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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

17.0% undervalued

10.79%

Revenue growth p.a.

19 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

44.6% 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

46.4% undervalued

22.49%

Revenue growth p.a.

2 days ago

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Bouygues

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

Equans' Perform Strategy And La Poste Telecom Acquisition Will Improve Future Profitability

Key Takeaways Successful execution of strategic plans and acquisitions enhance margins and revenue stability, boosting Bouygues' construction and telecom segments. Commitment to sustainability and strategic telecom investments foster revenue growth and improve market competitiveness, while aligning with investor eco-preferences.

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€39.16

0.3% undervalued

1.81%

Revenue growth p.a.

3 days ago

United Spirits

AnalystConsensusTarget

Consensus Narrative from 21 Analysts

McDowell's X Series Launch And Andhra Pradesh Expansion Will Strengthen Future Prospects

Key Takeaways Continued premiumization and new product launches are set to drive future revenue growth through higher-value product sales. Market expansion and cost-saving measures will enhance revenue and net margins, with strategic marketing boosting consumer engagement.

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₹1.57k

1.0% undervalued

11.83%

Revenue growth p.a.

3 days ago

Havells India

AnalystConsensusTarget

Consensus Narrative from 36 Analysts

Tumkur And Goldi Solar Investments Will Build Global Presence

Key Takeaways Investment in renewable energy and international market expansion could drive significant revenue growth and improved brand strength. Improved operating leverage and scale benefits are expected to enhance profitability and market share in the long term.

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₹1.80k

13.2% undervalued

13.67%

Revenue growth p.a.

3 days ago

Vodacom Group

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

5G Expansion And Climate Initiatives Will Open New Opportunities In Africa

Key Takeaways Expansion of 4G and financial services in Africa is key to increasing Vodacom's revenue and diversifying its revenue streams. Investments in 5G and climate initiatives enhance market opportunities and could attract ESG-focused investors, improving sustainability.

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R126.91

7.7% overvalued

6.98%

Revenue growth p.a.

3 days ago

Halma

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Key Takeaways Strong cash generation and balance sheet support significant R&D and acquisition investments, ensuring sustainable growth and increased future revenues and earnings. Focus on niche markets and talent investment boosts high margins and long-term growth potential, enhancing future profit margins and earnings.

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UK£28.25

0.5% overvalued

5.23%

Revenue growth p.a.

3 days ago

ACS Actividades de Construcción y Servicios

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Investments In Projects Like Georgia's Managed Lanes May Strain Resources Yet Could Strengthen Future Prospects

Key Takeaways Aggressive investments and expansions could strain resources and dampen short to medium-term returns, impacting earnings growth. High dependency on North America and integration risks from acquisitions threaten revenue stability and financial efficiency.

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€49.40

14.7% overvalued

6.18%

Revenue growth p.a.

3 days ago

Oracle Corporation Japan

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

Cloud And AI Collaborations With Toyota Will Offset On-Premise Challenges

Key Takeaways Strong demand for Oracle's cloud services, augmented by major partnerships, could lead to sustained revenue growth and expanded customer base. Investments in generative AI infrastructure may drive future revenue and earnings growth through AI-related services and platforms.

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JP¥14.73k

16.0% overvalued

6.65%

Revenue growth p.a.

3 days ago

Swire Properties

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

Chinese Mainland Expansion And Luxury Partnerships Will Drive Future Performance

Key Takeaways Strategic investment in the Chinese mainland and capital recycling efforts aim to drive significant revenue growth through high-growth markets and profitable capital reallocation. Commitment to shareholder returns and diversified development pipeline are positioned to enhance earnings and drive robust future revenue growth.

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HK$18.99

10.2% undervalued

8.10%

Revenue growth p.a.

3 days ago

Pandora

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

E-commerce Rollout After Italy And Canada Success Will Expand Digital Engagement In 2025

Key Takeaways Phoenix strategy emphasizes brand elevation, e-commerce enhancements, sustainability, and store expansions to drive organic growth, revenue, and brand value. Effective cost management through price adjustments and efficiencies maintains strong EBIT margins despite commodity price pressures.

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DKK 1.25k

19.8% undervalued

7.83%

Revenue growth p.a.

3 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

Equans' Perform Strategy And La Poste Telecom Acquisition Will Improve Future Profitability

McDowell's X Series Launch And Andhra Pradesh Expansion Will Strengthen Future Prospects

Tumkur And Goldi Solar Investments Will Build Global Presence

5G Expansion And Climate Initiatives Will Open New Opportunities In Africa

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Investments In Projects Like Georgia's Managed Lanes May Strain Resources Yet Could Strengthen Future Prospects

Cloud And AI Collaborations With Toyota Will Offset On-Premise Challenges

Chinese Mainland Expansion And Luxury Partnerships Will Drive Future Performance

E-commerce Rollout After Italy And Canada Success Will Expand Digital Engagement In 2025

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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

Equans' Perform Strategy And La Poste Telecom Acquisition Will Improve Future Profitability

McDowell's X Series Launch And Andhra Pradesh Expansion Will Strengthen Future Prospects

Tumkur And Goldi Solar Investments Will Build Global Presence

5G Expansion And Climate Initiatives Will Open New Opportunities In Africa

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Investments In Projects Like Georgia's Managed Lanes May Strain Resources Yet Could Strengthen Future Prospects

Cloud And AI Collaborations With Toyota Will Offset On-Premise Challenges

Chinese Mainland Expansion And Luxury Partnerships Will Drive Future Performance

E-commerce Rollout After Italy And Canada Success Will Expand Digital Engagement In 2025

Value any company in seconds

Popular companies