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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.

121

14 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

9.1% undervalued

6.00%

Revenue growth p.a.

7 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.

7 days ago

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Mycronic

AnalystConsensusTarget

Consensus Narrative from 3 Analysts

Acquisition Of Modus High-Tech Electronics Will Expand Optical Inspection Capabilities In High-Volume Electronics

Key Takeaways Strong demand for new technologies like AI and strategic acquisitions could drive Mycronic's revenue growth and improve margins. Investments in R&D, sales network expansion, and increased sector demand may sustain revenue growth, operational stability, and competitive margins.

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SEK 518.33

28.1% undervalued

8.32%

Revenue growth p.a.

5 days ago

Yamaha

AnalystConsensusTarget

Consensus Narrative from 8 Analysts

Consolidation In Japan And China And High-Value Focus Will Improve Future Efficiency

Key Takeaways Consolidating piano production and focusing on high-value models are expected to improve cost efficiency and profitability, especially in China. Strategic downsizing in home audio and B2B demand growth enhance top-line growth, while innovation fund and buybacks boost diversification and shareholder returns.

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JP¥1.20k

17.5% undervalued

0.60%

Revenue growth p.a.

5 days ago

Ultrapar Participações

AnalystConsensusTarget

Consensus Narrative from 16 Analysts

Operational Efficiencies And Clean Energy Expansion Will Drive Future Success

Key Takeaways Ultrapar's investments in improving operational efficiencies, governance, and strategic capacity expansions aim to boost revenue growth, margins, and competitive positioning across its subsidiaries. Diversification into clean energy solutions and enhanced compliance measures in the fuel sector are set to strengthen Ultrapar's market presence and improve profit margins.

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R$22.98

24.9% undervalued

2.98%

Revenue growth p.a.

5 days ago

Bridgepoint Group

AnalystConsensusTarget

Consensus Narrative from 8 Analysts

Global Expansion And KKR Partnership Will Diversify And Scale Operations

Key Takeaways Strategic partnerships and expansion into sectors like electricity and real estate offer significant revenue growth opportunities for Bridgepoint Group. Focus on targeted M&A and niche high-growth sectors is expected to enhance earnings quality, contributing to increased revenue stability and future net margins.

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UK£3.58

28.8% undervalued

15.79%

Revenue growth p.a.

5 days ago

Brigade Enterprises

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Premium Housing Launches In Bangalore And Hyderabad Will Secure Future High-Value Presales

Key Takeaways Focus on premium and sustainable housing projects in high-growth markets is set to boost revenue and net margins. Strategic land acquisitions and divestment strategies may optimize returns, enhance liquidity, and support earnings growth.

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₹1.40k

28.1% undervalued

14.34%

Revenue growth p.a.

5 days ago

Greggs

AnalystConsensusTarget

Consensus Narrative from 12 Analysts

Upcoming Shop Openings And Tech Investments Will Extend Reach But May Pressure Margins

Key Takeaways Strategic expansion, supply chain investment, and menu innovation are set to boost revenue, profit margins, and operational capacity. Technological upgrades and marketing efforts enhance efficiency, customer engagement, and brand strength, driving sustained growth.

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UK£23.16

20.8% undervalued

8.30%

Revenue growth p.a.

5 days ago

Allfunds Group

AnalystConsensusTarget

Consensus Narrative from 16 Analysts

Agreements With Santander And Intesa Will Reinforce Market Position And Diversify Revenue Sources

Key Takeaways Strategic expansion into alternative assets and ETPs aims to enhance revenue through diversification and attract new clients. Strong innovation focus and key partnerships support diversified, higher-margin revenue streams and operational stability.

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€7.55

36.9% undervalued

5.77%

Revenue growth p.a.

5 days ago

Aurubis

AnalystConsensusTarget

Consensus Narrative from 10 Analysts

Rising Costs And Lower Earnings Will Impact Future Margins Amid Tightening Concentrate Market

Key Takeaways High CapEx spending and anticipated start-up losses may negatively impact free cash flow and earnings in the short term before growth occurs. Increased personnel costs, combined with refining charge pressures, could compress net margins and strain operating expenses moving forward.

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€75.30

1.3% undervalued

5.86%

Revenue growth p.a.

5 days ago

Jumbo

AnalystConsensusTarget

Consensus Narrative from 8 Analysts

Upcoming Store Openings In Romania And Israel Will Broaden Market Presence

Key Takeaways Store expansions and franchise agreements in various markets suggest increased revenue potential and growth opportunities. Commitment to shareholder returns through dividends and share buybacks indicates potential for enhanced shareholder value and EPS.

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€33.38

21.8% undervalued

6.13%

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

Acquisition Of Modus High-Tech Electronics Will Expand Optical Inspection Capabilities In High-Volume Electronics

Consolidation In Japan And China And High-Value Focus Will Improve Future Efficiency

Operational Efficiencies And Clean Energy Expansion Will Drive Future Success

Global Expansion And KKR Partnership Will Diversify And Scale Operations

Premium Housing Launches In Bangalore And Hyderabad Will Secure Future High-Value Presales

Upcoming Shop Openings And Tech Investments Will Extend Reach But May Pressure Margins

Agreements With Santander And Intesa Will Reinforce Market Position And Diversify Revenue Sources

Rising Costs And Lower Earnings Will Impact Future Margins Amid Tightening Concentrate Market

Upcoming Store Openings In Romania And Israel Will Broaden Market Presence

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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

Acquisition Of Modus High-Tech Electronics Will Expand Optical Inspection Capabilities In High-Volume Electronics

Consolidation In Japan And China And High-Value Focus Will Improve Future Efficiency

Operational Efficiencies And Clean Energy Expansion Will Drive Future Success

Global Expansion And KKR Partnership Will Diversify And Scale Operations

Premium Housing Launches In Bangalore And Hyderabad Will Secure Future High-Value Presales

Upcoming Shop Openings And Tech Investments Will Extend Reach But May Pressure Margins

Agreements With Santander And Intesa Will Reinforce Market Position And Diversify Revenue Sources

Rising Costs And Lower Earnings Will Impact Future Margins Amid Tightening Concentrate Market

Upcoming Store Openings In Romania And Israel Will Broaden Market Presence

Value any company in seconds

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