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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

37.8% 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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Heineken

AnalystConsensusTarget

Consensus Narrative from 22 Analysts

Expansion Into Brazil, Mexico, And Vietnam Will Strengthen Future Global Presence

Key Takeaways Strategic focus on premiumization and digital investments is expected to drive higher margins and improved earnings over time. Expansion in high-potential markets and strong financial discipline could lead to significant volume growth and potential EPS growth.

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€91.76

14.0% undervalued

3.09%

Revenue growth p.a.

5 days ago

Barclays

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

Integration Of Tesco Bank Will Expand UK Customer Base

Key Takeaways Barclays aims to boost returns and shareholder value with disciplined execution of a 3-year plan, and a focus on U.K. market growth via strategic acquisitions and RWAs reallocation. Cost-efficiency initiatives and organic growth in the U.S. Consumer Bank support earnings growth, focusing on optimizing operations and retaining card receivables.

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UK£3.46

19.9% undervalued

8.19%

Revenue growth p.a.

5 days ago

Vale

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

Shift To Carajás High-Quality Iron Ore Will Improve Efficiency By 2027

Key Takeaways Strategic facility expansions and project ramp-ups are set to significantly boost production efficiency, revenue, and net margins. Portfolio shifts and capital expenditure optimizations aim to increase profitability and improve shareholder returns through enhanced cash flow.

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R$74.20

28.7% undervalued

4.50%

Revenue growth p.a.

5 days ago

CaixaBank

AnalystConsensusTarget

Consensus Narrative from 21 Analysts

Spain's Economic Growth Will Foster Future Expansion In Wealth Management Products Like MyBox

Key Takeaways Strong growth in customer funds and loans, along with positive earnings impact from increased NII and service revenue, supports robust future revenue potential. Strategic focus on wealth management and a notable market share in insurance products contribute to maintaining high net margins and enhancing EPS.

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€6.95

3.3% undervalued

3.28%

Revenue growth p.a.

5 days ago

Goodman Group

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

The $4 Billion Capital Raising Will Fortify Capital Structure For Future Development

Key Takeaways Strategic focus on data centers and significant partnerships are expected to drive revenue growth and enhance long-term earnings stability. Capital raising and low gearing ratio aim to support sustainable EPS growth while efficiently managing financial risk.

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AU$36.79

23.5% undervalued

10.33%

Revenue growth p.a.

5 days ago

NTPC

AnalystConsensusTarget

Consensus Narrative from 27 Analysts

Renewable And Nuclear Expansion Will Secure Future Earnings Stability

Key Takeaways NTPC's diversification into renewable energy and energy storage suggests potential for revenue growth and long-term earnings stability aligned with clean energy trends. Initiatives to boost coal mining and meet environmental standards aim to enhance operational efficiency, fuel security, and net margins.

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₹413.81

11.9% undervalued

4.01%

Revenue growth p.a.

5 days ago

Danone

AnalystConsensusTarget

Consensus Narrative from 22 Analysts

Essensis Ultra-Premium Range And AI Investments Will Boost Future Profitability

Key Takeaways Strategic investments in brands, operational excellence, and AI technology aim to boost efficiency and improve margins by reducing costs and enhancing supply chains. Focus on science-driven innovation and multichannel expansion supports revenue growth, leveraging emerging health trends and capturing diverse revenue streams.

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€72.42

1.8% overvalued

3.17%

Revenue growth p.a.

5 days ago

Mitsubishi Heavy Industries

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Strong Order Intake In GTCC And Aero Engines Will Support Future Expansion And Operational Success

Key Takeaways Increased order intake in key sectors and strategic initiatives improve operational efficiency, boosting future revenue and earnings projections. Depreciation of the yen and improved cash flow management enhance short-term profit margins and financial health.

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JP¥2.61k

0.7% undervalued

7.07%

Revenue growth p.a.

5 days ago

Deutsche Post

AnalystConsensusTarget

Consensus Narrative from 18 Analysts

Fit For Growth Program Will Improve Operational Efficiency By 2026

Key Takeaways Operational enhancements and strategic focus, like Fit for Growth and geographic expansion, are poised to boost efficiency, margins, and revenue growth. Initiatives in Express and Supply Chain, combined with a share buyback program, are expected to elevate profitability and shareholder value.

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€43.83

18.4% undervalued

2.96%

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

Expansion Into Brazil, Mexico, And Vietnam Will Strengthen Future Global Presence

Integration Of Tesco Bank Will Expand UK Customer Base

Shift To Carajás High-Quality Iron Ore Will Improve Efficiency By 2027

Spain's Economic Growth Will Foster Future Expansion In Wealth Management Products Like MyBox

The $4 Billion Capital Raising Will Fortify Capital Structure For Future Development

Renewable And Nuclear Expansion Will Secure Future Earnings Stability

Essensis Ultra-Premium Range And AI Investments Will Boost Future Profitability

Strong Order Intake In GTCC And Aero Engines Will Support Future Expansion And Operational Success

Fit For Growth Program Will Improve Operational Efficiency By 2026

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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

Expansion Into Brazil, Mexico, And Vietnam Will Strengthen Future Global Presence

Integration Of Tesco Bank Will Expand UK Customer Base

Shift To Carajás High-Quality Iron Ore Will Improve Efficiency By 2027

Spain's Economic Growth Will Foster Future Expansion In Wealth Management Products Like MyBox

The $4 Billion Capital Raising Will Fortify Capital Structure For Future Development

Renewable And Nuclear Expansion Will Secure Future Earnings Stability

Essensis Ultra-Premium Range And AI Investments Will Boost Future Profitability

Strong Order Intake In GTCC And Aero Engines Will Support Future Expansion And Operational Success

Fit For Growth Program Will Improve Operational Efficiency By 2026

Value any company in seconds

Popular companies