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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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Sanoma Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Learning And AI Integration Will Transform European Education
Key Takeaways Expansion of digital learning and AI integration is driving recurring, high-margin revenues and operational efficiencies, supporting margin growth and premium product positioning. Cost-saving initiatives and curriculum updates, coupled with stable government funding, position the company for stronger operating leverage and solid top-line growth.
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€11.18
FV
7.8% undervalued
intrinsic discount
1.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 days ago
author updated this narrative
COSCO SHIPPING Ports
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Emerging Markets Investment And Wuhan Terminal Expansion Will Transform Operations
Key Takeaways Strategic expansion into emerging markets and investment in new terminals are driving revenue growth by leveraging high development potential and geographic advantages. Initiatives in digitalization, automation, and sustainability are anticipated to enhance operational efficiency, profitability, and compliance with environmental trends.
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HK$5.23
FV
8.0% overvalued
intrinsic discount
3.76%
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
MONETA Money Bank
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Banking And SME Lending Will Drive Future Resilience
Key Takeaways The bank's digital transformation and growing focus on digital sales and wealth products are set to lower costs and expand fee-based income streams. Strong lending growth in SME segments and robust risk management support revenue diversification and provide a stable base for future expansion.
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Kč146.42
FV
4.1% overvalued
intrinsic discount
5.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
3 days ago
author updated this narrative
XLSMART Telecom Sejahtera
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Merger With Smartfren And Integration Of First Media Will Expand Subscriber Base And Strengthen ISP Position In Indonesia
Key Takeaways Strategic mergers and acquisitions strengthen XL Axiata's market position and align with its convergence strategy to boost revenue from expanded broadband and subscriber base. Digitalization and cost optimization enhance profitability and user engagement, driving ARPU growth and positioning the company for future connectivity advancements.
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Rp2.61k
FV
1.2% overvalued
intrinsic discount
13.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Ingenia Communities Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Streamlining Operations And Accelerating Development Will Improve Future Efficiency In Tourism And Lifestyle Segments
Key Takeaways Streamlined operations and strategic development plans are poised to improve efficiency, margins, and revenue growth. Expansion and capital investment in key segments are expected to enhance future revenue and earnings potential.
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AU$5.79
FV
4.6% undervalued
intrinsic discount
9.78%
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
Ferretti
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Ravenna Shipyard Completion Will Unlock International Luxury Markets
Key Takeaways Strong demand from affluent clients and global presence are driving sustained growth and enhanced revenue resilience. Investments in innovation and expanded production capacity position the company for higher margins and continued market leadership.
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HK$37.03
FV
33.0% undervalued
intrinsic discount
1.03%
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
Martinrea International
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Machine Learning And MiND Initiatives Will Improve Future Operational Efficiency And Safety
Key Takeaways Implementing machine learning and leveraging innovation initiatives are projected to improve operational efficiency, reduce costs, and enhance net margins. Strategic acquisitions, new business awards, and balanced capital allocation aim to boost revenue growth, strengthen the balance sheet, and improve future valuations.
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CA$11.50
FV
27.6% undervalued
intrinsic discount
1.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
3 days ago
author updated this narrative
Alsea. de
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Orders And Remodelings Will Unlock Urban Opportunity
Key Takeaways Ongoing digitalization, store remodelings, and technology investments are strengthening customer engagement, operational efficiency, and supporting sustainable margin and revenue growth. Strategic brand portfolio optimization and margin enhancement initiatives are stabilizing earnings, diversifying revenue, and helping offset macroeconomic and inflationary pressures.
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Mex$59.50
FV
5.0% undervalued
intrinsic discount
8.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
Novem Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Jaguar And Audi Contracts And Operational Improvements Will Drive Future Success
Key Takeaways Secured EV contracts and strategic cost management are set to drive revenue growth and enhance net margins. Strategic capex adjustments and improved financial positioning could stabilize cash flow and boost future earnings.
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€12.73
FV
69.8% undervalued
intrinsic discount
2.67%
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
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