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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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NIBE Industrier
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In Automation And North American Expansion Will Support Future Operations
Key Takeaways Projected sales and margin recovery may boost revenue through better demand-production alignment and U.S. market expansion. Cost-saving measures and reduced inventory could enhance margins and cash flow, supporting long-term growth from automation investments.
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SEK 44.35
FV
1.3% overvalued
intrinsic discount
5.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
4 days ago
author updated this narrative
Kanzhun
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
AI-Powered Recruitment And New Markets Will Fuel Future User Growth
Key Takeaways Growth in diverse user segments and AI tools enhances revenue potential and operational efficiency, improving net margins and competitiveness. Decreased share-based compensation and focus on small enterprise revenue diversification boosts profitability and supports stable earnings growth.
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US$20.97
FV
0.5% overvalued
intrinsic discount
12.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
Banco BPM
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
M&A Integration Will Stall Amid Rising Fintech Challenges
Key Takeaways Earnings growth may face headwinds if recent M&A, favorable markets, and wealth management demand prove unsustainable or economic and regulatory conditions worsen. Advances in cost efficiency from digital transformation may stall, as earlier gains relied on one-time synergies and further improvements could be tough compared to peers.
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€11.15
FV
3.6% overvalued
intrinsic discount
3.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Birkenstock Holding
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
APAC Expansion And Closed-Toe Shoes Will Drive Future Success
Key Takeaways The expansion into APAC and closed-toe shoes is expected to boost revenue and net margins through new market opportunities and higher selling prices. Growth in direct-to-consumer sales, operational efficiencies, and a growing loyalty program are anticipated to enhance gross margins and customer lifetime value.
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US$70.59
FV
31.7% undervalued
intrinsic discount
14.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
4 days ago
author updated this narrative
Aegon
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expansion In Insurance Distribution Network Will Extend Annuity And Life Insurance Reach
Key Takeaways Transforming Transamerica and expanding the U.S. insurance distribution network could boost sales and enhance profitability in annuities and life insurance. Strengthened performance in the U.K. and strong U.S. retirement plans growth signal potential revenue diversification and earnings stability.
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€6.77
FV
6.1% undervalued
intrinsic discount
-7.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
4 days ago
author updated this narrative
CCL Industries
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
New Plants In Vietnam And Germany Will Expand Future Production Capabilities
Key Takeaways Expansion into Vietnam and Germany is likely to drive revenue growth through strategic location and innovation in label production. Consolidation of ventures and reduced corporate expenses could enhance net earnings and margins, ensuring financial stability and growth.
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CA$91.70
FV
14.4% undervalued
intrinsic discount
3.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
Samsung Fire & Marine Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Expanding Through Re In Singapore And Risk Focus Will Boost Future Prospects
Key Takeaways Developing innovative products and strengthening sales channels could drive future revenue growth and profitability through improved CSM. Diversification in global business and asset management strategies could enhance revenue and earnings through new market expansion and higher investment returns.
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₩490.58k
FV
10.6% undervalued
intrinsic discount
-30.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
HELLA GmbH KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Electronics Order Wins And Cost Hurdles Will Shape Future Prospects
Key Takeaways Overly optimistic growth and margin expectations may overlook flat sales, operational pressures, and persistent volatility in key regions and product segments. Execution risks, restructuring costs, and reliance on ongoing innovation could constrain profitability and earnings despite widespread market enthusiasm.
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€70.00
FV
25.7% overvalued
intrinsic discount
1.05%
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
Solar Industries India
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Aatmanirbhar Bharat And Pinaka Rockets Contracts Will Strengthen Future Prospects
Key Takeaways Strong growth in the Defence sector and strategic government initiatives enhance Solar Industries India's competitive edge and net margins. Strategic investments and international expansion position the company for sustained revenue growth and improved earnings.
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₹15.94k
FV
6.6% undervalued
intrinsic discount
28.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
4 days ago
author updated this narrative
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