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Global Community
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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
73
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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On the Beach Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expanding City Breaks And Ireland Markets Will Transform Digital Travel
Key Takeaways Rapid market and inventory expansion, paired with digital booking trends, positions the company for accelerated revenue growth and increased customer acquisition. Technology-driven efficiency and automation are boosting margins, with evolving consumer preferences supporting strong repeat business and long-term growth.
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UK£3.24
FV
14.3% undervalued
intrinsic discount
12.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
Time Technoplast
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
High-Margin Composite Cylinders And Green Energy Initiatives Will Strengthen Future Prospects
Key Takeaways Strong demand and confirmed orders in high-margin composite cylinders and packaging products suggest significant future revenue growth. Green energy shift and value-added product focus are expected to enhance cost efficiency and increase EBITDA margins through higher profitability.
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₹578.00
FV
20.7% undervalued
intrinsic discount
14.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
Ashoka Buildcon
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Government Infrastructure Loans May Boost Projects, Yet Interest Costs Could Impact Earnings
Key Takeaways Government infrastructure funding is poised to boost Ashoka Buildcon’s revenue through expanded road construction opportunities. Strategic divestments and debt reduction efforts aim to enhance operational efficiency, profitability, and financial health.
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₹254.00
FV
24.4% undervalued
intrinsic discount
2.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
3 days ago
author updated this narrative
Celestica
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Advanced AI Networking And Regional Manufacturing Will Expand Market Opportunity
Key Takeaways Surging demand for advanced networking and AI among hyperscalers is fueling rapid segment growth, deeper customer ties, and increased revenue visibility. Regional manufacturing diversification and a shift toward high-margin markets and services are enhancing resilience, margin expansion, and long-term growth prospects.
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CA$311.34
FV
8.2% undervalued
intrinsic discount
17.90%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
72
users have followed this narrative
3 days ago
author updated this narrative
Microlise Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
ESS Integration And Australia Expansion Will Unlock Future Potential
Key Takeaways Successful integration of ESS and international market expansion indicate strong potential for recurring revenue and earnings growth. MicroliseOne offering and low customer churn boost revenue stability, while strategic leadership aims to enhance net margins.
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UK£1.94
FV
31.8% undervalued
intrinsic discount
8.85%
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
3 days ago
author updated this narrative
Origin Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Focus On Higher-Margin Living Landscapes Will Shape Future Despite Market Risks
Key Takeaways Strategic focus on the Living Landscapes division and targeted acquisitions aim to enhance revenue through both organic and inorganic growth, improving margins and earnings. Investment in sustainable agricultural innovation and digital platforms aligns with regulatory demands, enhancing operational efficiencies and supporting long-term revenue growth and margin improvement.
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€4.77
FV
21.2% undervalued
intrinsic discount
5.83%
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
3 days ago
author updated this narrative
Fleetwood
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Scaling Building Solutions And Glyde Will Strengthen Operational Efficiency
Key Takeaways The Build, Transform, and Grow strategy aims to improve earnings quality and consistency, enhancing revenue and margins across segments. Strategic initiatives in Building and RV Solutions, alongside digital innovations, are projected to boost revenue growth and profitability.
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AU$2.80
FV
3.4% undervalued
intrinsic discount
6.05%
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
3 days ago
author updated this narrative
MONY Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital And AI Platforms Will Unlock Operational Efficiency
Key Takeaways Digital transformation and platform expansion are driving operational efficiency, margin improvement, and competitive advantage in customer engagement and provider network. Diversification into B2B, new products, and partnerships is smoothing earnings and supporting strong, recurring revenue growth.
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UK£2.56
FV
22.7% undervalued
intrinsic discount
3.72%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
59
users have followed this narrative
3 days ago
author updated this narrative
Siltronic
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
FabNext Facility And AI Demand Will Fuel Semiconductor Resurgence
Key Takeaways Expansion into advanced wafer production and phase-out of lower-margin products positions the company for stronger margins and growth as AI and data center demand rises. Long-term customer contracts and sustained R&D investments support revenue stability, margin resilience, and a competitive edge despite current industry softness.
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€45.89
FV
19.0% undervalued
intrinsic discount
5.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
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