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Weekly Picks

Alphabet

Investingwilly

Community Contributor

The Most Undervalued of the Magnificent 7

Alphabet Inc., the parent company of Google, stands as a cornerstone of the tech world, leading in search, digital advertising, AI, and cloud computing. Despite its dominance and innovation, Alphabet is currently the cheapest stock among the “Magnificent 7” (the seven largest U.S. tech companies by market capitalization).

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US$237.43

36.3% undervalued

10.00%

Revenue growth p.a.

120

14 days ago

CSL

Ramsee

Community Contributor

CSL is undervalued in High Tax Scenario

CSL Limited: Fair Value Assessment Amidst Evolving US Tariff Scenarios Executive Summary This report provides an assessment of the fair value of CSL Limited (CSL) under various potential United States (US) tariff scenarios. CSL, a global biotechnology leader with significant operations in plasma therapies (CSL Behring), influenza vaccines (CSL Seqirus), and iron/nephrology treatments (CSL Vifor), faces potential impacts from evolving US trade policies.

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AU$263.33

9.1% undervalued

6.00%

Revenue growth p.a.

7 days ago

PVA TePla

Minesweeper

Community Contributor

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Summary Founded on 1977, PVA Tepla is a German company that operates through Semiconductor Systems and Industrial Systems segments. They are material science experts.

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€19.19

20.8% undervalued

22.00%

Revenue growth p.a.

7 days ago

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Fresenius SE KGaA

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

I Expect New Biopharma Products And The Ivenix Pump Will Streamline Future Operations

Key Takeaways Strategic focus on core businesses and asset divestment is set to enhance earnings and operational transparency. Innovations in Biopharma and MedTech will drive growth and improve margins, with new products boosting future revenue and stability.

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€46.53

16.2% undervalued

4.57%

Revenue growth p.a.

5 days ago

Panasonic Holdings

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Shift To Generative AI And Energy Sector Will Improve Future Prospects

Key Takeaways Focus on AI products and energy solutions aims to drive revenue growth, improve profitability, and enhance financial health. Operational reforms and strategic investments are likely to boost efficiency, net margins, and productivity.

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JP¥2.21k

31.5% undervalued

-1.52%

Revenue growth p.a.

5 days ago

Power Corporation of Canada

AnalystConsensusTarget

Consensus Narrative from 8 Analysts

Buybacks, 9% Dividend Increase And Platforms Will Unlock Capital

Key Takeaways Anticipated earnings growth at key subsidiaries and strong cash generation could lead to future earnings stability and increased investor confidence. Strategic actions like increased dividends, share buybacks, and new partnerships are expected to boost earnings per share and profitability.

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CA$53.81

7.6% undervalued

28.98%

Revenue growth p.a.

5 days ago

Kaspi.kz

AnalystConsensusTarget

Consensus Narrative from 8 Analysts

Acquisition In Turkey And New Verticals Will Strengthen Future Prospects

Key Takeaways Innovative merchant products and digital innovations are set to enhance merchant engagement, improve operational efficiency, and drive net margin growth. Expansion into new markets and consumer verticals offers diversification and substantial growth opportunities, boosting overall revenue and earnings potential.

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US$125.71

31.9% undervalued

17.51%

Revenue growth p.a.

5 days ago

ASE Technology Holding

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

Investing In R&D And Smart Factories Will Prepare For AI-Led Super Cycle

Key Takeaways Growth in advanced packaging and testing, driven by AI demand, can significantly boost ATM segment revenue and net margins. Strategic geographic diversification and investments in R&D prime ASE to capitalize on semiconductor market growth and mitigate geopolitical risks.

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NT$193.59

33.6% undervalued

12.65%

Revenue growth p.a.

5 days ago

Aeon

AnalystConsensusTarget

Consensus Narrative from 7 Analysts

Climate Volatility Will Impact Retail Sales, But TOPVALU BESTPRICE Could Draw More Customers Ahead

Key Takeaways Record high temperatures affecting retail segments may pressure future Aeon revenue growth due to sales pattern impacts. Digital transformation investments could affect net margins short-term, necessitating further operational adjustments to manage increased labor costs.

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JP¥2.99k

38.7% overvalued

1.90%

Revenue growth p.a.

5 days ago

Astellas Pharma

AnalystConsensusTarget

Consensus Narrative from 16 Analysts

SMT Initiatives And Key Drug Expansion Expected To Strengthen Future Market Presence

Key Takeaways Strategic initiatives, including SMT and Strategic Brands sales, will optimize costs and increase operating profits, boosting net margins and earnings. Expansion efforts and strategic partnerships aim to enhance revenue growth, improve the R&D pipeline, and strengthen long-term valuation.

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JP¥1.89k

29.2% undervalued

0.82%

Revenue growth p.a.

5 days ago

Svenska Handelsbanken

AnalystConsensusTarget

Consensus Narrative from 16 Analysts

Anticipated Revenue Declines And Shrinking Margins Could Harm Profitability

Key Takeaways Expansion into more physical locations and increased workforce in Sweden could strain resources, potentially lowering net margins if revenue growth lags behind investment. UK mortgage segment and broker partnerships may boost growth, but initial expenses could pressure profitability unless revenue increases significantly.

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SEK 117.18

3.6% undervalued

-1.70%

Revenue growth p.a.

5 days ago

Commerzbank

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

Investments In Aquila Capital And Payments Will Strengthen Future Operations

Key Takeaways Strategic investments and efficient operations are set to drive revenue growth and profitability, with a focus on enhancing shareholder value through capital returns. Effective margin management and reduction of risk-related expenses aim to stabilize earnings and improve net interest income despite market conditions.

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€23.89

4.4% undervalued

8.66%

Revenue growth p.a.

5 days ago

Community

Weekly Picks

The Most Undervalued of the Magnificent 7

CSL is undervalued in High Tax Scenario

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

I Expect New Biopharma Products And The Ivenix Pump Will Streamline Future Operations

Shift To Generative AI And Energy Sector Will Improve Future Prospects

Buybacks, 9% Dividend Increase And Platforms Will Unlock Capital

Acquisition In Turkey And New Verticals Will Strengthen Future Prospects

Investing In R&D And Smart Factories Will Prepare For AI-Led Super Cycle

Climate Volatility Will Impact Retail Sales, But TOPVALU BESTPRICE Could Draw More Customers Ahead

SMT Initiatives And Key Drug Expansion Expected To Strengthen Future Market Presence

Anticipated Revenue Declines And Shrinking Margins Could Harm Profitability

Investments In Aquila Capital And Payments Will Strengthen Future Operations

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Community

Weekly Picks

The Most Undervalued of the Magnificent 7

CSL is undervalued in High Tax Scenario

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Community Investing Ideas

I Expect New Biopharma Products And The Ivenix Pump Will Streamline Future Operations

Shift To Generative AI And Energy Sector Will Improve Future Prospects

Buybacks, 9% Dividend Increase And Platforms Will Unlock Capital

Acquisition In Turkey And New Verticals Will Strengthen Future Prospects

Investing In R&D And Smart Factories Will Prepare For AI-Led Super Cycle

Climate Volatility Will Impact Retail Sales, But TOPVALU BESTPRICE Could Draw More Customers Ahead

SMT Initiatives And Key Drug Expansion Expected To Strengthen Future Market Presence

Anticipated Revenue Declines And Shrinking Margins Could Harm Profitability

Investments In Aquila Capital And Payments Will Strengthen Future Operations

Value any company in seconds

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