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Weekly Picks

Investor

Investingwilly

Community Contributor

The "Boring" Money Printer

Meet Investor AB In a financial world often rocked by inflation, geopolitical shocks, and rapidly changing technology, few companies offer the kind of steady hand that Investor AB does. As Sweden’s largest investment company and a key part of the Wallenberg sphere , Investor AB has shown an unmatched ability to weather economic turbulence – not just for a few years, but for over a century.

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SEK 350.00

17.4% undervalued

18.55%

Revenue growth p.a.

102

2 days ago

Bayerische Motoren Werke

Unike

Community Contributor

BMW cruising ahead with new EVs and premium models to boost revenue 5%

Catalysts Most Immediate Catalysts (1–2 Years) Strong EV Expansion: BMW’s iX, i4, and upcoming Neue Klasse EVs are set to drive revenue growth as the EV transition accelerates. Luxury & Premium Market Strength: The high-end market remains resilient, supporting BMW’s strong pricing power and margins.

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€135.07

44.5% undervalued

5.00%

Revenue growth p.a.

about 2 months ago

Novo Nordisk

Tokyo

Community Contributor

EU#2 - From Humble Beginnings to Global Powerhouse

Novo Nordisk, one of the world’s leading pharmaceutical companies, has a unique and inspiring origin story rooted in personal tragedy and scientific curiosity. The company’s roots date back to the 1920s, when Danish Nobel laureate August Krogh, a renowned physiologist, and his wife Marie, who suffered from type 2 diabetes, traveled to Canada.

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DKK 851.04

46.1% undervalued

22.49%

Revenue growth p.a.

2 days ago

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CJ Cheiljedang

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

Focus On Taste & Nutrition And Specialty Amino Acids Will Strengthen Product Portfolio

Key Takeaways Expansion into new markets and online sales is set to drive significant revenue growth and market share increase, especially in mainstream retail channels. Investment in U.S. and European manufacturing improves production efficiency, capacity, and operational margins, with strategic focus areas boosting earnings and investor appeal.

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₩362.07k

32.9% undervalued

3.21%

Revenue growth p.a.

5 days ago

PVA TePla

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Expanding Metrology And Silicon Carbide Solutions Will Strengthen Operations

Key Takeaways Focus on high-margin metrology business and silicon carbide innovation could enhance net margins and revenue stability. Expanding market presence in Asia and North America may drive growth and diversify revenue streams.

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€19.60

16.3% undervalued

7.72%

Revenue growth p.a.

5 days ago

Addiko Bank

AnalystConsensusTarget

Consensus Narrative from 1 Analyst

Digital Expansion Into Romania And Leadership Initiatives In Serbia Will Drive Future Success

Key Takeaways Addiko Bank's strategic market entry into Romania and performance boost in Serbia aim to enhance revenue growth and earnings through expanded lending and leadership initiatives. Operational excellence and innovative partnerships are expected to improve efficiency, reduce costs, and fuel revenue growth via new consumer lending products and digital advances.

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€20.40

2.5% undervalued

8.30%

Revenue growth p.a.

5 days ago

Cyrela Brazil Realty Empreendimentos e Participações

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

Share Buyback And Land Bank Will Drive Future Project Launches

Key Takeaways Cyrela's strong sales performance and project launches indicate robust revenue potential, despite macroeconomic uncertainties. Management's confidence, shown through share buybacks and stable margins, suggests future growth and profitability.

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R$31.27

21.7% undervalued

10.69%

Revenue growth p.a.

5 days ago

Bank Millennium

AnalystConsensusTarget

Consensus Narrative from 7 Analysts

Bank's Digital Focus And Shift To Higher-Risk Assets Will Affect Future Performance And Risk

Key Takeaways Reduced FX mortgage legal risks and lower interest costs could improve operating expenses, net margins, and earnings. Digital expansion and corporate lending strategies aim to enhance efficiency, profitability, and revenue, despite potential risk impacts.

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zł12.25

18.3% overvalued

4.18%

Revenue growth p.a.

5 days ago

IDT

AnalystConsensusTarget

Consensus Narrative from 1 Analyst

Net2Phone's AI Agent Will Transform Customer Interactions And Lower Costs

Key Takeaways New features in IDT's NRS and net2phone's AI agent could enhance market penetration and improve revenue and net margins. Share repurchase and dividend increase plans suggest strong cash flow and potential earnings per share growth.

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US$77.20

32.3% undervalued

1.46%

Revenue growth p.a.

5 days ago

Orora

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

Saverglass Modernization And Australasian Expansion Will Improve Future Operational Efficiency

Key Takeaways Strategic divestitures and facility optimizations aim to enhance operational efficiency and net margins, supporting revenue growth and earnings improvement. Expansion and modernization initiatives in glass and cans segments drive potential revenue growth through enhanced production capabilities and market positioning.

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AU$2.50

25.9% undervalued

-22.71%

Revenue growth p.a.

5 days ago

Elanco Animal Health

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

Zenrelia And Credelio Quattro Launches Will Expand Market Presence But FX Headwinds May Impact Earnings

Key Takeaways Strategic divestment and product launches are enhancing financial stability by reducing debt and increasing investment capacity, aiming to improve net margins. Focus on innovation, balanced portfolio, and geographic expansion is expected to drive revenue growth in pet and farm animal markets, boosting earnings.

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US$13.86

30.4% undervalued

3.16%

Revenue growth p.a.

5 days ago

Perenti

AnalystConsensusTarget

Consensus Narrative from 7 Analysts

Drilling Services Division Will Benefit From Increased Exploration Activity In FY '25

Key Takeaways Successful acquisition and integration in Drilling Services are set to enhance revenue, margins, and earnings growth amid increasing exploration activity. Contract negotiations and strong project pipeline in Mining Services and North America promise revenue growth and improved margins, enhancing cash flow stability.

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AU$1.46

5.8% undervalued

4.07%

Revenue growth p.a.

5 days ago

Community

Weekly Picks

The "Boring" Money Printer

BMW cruising ahead with new EVs and premium models to boost revenue 5%

EU#2 - From Humble Beginnings to Global Powerhouse

Focus On Taste & Nutrition And Specialty Amino Acids Will Strengthen Product Portfolio

Expanding Metrology And Silicon Carbide Solutions Will Strengthen Operations

Digital Expansion Into Romania And Leadership Initiatives In Serbia Will Drive Future Success

Share Buyback And Land Bank Will Drive Future Project Launches

Bank's Digital Focus And Shift To Higher-Risk Assets Will Affect Future Performance And Risk

Net2Phone's AI Agent Will Transform Customer Interactions And Lower Costs

Saverglass Modernization And Australasian Expansion Will Improve Future Operational Efficiency

Zenrelia And Credelio Quattro Launches Will Expand Market Presence But FX Headwinds May Impact Earnings

Drilling Services Division Will Benefit From Increased Exploration Activity In FY '25

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Community

Weekly Picks

The "Boring" Money Printer

BMW cruising ahead with new EVs and premium models to boost revenue 5%

EU#2 - From Humble Beginnings to Global Powerhouse

Community Investing Ideas

Focus On Taste & Nutrition And Specialty Amino Acids Will Strengthen Product Portfolio

Expanding Metrology And Silicon Carbide Solutions Will Strengthen Operations

Digital Expansion Into Romania And Leadership Initiatives In Serbia Will Drive Future Success

Share Buyback And Land Bank Will Drive Future Project Launches

Bank's Digital Focus And Shift To Higher-Risk Assets Will Affect Future Performance And Risk

Net2Phone's AI Agent Will Transform Customer Interactions And Lower Costs

Saverglass Modernization And Australasian Expansion Will Improve Future Operational Efficiency

Zenrelia And Credelio Quattro Launches Will Expand Market Presence But FX Headwinds May Impact Earnings

Drilling Services Division Will Benefit From Increased Exploration Activity In FY '25

Value any company in seconds

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