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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

37.8% undervalued

10.00%

Revenue growth p.a.

126

15 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

10.2% undervalued

6.00%

Revenue growth p.a.

8 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.

8 days ago

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Monadelphous Group

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

New $17 Billion Contracts And Renewable Focus Will Drive Future Opportunities

Key Takeaways Securing new contracts across diverse sectors and major energy players boosts future revenue and signals strong market demand. Emphasis on renewables and decarbonization expands revenue avenues amid rising sustainable solutions demand.

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AU$16.21

8.0% undervalued

6.75%

Revenue growth p.a.

5 days ago

Logitech International

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

AI Focus And B2B Expansion Will Strengthen Future Market Position

Key Takeaways Design-led innovation and AI applications are expected to enhance product appeal and drive growth in high-end product lines. Geographic and B2B expansion, cost reductions, and share buybacks aim to diversify revenue streams, improve margins, and enhance shareholder value.

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CHF 75.32

22.3% undervalued

3.68%

Revenue growth p.a.

5 days ago

Reach

AnalystConsensusTarget

Consensus Narrative from 3 Analysts

Data-Driven Strategy And US Growth Will Boost Future Prospects

Key Takeaways Reach's transition to a resilient digital business with data-driven revenue will boost growth, as it is significantly more valuable than traditional advertising. Improved operating efficiency, strategic U.S. expansion, and digital innovation position Reach for enhanced profitability and diversified revenue streams.

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UK£1.69

56.8% undervalued

-3.23%

Revenue growth p.a.

5 days ago

Computer Age Management Services

AnalystConsensusTarget

Consensus Narrative from 15 Analysts

New Mandates And AIF Expansion Will Strengthen Future Performance

Key Takeaways Strong mutual fund revenue growth and new mandates highlight competitive advantage and potential for continued market share gains in the RTA space. Improved operational efficiencies and strategic tech investments support robust EBITDA, non-MF revenue growth, and stable margins despite yield pressures.

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₹4.17k

3.9% undervalued

11.46%

Revenue growth p.a.

5 days ago

Newlat Food

AnalystConsensusTarget

Consensus Narrative from 2 Analysts

Princes Integration Will Falter Amid Margin Woes

Key Takeaways Post-acquisition operational goals may not achieve expected synergies, potentially impacting net margins and earnings negatively. High net debt versus EBITDA could strain future profitability, posing a risk to earnings.

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€18.00

6.9% undervalued

22.76%

Revenue growth p.a.

5 days ago

GCC. de

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Texas Acquisitions And Odessa Expansion Will Strengthen Future Market Position

Key Takeaways Strategic acquisitions and expansions in Texas and the U.S. are set to drive revenue growth and enhance operational efficiencies, boosting net margins. Sustainability investments, including solar and carbon capture projects, aim to cut costs and could result in improved net margins through energy efficiency.

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Mex$238.62

29.7% undervalued

5.55%

Revenue growth p.a.

5 days ago

Dätwyler Holding

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

ForwardNow Will Streamline Operations, Focusing On High-Margin Products And Sustainable Practices

Key Takeaways The ForwardNow program's optimization and focus on high-margin products aim to boost profitability and net margins. Strategic investments in innovation and sustainability could enhance brand reputation, operational efficiency, and revenue growth.

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CHF 152.40

22.8% undervalued

4.80%

Revenue growth p.a.

5 days ago

Hikma Pharmaceuticals

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

R&D Investments And Xellia Acquisition Will Expand Product Pipeline And Revenue Prospects

Key Takeaways Strategic R&D investments and the acquisition of Xellia are expected to enhance Hikma's product pipeline, manufacturing capabilities, and revenue growth. Expanding injectables and generics divisions, alongside MENA region investments, are predicted to sustain growth and stabilize margins.

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UK£24.26

22.3% undervalued

4.85%

Revenue growth p.a.

5 days ago

Galaxy Surfactants

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

Stabilizing Input Costs And Galseer DermaGreen Launch Will Improve Future Prospects

Key Takeaways Stabilizing raw material costs and successful product launches are expected to enhance profitability and margin performance. Strategic initiatives and favorable domestic conditions may boost revenue through increased demand and efficient operations.

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₹2.81k

20.7% undervalued

9.46%

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

New $17 Billion Contracts And Renewable Focus Will Drive Future Opportunities

AI Focus And B2B Expansion Will Strengthen Future Market Position

Data-Driven Strategy And US Growth Will Boost Future Prospects

New Mandates And AIF Expansion Will Strengthen Future Performance

Princes Integration Will Falter Amid Margin Woes

Texas Acquisitions And Odessa Expansion Will Strengthen Future Market Position

ForwardNow Will Streamline Operations, Focusing On High-Margin Products And Sustainable Practices

R&D Investments And Xellia Acquisition Will Expand Product Pipeline And Revenue Prospects

Stabilizing Input Costs And Galseer DermaGreen Launch Will Improve Future Prospects

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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

New $17 Billion Contracts And Renewable Focus Will Drive Future Opportunities

AI Focus And B2B Expansion Will Strengthen Future Market Position

Data-Driven Strategy And US Growth Will Boost Future Prospects

New Mandates And AIF Expansion Will Strengthen Future Performance

Princes Integration Will Falter Amid Margin Woes

Texas Acquisitions And Odessa Expansion Will Strengthen Future Market Position

ForwardNow Will Streamline Operations, Focusing On High-Margin Products And Sustainable Practices

R&D Investments And Xellia Acquisition Will Expand Product Pipeline And Revenue Prospects

Stabilizing Input Costs And Galseer DermaGreen Launch Will Improve Future Prospects

Value any company in seconds

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