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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
26
users have liked this narrative
7
users have commented on this narrative
73
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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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
58
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
19.0% 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
Cipla
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
Emerging Markets And Chronic Therapies Will Open New Horizons
Key Takeaways Expansion in chronic therapies and complex generics, combined with digital and e-pharmacy investments, drives sustainable revenue and margin growth across key global markets. Manufacturing self-reliance and compliance strengths position Cipla to capitalize on supply chain shifts and localization trends, supporting long-term profitability and export growth.
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₹1.68k
FV
11.4% undervalued
intrinsic discount
8.42%
Revenue growth p.a.
Set Fair Value
0
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
GAIL (India)
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Pipeline Network Expansion Will Boost India's Infrastructure Amid Risks
Key Takeaways Ongoing expansion of pipelines and city gas infrastructure positions GAIL to capture growth from industrialization, clean energy demand, and urbanization across new regions. Regulatory tariff revisions and forward integration into value-added segments aim to drive margin improvements, diversify earnings, and support stable long-term cash flows.
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₹211.42
FV
19.0% undervalued
intrinsic discount
4.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
4 days ago
author updated this narrative
Xero
AN
AnalystConsensusTarget
Consensus Narrative from 15 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$200.44
FV
10.8% undervalued
intrinsic discount
18.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
72
users have followed this narrative
4 days ago
author updated this narrative
Godrej Consumer Products
AN
AnalystConsensusTarget
Consensus Narrative from 37 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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₹1.37k
FV
13.2% undervalued
intrinsic discount
9.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
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