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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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East Japan Railway
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Tokyo Shinkansen Demand And Non-Rail Expansion Will Fuel Future Upside
Key Takeaways Diversified revenue across rail, retail, real estate, and hospitality segments supports margin improvements and resilience against market fluctuations. Digital transformation and new service initiatives boost operational efficiency, optimize capacity, and enhance long-term profitability.
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JP¥3.42k
FV
2.7% overvalued
intrinsic discount
4.29%
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
4 days ago
author updated this narrative
Nidec
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expanding Data Center Cooling And EV Demand Will Create Opportunities
Key Takeaways Expansion in data center and EV markets, alongside structural reforms and vertical integration, is set to drive sustained revenue growth and margin improvement. Increased focus on higher-value, automation-driven segments and improved cost discipline are expected to enhance long-term profitability and cash flow stability.
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JP¥3.57k
FV
19.3% undervalued
intrinsic discount
3.67%
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
Endesa
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Grid Bottlenecks And DER Adoption Will Imperil Long-term Prospects
Key Takeaways Grid capacity limits, regulatory obstacles, and demographic trends may restrict future revenue growth, despite optimistic demand forecasts and high current profitability. Market liberalization, increased competition, and rising distributed energy adoption threaten margins, customer retention, and the stability of long-term earnings.
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€26.20
FV
2.2% undervalued
intrinsic discount
4.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
4 days ago
author updated this narrative
Erste Group Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Expansion And Share Buybacks Will Support Earnings Stability
Key Takeaways Strategic focus on digital and asset management services, combined with M&A, may boost revenue despite economic challenges. Share buybacks and stable net interest margins support earnings, with organic loan growth hinting at increased net interest income.
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€79.57
FV
8.9% overvalued
intrinsic discount
10.61%
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
4 days ago
author updated this narrative
Shenzhen Inovance TechnologyLtd
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Leveraging Belt And Road Initiative Will Boost Overseas Expansion And Demand
Key Takeaways Inovance's overseas expansion, leveraging the Belt and Road initiative, may significantly boost demand and revenue growth. Strategic focus on high-margin products and key sectors, like New Energy Vehicles, aims to enhance net margins and earnings growth.
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CN¥76.38
FV
14.2% undervalued
intrinsic discount
19.74%
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
4 days ago
author updated this narrative
TDK
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI Investments And Operational Shifts Will Create New Opportunities
Key Takeaways TDK's focus on AI investments is likely to boost growth and improve operational efficiency, enhancing margins and overall profitability. Strategic management and organizational changes could increase earnings and revenue, positioning TDK as an innovative industry leader.
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JP¥2.03k
FV
6.1% undervalued
intrinsic discount
3.63%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
4 days ago
author updated this narrative
Varun Beverages
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Greenfield Plants In India Will Capture Shifting Beverage Demand
Key Takeaways Aggressive capacity expansion, distribution growth, and new product diversification strengthen revenue potential and resilience as consumer preferences evolve in India and international markets. Operational efficiency and targeted international strategies support sustained margin improvement and hedge against regional volatility, fueling robust long-term earnings growth.
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₹609.17
FV
16.2% undervalued
intrinsic discount
15.27%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
68
users have followed this narrative
4 days ago
author updated this narrative
Indian Oil
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Renewable Energy And Green Hydrogen Initiatives Will Strengthen Future Prospects
Key Takeaways Investing in refining capacity and transforming retail outlets boosts future revenues and aligns with evolving customer trends for diverse energy options. Expansion into renewable energy, green hydrogen, and petrochemicals diversifies revenue and supports long-term growth in a sustainable energy market.
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₹156.07
FV
9.4% undervalued
intrinsic discount
1.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
4 days ago
author updated this narrative
MTR
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Heavy Railway Investments Will Compress Future Net Margins
Key Takeaways Large financial commitments toward railway expansion and asset maintenance may pressure net margins and limit future revenue generation. Reliance on fluctuating property profits and competition in transport could impact earnings stability and shareholder returns.
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HK$27.84
FV
0.5% overvalued
intrinsic discount
1.70%
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
4 days ago
author updated this narrative
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