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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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Steel Authority of India
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
India's Government Initiatives Will Boost Future Steel Demand
Key Takeaways Strategic domestic demand growth and government initiatives are expected to boost Steel Authority of India's revenues and earnings. Focus on cost reduction, sustainability, and efficiency improvements could enhance profit margins and strengthen SAIL's bottom line.
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₹121.08
FV
0.5% overvalued
intrinsic discount
3.06%
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
Zevia PBC
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Clean Label Beverage Demand Will Expand Walmart And Costco Channels
Key Takeaways Expanding product innovation, distribution, and brand marketing is driving revenue growth, greater market presence, and increased consumer engagement for Zevia. Operational efficiencies and alignment with consumer trends are enhancing profitability, supporting margin improvement, and strengthening long-term competitive positioning.
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US$4.67
FV
29.1% undervalued
intrinsic discount
6.29%
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
Updated
narrative
SK hynix
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
HBM And DRAM Demand Will Reshape Semiconductor Markets Amid Risks
Key Takeaways Leadership in advanced memory and storage technologies for AI underpins premium pricing, margin expansion, and future-proofed revenue growth. Strategic capacity investments and strong partnerships with major AI players ensure supply resilience and revenue stability in rapidly evolving tech markets.
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₩331.11k
FV
19.8% undervalued
intrinsic discount
8.61%
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
Lam Research
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Advanced Chip Manufacturing Will Expand Global Semiconductor Markets
Key Takeaways Rising demand for advanced chips and government incentives is fueling Lam's revenue growth, customer diversification, and market expansion. Leadership in innovative process technologies and operational improvements is boosting margins, profitability, and long-term earnings stability.
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US$108.81
FV
6.5% undervalued
intrinsic discount
8.38%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
150
users have followed this narrative
Updated
narrative
Mycronic
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Acquisitions And Launches Will Expand Global Technology Reach
Key Takeaways Mycronic's acquisitions and new technology launches are bolstering revenue and market position, particularly in the Global Technologies and display industries. Strategic geographic expansion and increased R&D investments indicate potential for long-term revenue growth and market diversification.
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SEK 229.50
FV
5.8% undervalued
intrinsic discount
1.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
4 days ago
author updated this narrative
RBL Bank
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Digital Banking And Fintech In India Will Fuel Future Expansion
Key Takeaways Enhanced digitalization and focus on secured retail lending position RBL Bank to capture retail growth and expand its customer base. Strategic moderation of riskier segments and internal process investments are set to stabilize asset quality and support sustained earnings growth.
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₹252.42
FV
2.4% overvalued
intrinsic discount
26.07%
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
Burberry Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
British Luxury And Digital Retail Will Redefine Future Markets
Key Takeaways Revitalized brand positioning and digital investments are strengthening direct-to-consumer engagement and supporting margin improvement through operational efficiency. Store network upgrades and localized marketing enhance productivity and brand appeal among affluent, younger consumers in key global markets.
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UK£12.06
FV
1.1% undervalued
intrinsic discount
3.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
49
users have followed this narrative
4 days ago
author updated this narrative
Xylem
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Smart Metering And Water Infrastructure Will Secure Lasting Value
Key Takeaways Rapid adoption of smart technologies and infrastructure investments are driving recurring, higher-margin revenue streams and expanding Xylem's market opportunities. Recent acquisitions, operational efficiencies, and service-focused integration efforts are supporting long-term growth, improved margins, and enhanced earnings visibility.
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US$157.56
FV
9.5% undervalued
intrinsic discount
5.18%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
Updated
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Proto Labs
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
CNC Machining And Medical 3D Printing Will Drive Transformation
Key Takeaways Expansion in advanced manufacturing for aerospace, defense, and medical sectors is fueling sustained revenue growth and positioning the company favorably in digitalized, regulated industries. Digital infrastructure, resilient supply chains, and strong financial health enable investments in automation and global expansion, supporting margin improvement and long-term earnings growth.
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US$50.00
FV
6.8% undervalued
intrinsic discount
5.21%
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
Updated
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