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Weekly Picks

Investor

Investingwilly

Community Contributor

The "Boring" Money Printer

Meet Investor AB In a financial world often rocked by inflation, geopolitical shocks, and rapidly changing technology, few companies offer the kind of steady hand that Investor AB does. As Sweden’s largest investment company and a key part of the Wallenberg sphere , Investor AB has shown an unmatched ability to weather economic turbulence – not just for a few years, but for over a century.

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SEK 350.00

18.1% undervalued

10.79%

Revenue growth p.a.

17 days ago

Bayerische Motoren Werke

Unike

Community Contributor

BMW cruising ahead with new EVs and premium models to boost revenue 5%

Catalysts Most Immediate Catalysts (1–2 Years) Strong EV Expansion: BMW’s iX, i4, and upcoming Neue Klasse EVs are set to drive revenue growth as the EV transition accelerates. Luxury & Premium Market Strength: The high-end market remains resilient, supporting BMW’s strong pricing power and margins.

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€135.07

45.0% undervalued

5.00%

Revenue growth p.a.

about 1 month ago

Novo Nordisk

Tokyo

Community Contributor

EU#2 - From Humble Beginnings to Global Powerhouse

Novo Nordisk, one of the world’s leading pharmaceutical companies, has a unique and inspiring origin story rooted in personal tragedy and scientific curiosity. The company’s roots date back to the 1920s, when Danish Nobel laureate August Krogh, a renowned physiologist, and his wife Marie, who suffered from type 2 diabetes, traveled to Canada.

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DKK 851.04

47.8% undervalued

22.49%

Revenue growth p.a.

Updated

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Ambuja Cements

AnalystConsensusTarget

Consensus Narrative from 36 Analysts

Cement Capacity Expansion And Acquisitions Will Enable Cost Savings

Key Takeaways Strategic expansions and efficiency improvements are expected to drive revenue growth and improve net margins through increased production and cost leadership. Successful integration of acquisitions and logistics improvements are expected to enhance earnings and further lower operational costs.

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₹609.94

11.6% undervalued

13.86%

Revenue growth p.a.

1 day ago

Symrise

AnalystConsensusTarget

Consensus Narrative from 19 Analysts

APAC Expansion And ONE CARE Integration Will Fuel Success

Key Takeaways Expansion in APAC and focus on Pet Food growth signal potential revenue growth and increased international market share. Integration of Probi into ONE CARE enhances health innovations, while potential terpene divestment aims to boost returns and margins.

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€115.18

11.8% undervalued

5.27%

Revenue growth p.a.

1 day ago

Nomura Research Institute

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

International Expansion Will Secure Future Revenue Stability

Key Takeaways Strategic international expansion in Vietnam and the U.S. suggests potential for increased revenue and profit from diversified markets. Upward profit forecasts in multiple business units indicate a positive future outlook for earnings and profitability.

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JP¥5.23k

4.1% overvalued

5.76%

Revenue growth p.a.

1 day ago

Tourmaline Oil

AnalystConsensusTarget

Consensus Narrative from 19 Analysts

Montney And Deep Basin Expansions Will Lower Costs And Improve Future Performance

Key Takeaways Expansion in production capacity and strategic hedging are set to drive revenue growth and improve realized prices despite local market fluctuations. Planned infrastructure investments aim to increase condensate production and lower operational costs, enhancing net margins and financial performance.

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CA$76.84

21.5% undervalued

32.42%

Revenue growth p.a.

1 day ago

Tech Mahindra

AnalystConsensusTarget

Consensus Narrative from 43 Analysts

BFSI And Healthcare Expansion Will Unlock Global Opportunities

Key Takeaways Strategic focus on high-growth verticals and geographic expansion is expected to drive revenue growth. AI-driven innovations and operational efficiencies are likely to expand margins and enhance earnings quality.

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₹1.55k

3.0% undervalued

6.19%

Revenue growth p.a.

1 day ago

Terna

AnalystConsensusTarget

Consensus Narrative from 18 Analysts

Investments In Energy Transition Will Expand Renewable Capacity

Key Takeaways Significant investments in energy transition and digitalization aim to boost revenues, with a focus on enhanced grid infrastructure and innovative operational efficiencies. Strategic initiatives in renewables and storage capacity integration support Italy's decarbonization goals, providing grid stability and improved earnings potential.

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€8.54

2.6% overvalued

7.75%

Revenue growth p.a.

1 day ago

Kerry Group

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Transition To B2B Taste & Nutrition And Accelerate 20 Will Strengthen Future Prospects

Key Takeaways Kerry Group's transition to B2B Taste & Nutrition and biotechnology focus positions it for growth through innovation in high-demand ingredients. Growth in emerging markets and sustainability focus could enhance revenue, net margins, and long-term partnerships.

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€110.20

15.4% undervalued

6.38%

Revenue growth p.a.

1 day ago

Nippon Paint Holdings

AnalystConsensusTarget

Consensus Narrative from 11 Analysts

AOC Acquisition And Market Expansion Will Improve Future Profitability

Key Takeaways The AOC acquisition and strategic digital initiatives in decorative paints are set to enhance revenue and EPS growth. Expansion in China and India, along with local partnerships, is expected to boost revenue and improve margins.

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JP¥1.20k

9.6% undervalued

8.06%

Revenue growth p.a.

1 day ago

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia

AnalystConsensusTarget

Consensus Narrative from 22 Analysts

One-billing Integration And Fiber Optics Will Boost Digital Connectivity

Key Takeaways Strategic initiatives like group procurement and fixed-mobile convergence boost net margins, earnings, and long-term revenue growth. Expansion in digital connectivity and infrastructure, including data centers, enhances revenue potential and earnings with higher profit margins.

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Rp3.39k

22.1% undervalued

2.70%

Revenue growth p.a.

1 day ago

Community

Weekly Picks

The "Boring" Money Printer

BMW cruising ahead with new EVs and premium models to boost revenue 5%

EU#2 - From Humble Beginnings to Global Powerhouse

Cement Capacity Expansion And Acquisitions Will Enable Cost Savings

APAC Expansion And ONE CARE Integration Will Fuel Success

International Expansion Will Secure Future Revenue Stability

Montney And Deep Basin Expansions Will Lower Costs And Improve Future Performance

BFSI And Healthcare Expansion Will Unlock Global Opportunities

Investments In Energy Transition Will Expand Renewable Capacity

Transition To B2B Taste & Nutrition And Accelerate 20 Will Strengthen Future Prospects

AOC Acquisition And Market Expansion Will Improve Future Profitability

One-billing Integration And Fiber Optics Will Boost Digital Connectivity

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Community

Weekly Picks

The "Boring" Money Printer

BMW cruising ahead with new EVs and premium models to boost revenue 5%

EU#2 - From Humble Beginnings to Global Powerhouse

Community Investing Ideas

Cement Capacity Expansion And Acquisitions Will Enable Cost Savings

APAC Expansion And ONE CARE Integration Will Fuel Success

International Expansion Will Secure Future Revenue Stability

Montney And Deep Basin Expansions Will Lower Costs And Improve Future Performance

BFSI And Healthcare Expansion Will Unlock Global Opportunities

Investments In Energy Transition Will Expand Renewable Capacity

Transition To B2B Taste & Nutrition And Accelerate 20 Will Strengthen Future Prospects

AOC Acquisition And Market Expansion Will Improve Future Profitability

One-billing Integration And Fiber Optics Will Boost Digital Connectivity

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