drive future revenue growth and broaden the customer base. Focus on tech and AI innovations may improve operational efficiency, reducing costs and enhancing service, potentially increasing net margins.
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HK$166.60
FV
28.5% undervalued
intrinsic discount
13.98%
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
4 days ago
author updated this narrative
HDFC Bank
AN
AnalystConsensusTarget
Consensus Narrative from 41 Analysts
Improving Rural Demand And Digital Upgrades Will Strengthen Banking Resilience
Key Takeaways Expanding loan growth in rural and mass market segments, alongside enhanced cross-selling, is set to boost revenue and non-interest income. Investments in digital initiatives and strong asset quality will drive efficiency gains and support resilient, long-term profitability.
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₹2.27k
FV
12.1% undervalued
intrinsic discount
-2.73%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
144
users have followed this narrative
4 days ago
author updated this narrative
Unilever
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Emerging Markets And Digital Commerce Will Transform Future Landscape
Key Takeaways Shifting focus to premium, science-led products and divesting non-core brands is streamlining operations, boosting margins, and enhancing long-term profitability. Emphasis on digital expansion, emerging markets, and brand investment is fueling sustained revenue growth and stronger competitive positioning.
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UK£50.18
FV
10.3% undervalued
intrinsic discount
2.70%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
101
users have followed this narrative
4 days ago
author updated this narrative
Tata Consultancy Services
AN
AnalystConsensusTarget
Consensus Narrative from 45 Analysts
AI And Cloud Modernization Will Unlock Future Markets
Key Takeaways TCS is leveraging AI integration and talent development to enhance revenue growth and meet tech-driven project demands, boosting net margins. Strategic investment in AI, legacy modernization, and BFSI technology stack modernization poises TCS for market share growth and improved revenue.
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₹3.76k
FV
19.1% undervalued
intrinsic discount
5.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
74
users have followed this narrative
4 days ago
author updated this narrative
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