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Weekly Picks

Investor

Investingwilly

Community Contributor

The "Boring" Money Printer

Meet Investor AB In a financial world often rocked by inflation, geopolitical shocks, and rapidly changing technology, few companies offer the kind of steady hand that Investor AB does. As Sweden’s largest investment company and a key part of the Wallenberg sphere , Investor AB has shown an unmatched ability to weather economic turbulence – not just for a few years, but for over a century.

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SEK 350.00

19.4% undervalued

10.79%

Revenue growth p.a.

16 days ago

Bayerische Motoren Werke

Unike

Community Contributor

BMW cruising ahead with new EVs and premium models to boost revenue 5%

Catalysts Most Immediate Catalysts (1–2 Years) Strong EV Expansion: BMW’s iX, i4, and upcoming Neue Klasse EVs are set to drive revenue growth as the EV transition accelerates. Luxury & Premium Market Strength: The high-end market remains resilient, supporting BMW’s strong pricing power and margins.

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€135.07

43.3% undervalued

5.00%

Revenue growth p.a.

about 1 month ago

Novo Nordisk

Tokyo

Community Contributor

EU#2 - From Humble Beginnings to Global Powerhouse

Novo Nordisk, one of the world’s leading pharmaceutical companies, has a unique and inspiring origin story rooted in personal tragedy and scientific curiosity. The company’s roots date back to the 1920s, when Danish Nobel laureate August Krogh, a renowned physiologist, and his wife Marie, who suffered from type 2 diabetes, traveled to Canada.

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DKK 851.04

50.1% undervalued

14.00%

Revenue growth p.a.

12 days ago

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AlzChem Group

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Expansion Of Nitroguanidine Production To Meet Defense Industry Demand Is Expected To Strengthen Market Position

Key Takeaways Strategic expansion in production capacities and collaboration with the U.S. Department of Defense could bolster long-term revenue and market diversification. Focus on specialty chemicals and a share buyback program can enhance profitability and earnings, boosting investor confidence and market visibility.

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€102.38

4.1% overvalued

7.70%

Revenue growth p.a.

7 days ago

Swiss Re

AnalystConsensusTarget

Consensus Narrative from 16 Analysts

New Rigorous Measures Will Strengthen Resilience And Reduce Volatility In P&C And Life & Health Segments

Key Takeaways Strong pricing environment and disciplined underwriting in P&C Re segment drive revenue growth, despite volatility in markets. Strategic cost reduction initiatives and robust dividend growth signal confidence in enhancing shareholder value and future profitability.

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CHF 138.34

5.4% overvalued

5.06%

Revenue growth p.a.

7 days ago

Compass Group

AnalystConsensusTarget

Consensus Narrative from 20 Analysts

Acquisitions Of Dupont Restauration And 4Service Will Create Future Operational Synergies

Key Takeaways Strategic focus on core markets and digital initiatives is expected to enhance organic revenue growth and improve future net margins. Acquisitions and expansion in underpenetrated regions provide long-term growth opportunities, supporting earnings and shareholder returns.

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UK£27.38

10.5% undervalued

8.55%

Revenue growth p.a.

7 days ago

KRUK Spólka Akcyjna

AnalystConsensusTarget

Consensus Narrative from 4 Analysts

Digital Transformation And Wonga's Romanian Expansion Will Strengthen Future Prospects

Key Takeaways Strategic improvements in Spain and growth in Poland, Romania, and Italy suggest a positive potential for future revenue and profitability enhancements. Planned digital transformations and prudent investments could enhance operational efficiencies, reduce costs, and improve long-term financial performance.

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zł522.51

22.7% undervalued

15.54%

Revenue growth p.a.

7 days ago

Minda

AnalystConsensusTarget

Consensus Narrative from 4 Analysts

EV Partnership And Localization Will Transform India's Auto Components Sector

Key Takeaways Strategic partnerships and premiumization in EV components are key to driving revenue growth and improving margins. Localization and increased R&D investment enhance operational efficiency and innovation, supporting sustainable long-term financial growth.

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₹638.50

23.8% undervalued

14.07%

Revenue growth p.a.

7 days ago

Vulcan Steel

AnalystConsensusTarget

Consensus Narrative from 5 Analysts

Operational Efficiencies And Aluminum Expansion Will Strengthen Future Resilience

Key Takeaways Disciplined cash flow and debt reduction initiatives are set to improve revenue resilience and potentially expand margins despite inflationary pressures. Geographic expansion and rollout of hybrid sites, alongside targeted product diversification, offer significant future revenue growth opportunities and improved net margins.

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AU$7.24

1.9% overvalued

8.82%

Revenue growth p.a.

7 days ago

ChipMOS TECHNOLOGIES

AnalystConsensusTarget

Consensus Narrative from 3 Analysts

Rebounding NAND Flash And DRAM Demand Will Improve Future Market Position

Key Takeaways Strategic focus on improving utilization rates and conservative CapEx aligns investments with demand, potentially boosting margins and earnings. OLED and stable display panel penetration in automotive and shareholder returns indicate strong revenue growth and solid balance sheet management.

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NT$35.33

25.1% undervalued

10.39%

Revenue growth p.a.

7 days ago

Thomas Cook (India)

AnalystConsensusTarget

Consensus Narrative from 2 Analysts

Leisure Expansion And Digital Growth In Financial Services Will Boost Future Prospects

Key Takeaways Consolidating the Nature Trails brand could boost domestic revenue through Thomas Cook's strong distribution network. Growth in financial services and leisure expansion through an asset-light model may enhance revenue and improve earnings.

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₹226.00

40.5% undervalued

12.58%

Revenue growth p.a.

7 days ago

Boreo Oyj

AnalystConsensusTarget

Consensus Narrative from 1 Analyst

Postponed Orders In Putzmeister Sweden To Boost Operations In 2025

Key Takeaways Boreo anticipates improved profitability from strategic investments and order fulfillment, enhancing net margins and EBIT. Strategic financial maneuvers, including cost reduction and liquidity preservation, aim to bolster cash flows and support future growth and profitability.

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€15.00

8.0% overvalued

7.46%

Revenue growth p.a.

7 days ago

Community

Weekly Picks

The "Boring" Money Printer

BMW cruising ahead with new EVs and premium models to boost revenue 5%

EU#2 - From Humble Beginnings to Global Powerhouse

Expansion Of Nitroguanidine Production To Meet Defense Industry Demand Is Expected To Strengthen Market Position

New Rigorous Measures Will Strengthen Resilience And Reduce Volatility In P&C And Life & Health Segments

Acquisitions Of Dupont Restauration And 4Service Will Create Future Operational Synergies

Digital Transformation And Wonga's Romanian Expansion Will Strengthen Future Prospects

EV Partnership And Localization Will Transform India's Auto Components Sector

Operational Efficiencies And Aluminum Expansion Will Strengthen Future Resilience

Rebounding NAND Flash And DRAM Demand Will Improve Future Market Position

Leisure Expansion And Digital Growth In Financial Services Will Boost Future Prospects

Postponed Orders In Putzmeister Sweden To Boost Operations In 2025

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Community

Weekly Picks

The "Boring" Money Printer

BMW cruising ahead with new EVs and premium models to boost revenue 5%

EU#2 - From Humble Beginnings to Global Powerhouse

Community Investing Ideas

Expansion Of Nitroguanidine Production To Meet Defense Industry Demand Is Expected To Strengthen Market Position

New Rigorous Measures Will Strengthen Resilience And Reduce Volatility In P&C And Life & Health Segments

Acquisitions Of Dupont Restauration And 4Service Will Create Future Operational Synergies

Digital Transformation And Wonga's Romanian Expansion Will Strengthen Future Prospects

EV Partnership And Localization Will Transform India's Auto Components Sector

Operational Efficiencies And Aluminum Expansion Will Strengthen Future Resilience

Rebounding NAND Flash And DRAM Demand Will Improve Future Market Position

Leisure Expansion And Digital Growth In Financial Services Will Boost Future Prospects

Postponed Orders In Putzmeister Sweden To Boost Operations In 2025

Value any company in seconds

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