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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
74
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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Heineken
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Expanding Emerging Markets And Digital Transformation Will Unlock Future Opportunity
Key Takeaways Expanding in emerging markets and premiumizing its portfolio are driving Heineken's revenue, profitability, and brand growth. Investments in sustainability, digital transformation, and low-alcohol beverages support operational efficiency and resilience to changing consumer trends.
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€89.67
FV
23.6% undervalued
intrinsic discount
4.03%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
4 days ago
author updated this narrative
Vale
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Bacaba And Voisey's Bay Projects Will Fuel Global Decarbonization Efforts
Key Takeaways Expansion into critical metals and value-added products positions Vale to capitalize on global decarbonization and heightened supply chain security demands. Operational efficiencies and disciplined capital allocation are expected to support margin expansion, stable long-term revenues, and improved shareholder returns.
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R$67.61
FV
18.1% undervalued
intrinsic discount
1.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
75
users have followed this narrative
4 days ago
author updated this narrative
CaixaBank
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Digital Transformation And Tailored Retirement Solutions Will Capture Iberian Demand
Key Takeaways Digital innovation and demographic-focused strategies are expanding client base, increasing recurring fee income, and reducing earnings volatility through cross-selling and digital platform growth. Market share gains, strong funding, and successful integration efforts are improving cost efficiency, lending capacity, and supporting sustained margin and earnings expansion.
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€8.09
FV
6.5% overvalued
intrinsic discount
5.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
4 days ago
author updated this narrative
NTPC
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Renewable And Nuclear Expansion Will Secure Future Earnings Stability
Key Takeaways NTPC's diversification into renewable energy and energy storage suggests potential for revenue growth and long-term earnings stability aligned with clean energy trends. Initiatives to boost coal mining and meet environmental standards aim to enhance operational efficiency, fuel security, and net margins.
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₹417.68
FV
19.9% undervalued
intrinsic discount
2.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
51
users have followed this narrative
4 days ago
author updated this narrative
Mitsubishi Heavy Industries
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Clean Energy Transition And Aerospace Will Drive Future Momentum
Key Takeaways Strong demand in clean energy, infrastructure, and aerospace supports long-term revenue stability and positions the company for margin expansion as markets shift to lower-carbon solutions. Expansion in the U.S. and efficient cost management improve resilience and cash flow, while global trends in automation and energy transition enhance earnings quality.
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JP¥3.64k
FV
6.3% overvalued
intrinsic discount
7.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
Goodman Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
The $4 Billion Capital Raising Will Fortify Capital Structure For Future Development
Key Takeaways Strategic focus on data centers and significant partnerships are expected to drive revenue growth and enhance long-term earnings stability. Capital raising and low gearing ratio aim to support sustainable EPS growth while efficiently managing financial risk.
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AU$36.95
FV
4.2% undervalued
intrinsic discount
9.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
57
users have followed this narrative
4 days ago
author updated this narrative
Danone
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Functional Foods And Specialized Nutrition Will Expand Global Markets
Key Takeaways Focus on innovation, health-driven products, and strategic acquisitions solidifies Danone's leadership in premium nutrition and specialty segments amid changing consumer preferences. Expanding in emerging markets and shifting towards digital and healthcare channels enhances growth opportunities, operational efficiency, and long-term margin stability.
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€74.82
FV
3.9% undervalued
intrinsic discount
3.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
4 days ago
author updated this narrative
Deutsche Post
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
E-commerce And Global Trade Trends Will Unlock Future Market Potential
Key Takeaways Investments in e-commerce, automation, and premium express services position the company for long-term growth and margin expansion amid evolving global trade patterns. Cost-saving initiatives and sustainability-focused strategies drive improved earnings quality and strengthen market resilience against trade volatility.
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€43.44
FV
6.0% undervalued
intrinsic discount
3.25%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
89
users have followed this narrative
4 days ago
author updated this narrative
Adyen
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Unified Commerce Expansion And TCO Solutions Will Unlock New Markets
Key Takeaways Adyen’s expansion in Unified Commerce and Platforms is driving strong revenue growth and diversification across new verticals. Focus on cost-efficient TCO solutions and geographic expansion is enhancing market share, potentially improving revenue and margins.
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€1.89k
FV
20.8% undervalued
intrinsic discount
22.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
81
users have followed this narrative
4 days ago
author updated this narrative
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