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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
27
users have liked this narrative
8
users have commented on this narrative
76
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
97
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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Banco BBVA Argentina
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Argentina's Expected 55% GDP Growth Will Open Up Banking Opportunities
Key Takeaways Economic recovery in Argentina and digital shifts enhance BBVA Argentina's revenue and net margins through increased banking demand and operational efficiency. Strategic focus on market share and asset quality, along with treasury management, stabilizes net interest margins and boosts profitability.
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AR$10.02k
FV
26.9% undervalued
intrinsic discount
18.89%
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
26 days ago
author updated this narrative
Vittia
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Biological Plant Will Expand Production Capacity In 2025
Key Takeaways Efficiency initiatives and product rationalization are improving results and could increase net margins through effective cost control and enhanced production capacity. Strong R&D investments, especially in biological products, alongside favorable market conditions, position Vittia for potential revenue growth from innovative new offerings.
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R$6.27
FV
22.9% undervalued
intrinsic discount
15.27%
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
Iluka Resources
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
Key Takeaways Strategic investments in rare earths and zircon projects enhance Iluka's growth prospects amid high demand and supply constraints, boosting revenue potential. Cost optimization and favorable tariff conditions improve Iluka's net margins, increase demand for titanium products, and support financial stability.
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AU$6.02
FV
0.05% undervalued
intrinsic discount
8.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
44
users have followed this narrative
13 days ago
author updated this narrative
Bank Polska Kasa Opieki
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Falling Interest Rates And Rising Costs Will Pressure Margins
Key Takeaways Vulnerability to decreasing interest rates may negatively impact earnings, necessitating adjustments in Bank Polska Kasa Opieki's rate strategy. Emphasis on online platforms requires costly IT investments, potentially pressuring operating costs and margins.
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zł206.88
FV
7.4% overvalued
intrinsic discount
3.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
13 days ago
author updated this narrative
boohoo group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital-first Model Will Yield Cost Savings And Streamlined Operations
Key Takeaways The digital marketplace model's expansion and cost-cutting measures enhance future revenue, profitability, and net margins across brands. Leadership changes and strategic initiatives pave the way for market expansion, operational efficiency, and improved shareholder perception.
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UK£0.25
FV
36.6% undervalued
intrinsic discount
-3.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
9 days ago
author updated this narrative
Appen
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
LLM And Generative AI Projects Will Secure A Bright Future
Key Takeaways Strong growth in generative AI projects and strategic positioning in key markets imply significant revenue expansion and diversified income sources. Operational efficiencies and cost reductions improve profitability and net margins, aligning with strategic expansion efforts in China and the U.S. Dependency on large contracts and short-term projects alongside low-margin growth in China and variable AI market dynamics pose risks to stable revenue and margins.
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AU$1.48
FV
38.9% undervalued
intrinsic discount
8.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
3 days ago
author updated this narrative
Beiersdorf
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Science Based Skincare Will Expand Global Demand
Key Takeaways Science-driven product innovation and premiumization are boosting brand equity and enabling profitable growth in both premium and mass-market skincare segments. Expansion in emerging markets and advances in digital transformation are increasing market reach and supporting sustainable revenue and margin improvements.
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€127.00
FV
20.7% undervalued
intrinsic discount
4.23%
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
Updated
narrative
Weimob
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI And Smart Retail Expansion Will Stabilize Future Performance
Key Takeaways Shifting focus to larger customers and AI integration is expected to enhance margins and operational efficiency, stabilizing revenue and boosting profitability. Expanding into new verticals with strategic partnerships aims to diversify revenue streams, strengthen ecosystem integration, and drive long-term growth.
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HK$2.13
FV
12.7% overvalued
intrinsic discount
15.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
Updated
narrative
BNP Paribas Bank Polska
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Transformation And Sustainable Financing Will Secure Stability
Key Takeaways Focus on cost control and investment in digital transformation is likely to improve margins amid inflationary pressures. Emphasis on sustainable financing and energy transition aligns with strategic goals, aiding long-term revenue growth.
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zł127.51
FV
14.9% undervalued
intrinsic discount
0.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
13 days ago
author updated this narrative
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