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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.

19 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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Bumrungrad Hospital

AnalystConsensusTarget

Consensus Narrative from 21 Analysts

Massachusetts General Brigham And Siemens CT Will Improve Patient Access

Key Takeaways Strategic partnerships and advanced technology are enhancing service offerings, potentially driving revenue growth through increased patient admissions and advanced diagnostic services. International outreach and improved e-visa processes are likely to expand the patient base and increase revenue from medical tourists and expatriates.

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฿233.29

28.8% undervalued

5.72%

Revenue growth p.a.

2 days ago

Charter Hall Group

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Development Pipeline Of $133 Billion Will Strengthen Market Position

Key Takeaways Charter Hall Group's development pipeline and strong investor demand suggest future income growth, attracting new capital and boosting revenues and earnings stability. Strategic focus on prime office assets and convenience net lease retail sector strengthens revenue streams, enhancing net asset value and earnings metrics.

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AU$17.63

0.3% undervalued

17.46%

Revenue growth p.a.

2 days ago

Mapletree Pan Asia Commercial Trust

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

VivoCity Upgrades And Debt Reduction Will Face Market Risks Ahead

Key Takeaways The divestment and debt reduction efforts improve balance sheet strength, potentially reducing interest expenses and enhancing net margins. Strategic asset enhancements and tenant shifts increase potential for higher occupancy, rental income growth, and revenue stability.

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S$1.41

13.3% undervalued

1.50%

Revenue growth p.a.

2 days ago

AGL Energy

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Electrification Initiatives Will Leverage Growing NEM Demand By 2050

Key Takeaways Expansion and strategic investments aim to boost revenue, improve stability, and enhance operational efficiencies in the rapidly evolving energy market. Focus on electrification and innovative energy solutions could capture growing demand and protect margins against market volatility and contract expirations.

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AU$12.25

11.6% undervalued

-1.36%

Revenue growth p.a.

2 days ago

Fluidra

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

Cost-saving Measures And Aftermarket Expansion Will Strengthen Future Profitability In The Pool Industry

Key Takeaways Fluidra's simplification program and cost-saving measures aim to expand margins and stabilize earnings against potential tariffs. Investment in digitalization and innovative products is expected to drive long-term growth and enhance market leadership in the pool industry.

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€25.34

17.3% undervalued

4.05%

Revenue growth p.a.

2 days ago

Axiata Group Berhad

AnalystConsensusTarget

Consensus Narrative from 22 Analysts

Monetization Of Digital Assets Like Link Net Will Unlock Value For Future Investments

Key Takeaways Market consolidation in Indonesia and improved operational excellence are expected to boost revenues and enhance margin growth. Debt reduction strategy and digital asset monetization could improve financial health and benefit shareholder returns.

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RM 2.72

23.1% undervalued

2.43%

Revenue growth p.a.

2 days ago

DKSH Holding

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

New Partnerships With Alcon And Ichitan Will Expand Market Presence And Efficiency

Key Takeaways Strategic priorities and M&A partnerships are set to enhance market position and drive significant revenue and earnings growth. Digital transformation and strong Performance Materials recovery position DKSH for improved operational efficiency and strong future growth.

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CHF 79.20

21.6% undervalued

3.74%

Revenue growth p.a.

2 days ago

Ipca Laboratories

AnalystConsensusTarget

Consensus Narrative from 21 Analysts

Expansion Into Flexicare And Dermatology Will Strengthen Future Performance

Key Takeaways Significant growth in domestic formulations and strategic new verticals suggest strong future revenue and earnings potential. Improved EBITDA margins and operational efficiencies indicate robust net margins and future earnings growth opportunities.

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₹1.61k

14.3% undervalued

12.22%

Revenue growth p.a.

2 days ago

Mapletree Industrial Trust

AnalystConsensusTarget

Consensus Narrative from 14 Analysts

Tokyo Acquisition And Occupancy Gains To Propel Growth In Data Center Market

Key Takeaways Tokyo property acquisition and power plans position for growth in data center market, enhancing revenue streams. Lease expirations and expected rate cuts could improve net margins despite short-term earnings impact.

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S$2.44

17.3% undervalued

4.55%

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

Massachusetts General Brigham And Siemens CT Will Improve Patient Access

Development Pipeline Of $133 Billion Will Strengthen Market Position

VivoCity Upgrades And Debt Reduction Will Face Market Risks Ahead

Electrification Initiatives Will Leverage Growing NEM Demand By 2050

Cost-saving Measures And Aftermarket Expansion Will Strengthen Future Profitability In The Pool Industry

Monetization Of Digital Assets Like Link Net Will Unlock Value For Future Investments

New Partnerships With Alcon And Ichitan Will Expand Market Presence And Efficiency

Expansion Into Flexicare And Dermatology Will Strengthen Future Performance

Tokyo Acquisition And Occupancy Gains To Propel Growth In Data Center Market

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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

Massachusetts General Brigham And Siemens CT Will Improve Patient Access

Development Pipeline Of $133 Billion Will Strengthen Market Position

VivoCity Upgrades And Debt Reduction Will Face Market Risks Ahead

Electrification Initiatives Will Leverage Growing NEM Demand By 2050

Cost-saving Measures And Aftermarket Expansion Will Strengthen Future Profitability In The Pool Industry

Monetization Of Digital Assets Like Link Net Will Unlock Value For Future Investments

New Partnerships With Alcon And Ichitan Will Expand Market Presence And Efficiency

Expansion Into Flexicare And Dermatology Will Strengthen Future Performance

Tokyo Acquisition And Occupancy Gains To Propel Growth In Data Center Market

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