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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.

18 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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Repsol

AnalystConsensusTarget

Consensus Narrative from 23 Analysts

Europe's First Biomethanol Plant And Global Projects Will Shape Future Operations By 2028

Key Takeaways Repsol's high-grading of its upstream portfolio and strategic divestments may enhance cash flows and earnings while boosting revenue with new project developments. Significant low carbon investments and expansion in the Customer division aim to increase net margins and improve revenue through growth in mobility and retail clients.

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€13.63

21.0% undervalued

1.09%

Revenue growth p.a.

2 days ago

Xero

AnalystConsensusTarget

Consensus Narrative from 16 Analysts

AI Features And US Expansion Will Improve User Satisfaction And Retention

Key Takeaways Expanded service features and strategic acquisitions aim to boost revenue through enhanced user satisfaction and retention. Disciplined capital allocation and U.S. payroll expansion could improve efficiency and earnings growth.

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AU$187.88

9.4% undervalued

16.00%

Revenue growth p.a.

2 days ago

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£114.51

8.0% overvalued

4.78%

Revenue growth p.a.

2 days ago

Cipla

AnalystConsensusTarget

Consensus Narrative from 37 Analysts

Investments And Launches Of Generic Advair Will Expand US Market Presence

Key Takeaways Strategic investments and a diversified product portfolio position Cipla for sustained growth in the U.S., EMEU, and One Africa markets. Focus on launching high-value assets and digital health initiatives could increase revenue and profit margins in North America and India.

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₹1.64k

7.0% undervalued

7.85%

Revenue growth p.a.

2 days ago

Orlen

AnalystConsensusTarget

Consensus Narrative from 9 Analysts

Renewable Energy Focus And Funding Diversification Will Improve Future Performance

Key Takeaways Diversification in funding and strategic bond issuance improve cash flow, supporting revenue growth and higher future earnings. Focus on renewable energy and upstream growth enhances potential for improved margins and earnings.

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zł69.97

1.3% undervalued

-1.56%

Revenue growth p.a.

2 days ago

GAIL (India)

AnalystConsensusTarget

Consensus Narrative from 31 Analysts

Pipeline Projects And CGD Expansion Will Broaden Operations, But Margin Volatility May Persist

Key Takeaways Pipeline project completions and city gas distribution expansion could boost gas transmission volumes, revenue growth, and market share. Long-term LNG contracts and operational expansions could stabilize procurement costs and enhance profitability in petrochemicals.

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₹213.87

11.4% undervalued

4.13%

Revenue growth p.a.

2 days ago

Carlsberg

AnalystConsensusTarget

Consensus Narrative from 21 Analysts

Accelerate SAIL Strategy And Britvic Acquisition Will Strengthen Future Market Position

Key Takeaways Strategic acquisitions and market entries are poised to drive long-term growth, supporting revenue and market expansion. Efficiency improvements and gross margin recovery are expected to enhance net margins and operating profit growth.

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DKK 967.33

4.7% undervalued

10.32%

Revenue growth p.a.

2 days ago

Coles Group

AnalystConsensusTarget

Consensus Narrative from 16 Analysts

Digital Expansion And Cost Optimization Will Strengthen Future Operations

Key Takeaways Expansion of e-commerce and digital enhancements is expected to boost customer experience, online sales growth, and revenue. Strategic cost-saving initiatives and infrastructure investments aim to enhance efficiency, reduce expenses, and improve net margins and earnings.

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AU$20.90

4.9% overvalued

2.76%

Revenue growth p.a.

2 days ago

Godrej Consumer Products

AnalystConsensusTarget

Consensus Narrative from 35 Analysts

Household Insecticides Recovery And International Growth Will Drive Future Success

Key Takeaways Strategic investments in advertising and rural initiatives indicate a focus on long-term revenue growth, despite short-term profitability pressures. Growing market share in household insecticides and international expansion in Indonesia and Latin America are expected to diversify and boost earnings.

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₹1.30k

3.5% undervalued

9.36%

Revenue growth p.a.

2 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

Europe's First Biomethanol Plant And Global Projects Will Shape Future Operations By 2028

AI Features And US Expansion Will Improve User Satisfaction And Retention

International Expansion And Technology Investments Will Create Future Value

Investments And Launches Of Generic Advair Will Expand US Market Presence

Renewable Energy Focus And Funding Diversification Will Improve Future Performance

Pipeline Projects And CGD Expansion Will Broaden Operations, But Margin Volatility May Persist

Accelerate SAIL Strategy And Britvic Acquisition Will Strengthen Future Market Position

Digital Expansion And Cost Optimization Will Strengthen Future Operations

Household Insecticides Recovery And International Growth Will Drive Future Success

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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

Europe's First Biomethanol Plant And Global Projects Will Shape Future Operations By 2028

AI Features And US Expansion Will Improve User Satisfaction And Retention

International Expansion And Technology Investments Will Create Future Value

Investments And Launches Of Generic Advair Will Expand US Market Presence

Renewable Energy Focus And Funding Diversification Will Improve Future Performance

Pipeline Projects And CGD Expansion Will Broaden Operations, But Margin Volatility May Persist

Accelerate SAIL Strategy And Britvic Acquisition Will Strengthen Future Market Position

Digital Expansion And Cost Optimization Will Strengthen Future Operations

Household Insecticides Recovery And International Growth Will Drive Future Success

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