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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

19.4% undervalued

10.79%

Revenue growth p.a.

15 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

43.3% undervalued

5.00%

Revenue growth p.a.

about 1 month 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

50.1% undervalued

14.00%

Revenue growth p.a.

12 days ago

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Phoenix Mills

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

New Stores Like Uniqlo And Versace Will Attract More Shoppers

Key Takeaways Expansion and new store openings at Phoenix Palladium drive significant retail revenue growth through increased consumer attraction and foot traffic. Strategic land acquisitions and development plans indicate substantial long-term growth potential in operational space and earnings.

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₹1.75k

6.5% undervalued

14.97%

Revenue growth p.a.

6 days ago

A2A

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Waste Cycle And Renewables Will Expand Operations Amid Uncertainties

Key Takeaways Strategic investments in CapEx and renewable energy suggest potential long-term revenue growth and improved margins. Strong cash flow and asset rotation strategy may enhance financial structure, focusing on efficiency and economies of scale.

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€2.47

11.1% undervalued

-2.57%

Revenue growth p.a.

6 days ago

Sembcorp Industries

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

Reaching 25 GW Renewables Capacity By 2028 Will Strengthen Future Position

Key Takeaways Strategic capacity expansion and renewables growth position Sembcorp Industries for revenue increases and stable earnings through power purchase agreements and new market projects. Strong cash flow and urban solutions growth enhance shareholder returns and support sustainable expansion without sacrificing dividends.

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S$7.38

10.3% undervalued

4.10%

Revenue growth p.a.

6 days ago

DCC

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

Expansion Into Biofuels And Solar Solutions Will Elevate Leadership In Cleaner Energy

Key Takeaways DCC's strategic pivot to the Energy business focuses on renewable fuels for growth, divesting other sectors to boost net margins. Expansion in biofuels, liquid gas, and solar solutions aims to elevate DCC as a leader in cleaner energy and improve earnings stability.

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UK£68.43

29.3% undervalued

1.65%

Revenue growth p.a.

6 days ago

SBI Holdings

AnalystConsensusTarget

Consensus Narrative from 7 Analysts

Leveraging Group Synergies And Digital Expansion Will Strengthen Future Prospects

Key Takeaways Leveraging group synergies and diversifying revenue streams significantly improve SBI Holdings' performance, pointing to potential for sustained revenue and earnings growth. Strategic expansion into digital assets and new financial products positions SBI Holdings for significant growth in financial and digital ecosystems.

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JP¥4.83k

22.3% undervalued

1.01%

Revenue growth p.a.

6 days ago

Gerdau

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Investments In Ouro Branco And Midlothian Will Improve Operational Efficiency

Key Takeaways Strategic investments in production and renewable energy initiatives could boost margins, reduce costs, and support decarbonization efforts. Strong cash management through share buybacks and disciplined capital allocation enhances shareholder value and earnings per share.

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R$23.60

34.9% undervalued

5.02%

Revenue growth p.a.

6 days ago

Metso Oyj

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

Robust Cost Strategy And Strong Minerals Orders Will Drive Future Success

Key Takeaways Metso's strategic cost management and safety focus could enhance margins, cash flow, and working capital efficiency amidst slower industry cycles. Strong orders from copper and gold sectors and sustainability initiatives may drive future growth, with new strategies unfolding at the Capital Markets Day.

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€11.42

17.2% undervalued

5.34%

Revenue growth p.a.

6 days ago

Securitas

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

Integration Of STANLEY And Automation Will Strengthen Operations In 2025

Key Takeaways Optimization and automation initiatives are expected to enhance net margins and drive earnings growth. Strategic integration and digital development focus will likely boost revenue, particularly in Technology and Solutions.

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SEK 150.77

0.6% undervalued

2.73%

Revenue growth p.a.

6 days ago

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 596.50

14.1% undervalued

11.66%

Revenue growth p.a.

6 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

New Stores Like Uniqlo And Versace Will Attract More Shoppers

Waste Cycle And Renewables Will Expand Operations Amid Uncertainties

Reaching 25 GW Renewables Capacity By 2028 Will Strengthen Future Position

Expansion Into Biofuels And Solar Solutions Will Elevate Leadership In Cleaner Energy

Leveraging Group Synergies And Digital Expansion Will Strengthen Future Prospects

Investments In Ouro Branco And Midlothian Will Improve Operational Efficiency

Robust Cost Strategy And Strong Minerals Orders Will Drive Future Success

Integration Of STANLEY And Automation Will Strengthen Operations In 2025

Integration With Wilsgård AS Will Expand Presence In Northern Norway

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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

New Stores Like Uniqlo And Versace Will Attract More Shoppers

Waste Cycle And Renewables Will Expand Operations Amid Uncertainties

Reaching 25 GW Renewables Capacity By 2028 Will Strengthen Future Position

Expansion Into Biofuels And Solar Solutions Will Elevate Leadership In Cleaner Energy

Leveraging Group Synergies And Digital Expansion Will Strengthen Future Prospects

Investments In Ouro Branco And Midlothian Will Improve Operational Efficiency

Robust Cost Strategy And Strong Minerals Orders Will Drive Future Success

Integration Of STANLEY And Automation Will Strengthen Operations In 2025

Integration With Wilsgård AS Will Expand Presence In Northern Norway

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