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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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Tyro Payments
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Banking Integration And Health Sector Expansion Will Shape Future Prospects Amid Challenges
Key Takeaways Tyro's focus on integrated payments and modernizing its terminal fleet aims to capture a larger card payment market and enhance customer retention. Strong growth in health transactions and improved bank integration present cross-selling opportunities, boosting margins and long-term profitability.
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AU$1.35
FV
27.9% undervalued
intrinsic discount
2.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
4 days ago
author updated this narrative
African Rainbow Minerals
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Phased Bokoni Expansion And Water Strategies At Khumani Will Ensure Future Stability
Key Takeaways Strategic project expansions, phased production increases, and cost optimizations at Bokoni hinge on favorable PGM prices, aiming for higher revenues and improved margins. Reallocating capital through asset sales and phasing out costly operations enhance financial flexibility, operational efficiency, and margin improvements.
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R197.33
FV
6.7% undervalued
intrinsic discount
15.42%
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
Forvia
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Regional Localization And Advanced Electronics Will Capture Emerging EV Markets
Key Takeaways Expansion into advanced electronics and key global markets supports higher market share and improved margins as auto tech trends accelerate. Portfolio streamlining and efficiency measures strengthen earnings quality, boost cash flow, and enhance returns through optimized operations and deleveraging.
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€13.58
FV
19.6% undervalued
intrinsic discount
1.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
4 days ago
author updated this narrative
Quilter
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
UK Wealth Management Trends Will Shape Future Opportunities
Key Takeaways Rising demand for wealth management, digital transformation, and pension shifts support Quilter's client growth, steady inflows, and higher recurring revenues. Cost realignment and expanded distribution enhance operational leverage, driving margin expansion, greater market share, and improved earnings resilience.
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UK£1.72
FV
4.9% undervalued
intrinsic discount
-44.08%
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
Can Fin Homes
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Rapid Urbanization And Digital Transformation Will Reshape India's Housing Market
Key Takeaways Leveraging supportive housing policies, digital upgrades, and aggressive branch expansion to boost operational efficiency, market share, and revenue growth. Focus on affordable salaried segments with strong credit quality ensures low risk, high collection efficiency, and sustained long-term earnings visibility.
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₹887.73
FV
15.1% undervalued
intrinsic discount
14.47%
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
Ador Welding
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion Into US And Australia Markets And Launch Of Battery-Operated Welding Equipment Will Drive Future Success
Key Takeaways Expansion into international markets and innovative product introductions are expected to drive revenue growth and enhance competitive positioning. The merger with Ador Fontech and large project executions are anticipated to improve efficiencies and earnings visibility through cost synergies and strategic focus.
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₹1.25k
FV
20.3% undervalued
intrinsic discount
10.72%
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
SAF-Holland
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Trailer Rebound In EMEA 2025 Will Spur Expansion
Key Takeaways Anticipated EMEA trailer market rebound and infrastructure investment in Germany and Ukraine could drive growth in SAF-Holland's revenues. Strategic positioning amid emission regulations, coupled with robust aftermarket business and cost management, could stabilize revenue and enhance profitability.
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€21.44
FV
24.0% undervalued
intrinsic discount
4.77%
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
Link and Motivation
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Motivation Cloud Expansion And AI Integration Will Improve Future Business Efficiency
Key Takeaways Expanding the Consulting and Cloud business and Motivation Cloud services will likely drive substantial revenue growth and improved net margins. Investments in human capital management and competitive recruiting strategies will enhance employee retention, boosting sales capacity and earnings stability.
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JP¥810.00
FV
32.0% undervalued
intrinsic discount
10.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Indian Energy Exchange
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
India Economic Expansion And Energy Transition Will Drive Market Activity
Key Takeaways Policy-driven energy transition and regulatory reforms increase market activity, supporting sustained growth in revenue, trading volumes, and operational leverage. Expansion into new market segments and strong network effects reinforce dominant market share, aiding margin defense amid rising competition.
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₹161.00
FV
14.3% undervalued
intrinsic discount
-4.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
4 days ago
author updated this narrative
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