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Community Investing Ideas
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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Max Financial Services
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Leveraging Axis Bank's Recognition Will Expand Reach Into Tier-2 And Tier-3 Cities
Key Takeaways Strategic rebranding and new partnerships aim to deepen market penetration and sustain revenue and market share growth across distribution channels. Innovations in product offerings and digital transformation are designed to improve margins and operational efficiency through enhanced customer experience and optimized risk management.
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₹1.73k
FV
10.0% undervalued
intrinsic discount
15.31%
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
Dangote Cement
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
African Urbanization And Expansion Will Drive Enduring Cement Demand
Key Takeaways Geographic expansion and export growth are strengthening revenue diversification and positioning the company to benefit from Africa's urbanization and infrastructure trends. Cost-saving investments in logistics, alternative fuels, and vertical integration are reinforcing its low-cost advantage and supporting sustained profitability.
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₦549.85
FV
4.9% overvalued
intrinsic discount
18.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
21
users have followed this narrative
4 days ago
author updated this narrative
Fluidra
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Home Improvement Demand And Aftermarket Opportunities Will Redefine Industry Dynamics
Key Takeaways Expansion in aftermarket, smart solutions, and dealer-focused strategies is driving stable growth, stronger margins, and improved market share across key regions and segments. Operational efficiencies and exposure to global commercial pool projects are fortifying long-term profitability, revenue resilience, and future growth opportunities.
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€25.92
FV
9.7% undervalued
intrinsic discount
4.31%
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
4 days ago
author updated this narrative
Charter Hall Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Development Pipeline Of $133 Billion Will Strengthen Market Position
Key Takeaways Charter Hall Group's development pipeline and strong investor demand suggest future income growth, attracting new capital and boosting revenues and earnings stability. Strategic focus on prime office assets and convenience net lease retail sector strengthens revenue streams, enhancing net asset value and earnings metrics.
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AU$19.04
FV
13.9% overvalued
intrinsic discount
18.05%
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
AGL Energy
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Electrification Initiatives Will Leverage Growing NEM Demand By 2050
Key Takeaways Expansion and strategic investments aim to boost revenue, improve stability, and enhance operational efficiencies in the rapidly evolving energy market. Focus on electrification and innovative energy solutions could capture growing demand and protect margins against market volatility and contract expirations.
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AU$12.01
FV
16.4% undervalued
intrinsic discount
-1.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
4 days ago
author updated this narrative
Ipca Laboratories
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expansion Into Flexicare And Dermatology Will Strengthen Future Performance
Key Takeaways Significant growth in domestic formulations and strategic new verticals suggest strong future revenue and earnings potential. Improved EBITDA margins and operational efficiencies indicate robust net margins and future earnings growth opportunities.
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₹1.50k
FV
10.6% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 days ago
author updated this narrative
Mapletree Industrial Trust
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Tokyo Acquisition And Occupancy Gains To Propel Growth In Data Center Market
Key Takeaways Tokyo property acquisition and power plans position for growth in data center market, enhancing revenue streams. Lease expirations and expected rate cuts could improve net margins despite short-term earnings impact.
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S$2.26
FV
11.6% undervalued
intrinsic discount
1.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
4 days ago
author updated this narrative
DKSH Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Asia Pacific Expansion And Digitalization Will Fuel Sustainable Success
Key Takeaways Strong organic and inorganic growth is driven by Asia-Pacific demand, strategic partnerships, commercial outsourcing trends, and an accelerated M&A pipeline. Enhanced digitalization and ESG leadership improve operational efficiency, client retention, regulatory compliance, and establish DKSH as a preferred, future-ready partner in core markets.
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CHF 77.17
FV
25.2% undervalued
intrinsic discount
2.21%
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
5E2
Seatrium
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Offshore Wind And Decarbonization Will Elevate Clean Energy
Key Takeaways Expansion into offshore wind and energy transition projects worldwide is diversifying revenue streams and leveraging global decarbonization trends. Operational efficiency, digitalization, and cost reductions are strengthening margins and supporting consistent long-term earnings growth.
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S$2.76
FV
14.3% undervalued
intrinsic discount
-1.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
4 days ago
author updated this narrative
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