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Weekly Picks

Alphabet

Investingwilly

Community Contributor

The Most Undervalued of the Magnificent 7

Alphabet Inc., the parent company of Google, stands as a cornerstone of the tech world, leading in search, digital advertising, AI, and cloud computing. Despite its dominance and innovation, Alphabet is currently the cheapest stock among the “Magnificent 7” (the seven largest U.S. tech companies by market capitalization).

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US$237.43

36.3% undervalued

10.00%

Revenue growth p.a.

120

14 days ago

CSL

Ramsee

Community Contributor

CSL is undervalued in High Tax Scenario

CSL Limited: Fair Value Assessment Amidst Evolving US Tariff Scenarios Executive Summary This report provides an assessment of the fair value of CSL Limited (CSL) under various potential United States (US) tariff scenarios. CSL, a global biotechnology leader with significant operations in plasma therapies (CSL Behring), influenza vaccines (CSL Seqirus), and iron/nephrology treatments (CSL Vifor), faces potential impacts from evolving US trade policies.

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AU$263.33

9.1% undervalued

6.00%

Revenue growth p.a.

7 days ago

PVA TePla

Minesweeper

Community Contributor

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Summary Founded on 1977, PVA Tepla is a German company that operates through Semiconductor Systems and Industrial Systems segments. They are material science experts.

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€19.19

20.8% undervalued

22.00%

Revenue growth p.a.

7 days ago

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Siegfried Holding

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

Acquisition Of Grafton Site Will Expand US Network And Services

Key Takeaways The EVOLVE+ strategy and strategic M&A activities are set to enhance growth, expand services, and improve margins for Siegfried Holding. Investments in new technologies and diversification across portfolios are expected to drive revenue stability and efficiency improvements.

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CHF 1.15k

22.4% undervalued

7.66%

Revenue growth p.a.

5 days ago

Chroma ATE

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Semiconductor And Photonics Sectors Will Account For Over 50% Of Sales In 2025

Key Takeaways Anticipated recovery in EV and ESS markets and growth in semiconductor and photonics sectors could significantly boost Chroma's revenue. Strategic R&D investment and new product launches may enhance competitive edge and long-term earnings for Chroma.

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NT$452.67

42.1% undervalued

19.07%

Revenue growth p.a.

5 days ago

Andritz

AnalystConsensusTarget

Consensus Narrative from 9 Analysts

Expansion In Hydropower And Digitalization Acquisitions Will Open New Opportunities

Key Takeaways Strong order intake and an increasing service revenue share are positioned to positively impact Andritz's revenue and net margins. Strategic acquisitions and hydropower expansion focus are set to drive future earnings growth and stability.

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€70.61

24.9% undervalued

4.45%

Revenue growth p.a.

5 days ago

Pirelli & C

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

Decarbonization Efforts And Technological Leadership Will Strengthen Market Position

Key Takeaways Pirelli's focus on the High Value segment and sustainability initiatives aligns with market trends, enhancing brand value and driving revenue and margin growth. Expansion into the U.S. market and technological innovations aim to boost competitive edge and profitability, countering inflationary pressures with efficiency improvements.

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€6.59

23.7% undervalued

2.82%

Revenue growth p.a.

5 days ago

Telecom Italia

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Investments In Digital Services And Cloud Solutions Will Strengthen Future Market Position

Key Takeaways Deconsolidation of non-core assets and operational improvements enhance financial flexibility, enabling reinvestment in growth areas and improved margins. Strategic investments in digital services, cloud solutions, and infrastructure support long-term revenue and earnings growth.

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€0.35

8.0% undervalued

0.87%

Revenue growth p.a.

5 days ago

Kingsoft

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

AI-Driven WPS Office And Upcoming Games Will Strengthen Global Presence

Key Takeaways Kingsoft's focus on AI integration and localized international expansion aims to boost revenue and improve net margins through operational efficiencies and high-value services. New flagship gaming product launches are expected to diversify earnings and strengthen global market revenue.

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HK$45.51

19.7% undervalued

13.31%

Revenue growth p.a.

5 days ago

Banca Transilvania

AnalystConsensusTarget

Consensus Narrative from 9 Analysts

Integration With OTP Bank Romania Will Expand Market Share But Operational Risks Could Affect Margins

Key Takeaways Successful mergers with OTP Bank Romania and Victoriabank enhance market share and revenues via cross-selling and product expansion. Strong digital platform growth boosts non-interest revenue and positions Banca Transilvania for sustainable earnings and shareholder returns.

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RON 31.80

11.9% undervalued

8.42%

Revenue growth p.a.

5 days ago

Canadian Apartment Properties Real Estate Investment Trust

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

Reinvesting In Newer Rentals Will Optimize Portfolio Efficiency In Residential REITs

Key Takeaways Reinvesting in newer, cost-effective rental properties and repurchasing units signals portfolio efficiency and management's confidence in stock valuation. Focus on lower CapEx and regulated properties enhances cash flow, increases operational efficiency, and stabilizes revenue potential.

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CA$51.19

20.4% undervalued

-2.22%

Revenue growth p.a.

5 days ago

Impala Platinum Holdings

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

New Smelter And Refinery Upgrades Will Expand Platinum Production Capacity By 20%

Key Takeaways Sustained demand for platinum from the hydrogen economy could lead to revenue growth and future deficits. Strategic changes and cost management could enhance margins, profitability, and cash flow through increased capacity and operational improvements.

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R116.67

8.0% overvalued

10.95%

Revenue growth p.a.

5 days ago

Community

Weekly Picks

The Most Undervalued of the Magnificent 7

CSL is undervalued in High Tax Scenario

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Acquisition Of Grafton Site Will Expand US Network And Services

Semiconductor And Photonics Sectors Will Account For Over 50% Of Sales In 2025

Expansion In Hydropower And Digitalization Acquisitions Will Open New Opportunities

Decarbonization Efforts And Technological Leadership Will Strengthen Market Position

Investments In Digital Services And Cloud Solutions Will Strengthen Future Market Position

AI-Driven WPS Office And Upcoming Games Will Strengthen Global Presence

Integration With OTP Bank Romania Will Expand Market Share But Operational Risks Could Affect Margins

Reinvesting In Newer Rentals Will Optimize Portfolio Efficiency In Residential REITs

New Smelter And Refinery Upgrades Will Expand Platinum Production Capacity By 20%

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Community

Weekly Picks

The Most Undervalued of the Magnificent 7

CSL is undervalued in High Tax Scenario

PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery

Community Investing Ideas

Acquisition Of Grafton Site Will Expand US Network And Services

Semiconductor And Photonics Sectors Will Account For Over 50% Of Sales In 2025

Expansion In Hydropower And Digitalization Acquisitions Will Open New Opportunities

Decarbonization Efforts And Technological Leadership Will Strengthen Market Position

Investments In Digital Services And Cloud Solutions Will Strengthen Future Market Position

AI-Driven WPS Office And Upcoming Games Will Strengthen Global Presence

Integration With OTP Bank Romania Will Expand Market Share But Operational Risks Could Affect Margins

Reinvesting In Newer Rentals Will Optimize Portfolio Efficiency In Residential REITs

New Smelter And Refinery Upgrades Will Expand Platinum Production Capacity By 20%

Value any company in seconds

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