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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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Associated British Foods
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Primark's Expansion And Click & Collect Will Attract Future Customers
Key Takeaways Primark's expansion and digital initiatives are poised to boost revenue and customer engagement across key markets. Strategic sustainability and efficient capital allocation hint at enhanced financial returns and strong shareholder value through dividends.
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UK£22.30
FV
0.8% undervalued
intrinsic discount
2.97%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
53
users have followed this narrative
4 days ago
author updated this narrative
Tata Steel
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Kalinganagar, Ludhiana And Decarbonization Will Unlock New Opportunities
Key Takeaways Expanding production capacity and shifting to value-added steel products will drive revenue growth and profitability, leveraging rising demand in infrastructure and emerging low-carbon steel markets. Focused cost reduction, digitization, and regulatory navigation strengthen operational efficiency, market access, and earnings resilience across global operations.
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₹167.37
FV
5.1% undervalued
intrinsic discount
7.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
4 days ago
author updated this narrative
CLP Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Hong Kong Grid Upgrades And Asia Renewables Will Drive Progress
Key Takeaways Grid modernization and renewable energy investments, backed by government support and strategic financing, underpin predictable growth and stable earnings. Expansion in battery storage, digitalization, and disciplined partnerships is driving operational efficiency, risk reduction, and diversified income streams.
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HK$72.36
FV
7.1% undervalued
intrinsic discount
1.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 days ago
author updated this narrative
NEC
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Transformation And AI Will Unlock Future Value
Key Takeaways Strong demand for digital transformation and smart city solutions is driving significant revenue growth and operating margin improvement across high-value business units. Focus on operational efficiency, digital consulting, and innovation positioning supports sustainable earnings growth and successful transition toward higher-margin, value-added services.
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JP¥4.28k
FV
8.0% overvalued
intrinsic discount
2.76%
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
Industries Qatar Q.P.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
DR-1 And DR-2 Operations Will Capitalize On Low-Carbon Steel Demand
Key Takeaways The blue ammonia project completion is expected to generate a premium revenue stream, enhancing future earnings and stabilizing revenues. Targeting low-carbon steel markets and strong cash reserves allow strategic investments, supporting sustainable products and future growth initiatives.
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ر.ق14.84
FV
10.9% undervalued
intrinsic discount
5.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 days ago
author updated this narrative
Rheinmetall
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Vision 2030 Will Advance Defense And Manufacturing Capabilities
Key Takeaways The high demand for artillery from Ukraine and potential large contracts could significantly boost revenue and manufacturing capacity. Progress towards debt-free status and strategic acquisitions are likely to improve financial stability and enhance net margins.
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€2.10k
FV
22.7% undervalued
intrinsic discount
32.94%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
1
users have commented on this narrative
245
users have followed this narrative
4 days ago
author updated this narrative
Epiroc
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Autonomous And Electric Equipment Will Revolutionize Global Mining
Key Takeaways Rising demand for autonomous, electrified equipment and digital solutions positions Epiroc for higher recurring, high-margin revenues as mining modernization accelerates. Efficiency initiatives and a growing aftermarket service focus are improving cost structures and revenue stability, supporting long-term earnings and margin expansion.
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SEK 210.16
FV
6.0% undervalued
intrinsic discount
4.24%
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
Sonova Holding
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Launch Of Infinio And Sphere Hearing Aids Will Drive Future Performance
Key Takeaways Successful product launches and innovative features in hearing aids and cochlear implants boost future sales potential and revenue growth. Strategic cost management and efficiency improvements are expected to enhance net margins and operational performance.
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CHF 260.47
FV
13.7% undervalued
intrinsic discount
5.34%
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
CTBC Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
AI Integration And IFRS 17 Adoption Will Strengthen Future Prospects
Key Takeaways CTBC Holding's strategic overseas expansion and AI integration are driving growth and enhancing operational efficiency, improving margins and profitability. Strategic shifts in investment and product offerings, along with global deployments, position CTBC to capitalize on supply chain shifts and stabilize earnings.
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NT$45.07
FV
4.1% undervalued
intrinsic discount
-33.07%
Revenue growth p.a.
Set Fair Value
0
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
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