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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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Olectra Greentech
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Electric Bus Manufacturer Will Ramp Up Production To 10,000 Units With Blade Battery Tech
Key Takeaways Technological advancements and increased production capacity position Olectra Greentech for future revenue growth in the electric bus market. Diversification into BESS and operational efficiencies could boost long-term earnings and improve margins.
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₹1.49k
FV
4.5% undervalued
intrinsic discount
37.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
Luceco
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New EV Products And Acquisitions Will Unveil Opportunities In Energy Management
Key Takeaways New product launches in EV solutions are expected to drive revenue growth by expanding into residential and commercial markets. Acquisitions and manufacturing efficiencies are projected to enhance margins, contributing to overall earnings strength.
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UK£1.89
FV
32.8% undervalued
intrinsic discount
5.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
4 days ago
author updated this narrative
Resimac Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Westpac Portfolio Integration And Digital Transformation Will Drive Future Profitability
Key Takeaways Strategic acquisitions and automation initiatives are driving Resimac's growth, efficiency, and revenue, enhancing overall financial performance. Successful loan campaigns and favorable interest rate conditions are boosting application volumes and net interest margins, improving profitability.
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AU$0.94
FV
4.8% undervalued
intrinsic discount
120.98%
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
4 days ago
author updated this narrative
Vodafone Qatar P.Q.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
5G And Digital Infrastructure Will Expand Qatar Connectivity
Key Takeaways Expansion in 5G, digital transformation, and smart city initiatives is driving sustainable revenue growth and increased profitability through improved customer reach and efficiency. Strategic focus on higher-margin enterprise solutions and rigorous cost optimization strengthens financial resilience and supports long-term profit improvement.
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ر.ق2.49
FV
5.0% undervalued
intrinsic discount
2.16%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
Skipper
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Transmission Infrastructure And Renewables Will Expand Global Exports
Key Takeaways Expansion in capacity and strategic shift into higher-value services and exports will diversify revenue sources and strengthen margins. Digitalization and automation initiatives are expected to increase competitiveness, pricing power, and long-term profitability.
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₹650.00
FV
21.1% undervalued
intrinsic discount
17.22%
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
CMC Markets
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Assets And Web 30 Will Expand Trading Reach
Key Takeaways Push into digital assets and platform innovation positions CMC to capitalize on the convergence of traditional and decentralized finance for long-term growth. Expansion of B2B partnerships and ongoing investments in technology enhance earnings resilience, operational efficiency, and income diversification.
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UK£2.85
FV
18.6% undervalued
intrinsic discount
2.76%
Revenue growth p.a.
Set Fair Value
1
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
Guidewire Software
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Accelerating Cloud Adoption And AI Will Transform Future Of Insurance Industry
Key Takeaways The industry's shift to cloud-based systems supports future revenue growth, benefiting from increased migration to Guidewire's platform and global market expansion. Strategic moves into analytics and AI, along with improved margins and operating efficiency, forecast long-term earnings enhancement.
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US$249.79
FV
14.6% undervalued
intrinsic discount
15.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
Greenlam Industries
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Capacity Expansions And New Product Lines Will Boost International Market Presence
Key Takeaways Capacity expansion and stabilization plans aimed at capturing market share and revenue growth could drive significant future earnings. Prospective logistics improvements and international market gains may enhance net margins and boost revenues through competitive advantages.
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₹274.62
FV
17.0% undervalued
intrinsic discount
17.19%
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
Fagron
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
APAC Expansion And Compounding Services Will Unlock Future Value
Key Takeaways Expansion into new regions and focus on personalized pharmaceuticals positions Fagron for future global growth as demand rises from aging populations and chronic conditions. Investment in automation, facility expansion, and quality strengthens operational efficiency and market leadership, paving the way for margin and earnings growth.
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€24.84
FV
17.1% undervalued
intrinsic discount
7.42%
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
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