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Global Community
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Community Investing Ideas
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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Jerónimo Martins SGPS
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Store Expansion In Poland And Colombia Will Build Market Influence
Key Takeaways Store expansion and private-label innovation across multiple markets drive revenue and margin growth by capturing new consumer trends and premiumization. Operational efficiency, omnichannel focus, and successful integration of new acquisitions support profitability, resilience, and strengthened competitive positioning.
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€25.12
FV
16.5% undervalued
intrinsic discount
6.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
4 days ago
author updated this narrative
Rentokil Initial
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Urbanization And Digital Shifts Will Reposition Pest And Hygiene Services
Key Takeaways Expansion of pest control and hygiene services, enhanced marketing, and improvements in customer retention are driving sustainable growth and recurring revenues. Operational efficiencies, increased merger activity, and technology adoption position the company for higher margins and market share gains globally.
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UK£4.25
FV
10.9% undervalued
intrinsic discount
2.49%
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
4 days ago
author updated this narrative
Bank of the Philippine Islands
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digital Onboarding And Sustainable Finance Will Expand Inclusion
Key Takeaways Digital expansion and agency banking outreach are driving financial inclusion, deposit growth, and operational efficiency, enhancing BPI's long-term growth and profitability prospects. Diversification into wealth management, insurance, and sustainable finance strengthens fee-based income and positions BPI for stable, recurring earnings beyond traditional lending.
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₱158.85
FV
26.0% undervalued
intrinsic discount
12.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
91
users have followed this narrative
4 days ago
author updated this narrative
Rakuten Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Advanced Technologies And Partnerships Will Improve Telecommunications And Cloud Solutions
Key Takeaways AI-driven efficiencies and international expansion are expected to boost revenue and competitive advantages through improved margins and personalized customer retention. Strategic partnerships and advanced technologies promise significant earnings growth in telecommunications and cloud solutions.
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JP¥948.20
FV
15.6% undervalued
intrinsic discount
7.84%
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
Knorr-Bremse
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Asia Expansion And Global Rail Investment Will Shape Future Markets
Key Takeaways Expansion in Asia-Pacific and increased focus on digital solutions and aftermarket services are reducing dependence on European markets and driving more resilient, higher-margin revenues. Investments in automation, AI, and cost-efficiency initiatives are strengthening future competitiveness, enhancing earnings stability, and supporting sustainable margin growth.
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€88.77
FV
4.0% overvalued
intrinsic discount
4.83%
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
Sodexo
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
North American Education And Healthcare Deals Will Drive Future Success
Key Takeaways Strategic focus on North America's Education and Healthcare sectors to boost revenue and growth starting fiscal year '26. Operational efficiencies in Europe to counter macroeconomic pressures and improve net margins.
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€67.89
FV
23.5% undervalued
intrinsic discount
2.40%
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
Suzano
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Packaging US Integration And Strong Pulp Demand Will Drive Future Success
Key Takeaways Suzano's strategic initiatives, including its U.S. packaging incorporation and CapEx plans, are expected to enhance future value creation and earnings. Favorable pulp prices and strong demand, especially in Brazil, are projected to improve revenue and net margins by 2025.
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R$74.19
FV
26.4% undervalued
intrinsic discount
9.45%
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
Julius Bär Gruppe
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Transformation And Global Wealth Transfers Will Empower Private Banking
Key Takeaways Rising global wealth and operational efficiency are driving sustained profit growth, supporting future revenue and fee-based income expansion. Strategic digital transformation and prudent risk management boost client retention, while resumed share buybacks may enhance shareholder value.
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CHF 60.48
FV
5.1% undervalued
intrinsic discount
6.32%
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
4 days ago
author updated this narrative
AIB Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Economic And Digital Risks Will Impair Market Valuation
Key Takeaways Reliance on green lending and optimistic growth targets face risks from economic uncertainty, project delays, and shifting policies, potentially impacting revenue and earnings. Operational efficiencies from digitalization are challenged by rising costs, regulatory demands, and strong fintech competition, which threaten margins and future growth.
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€7.36
FV
5.2% undervalued
intrinsic discount
0.34%
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
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