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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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Peter Warren Automotive Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Future Partnerships And Efficiency Initiatives Will Strengthen Performance
Key Takeaways Strategic acquisitions, inventory management, and cost reduction initiatives are expected to enhance earnings, profitability, and revenue growth. Diversification in service and finance, along with Chinese partnerships, seeks to counter new car margin pressures and boost profitability.
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AU$1.62
FV
10.5% overvalued
intrinsic discount
2.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
Nordex
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Robust European Demand Will Drive Lasting Global Expansion
Key Takeaways Strong service segment performance and high contract retention drive recurring, high-margin revenues that support sustained earnings and margin improvement. Robust project backlog, stable supply chains, and European market leadership position Nordex for multi-year revenue and profit growth.
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€22.98
FV
0.01% overvalued
intrinsic discount
8.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
Troax Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
North American Expansion And Warehouse Automation Will Spur Recovery
Key Takeaways Increased automation, safety standards, and production optimization are expected to drive revenue growth and enhance margins as warehousing demand recovers. Expansion in North America and strategic M&A opportunities position Troax for greater diversification and long-term growth amid industry normalization.
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SEK 194.76
FV
30.8% undervalued
intrinsic discount
4.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
CEMEX. de
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Government Spending And Low-Carbon Shifts Will Transform Industry
Key Takeaways Strong infrastructure demand and sustainability initiatives are expected to drive revenue growth, margin resilience, and premium pricing in key markets. Disciplined capital allocation and operational efficiencies aim to boost cash flow, returns, and shareholder value through M&A, cost savings, and enhanced payout policies.
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Mex$17.98
FV
10.9% undervalued
intrinsic discount
3.97%
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
3 days ago
author updated this narrative
Virbac
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future R&D And Facility Expansion Will Introduce New Products In Pet Care And Pharmaceuticals
Key Takeaways Strategic R&D investments and facility expansions aim to drive innovation, operational efficiency, and future revenue growth, potentially enhancing profitability. Robust M&A strategy and focus on U.S. and China markets are expected to boost geographic expansion, market share, and revenue growth despite cost pressures.
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€395.17
FV
16.1% undervalued
intrinsic discount
5.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Diversified Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition And Expansion Will Diversify Revenue Streams And Unlock Untapped Potential
Key Takeaways Strategic acquisitions and operational optimizations are expected to enhance revenue, cash flow, and margins by leveraging synergies and expanding the portfolio. Expansion into Coal Mine Methane capture should diversify revenue streams and stabilize earnings through environmental credits growth.
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UK£19.46
FV
43.7% undervalued
intrinsic discount
25.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
3 days ago
author updated this narrative
Avia Avian
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Distribution Centers And Eco-Friendly Paints Will Transform Indonesian Markets
Key Takeaways Expansion of distribution centers, eco-friendly production, and premium product launches position Avia Avian to capitalize on urbanization and growing sustainability preferences. Integration of acquired brands and deepening retail presence enable superior market share gains, outpacing industry growth as construction formalizes across Indonesia.
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Rp535.00
FV
19.3% undervalued
intrinsic discount
7.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 days ago
author updated this narrative
Macmahon Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure
Key Takeaways Acquiring Decmil and diversifying services positions Macmahon for robust growth and higher returns, enhancing earnings and shareholder value. Expansion in Indonesia with low-capital solutions and a strong order book supports sustained revenue growth and improved financial efficiency.
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AU$0.37
FV
1.4% undervalued
intrinsic discount
5.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
3 days ago
author updated this narrative
Watches of Switzerland Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Planned Hodinkee Integration And US Expansion Will Strengthen Luxury Watch Market Presence
Key Takeaways Expansion in the U.S. and new luxury jewelry offerings are likely to enhance revenue growth through increased market presence and share. Strategic acquisitions and planned projects, including enhancing online and retail capacities, aim to boost sales, earnings, and market visibility significantly.
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UK£4.54
FV
23.6% undervalued
intrinsic discount
5.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 days ago
author updated this narrative
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