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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.

113

13 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.

6 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.

6 days ago

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Mediobanca Banca di Credito Finanziario

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

Wealth Management Focus Will Continue To Attract Net New Money

Key Takeaways Strategic focus on wealth management and CIB growth suggests increased revenue and sustainable fee income, bolstering overall financial performance. Expansion in Consumer Finance and capital-light operations improve net margins and profitability, enabling strong capital distribution and EPS growth.

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€17.19

8.8% undervalued

6.20%

Revenue growth p.a.

4 days ago

Informa

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

AI Investments And Expansion Into US And China Will Drive Future Success In Key Sectors

Key Takeaways Informa's strategic focus on high-growth markets and technology investments could enhance revenue, margins, and operational efficiencies. Expansion in B2B events and strategic partnerships may drive substantial revenue growth, supported by robust financial strategies like share buybacks.

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UK£9.81

29.5% undervalued

8.62%

Revenue growth p.a.

4 days ago

ASUSTeK Computer

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Edge AI Shift Will Drive AI PC Market Expansion In 2025

Key Takeaways ASUS is poised to benefit from AI trends, with edge-based AI and AI PCs driving potential revenue growth and increased market share. Strategic moves, like expanding AI server markets and adjusting to geopolitical challenges, aim to boost competitiveness and stabilize future earnings.

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NT$717.08

24.3% undervalued

14.33%

Revenue growth p.a.

4 days ago

ENEOS Holdings

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

Energy Initiatives And Operational Efficiencies Will Secure Future Revenue Stability

Key Takeaways JXAM's stock market transition aims to unlock growth potential and enhance shareholder returns while optimizing asset management and financial stability. Operational improvements and new energy ventures boost efficiency and profits, supporting future earnings growth and financial stability.

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JP¥943.33

26.2% undervalued

-0.31%

Revenue growth p.a.

4 days ago

Shriram Finance

AnalystConsensusTarget

Consensus Narrative from 33 Analysts

Expanding Used Vehicle Market And Green Financing Will Create Future Opportunities

Key Takeaways Strong rural credit demand and government projects are likely to drive loan and revenue growth in infrastructure and transportation sectors. Expansion into EV lending and green financing is expected to diversify revenue streams and positively impact future earnings.

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₹719.57

3.9% undervalued

25.09%

Revenue growth p.a.

4 days ago

Macrotech Developers

AnalystConsensusTarget

Consensus Narrative from 18 Analysts

Infrastructure Projects Near Palava Will Enhance Connectivity And Real Estate Value

Key Takeaways Strong presales growth and infrastructure projects are expected to boost revenue and margins, driven by robust residential demand. Strategic land monetization and market expansion can diversify revenue sources and increase earnings through premium pricing and leverage efficiency.

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₹1.41k

12.1% undervalued

18.44%

Revenue growth p.a.

4 days ago

NEXON

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

New Dungeon&Fighter Releases Will Drive Global Expansion, But Uncertainties May Impact Revenue Targets

Key Takeaways Co-development with Tencent and new Dungeon&Fighter titles aim to boost revenue via increased user acquisition, market expansion, and localized content for China. Investments in talent and content, along with a significant share buyback, focus on franchise longevity and enhancing shareholder value.

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JP¥2.41k

10.0% undervalued

2.28%

Revenue growth p.a.

4 days ago

Punjab National Bank

AnalystConsensusTarget

Consensus Narrative from 16 Analysts

Improved Asset Quality And Digital Transformation Will Support Future Performance

Key Takeaways Digital transformation investments in mobile and online platforms aim to boost customer acquisition and service efficiency, driving future revenue growth. Reduction in NPAs and recovery initiatives are expected to enhance asset quality, reduce credit costs, and potentially increase earnings per share.

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₹109.44

9.1% undervalued

12.20%

Revenue growth p.a.

4 days ago

Bureau Veritas

AnalystConsensusTarget

Consensus Narrative from 16 Analysts

Expansion Into Renewables And Cybersecurity Will Strengthen Market Leadership

Key Takeaways Bureau Veritas aims for growth via organic expansion in high-demand sectors and an accelerated M&A strategy, boosting revenue and market share. Investment in performance-led execution and sustainability services is expected to enhance margins, benefiting earnings and top-line growth.

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€34.52

22.8% undervalued

5.33%

Revenue growth p.a.

4 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

Wealth Management Focus Will Continue To Attract Net New Money

AI Investments And Expansion Into US And China Will Drive Future Success In Key Sectors

Edge AI Shift Will Drive AI PC Market Expansion In 2025

Energy Initiatives And Operational Efficiencies Will Secure Future Revenue Stability

Expanding Used Vehicle Market And Green Financing Will Create Future Opportunities

Infrastructure Projects Near Palava Will Enhance Connectivity And Real Estate Value

New Dungeon&Fighter Releases Will Drive Global Expansion, But Uncertainties May Impact Revenue Targets

Improved Asset Quality And Digital Transformation Will Support Future Performance

Expansion Into Renewables And Cybersecurity Will Strengthen Market Leadership

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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

Wealth Management Focus Will Continue To Attract Net New Money

AI Investments And Expansion Into US And China Will Drive Future Success In Key Sectors

Edge AI Shift Will Drive AI PC Market Expansion In 2025

Energy Initiatives And Operational Efficiencies Will Secure Future Revenue Stability

Expanding Used Vehicle Market And Green Financing Will Create Future Opportunities

Infrastructure Projects Near Palava Will Enhance Connectivity And Real Estate Value

New Dungeon&Fighter Releases Will Drive Global Expansion, But Uncertainties May Impact Revenue Targets

Improved Asset Quality And Digital Transformation Will Support Future Performance

Expansion Into Renewables And Cybersecurity Will Strengthen Market Leadership

Value any company in seconds

Popular companies