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Weekly Picks

Investor

Investingwilly

Community Contributor

The "Boring" Money Printer

Meet Investor AB In a financial world often rocked by inflation, geopolitical shocks, and rapidly changing technology, few companies offer the kind of steady hand that Investor AB does. As Sweden’s largest investment company and a key part of the Wallenberg sphere , Investor AB has shown an unmatched ability to weather economic turbulence – not just for a few years, but for over a century.

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SEK 350.00

17.0% undervalued

10.79%

Revenue growth p.a.

18 days ago

Bayerische Motoren Werke

Unike

Community Contributor

BMW cruising ahead with new EVs and premium models to boost revenue 5%

Catalysts Most Immediate Catalysts (1–2 Years) Strong EV Expansion: BMW’s iX, i4, and upcoming Neue Klasse EVs are set to drive revenue growth as the EV transition accelerates. Luxury & Premium Market Strength: The high-end market remains resilient, supporting BMW’s strong pricing power and margins.

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€135.07

44.6% undervalued

5.00%

Revenue growth p.a.

about 2 months ago

Novo Nordisk

Tokyo

Community Contributor

EU#2 - From Humble Beginnings to Global Powerhouse

Novo Nordisk, one of the world’s leading pharmaceutical companies, has a unique and inspiring origin story rooted in personal tragedy and scientific curiosity. The company’s roots date back to the 1920s, when Danish Nobel laureate August Krogh, a renowned physiologist, and his wife Marie, who suffered from type 2 diabetes, traveled to Canada.

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DKK 851.04

46.4% undervalued

22.49%

Revenue growth p.a.

1 day ago

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Strabag

AnalystConsensusTarget

Consensus Narrative from 2 Analysts

Declining Residential Construction In Europe Will Hurt Future Earnings

Key Takeaways Heavy reliance on public sector contracts creates risk of revenue volatility with potential shifts in public spending priorities. Investment in decarbonization could strain short-term earnings, despite its alignment with future energy transition trends.

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€64.15

29.2% overvalued

6.31%

Revenue growth p.a.

2 days ago

Seatrium

AnalystConsensusTarget

Consensus Narrative from 9 Analysts

Operational Excellence And Green Initiatives Will Drive Future Success

Key Takeaways Seatrium's diversification into green technologies positions it to benefit from the energy transition and boost revenue from new markets. Operational excellence, procurement savings, and a focus on sustainability strengthen Seatrium's financial position, improving margins, earnings, and shareholder value.

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S$2.78

30.1% undervalued

5.95%

Revenue growth p.a.

2 days ago

Nexans

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

Electrification Shift Will Boost PWR-Transmission, Grid And Connect Segments

Key Takeaways Nexans' focus on electrification and strategic PWR business growth is expected to drive revenue and support earnings through robust organic growth. Divestments and premiumization efforts aim to streamline operations, enhance net margins, and free cash flow for reinvestment.

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€115.11

15.1% undervalued

-2.85%

Revenue growth p.a.

2 days ago

Fraport

AnalystConsensusTarget

Consensus Narrative from 18 Analysts

Delayed Aircraft Deliveries And Rising Costs Will Reduce Future Profits At Frankfurt Airport

Key Takeaways Maintenance issues, operational cost increases, and labor expenses could limit Fraport's revenue growth and compress net margins. Infrastructure expansion contrasts with potential slow passenger recovery, affecting EBITDA and long-term growth.

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€63.76

7.6% undervalued

2.03%

Revenue growth p.a.

2 days ago

Emperador

AnalystConsensusTarget

Consensus Narrative from 7 Analysts

Los Danzantes Acquisition And New Launches Will Boost Market Appeal

Key Takeaways Emperador's premiumization strategy and cost reductions aim to enhance revenue and improve net margins by offering high-margin products and reducing supply chain costs. Targeting new market segments, such as Gen Z and broader audiences, aims to boost sales, with cost-sharing to mitigate U.S. tariff impacts stabilizing earnings.

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₱13.81

5.9% undervalued

5.69%

Revenue growth p.a.

2 days ago

Storebrand

AnalystConsensusTarget

Consensus Narrative from 7 Analysts

Aggressive Share Buybacks May Jeopardize Future Earnings In Nordic Pension Market

Key Takeaways Storebrand's Nordic presence and strategic focus on pensions and asset management drive revenue growth and market share expansion. Digital investments and sustainability commitment potentially boost customer satisfaction, efficiency, and revenue, while share buybacks ensure shareholder returns amidst future earnings leverage risks.

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NOK 131.67

2.6% undervalued

-48.12%

Revenue growth p.a.

2 days ago

DEXUS

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Divesting $2 Billion In Assets Will Strengthen Future Portfolio Quality

Key Takeaways Divesting assets and focusing on premium-grade properties is expected to enhance portfolio quality and strengthen financial metrics positively. Expanding the funds management business and strategic portfolio positioning anticipates strong income growth through rent increases and reduced vacancy risks.

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AU$8.13

7.6% undervalued

11.22%

Revenue growth p.a.

2 days ago

Sulzer

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

Focus On Essential Industries And Operational Efficiencies Will Drive Future Success

Key Takeaways Strategic expansion in growing essential industries and innovation hubs boosts order intake and sales growth, enhancing future revenues and earnings. Focus on operational efficiencies and improved supply chain management is set to increase profitability, supporting higher gross margins and earnings.

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CHF 158.00

8.5% undervalued

4.37%

Revenue growth p.a.

2 days ago

S-Oil

AnalystConsensusTarget

Consensus Narrative from 24 Analysts

Shaheen Project Completion Will Improve Petrochemical And Lube Outlook

Key Takeaways The Shaheen Project and improved refining margins are expected to enhance S-Oil's competitive edge and long-term earnings growth. Rising demand and economic recovery are set to boost petrochemical and Lube business revenues, while maintaining a solid dividend policy may attract investors.

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₩72.85k

28.5% undervalued

-2.66%

Revenue growth p.a.

2 days ago

Community

Weekly Picks

The "Boring" Money Printer

BMW cruising ahead with new EVs and premium models to boost revenue 5%

EU#2 - From Humble Beginnings to Global Powerhouse

Declining Residential Construction In Europe Will Hurt Future Earnings

Operational Excellence And Green Initiatives Will Drive Future Success

Electrification Shift Will Boost PWR-Transmission, Grid And Connect Segments

Delayed Aircraft Deliveries And Rising Costs Will Reduce Future Profits At Frankfurt Airport

Los Danzantes Acquisition And New Launches Will Boost Market Appeal

Aggressive Share Buybacks May Jeopardize Future Earnings In Nordic Pension Market

Divesting $2 Billion In Assets Will Strengthen Future Portfolio Quality

Focus On Essential Industries And Operational Efficiencies Will Drive Future Success

Shaheen Project Completion Will Improve Petrochemical And Lube Outlook

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Community

Weekly Picks

The "Boring" Money Printer

BMW cruising ahead with new EVs and premium models to boost revenue 5%

EU#2 - From Humble Beginnings to Global Powerhouse

Community Investing Ideas

Declining Residential Construction In Europe Will Hurt Future Earnings

Operational Excellence And Green Initiatives Will Drive Future Success

Electrification Shift Will Boost PWR-Transmission, Grid And Connect Segments

Delayed Aircraft Deliveries And Rising Costs Will Reduce Future Profits At Frankfurt Airport

Los Danzantes Acquisition And New Launches Will Boost Market Appeal

Aggressive Share Buybacks May Jeopardize Future Earnings In Nordic Pension Market

Divesting $2 Billion In Assets Will Strengthen Future Portfolio Quality

Focus On Essential Industries And Operational Efficiencies Will Drive Future Success

Shaheen Project Completion Will Improve Petrochemical And Lube Outlook

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