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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
73
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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TransUnion
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Digital Transformation And India Expansion Will Drive Future Opportunities
Key Takeaways Strategic innovation in AI, analytics, and cloud platforms is strengthening efficiency, customer retention, and expanding high-margin product lines beyond core credit bureau services. Growing demand for predictive data, compliance solutions, and global expansion is supporting sustained revenue growth, greater pricing power, and improved long-term profitability.
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US$113.16
FV
20.3% undervalued
intrinsic discount
7.33%
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
3 days ago
author updated this narrative
Orbia Advance Corporation. de
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Global Facility Expansion And Advanced Materials Will Shape Future Markets
Key Takeaways Investments in new products, facility expansions, and advanced materials position Orbia to benefit from global infrastructure, digital connectivity, and energy storage trends. Cost efficiencies, sustainability initiatives, and regulatory protections enhance margins, earnings resilience, and competitive advantage in core and specialty businesses.
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Mex$27.83
FV
55.8% undervalued
intrinsic discount
4.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Talos Energy
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
New CEO And Gulf Of Mexico Projects May Improve Future Prospects, But Analysts Foresee Challenges And Operational Risks Persist
Key Takeaways New CEO Paul Goodfellow's leadership is expected to improve operational efficiency, enhancing revenue and earnings growth through strategic execution. Strong free cash flow and robust reserves position Talos Energy for debt reduction, potential shareholder returns, and long-term revenue growth.
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US$13.17
FV
40.6% undervalued
intrinsic discount
-2.82%
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
3 days ago
author updated this narrative
Borosil
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Shifting To Domestic Production Will Expand Capacity And Reduce Import Reliance
Key Takeaways Expansion of production capacity and focus on premium lines is set to enhance revenue growth and strengthen brand leadership. Shift to online sales and domestic production could improve revenue and margins, despite short-term cost pressures.
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₹420.00
FV
22.9% undervalued
intrinsic discount
11.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
MilDef Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digitalization And Integration Will Empower European Defense Modernization
Key Takeaways Expansion into system integration and advanced digital defense solutions is boosting margins and driving predictable, recurring revenue streams. Strategic acquisitions and European market alignment are reducing earnings volatility while supporting sustained growth and geographic diversification.
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SEK 258.00
FV
37.2% undervalued
intrinsic discount
44.04%
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
3 days ago
author updated this narrative
Mahindra Holidays & Resorts India
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Indian Tourism Investment And Digital Platforms Will Drive Leisure Travel
Key Takeaways Long-term growth is supported by rising domestic demand, digital customer acquisition, and capital-light expansion strategies to boost both recurring revenues and profitability. Focus on sustainability, quality upgrades, and curated experiences is expected to improve customer retention and increase member lifetime value, enhancing margins.
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₹510.00
FV
31.0% undervalued
intrinsic discount
-10.39%
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
3 days ago
author updated this narrative
Pharma Mar
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
EMA Approval And Global Launch Will Expand Oncology Markets
Key Takeaways Expanding product launches, strategic global partnerships, and strong R&D investments position PharmaMar for sustained growth and diversified revenue streams despite competitive pressures. Advances in marine-derived oncology therapies and inclusion in clinical guidelines enhance market relevance, supporting higher margins and long-term earnings potential.
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€104.60
FV
24.4% undervalued
intrinsic discount
39.32%
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
3 days ago
author updated this narrative
Supriya Lifescience
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion Into Regulated Markets And CMO/CDMO Opportunities To Strengthen Future Prospects
Key Takeaways Supriya Lifescience's product launches and market penetration in regulated regions aim to enhance revenue growth and net margins. Strategic capacity expansion and decreased reliance on China signal potential long-term earnings and margin stability.
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₹843.00
FV
22.0% undervalued
intrinsic discount
19.45%
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
3 days ago
author updated this narrative
SPG
SP Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Completion Of Atlanta Factory Will Expand Presence In North American Healthcare Market
Key Takeaways Strong growth in proprietary products and a new factory in Atlanta suggest potential for increased revenue and improved margins. Commitment to sustainability and a share buyback program may boost eco-conscious customer appeal and shareholder value.
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DKK 390.00
FV
30.6% undervalued
intrinsic discount
5.12%
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
3 days ago
author updated this narrative
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