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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
26
users have liked this narrative
7
users have commented on this narrative
74
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
96
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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MIND
Mindspace Business Parks REIT
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Mumbai, Hyderabad And Pune Offices Will Fuel Future Momentum
Key Takeaways Strong demand from India's growing IT and GCC sectors is driving high occupancy, rising rents, and stable long-term cash flows in premium office markets. Strategic developments, acquisitions, and improved financing conditions are set to boost earnings, portfolio growth, and returns to unitholders.
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₹426.43
FV
1.8% undervalued
intrinsic discount
11.70%
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
3 days ago
author updated this narrative
Ipsos
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Advancements In AI And Digital Platforms Will Shape Future Success
Key Takeaways Digital innovation and AI integration drive faster insights, operational efficiency, and higher margins across Ipsos' evolving business mix. Strategic acquisitions, compliance leadership, and cost controls enhance market positioning, client retention, and set the stage for sustained revenue and profit growth.
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€63.56
FV
39.2% undervalued
intrinsic discount
4.77%
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
3 days ago
author updated this narrative
Alimentation Couche-Tard
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Potential 7-Eleven Acquisition Will Strengthen Global Brand Presence
Key Takeaways The acquisition of Seven & i Holdings and TotalEnergies' assets in Europe is set to boost global growth and reduce expenses. Strategic investments in food programs, new stores, and EV infrastructure are likely to drive revenue growth and improve profit margins.
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CA$82.73
FV
15.4% undervalued
intrinsic discount
1.93%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
88
users have followed this narrative
3 days ago
author updated this narrative
Americana Restaurants International
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
240 New Restaurant Openings Will Drive Digital Transformation In MENA
Key Takeaways Rapid expansion in high-growth markets and digital-driven innovation position the company for sustained revenue and earnings growth, targeting youthful and urban consumers. Operational efficiencies, brand diversification, and technology investments enhance margins, reduce costs, and provide resilience against competitive and market pressures.
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د.إ2.85
FV
26.9% undervalued
intrinsic discount
10.90%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
3 days ago
author updated this narrative
Alimak Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Urbanization And Digitalization Will Expand Recurring Service Opportunities
Key Takeaways Growing demand for industrial solutions and workplace safety is driving recurring, higher-margin revenues and strengthening earnings stability. Strategic acquisitions, digital innovation, and cost efficiency efforts are positioning Alimak for sustained margin expansion and enhanced market presence.
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SEK 161.75
FV
0.8% overvalued
intrinsic discount
3.55%
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
3 days ago
author updated this narrative
Odfjell Drilling
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Carbon Storage Projects Will Open New Revenue Streams And Improve Utilization
Key Takeaways Contract extension and future higher day rates ensure revenue growth, earnings stability, and boost EBITDA margins. Incremental demand from carbon storage projects and reduced debt obligations enhance revenue streams and cash flow, benefiting shareholder distributions.
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NOK 84.28
FV
14.2% undervalued
intrinsic discount
6.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
Envipco Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
European DRS Focus Will Fuel New Market Expansion
Key Takeaways Envipco's positioning to leverage European DRS legislation and invest in greenfield markets like Poland and the UK could drive significant revenue growth. Strategic focus on improving gross margins and operational efficiency, alongside working capital management, may enhance profitability and net earnings growth.
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€9.38
FV
18.1% undervalued
intrinsic discount
51.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
National Energy Services Reunited
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into Jafurah Field And ROYA Drilling Will Strengthen Future Prospects
Key Takeaways NESR's expansion into unconventional gas projects in the Middle East and new market entries are poised to drive future revenue growth. Technological advances and decarbonization projects offer revenue diversification and margin improvement opportunities, while strong cash flow supports growth investments.
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US$12.00
FV
44.6% undervalued
intrinsic discount
4.23%
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
3 days ago
author updated this narrative
GrainCorp
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
I Expect Expansion Into Agri-Energy And Animal Nutrition Sectors Will Enhance Operational Efficiency And Open New Markets
Key Takeaways Record oilseed crush volumes and Animal Nutrition expansion enhance efficiency, potentially boosting future revenue. Strategic partnerships and diversification efforts in energy and port operations could significantly improve revenue streams and utilization rates.
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AU$8.83
FV
13.7% undervalued
intrinsic discount
-1.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 days ago
author updated this narrative
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