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Weekly Picks

Alphabet

Investingwilly

Community Contributor

The Most Undervalued of the Magnificent 7

Alphabet Inc., the parent company of Google, stands as a cornerstone of the tech world, leading in search, digital advertising, AI, and cloud computing. Despite its dominance and innovation, Alphabet is currently the cheapest stock among the “Magnificent 7” (the seven largest U.S. tech companies by market capitalization).

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US$237.43

36.3% undervalued

10.00%

Revenue growth p.a.

117

14 days ago

CSL

Ramsee

Community Contributor

CSL is undervalued in High Tax Scenario

CSL Limited: Fair Value Assessment Amidst Evolving US Tariff Scenarios Executive Summary This report provides an assessment of the fair value of CSL Limited (CSL) under various potential United States (US) tariff scenarios. CSL, a global biotechnology leader with significant operations in plasma therapies (CSL Behring), influenza vaccines (CSL Seqirus), and iron/nephrology treatments (CSL Vifor), faces potential impacts from evolving US trade policies.

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AU$263.33

9.1% undervalued

6.00%

Revenue growth p.a.

6 days ago

PVA TePla

Minesweeper

Community Contributor

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Summary Founded on 1977, PVA Tepla is a German company that operates through Semiconductor Systems and Industrial Systems segments. They are material science experts.

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€19.19

20.8% undervalued

22.00%

Revenue growth p.a.

6 days ago

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Engie Brasil Energia

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

Analysts Project PE Ratio To Exceed BR Renewable Energy Industry Average Despite Stable Share Count

Key Takeaways Completion and operation of new projects boost capacity and may enhance future revenue. ESG enhancements and market expansion signal strong strategic positioning, potentially increasing brand value and revenue stability.

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R$39.79

1.2% undervalued

0.014%

Revenue growth p.a.

4 days ago

Mercury NZ

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Renewable Investments And Customer Expansion Expected To Strengthen Future Stability

Key Takeaways Heavy investment in renewable projects and electrification is expected to boost revenue, stabilize against price volatility, and enhance customer connections. Focus on energy security, generation efficiency, and customer satisfaction should ensure revenue stability, margin improvements, and robust earnings growth.

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NZ$6.43

9.8% undervalued

-1.06%

Revenue growth p.a.

4 days ago

Gaztransport & Technigaz

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

Global Energy Transitions Will Drive Future Demand For LNG And Ethane Carriers

Key Takeaways GTT's innovative designs and digital solutions are set to enhance operational efficiency, reduce costs, and diversify revenue streams. Anticipated global LNG demand and favorable market conditions are expected to drive revenue and earnings growth for GTT.

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€179.83

24.1% undervalued

5.07%

Revenue growth p.a.

4 days ago

Ypsomed Holding

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

GLP-1 Partnerships And Capacity Expansion To Drive Revenue Growth And Boost Margins

Key Takeaways Ypsomed's shift to a B2B model and local manufacturing may streamline operations, improve focus, and reduce geopolitical risks, enhancing margins and earnings. Expansion in manufacturing capacity and a robust project pipeline positions Ypsomed for long-term revenue growth in self-injection and drug delivery systems.

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CHF 444.33

28.7% undervalued

18.57%

Revenue growth p.a.

4 days ago

Amplifon

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

Renewed Demand And Market Expansion Will Boost Future Prospects In France, US, And China

Key Takeaways Strategic investments in core European markets and audiologist capacity are expected to enhance brand presence and customer acquisition, boosting margins long-term. Expansion efforts in the U.S. and China aim to drive revenue despite potential initial margin dilution, while bolt-on acquisitions support growth and profitability.

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€27.04

40.0% undervalued

6.97%

Revenue growth p.a.

4 days ago

Telekom Malaysia Berhad

AnalystConsensusTarget

Consensus Narrative from 21 Analysts

Partnership With Nxera And Singtel Will Deliver AI-Ready Data Center In Johor

Key Takeaways Strategic partnerships and infrastructure expansion aim to boost service offerings and revenue growth amid rising data demand and connectivity trends. Cost optimization and strong financials support strategic investments, suggesting potential for improved margins and higher shareholder returns long-term.

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RM 7.64

11.6% undervalued

3.17%

Revenue growth p.a.

4 days ago

Vodafone Idea

AnalystConsensusTarget

Consensus Narrative from 22 Analysts

5G Rollout And Tariff Hikes Will Strengthen Market Position

Key Takeaways Vodafone Idea's strategic 4G and 5G expansions aim to drive subscriber retention and growth, enhancing ARPU and boosting revenue. Planned tariff hikes and digital service initiatives are expected to increase ARPU and net margins, supported by government and funding assistance.

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₹8.14

10.2% undervalued

11.75%

Revenue growth p.a.

4 days ago

Berkeley Group Holdings

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

Ambitious 2035 Strategy And Build-to-Rent Expansion Boost Prospects, But Rising Costs And Regulatory Challenges Threaten Margins

Key Takeaways Berkeley 2035 strategy focuses on brownfield development and build-to-rent expansion, aiming to drive long-term revenue and earnings growth. Flexible capital allocation plans and anticipated market improvements suggest strong future cash flow, increased sales, and enhanced shareholder returns.

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UK£45.53

13.5% undervalued

-1.73%

Revenue growth p.a.

4 days ago

Steel Authority of India

AnalystConsensusTarget

Consensus Narrative from 26 Analysts

India's Government Initiatives Will Boost Future Steel Demand

Key Takeaways Strategic domestic demand growth and government initiatives are expected to boost Steel Authority of India's revenues and earnings. Focus on cost reduction, sustainability, and efficiency improvements could enhance profit margins and strengthen SAIL's bottom line.

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₹110.69

3.0% overvalued

3.68%

Revenue growth p.a.

4 days ago

Community

Weekly Picks

The Most Undervalued of the Magnificent 7

CSL is undervalued in High Tax Scenario

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Analysts Project PE Ratio To Exceed BR Renewable Energy Industry Average Despite Stable Share Count

Renewable Investments And Customer Expansion Expected To Strengthen Future Stability

Global Energy Transitions Will Drive Future Demand For LNG And Ethane Carriers

GLP-1 Partnerships And Capacity Expansion To Drive Revenue Growth And Boost Margins

Renewed Demand And Market Expansion Will Boost Future Prospects In France, US, And China

Partnership With Nxera And Singtel Will Deliver AI-Ready Data Center In Johor

5G Rollout And Tariff Hikes Will Strengthen Market Position

Ambitious 2035 Strategy And Build-to-Rent Expansion Boost Prospects, But Rising Costs And Regulatory Challenges Threaten Margins

India's Government Initiatives Will Boost Future Steel Demand

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Community

Weekly Picks

The Most Undervalued of the Magnificent 7

CSL is undervalued in High Tax Scenario

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Community Investing Ideas

Analysts Project PE Ratio To Exceed BR Renewable Energy Industry Average Despite Stable Share Count

Renewable Investments And Customer Expansion Expected To Strengthen Future Stability

Global Energy Transitions Will Drive Future Demand For LNG And Ethane Carriers

GLP-1 Partnerships And Capacity Expansion To Drive Revenue Growth And Boost Margins

Renewed Demand And Market Expansion Will Boost Future Prospects In France, US, And China

Partnership With Nxera And Singtel Will Deliver AI-Ready Data Center In Johor

5G Rollout And Tariff Hikes Will Strengthen Market Position

Ambitious 2035 Strategy And Build-to-Rent Expansion Boost Prospects, But Rising Costs And Regulatory Challenges Threaten Margins

India's Government Initiatives Will Boost Future Steel Demand

Value any company in seconds

Popular companies