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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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Pursuit Attractions and Hospitality
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Iconic Destinations And Immersive Experiences Will Secure Long-Term Value
Key Takeaways Targeted expansion into prominent destinations and premium experiences appeals to younger travelers, supporting ongoing growth in visitation and earnings. Emphasis on yield management and integrated offerings boosts per-visitor revenue and margins, while disciplined reinvestment and acquisitions create long-term scalability.
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US$41.00
FV
14.6% undervalued
intrinsic discount
12.27%
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
3 days ago
author updated this narrative
Blau Farmacêutica
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Future Production Expansions Will Support Latin American Healthcare Demand
Key Takeaways Scaling production capacity and expanding into Latin America enhance growth potential, operating efficiency, and revenue diversification amid rising healthcare demand. Focus on biosimilars, specialty drugs, and disciplined investment strengthens margins and positions Blau for long-term success in emerging pharmaceutical markets.
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R$16.09
FV
22.9% undervalued
intrinsic discount
11.55%
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
3 days ago
author updated this narrative
Hochschild Mining
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Transition To Full Production At Mara Rosa Mine Will Increase Output
Key Takeaways Expanding resources through exploration and transitioning to full Mara Rosa production could enhance revenue, profitability, and long-term stability. Cost optimization, new projects, and a new dividend policy are poised to strengthen financial health and investor confidence.
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UK£3.43
FV
10.0% undervalued
intrinsic discount
8.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
3 days ago
author updated this narrative
MJ Gleeson
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion And Operational Improvements Will Increase Future Housing Deliveries
Key Takeaways Gleeson's expansion in site openings and improved operational efficiencies are set to boost future revenue and net margins. Strategic land sales, planning consents, and project partnerships are expected to drive revenue growth and profitability.
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UK£5.29
FV
33.5% undervalued
intrinsic discount
13.09%
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
JinkoSolar Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Supply Chain Optimization And ESS Expansion Will Secure Future Competitiveness
Key Takeaways Focused cost reduction and efficiency drive profitability, with net margins expected to improve through supply chain optimization and regional shipment strategies. Strategic expansion in energy storage and high-efficiency products drives revenue, supported by R&D advancements and market adaptability.
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US$33.52
FV
34.2% undervalued
intrinsic discount
13.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
44
users have followed this narrative
3 days ago
author updated this narrative
Mohawk Industries
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Urbanization And Sustainability Will Unlock New Markets
Key Takeaways Strategic focus on sustainability, innovation, and digital transformation is expected to enhance margins and build pricing power in premium flooring segments. Expanding global presence and targeting emerging markets should drive steady growth while reducing dependence on traditional markets.
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US$135.94
FV
11.3% undervalued
intrinsic discount
2.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
Jyothy Labs
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
New Product Launches In Fabric And Personal Care Segments Will Drive Future Success
Key Takeaways Focus on expanding Fabric and Personal Care with new products and marketing could drive revenue growth. Leveraging manufacturing and distribution strengths could enhance margins and operational efficiencies.
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₹416.92
FV
21.9% undervalued
intrinsic discount
7.67%
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
PLX
Pluxee
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
M&A Activities And Santander And Cobee Deals Will Expand Reach
Key Takeaways Strategic acquisitions and partnerships are enhancing Pluxee's market reach and product capabilities, driving future revenue growth. Strong commercial execution and geographic resilience support stable revenue and earnings growth amidst macroeconomic volatility.
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€24.58
FV
27.6% undervalued
intrinsic discount
7.72%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 days ago
author updated this narrative
Clas Ohlson
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Shift To Multi-Niche Retailing And Husqvarna Partnerships Will Strengthen Future Prospects
Key Takeaways Transitioning to a multi-niche retailer differentiates Clas Ohlson in various market segments, driving sales growth and improving margins. Emphasis on profitable online sales and store expansions supports sustained growth, with strategic partnerships enhancing revenue through a diversified product range.
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SEK 335.00
FV
3.6% overvalued
intrinsic discount
4.54%
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
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