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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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Centrais Elétricas Brasileiras - Eletrobrás
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future Expansion Into Renewables And AI Aims To Improve Efficiency But May Face Financial And Regulatory Risks
Key Takeaways Expansion through auctions and new projects aims to increase revenue and improve margins via efficiency and reliability gains. Focus on increasing consumer base and operational efficiency, with AI integration, is expected to boost earnings and reduce costs.
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R$55.62
FV
14.4% undervalued
intrinsic discount
0.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 days ago
author updated this narrative
Almarai
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Poultry And Dairy Expansion Will Unlock Future Potential
Key Takeaways Expansion in poultry and strategic investments are set to drive significant future revenue growth and long-term earnings improvements. Efficiency projects and product innovations aim to strengthen margins and increase market share in key segments.
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ر.س64.06
FV
27.7% undervalued
intrinsic discount
7.28%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
4 days ago
author updated this narrative
Telefônica Brasil
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
FTTH Consolidation And 5G Rollout Will Empower Future Connectivity
Key Takeaways Leadership in fiber broadband and digital service expansion positions the company for stronger recurring revenues and long-term margin improvement. 5G rollout and growth in B2B digital solutions create opportunities for revenue diversification and future earnings growth.
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R$33.95
FV
3.0% undervalued
intrinsic discount
5.54%
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
IHH Healthcare Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Healthcare Provider Will Expand Capacity But Faces Margin Challenges
Key Takeaways Planned expansion and strategic acquisitions are expected to drive significant revenue growth and improve EBITDA through increased patient volumes and income contributions. Investment in new technologies and enhanced operational efficiency could boost net margins by offering specialized services and optimizing processes through AI and technology.
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RM 8.25
FV
15.6% undervalued
intrinsic discount
8.52%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
4 days ago
author updated this narrative
On Holding
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Cloudboom Max, Zendaya Collaborations, And Global Expansion Will Drive Future Success
Key Takeaways Strong brand positioning, D2C expansion, and geographic growth in Asia Pacific and other regions are expected to increase revenue and market share. Innovations in product lines and operational improvements are likely to drive profitability and enhance supply chain efficiency.
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US$66.76
FV
31.6% undervalued
intrinsic discount
23.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
83
users have followed this narrative
4 days ago
author updated this narrative
Repsol
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Renewable Energy Expansion Will Unlock Future Value
Key Takeaways Expansion in renewables and strategic green hydrogen and biofuel investments are set to diversify revenue, stabilize earnings, and enable higher-margin growth in low-carbon markets. Portfolio optimization and technological upgrades should improve operational resilience, drive efficiency, and support stable earnings from both hydrocarbon and customer-focused divisions.
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€13.97
FV
4.5% undervalued
intrinsic discount
3.71%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
59
users have followed this narrative
4 days ago
author updated this narrative
Amundi
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Strong ETF Growth And Global Partnerships Propel Revenue And Earnings Expansion
Key Takeaways Growth in European ETFs and responsible investments could drive future revenue increases by capturing more market share. Strategic geographic expansion and partnerships in Asia suggest revenue growth via increased market penetration and client assets.
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€76.82
FV
14.3% undervalued
intrinsic discount
-18.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
4 days ago
author updated this narrative
NEXT
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
International Expansion And Technology Investments Will Create Future Value
Key Takeaways Expanding international business through strategic marketing and modernized operations aims to increase revenue growth and resilience against inflationary pressures. Investments in technology and AI-driven efficiencies intend to reduce costs, improve margins, and enhance earnings through diversified revenue streams and strategic acquisitions.
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UK£127.76
FV
8.2% undervalued
intrinsic discount
5.89%
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
4 days ago
author updated this narrative
Samvardhana Motherson International
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Acquisition Of Atsumitec And New Capacity Will Expand Footprint In Emerging Markets
Key Takeaways The acquisition of Atsumitec and new market expansions are expected to unlock synergies and drive growth in both automotive and non-automotive segments. Operational improvements and capacity expansions, including new projects, are anticipated to boost earnings by enhancing scale, efficiency, and operating margins.
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₹112.93
FV
19.6% undervalued
intrinsic discount
7.77%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
4 days ago
author updated this narrative
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