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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
74
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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Eicher Motors
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Rising Global Demand Will Advance Premium Motorcycle Trends
Key Takeaways Expanding premium product range and targeted marketing are rapidly attracting younger customers and first-time buyers, deepening market reach and supporting future revenue growth. Operational efficiency gains and sustainability initiatives are strengthening long-term margins and positioning the company well amid evolving industry trends and investor expectations.
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₹5.64k
FV
0.4% overvalued
intrinsic discount
11.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
Informa
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digital Transformation And B2B Events Will Unlock Future Value
Key Takeaways Digital and recurring subscription services, alongside high-value branded events, are boosting Informa's margins, cash flow stability, and long-term earnings visibility. Strong industry demand, high customer retention, and strategic acquisitions enable operational efficiency and position the company for sustained growth and valuation uplift.
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UK£10.09
FV
13.7% undervalued
intrinsic discount
5.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
Nippon Yusen Kabushiki Kaisha
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Profit Margins Will Shrink To 99% Amid Geopolitical Tensions
Key Takeaways Planned share exchange and declining freight rates could challenge revenue levels as premium pricing and profit contributions fall. Geopolitical tensions and an unfavorable market for Energy and Logistics threaten net margins and overall earnings stability.
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JP¥5.35k
FV
2.2% undervalued
intrinsic discount
-1.71%
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
4 days ago
author updated this narrative
Bunzl
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
New Acquisitions In Health Care And Safety Will Expand Market Presence In 2024
Key Takeaways Active acquisition strategy across diverse sectors and digital transformation initiatives boost operational efficiency, revenue, and profit margins while expanding market reach. Share buybacks and focus on growing sectors like safety and health care enhance shareholder returns and support future organic growth.
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UK£26.39
FV
14.0% undervalued
intrinsic discount
1.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
4 days ago
author updated this narrative
Bureau Veritas
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Global Regulations And Cybersecurity Will Shape Future TIC Markets
Key Takeaways Growth in regulatory requirements and global supply chain complexity is strengthening demand for Bureau Veritas's certification and risk mitigation services, ensuring stable recurring revenues. Strategic expansion in sustainability, cybersecurity, and digitalization positions the company to capture higher-margin growth, with M&A bolstering scale and cross-selling opportunities.
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€33.83
FV
21.2% undervalued
intrinsic discount
4.55%
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
Moncler
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Digital And Retail Investments Will Expand Asia-Pacific Luxury Appeal
Key Takeaways Expansion of direct-to-consumer channels and global brand elevation efforts are boosting revenue growth, margins, and pricing power, reducing reliance on wholesale. Seasonless collections and strong balance sheet enable flexibility, while premium positioning in key markets supports resilient growth and future expansion.
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€57.17
FV
17.9% undervalued
intrinsic discount
6.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
4 days ago
author updated this narrative
Carlsberg
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Accelerate SAIL Strategy And Britvic Acquisition Will Strengthen Future Market Position
Key Takeaways Strategic acquisitions and market entries are poised to drive long-term growth, supporting revenue and market expansion. Efficiency improvements and gross margin recovery are expected to enhance net margins and operating profit growth.
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DKK 993.25
FV
17.5% undervalued
intrinsic discount
9.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
4 days ago
author updated this narrative
Coles Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Expansion And Cost Optimization Will Strengthen Future Operations
Key Takeaways Expansion of e-commerce and digital enhancements is expected to boost customer experience, online sales growth, and revenue. Strategic cost-saving initiatives and infrastructure investments aim to enhance efficiency, reduce expenses, and improve net margins and earnings.
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AU$21.49
FV
2.6% undervalued
intrinsic discount
2.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
4 days ago
author updated this narrative
Traton
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Electric Truck And Bus Rollout Will Accelerate Fleet Decarbonization
Key Takeaways Accelerated electric vehicle rollout and financial services expansion position the company for higher margins, stable revenue streams, and resilience amid stricter emissions mandates. Improved cost synergies and innovation, alongside recovering vehicle demand, set the stage for increased profitability as macroeconomic headwinds subside.
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€33.72
FV
5.4% undervalued
intrinsic discount
2.08%
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
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