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Global Community
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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
26
users have liked this narrative
7
users have commented on this narrative
73
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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United Breweries
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
India's Urbanization And Middle Class Will Drive Premium Beer Demand
Key Takeaways Aggressive expansion, operational efficiencies, and rural cold chain investments will drive significant market share gains and margin improvements beyond analyst expectations. Rising middle-class demand and rapid premiumization position United Breweries for transformative, multi-year growth in both revenue and profitability.
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₹2.42k
FV
20.6% undervalued
intrinsic discount
15.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Arcadis
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Urbanization And AI Will Accelerate Smart Infrastructure Delivery
Key Takeaways Large-scale project wins and ramping water infrastructure investments are set to accelerate revenue growth, enhance margins, and drive recurring cash flow uplift. Shifting to digital and AI-enabled offerings with proprietary platforms boosts high-margin recurring revenue, while Global Excellence Centers and key client focus support sustained profitability.
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€70.50
FV
41.0% undervalued
intrinsic discount
-3.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Evolv Technologies Holdings
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Urbanization And AI Will Revolutionize Touchless Screening
Key Takeaways Surging regulatory mandates and expanding venue categories are set to accelerate adoption, greatly enlarging recurring revenue streams and addressable markets ahead of analyst expectations. Operational improvements and new product launches strengthen scalability, boost customer retention, and support margin expansion through increased cross-selling and higher customer value.
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US$8.25
FV
11.6% undervalued
intrinsic discount
21.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
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Yakult HonshaLtd
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Rising Health Consciousness And International Markets Will Drive Demand
Key Takeaways Strong international demand growth and innovative premium strategies position Yakult for sustainable topline and margin expansion beyond current market expectations. Structural health trends and enhanced shareholder returns support long-term profit growth and improved investor confidence.
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JP¥3.60k
FV
32.7% undervalued
intrinsic discount
3.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Turkcell Iletisim Hizmetleri
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
5G, Cloud And Smartphone Trends Will Drive Digital Expansion
Key Takeaways Positioning as a regional data hub and leveraging advanced infrastructure may drive revenue growth and margin outperformance beyond current market expectations. Integration of digital services and strong demographic tailwinds foster durable, high-margin growth, while renewable energy investments provide cost and earnings stability.
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₺195.63
FV
50.8% undervalued
intrinsic discount
34.31%
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
2 days ago
author updated this narrative
Arkema
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Urbanization And Sustainability Will Drive Specialty Materials Demand
Key Takeaways Strategic focus on specialty materials and rapid innovation enables sustainable, high-margin growth across advanced technology sectors, reducing vulnerability to commodity cycles. Structural cost savings and disciplined capital allocation drive stronger free cash flow, supporting greater shareholder returns through dividends, buybacks, and targeted acquisitions.
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€99.95
FV
37.6% undervalued
intrinsic discount
3.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
Thermax
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Urbanization And Global Decarbonization Will Accelerate Clean Energy Solutions
Key Takeaways Shift to high-margin, innovative energy transition products and selective project mix drives robust revenue growth, margin expansion, and enduring profitability above market expectations. Strong R&D, geographic diversification, and early-mover advantage in clean tech enhance resilience, recurring revenue, and earnings stability across multiple end-markets.
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₹4.76k
FV
31.3% undervalued
intrinsic discount
18.66%
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
2 days ago
author updated this narrative
Fulgent Genetics
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Declining Sequencing Costs And Precision Medicine Will Expand Markets
Key Takeaways Rapid execution in sales force expansion, managed care, and international launches positions Fulgent for market share gains and multi-year revenue diversification. Proprietary drug delivery and genomic sequencing advances enable accelerated entry into new therapeutic areas, margin improvement, and industry-leading growth potential.
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US$30.00
FV
32.1% undervalued
intrinsic discount
10.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
narrative
Page Industries
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
Growing Middle Class And Digital Retail Will Drive Apparel Demand
Key Takeaways Deeper penetration in smaller cities, premiumization, and e-commerce growth could significantly outperform forecasts, driving sustained revenue growth and higher profit margins. Enhanced supply chain efficiency and focus on emerging segments like women's and kidswear position the company for margin expansion and market share gains ahead of competitors.
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₹57.50k
FV
22.0% undervalued
intrinsic discount
15.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 days ago
author updated this narrative
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