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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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LIXIL
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Sustainable Renovations And European Expansion Will Redefine Markets
Key Takeaways Increased focus on high-margin renovations, sustainability, and premium products is driving profit improvement and supporting long-term earnings growth. Completed structural reforms and portfolio optimization enable LIXIL to capitalize on global trends, diversify regionally, and achieve more stable, sustainable profits.
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JP¥1.81k
FV
2.9% overvalued
intrinsic discount
2.49%
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
KLCC Property Holdings Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Sukuk Debt Will Impair Future Profitability
Key Takeaways Increased financing costs from the Suria KLCC acquisition could impact net margins and profitability due to higher borrowing. Heavy reliance on occupancy rates and marketing in the Retail segment may face challenges from weakening consumer demand, affecting revenue.
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RM 8.77
FV
1.9% undervalued
intrinsic discount
3.22%
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
4 days ago
author updated this narrative
Pandox
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Acquisitions And Upgrades Will Secure A Resilient Hotel Portfolio
Key Takeaways Recent acquisitions and property upgrades are likely to boost net operating income, revenue, and cash flow, enhancing overall earnings. Focusing on domestic demand with strong brand networks helps Pandox maintain stable cash flow and net income margins.
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SEK 206.67
FV
13.9% undervalued
intrinsic discount
-7.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
ZF Commercial Vehicle Control Systems India
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Focus On Advanced Technologies And European Expansion Will Foster Future Success
Key Takeaways Strategic focus on high-margin products and cost efficiencies is likely to enhance net margins. Expansion into new export markets and aftermarket growth are poised to boost overall revenue.
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₹14.82k
FV
6.8% undervalued
intrinsic discount
19.98%
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
CyberAgent
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expanding Anime Production And New Game Releases Will Drive Future Profitability
Key Takeaways CyberAgent's focus on anime content and IP expansion is expected to enhance profitability and boost future revenue and operating margins positively. Leveraging AI in Internet Advertising is set to improve operational efficiency, while new game releases aim for revenue growth and improved earnings.
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JP¥1.66k
FV
3.8% undervalued
intrinsic discount
5.90%
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
Vidrala
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Sustainable Packaging And Production Automation Will Secure Long Term Resilience
Key Takeaways Investments in automation, energy efficiency, and recycled materials are boosting operating margins, cost competitiveness, and long-term profitability. Market and regulatory trends toward sustainability are strengthening demand for glass, supporting revenue growth and reducing reliance on specific regions or customers.
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€110.63
FV
13.9% undervalued
intrinsic discount
0.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
4 days ago
author updated this narrative
Kokusai Electric
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Embracing Next-Generation DRAM And NAND Technologies Will Shape Future Success
Key Takeaways Expected growth in advanced DRAM equipment sales and recovering NAND sales could significantly boost revenue and enhance net margins. Investment in R&D and expansion in new business areas aims to drive innovation and long-term revenue growth without harming net margins.
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JP¥3.76k
FV
18.3% undervalued
intrinsic discount
8.41%
Revenue growth p.a.
Set Fair Value
1
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
Lottomatica Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
PWO Migration And Italy Consolidation Will Expand Digital Reach
Key Takeaways Expansion in digital gaming, data-driven personalization, and platform upgrades are driving higher margins, retention, and structural revenue growth for Lottomatica. Regulatory-driven market consolidation and acquisitions are set to increase market share, strengthen competitiveness, and enhance long-term earnings quality.
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€26.82
FV
11.5% undervalued
intrinsic discount
7.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
Emami
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Rural Recovery And Digital Channels Will Deliver Value
Key Takeaways Growth in rural demand, healthcare, and international expansion is expected to drive revenue diversification and resilience. Innovation, digital channels, and premium product focus should enhance margins and accelerate category growth.
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₹715.73
FV
18.5% undervalued
intrinsic discount
8.49%
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
4 days ago
author updated this narrative
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