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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
58.7% 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
28.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
7
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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Toray Industries
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Project AP-G 2025 And Performance Chemicals Poised To Boost Profit Margins And Revenue Growth
Key Takeaways Strategic reforms and pricing initiatives aimed at high-growth segments are set to enhance profit margins and streamline operations. Accelerated capital efficiency efforts and demand recovery in key segments position the company for sustained revenue growth and improved earnings.
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JP¥1.10k
FV
13.3% undervalued
intrinsic discount
4.15%
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
5 days ago
author updated this narrative
1050
Banque Saudi Fransi
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
The 2030 Strategy Will Broaden Retail And Digital Opportunities
Key Takeaways The bank's strategy to enhance retail features and upgrade digital infrastructure aims to boost growth, improve efficiency, and strengthen revenue streams. Diversifying through nontraditional products and maintaining strong risk management practices support earnings stability and profitability.
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ر.س19.83
FV
15.8% undervalued
intrinsic discount
11.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
Persistent Systems
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
SASVA And Hyperscalers Will Fuel Future Digital Engineering
Key Takeaways Deployment of proprietary AI and platform-driven solutions is strengthening revenue growth, expanding margins, and boosting offerings in resilient, high-growth verticals. Deepening client relationships and strong tech partnerships support a robust deal pipeline and position the company for sustained long-term expansion.
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₹5.85k
FV
11.6% undervalued
intrinsic discount
15.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
5 days ago
author updated this narrative
Alstom
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
High-Quality Orders And Restructuring Will Improve Future Prospects
Key Takeaways Focus on high-quality, margin-accretive orders in Services and Signaling is expected to boost revenue growth and future margins. Industrial restructuring and supply chain management improve operational efficiency, enhancing net margins and financial performance.
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€22.99
FV
8.5% undervalued
intrinsic discount
3.61%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
5 days ago
author updated this narrative
Ford Otomotiv Sanayi
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
1-Ton Launch, Electrification, And Craiova Upgrades Will Transform Exports
Key Takeaways Increased export volumes and new vehicle launches are set to boost revenues and enhance net margins through economies of scale. Cost management and capacity utilization improvements are projected to enhance profitability and earnings efficiency amid competitive pressures.
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₺143.37
FV
25.9% undervalued
intrinsic discount
36.69%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
116
users have followed this narrative
5 days ago
author updated this narrative
Singapore Exchange
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanded Platforms And Offerings Will Attract More Clients In Future
Key Takeaways Expansion of SGX's OTC FX platform and modern trading initiatives are set to boost revenue growth and diversify income streams. Growth in cash equities, IPOs, and derivatives trading is expected to drive increased revenues amid favorable conditions and strategic expansions.
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S$14.66
FV
8.8% overvalued
intrinsic discount
6.21%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
5 days ago
author updated this narrative
Pearson
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI And Digital Education Will Drive Future Opportunities
Key Takeaways AI-driven products, digitalization, and strategic partnerships are strengthening Pearson's market position, supporting higher margins and future growth opportunities in education. Growing demand for upskilling and digital credentials is expanding Pearson's addressable market, driving diversification and resilience in earnings.
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UK£12.72
FV
15.0% undervalued
intrinsic discount
4.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
Ooredoo Q.P.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Infrastructure Expansion And Fintech Diversification Will Create Future Opportunities
Key Takeaways Major investments in digital infrastructure, fintech, and 5G are driving new revenue streams, market expansion, and improved margins beyond core telecom operations. Operational efficiency, digitalization, and disciplined capital allocation are supporting ongoing margin expansion and sustained profitability.
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ر.ق14.23
FV
6.6% undervalued
intrinsic discount
1.90%
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
5 days ago
author updated this narrative
Reece
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquiring Shadowboxer And Opening New Branches Will Improve Customer Experience
Key Takeaways Strategic acquisitions and network expansion are key to enhancing customer experience and driving long-term revenue growth. Employee engagement initiatives and core capability investments are expected to improve operational performance and net margins.
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AU$15.30
FV
7.3% undervalued
intrinsic discount
2.79%
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
5 days ago
author updated this narrative
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