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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
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
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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Thyrocare Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Franchise Expansion And PharmEasy Partnerships Will Secure Future Success
Key Takeaways Rapid network expansion and broader service offerings are increasing test volumes, driving sustained revenue and margin growth through operating leverage and higher-value tests. Focus on quality accreditation, technology, and digital partnerships strengthens market position, improves efficiency, and supports ongoing growth in demand and profitability.
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₹1.36k
FV
1.9% undervalued
intrinsic discount
19.34%
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
4 days ago
author updated this narrative
Y-mAbs Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Pipeline Developments And Radiopharmaceutical Advances Will Extend Global Reach
Key Takeaways Stronger market adoption of DANYELZA and international expansion are expected to drive recurring revenue and broaden the patient base. Advancements in antibody engineering and rare oncology pipeline will support new product launches and profitable long-term growth.
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US$8.60
FV
1.0% undervalued
intrinsic discount
8.92%
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
Updated
narrative
Solid Power
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Electrolyte Center And Auto Partnerships Will Expand Market Reach
Key Takeaways Strategic partnerships with industry leaders and expanded R&D activities aim to boost market penetration and accelerate technology adoption. Focus on high-margin electrolyte development and continuous manufacturing seeks to improve margins and capture solid-state battery market share.
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US$2.50
FV
56.0% overvalued
intrinsic discount
16.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
Updated
narrative
Six Flags Entertainment
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Revamped Attractions And Digital Integration Will Boost Demand
Key Takeaways Enhanced digital platforms, premium offerings, and new attractions are driving higher guest spending, operational efficiency, and more predictable recurring revenue. The Cedar Fair merger and rigorous cost discipline are structurally lowering the cost base, improving margins, and accelerating debt reduction through stronger free cash flow.
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US$35.31
FV
32.6% undervalued
intrinsic discount
5.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
Updated
narrative
Hill & Smith
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Automation And Rising Costs Will Erode Traditional Steel Revenue
Key Takeaways Rising automation, sustainability regulations, and volatile input costs threaten Hill & Smith's traditional revenue streams and long-term margin stability. Dependence on mature markets and increased global competition exposes the company to growth risks and reduced pricing power.
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UK£18.00
FV
10.3% overvalued
intrinsic discount
3.36%
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
11 days ago
author updated this narrative
TGS
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Legacy Oil Operations Will Face Steep Headwinds Amid Renewables
Key Takeaways The shift to renewables and increased automation threaten TGS's core revenue streams, pricing power, and long-term profitability. Expansion into new energy sectors has not offset losses from declining oil and gas business, creating sustained margin and earnings pressure.
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NOK 69.11
FV
8.5% overvalued
intrinsic discount
-7.14%
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
11 days ago
author updated this narrative
Wiz Co Participações e Corretagem de Seguros
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Brazilian Banking Dependence Will Hamper Insurance Stability Yet Spur Change
Key Takeaways Heavy reliance on key banking partnerships and shifting industry trends could threaten revenue stability and the relevance of Wiz's distribution model. Digital transformation efforts boost efficiency, but rising competition and regulatory complexity may compress margins and challenge sustained growth.
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R$8.00
FV
3.1% overvalued
intrinsic discount
-4.52%
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
11 days ago
author updated this narrative
5141
Welspun Living
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
India Tariffs And Energy Costs Will Suppress Home Textiles Margins
Key Takeaways Prolonged tariff disruptions, inflation, and shifting trade patterns threaten Welspun's export revenue, margins, and competitive position in major global markets. Client concentration and rising compliance demands increase earnings volatility and operational costs, posing additional risks to profitability and long-term growth.
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₹130.00
FV
12.6% undervalued
intrinsic discount
7.34%
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
11 days ago
author updated this narrative
Dätwyler Holding
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Costs And Supply Risks Will Limit Future Margins
Key Takeaways Tightening regulations and material innovations threaten gross margins, erode pricing power, and risk making legacy products obsolete amid changing customer preferences. High revenue dependence on healthcare and select industrial clients exposes Datwyler to volatility from client churn and industry-specific disruptions.
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CHF 129.00
FV
9.8% overvalued
intrinsic discount
4.27%
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
11 days ago
author updated this narrative
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