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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.

115

13 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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SalMar

AnalystConsensusTarget

Consensus Narrative from 8 Analysts

Integration With Wilsgård AS Will Expand Presence In Northern Norway

Key Takeaways Strategic investments in technology and fish welfare aim to boost biological performance, reduce costs, and improve net margins. Acquisitions and integration efforts support revenue growth through synergies, operational efficiencies, and expanded capacity.

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NOK 597.75

15.7% undervalued

11.66%

Revenue growth p.a.

4 days ago

Davide Campari-Milano

AnalystConsensusTarget

Consensus Narrative from 22 Analysts

Transition To House Of Brands Structure Will Optimize Future Growth Opportunities

Key Takeaways Focus on efficiency improvements and the House of Brands structure is expected to boost net margins and optimize brand management. Substantial growth opportunities in geographies with low brand penetration, particularly the U.S., will drive revenue growth through market expansion.

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€6.98

19.5% undervalued

5.17%

Revenue growth p.a.

4 days ago

Weir Group

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

Micromine Acquisition Will Transform Company's Role In Mining Industry With Digital Optimization

Key Takeaways The acquisition of Micromine is set to transform Weir Group into a leading digital optimization platform, driving significant revenue and sustainability benefits. Strategic growth initiatives, supported by mining demand and operational improvements, are projected to boost revenue growth and enhance operating margins.

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UK£25.41

15.5% undervalued

6.32%

Revenue growth p.a.

4 days ago

Shiseido Company

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

Global Expansion Of High-Profitability Brands Will Strengthen Customer Loyalty

Key Takeaways Strategic investments and structural reforms are aimed at enhancing profitability, brand value, and customer loyalty, driving revenue growth and improving net margins. Global cost efficiencies and expanded structural reforms should boost net margins and free cash flow by reducing operational costs.

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JP¥2.81k

18.9% undervalued

2.92%

Revenue growth p.a.

4 days ago

Nippon Building Fund

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Analysts Forecast Revenue Decline And Lower Earnings By 2028

Key Takeaways Decreasing future operating revenues, rising expenses, and increased borrowing costs threaten to negatively impact earnings and net margins. Low occupancy in newly acquired properties and property disposals may delay positive impacts on future earnings and EPU growth.

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JP¥132.78k

0.4% overvalued

-0.58%

Revenue growth p.a.

4 days ago

Bankinter

AnalystConsensusTarget

Consensus Narrative from 21 Analysts

EVO Banco Integration Will Result In Operational Synergies And Tax Benefits By 2025

Key Takeaways Strategic focus on loan book growth and balancing deposit costs may enhance revenue and stabilize earnings amid net interest pressure. Investment in technology and expansion in Wealth Management aims at bolstering revenue and net margins through efficiency and growth in fee income.

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€9.67

0.8% overvalued

7.42%

Revenue growth p.a.

4 days ago

Tele2

AnalystConsensusTarget

Consensus Narrative from 20 Analysts

Investments In 5G And Digitalization Will Drive Future Operational Efficiency

Key Takeaways Tele2's transformation plan emphasizes profitability through cost optimization, leading to enhanced cash flow and net margin improvements via workforce reductions. Investment in 5G and digitalization aims to drive revenue growth and improve margins by enhancing customer experience and service efficiency.

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SEK 131.79

2.5% overvalued

1.95%

Revenue growth p.a.

4 days ago

Flughafen Zürich

AnalystConsensusTarget

Consensus Narrative from 16 Analysts

Noida Airport Launch And Sustainability Efforts Will Strengthen Future Operations

Key Takeaways Long-term planning reliability and infrastructure expansions could enhance revenue and asset value, boosting Flughafen Zürich's growth and stability. Sustainability initiatives and a new dividend policy may improve operational efficiency and attract greater investment interest.

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CHF 231.88

11.8% undervalued

3.97%

Revenue growth p.a.

4 days ago

BRF

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Middle East And Halal Market Expansion And Efficiency Programs Will Define Future Operations

Key Takeaways Strategic focus on value-added portfolio and efficient execution aims to drive revenue and profitability growth. International market expansion and production capacity investments indicate potential for enhanced revenue and margins.

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R$27.51

23.1% undervalued

5.16%

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

Integration With Wilsgård AS Will Expand Presence In Northern Norway

Transition To House Of Brands Structure Will Optimize Future Growth Opportunities

Micromine Acquisition Will Transform Company's Role In Mining Industry With Digital Optimization

Global Expansion Of High-Profitability Brands Will Strengthen Customer Loyalty

Analysts Forecast Revenue Decline And Lower Earnings By 2028

EVO Banco Integration Will Result In Operational Synergies And Tax Benefits By 2025

Investments In 5G And Digitalization Will Drive Future Operational Efficiency

Noida Airport Launch And Sustainability Efforts Will Strengthen Future Operations

Middle East And Halal Market Expansion And Efficiency Programs Will Define Future Operations

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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

Integration With Wilsgård AS Will Expand Presence In Northern Norway

Transition To House Of Brands Structure Will Optimize Future Growth Opportunities

Micromine Acquisition Will Transform Company's Role In Mining Industry With Digital Optimization

Global Expansion Of High-Profitability Brands Will Strengthen Customer Loyalty

Analysts Forecast Revenue Decline And Lower Earnings By 2028

EVO Banco Integration Will Result In Operational Synergies And Tax Benefits By 2025

Investments In 5G And Digitalization Will Drive Future Operational Efficiency

Noida Airport Launch And Sustainability Efforts Will Strengthen Future Operations

Middle East And Halal Market Expansion And Efficiency Programs Will Define Future Operations

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