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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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Vitec Software Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Vertical Market Software Acquisitions And Efficiency Investments Will Strengthen Success
Key Takeaways Strategic acquisitions and organic growth from upselling are expected to enhance revenue and potentially improve operating margins. Decentralized operations and customer-focused solutions aim to increase efficiency, building trust and potentially improving net margins.
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SEK 525.71
FV
27.5% undervalued
intrinsic discount
12.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
Bloomsbury Publishing
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition Of Rowman & Littlefield Will Expand Digital Offerings But Integration Risks Remain
Key Takeaways Strategic acquisitions and digital shift are expected to boost Bloomsbury's academic sector growth and improve margins through greater digital resource sales. Increased global student numbers and blockbuster adaptations are anticipated to drive future revenue growth and diversify revenue through international expansion.
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UK£7.88
FV
38.8% undervalued
intrinsic discount
-1.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
4 days ago
author updated this narrative
Ichigo
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Real Estate And Clean Energy Will Unlock Future Prospects
Key Takeaways Strategic real estate and asset management expansion are enhancing Ichigo's competitiveness, revenue, and profitability through higher-value offerings and market segmentation. Initiatives in clean energy and a strong focus on shareholder value, including dividends and buybacks, position Ichigo for sustainable growth and market advantages.
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JP¥470.00
FV
9.6% undervalued
intrinsic discount
14.95%
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
4 days ago
author updated this narrative
Webuild
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
ESG Investment Trends Will Unlock Resilient Global Infrastructure
Key Takeaways Strategic focus on sustainable, technically complex infrastructure and international diversification positions Webuild for resilient order growth and continued revenue and margin expansion. Operational improvements and strong financial flexibility enable reinvestment for future large-scale projects, supporting long-term profitability and growth potential.
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€4.36
FV
3.7% undervalued
intrinsic discount
7.02%
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
4 days ago
author updated this narrative
Palfinger
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
North America Orders And ESG Trends Will Spark Future Opportunities
Key Takeaways PALFINGER's expansion in North America and focus on service business growth are expected to boost revenue and improve net margins. Strategic investments and a focus on ESG trends could enhance growth opportunities and positively impact revenue and earnings.
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€43.30
FV
12.6% undervalued
intrinsic discount
6.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
Banco ABC Brasil
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Perpetual Bonds And Diversified Strategy Will Strengthen Bank's Future Position
Key Takeaways The bank's diversified revenue strategy and efficient capital management enhance revenue potential, even amidst economic fluctuations and tight credit conditions. Efficiency improvements and effective risk management contribute to stable net margins and position the bank for long-term growth.
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R$25.84
FV
16.5% undervalued
intrinsic discount
15.51%
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
4 days ago
author updated this narrative
Dis-Chem Pharmacies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding Into Underrepresented Areas And Digital Health Will Strengthen Market Position In ZA Retail
Key Takeaways Strategic expansion and enhanced cost management are driving revenue and net margin growth, with significant investment in new property and underrepresented areas. Focus on health care integration and digital strategies is boosting customer retention and recurring revenues, enhancing overall profitability and market presence.
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R40.24
FV
24.4% undervalued
intrinsic discount
11.01%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
CompuGroup Medical SE KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisitions Of Pridok And AmbulApps Will Strengthen Product Portfolio And Operations In Northern Europe
Key Takeaways The strategic focus on AI and cloud-based solutions aims to enhance efficiency and margins through innovative digital health advancements. Strategic partnerships and acquisitions aim to boost revenue growth and operational strength, while increasing recurring revenues enhances financial stability and margins.
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€25.50
FV
11.1% undervalued
intrinsic discount
1.78%
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
4 days ago
author updated this narrative
Hexatronic Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
US Fiber Production And Data Center Acquisitions Will Shape Leadership
Key Takeaways Manufacturing fiber optic cable in the U.S. aims to mitigate tariffs, reduce costs, and enhance revenue through improved market positioning. Strong Data Center growth and potential acquisitions support financial growth and diverse revenue streams in a rapidly expanding cloud segment.
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SEK 25.17
FV
9.0% undervalued
intrinsic discount
2.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
4 days ago
author updated this narrative
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