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Community Investing Ideas
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
26
users have liked this narrative
7
users have commented on this narrative
74
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
96
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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Vertu Motors
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Unified Dealership Integration And Digitalization Will Drive Efficiency
Key Takeaways Unified brand strategy, digitalization, and AI investments aim to reduce costs and enhance margins, bolstering future earnings. Partnerships with Chinese EV brands and optimized capital allocations offer potential growth in electric vehicle revenues and improved returns.
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UK£0.80
FV
22.8% undervalued
intrinsic discount
3.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Platform Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Acquisitions And Industry Expansion Will Unlock New Markets
Key Takeaways Diversification into new industries, partners, and strategic acquisitions boosts sustained revenue growth while reducing dependence on any single vertical. Enhanced logistics, fintech offerings, and scalable operations drive margin expansion and unlock new revenue streams as customer and transaction volumes rise.
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€17.75
FV
54.0% undervalued
intrinsic discount
18.89%
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
3 days ago
author updated this narrative
TBO Tek
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
International Expansion And Digitalization Will Expand Global Reach
Key Takeaways Expansion into underpenetrated international markets and focus on digitalization are boosting customer growth and supporting strong long-term revenue and operating leverage potential. Shifting business mix to higher-margin hotel and ancillary segments, plus platform enhancements, are expected to drive margin expansion and greater earnings diversification.
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₹1.58k
FV
13.6% undervalued
intrinsic discount
19.07%
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
3 days ago
author updated this narrative
Stylam Industries
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
New Manufacturing Facility And ESG Focus Will Expand International Exports
Key Takeaways Expanded production capacity and focus on international markets are set to drive sustained revenue growth, improved earnings stability, and margin enhancement. Strategic innovation in sustainable, value-added products and strong financial discipline position the company for premium market capture and lasting competitiveness.
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₹2.11k
FV
20.0% undervalued
intrinsic discount
16.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
3 days ago
author updated this narrative
Cenergy Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Global Cable Expansions Will Drive Grid Modernization
Key Takeaways Strategic expansion in high-value cable projects and facilities supports stronger margins, sustained growth, and enhanced profitability across global energy transition markets. Robust balance sheet management and geographic diversification underpin reliable cash flow, de-risk expansion, and enable higher shareholder returns.
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€12.66
FV
15.0% undervalued
intrinsic discount
12.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
TP ICAP Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Fusion Platform Rollout And AWS Partnership Will Unlock Value
Key Takeaways Strategic technology partnerships and digital platform expansion are set to boost efficiency, scalability, and long-term profitability. Diversification into alternative assets, new geographies, and data services reduces earnings volatility and positions the company for sustainable revenue growth.
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UK£3.27
FV
13.5% undervalued
intrinsic discount
3.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this narrative
Bhagwan Marine
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Offshore And Renewables Sectors Will Unlock Sustainable Potential
Key Takeaways Rising demand across energy, renewables, and infrastructure sectors, coupled with limited vessel supply, is boosting revenue visibility and supporting margin expansion. Strategic innovation and strong project execution are enabling Bhagwan Marine to capture growth opportunities and improve operational efficiency in a competitive landscape.
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AU$0.80
FV
24.7% undervalued
intrinsic discount
-0.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
Beauty Health
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Sales Execution And Hydralock Booster Launch Will Strengthen Future Prospects
Key Takeaways Operational improvements and strategic market positioning are set to enhance profitability and boost revenue growth. Expanding product offerings and refining sales strategies may drive demand and strengthen market competitiveness.
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US$1.75
FV
8.0% overvalued
intrinsic discount
3.61%
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
narrative
Hafnia
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Modern Tanker Renewal Will Shape Shipping Trends Despite Regulatory Risks
Key Takeaways Limited new tanker supply and rising demand support higher rates and margins, while Hafnia’s modern fleet enables strong growth and resilience. Investments in eco-efficient vessels, new ventures, and disciplined capital allocation enhance earnings stability, margins, and future profitability.
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NOK 65.75
FV
12.0% undervalued
intrinsic discount
-42.56%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
30
users have followed this narrative
3 days ago
author updated this narrative
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