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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
26
users have liked this narrative
7
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
96
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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SATS
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Collaborations With SF Express, Air India, And DHL Will Boost Air Cargo Logistics Efficiency
Key Takeaways Recovery in the aviation sector and increased demand for aviation meals boost SATS' revenue, enhancing earnings growth in the process. Strategic partnerships and digitalization efforts improve operational efficiency and market share, supporting margin enhancement and profitability gains.
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S$3.72
FV
13.3% undervalued
intrinsic discount
3.86%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
4 days ago
author updated this narrative
EBOS Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
MedTech Acquisitions And Store Expansion Expected To Drive Future Success
Key Takeaways Strategic acquisitions and pharmacy agreements are set to enhance revenue growth and market share in the healthcare sector. Cost-cutting and sustainability initiatives aim to improve net margins and operational efficiency in the long term.
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NZ$40.17
FV
2.4% overvalued
intrinsic discount
4.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
4 days ago
author updated this narrative
KEI Industries
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Capacity Expansion And Renewable Investments Will Power Smart Cities
Key Takeaways Capacity expansion and innovation in renewable energy cables position KEI to capture growing infrastructure and green power demand, boosting revenue and margins. Export growth, geographic diversification, and a strengthened distribution network will stabilize earnings and enhance pricing power.
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₹4.34k
FV
12.2% undervalued
intrinsic discount
18.76%
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
Exide Industries
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Lithium-Ion Expansion And Global Demand Poised To Boost Earnings And Profitability
Key Takeaways Organizational realignment and leadership changes aim to enhance market strategy and drive revenue growth in B2C and B2B markets. New international product launches and lithium-ion cell facility development are expected to significantly boost profitability and future earnings.
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₹396.35
FV
4.7% undervalued
intrinsic discount
6.76%
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
Sojitz
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
High-Growth Chemicals And Renewables Will Advance Global Electrification
Key Takeaways Strategic expansion into high-growth sectors and renewables strengthens market position and supports future profitability through diversification and sustainability. Ongoing operational reforms and portfolio optimization drive higher-margin growth and enhance earnings resilience across diverse global markets.
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JP¥4.12k
FV
8.0% undervalued
intrinsic discount
3.73%
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
5136
NLC India
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
I Anticipate Joint Ventures In Rajasthan And Assam Will Diversify Future Energy Mix
Key Takeaways Strategic expansions in thermal, coal, and renewable energies are expected to diversify NLCIL's energy mix and enhance revenue streams. Operational improvements and capital efficiencies are likely to reduce costs and improve net margins for NLCIL long-term.
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₹304.00
FV
23.4% undervalued
intrinsic discount
22.03%
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
Deepak Nitrite
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Upcoming Key Projects And Advanced Solvents Entry Will Strengthen Future Prospects
Key Takeaways Commissioning new projects and entering advanced solvent markets are projected to drive revenue growth and improve margins by tapping into higher-margin segments. Strategic initiatives like long-term contracts and self-reliance on materials aim to enhance cost-efficiency, stabilize production, and boost profitability.
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₹2.13k
FV
13.4% undervalued
intrinsic discount
11.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
RS Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
AI-Driven Digital Commerce And Distrelec Integration Will Boost Profitability And Margins
Key Takeaways Integration of acquisitions and strategic tech investments are enhancing scale, operating leverage, and potential revenue growth through improved customer experiences. Expansion of RS PRO in key markets with operational efficiencies is driving revenue growth, margin improvement, and targeting high-value customer segments.
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UK£7.00
FV
19.3% undervalued
intrinsic discount
3.57%
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
Adecco Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
AI, Flexible Staffing And Upskilling Will Redefine Global Workforce
Key Takeaways AI-driven platforms and expansion into specialized verticals are enhancing client value, solidifying differentiation, and shifting the business mix toward higher-margin, resilient earnings. Workforce flexibility trends and skill shortages are boosting demand for flexible staffing and upskilling services, supporting market share gains and sustained top-line growth.
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CHF 25.81
FV
4.2% overvalued
intrinsic discount
1.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
4 days ago
author updated this narrative
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