Community

Our community narratives are driven by numbers and valuation.

Value any stock for free in seconds

Get alerts and valuation updates

Participate in discussions

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).

View narrative

US$237.43

37.8% undervalued

10.00%

Revenue growth p.a.

122

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.

View narrative

AU$263.33

9.1% undervalued

6.00%

Revenue growth p.a.

7 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.

View narrative

€19.19

20.8% undervalued

22.00%

Revenue growth p.a.

7 days ago

Load previous narratives

Hanwha Ocean

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Liquidity Constraints May Pressure Margins, But US Navy MRO Market Entry Will Strengthen Competitiveness

Key Takeaways Rising LNGC projects increase working capital needs, impacting cash flow and future liquidity, potentially pressuring net margins. Increased debt from projects heightens financial risk and raises interest expenses, potentially lowering net earnings.

View narrative

₩68.65k

13.5% overvalued

7.34%

Revenue growth p.a.

5 days ago

Akeso

AnalystConsensusTarget

Consensus Narrative from 21 Analysts

Cadonilimab And Ivonescimab Trials Will Broaden Market Access

Key Takeaways Akeso's strategic focus on bispecific antibodies and NRDL inclusion could drive significant revenue growth and expand market access. Collaborations and a robust R&D pipeline signal long-term growth and potential market expansion, bolstering future earnings and global positioning.

View narrative

HK$90.93

8.8% undervalued

53.36%

Revenue growth p.a.

5 days ago

IHI

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Unsustainable Civil Aero Engine Sales And Rising SG&A Expenses Will Reduce Future Earnings

Key Takeaways Strong sales in civil aero engines spare parts may not be sustainable, risking future revenue declines and overoptimistic stock valuations. Improper conduct in Power Systems and seasonal downturns could hurt net margins and revenue, with rising SG&A expenses adding further pressure.

View narrative

JP¥10.18k

0.3% undervalued

3.72%

Revenue growth p.a.

5 days ago

CapitaLand Ascendas REIT

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Acquisitions Of Summerville And DHL Centers Will Diversify Portfolio Amid Vacancy Risks

Key Takeaways Strategic acquisitions and redevelopments aim to boost revenue and enhance property values through logistics centers and asset enhancement initiatives. Positive rental reversions and strong financial health support income growth and provide flexibility for strategic expansions.

View narrative

S$3.14

16.5% undervalued

1.92%

Revenue growth p.a.

5 days ago

Oberoi Realty

AnalystConsensusTarget

Consensus Narrative from 23 Analysts

Acquisition Of Nirmal Lifestyle And Alibaug Joint Venture Will Expand Future Development Pipeline

Key Takeaways Strategic acquisitions and joint ventures at Alibaug, combined with premium pricing and resale value at Borivali and Goregaon, can boost future revenues and margins. Diverse project launches and developments in premium destinations are set to enhance revenue potential and drive aggressive future growth and diversification.

View narrative

₹1.99k

16.8% undervalued

20.49%

Revenue growth p.a.

5 days ago

Aurobindo Pharma

AnalystConsensusTarget

Consensus Narrative from 28 Analysts

Focus On Biosimilars And Complex Products Will Strengthen Future Prospects

Key Takeaways Strategic expansion in high-growth markets and operational efficiencies are set to drive future revenue growth and improved margins. Focus on complex products, capacity increases, and financial stability initiatives signals commitment to sustained profitability and earnings growth.

View narrative

₹1.47k

18.3% undervalued

7.25%

Revenue growth p.a.

5 days ago

Eiffage

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

Expansion Into Offshore Wind And Photovoltaic Projects Will Position The Firm As A Renewable Energy Leader

Key Takeaways Strategic acquisitions and contracts in Europe are poised to significantly boost Eiffage's revenue growth and sector visibility. Expansion into renewable energy and sustainability efforts could enhance margins and profitability while supporting top-line growth.

View narrative

€137.05

17.1% undervalued

2.90%

Revenue growth p.a.

5 days ago

Yamaha Motor

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Integration Of OLV Business And Tech Advancements In Robotics And AI Will Improve Market Position

Key Takeaways Integrating the RV and golf car businesses into OLV aims for efficiency and cost reduction, enhancing revenue and operating income potential. Premiumization in Motorcycles and new products in emerging markets bolster revenue growth and profitability despite rising raw material costs.

View narrative

JP¥1.34k

19.6% undervalued

4.03%

Revenue growth p.a.

5 days ago

Eisai

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

LEQEMBI And LENVIMA Will Strengthen Market Position Despite Regulatory And Competitive Challenges

Key Takeaways LEQEMBI's expansion in the U.S., Japan, and China drives revenue growth, with innovations improving demand and margins through cost efficiencies. LENVIMA's revenue growth and new oncology combinations position Eisai for sustained earnings through diverse cancer treatment advancements.

View narrative

JP¥5.15k

22.9% undervalued

2.56%

Revenue growth p.a.

5 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

Liquidity Constraints May Pressure Margins, But US Navy MRO Market Entry Will Strengthen Competitiveness

Cadonilimab And Ivonescimab Trials Will Broaden Market Access

Unsustainable Civil Aero Engine Sales And Rising SG&A Expenses Will Reduce Future Earnings

Acquisitions Of Summerville And DHL Centers Will Diversify Portfolio Amid Vacancy Risks

Acquisition Of Nirmal Lifestyle And Alibaug Joint Venture Will Expand Future Development Pipeline

Focus On Biosimilars And Complex Products Will Strengthen Future Prospects

Expansion Into Offshore Wind And Photovoltaic Projects Will Position The Firm As A Renewable Energy Leader

Integration Of OLV Business And Tech Advancements In Robotics And AI Will Improve Market Position

LEQEMBI And LENVIMA Will Strengthen Market Position Despite Regulatory And Competitive Challenges

Value any company in seconds

Popular companies

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

Liquidity Constraints May Pressure Margins, But US Navy MRO Market Entry Will Strengthen Competitiveness

Cadonilimab And Ivonescimab Trials Will Broaden Market Access

Unsustainable Civil Aero Engine Sales And Rising SG&A Expenses Will Reduce Future Earnings

Acquisitions Of Summerville And DHL Centers Will Diversify Portfolio Amid Vacancy Risks

Acquisition Of Nirmal Lifestyle And Alibaug Joint Venture Will Expand Future Development Pipeline

Focus On Biosimilars And Complex Products Will Strengthen Future Prospects

Expansion Into Offshore Wind And Photovoltaic Projects Will Position The Firm As A Renewable Energy Leader

Integration Of OLV Business And Tech Advancements In Robotics And AI Will Improve Market Position

LEQEMBI And LENVIMA Will Strengthen Market Position Despite Regulatory And Competitive Challenges

Value any company in seconds

Popular companies