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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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Dangote Cement
WA
WaneInvestmentHouse
Community Contributor
Dangote Cement Plc Q2/H1 Result– Strong Fundamentals with Caution on Currency Risk
Dangote Cement Plc (DCP) continues to show solid top-line growth, strong operational margins, and industry-leading market share. The company’s H1 2025 results demonstrate strong revenue expansion (+18% YoY) and a more-than-doubling of profit before tax (₦730.0bn vs ₦293.0bn in H1 2024).
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₦500.02
FV
15.4% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
7
users have commented on this narrative
9
users have followed this narrative
14 days ago
author updated this narrative
Evolution
KA
kapirey
Community Contributor
Evolution to Navigate Market Risks with Strategic Growth Initiatives
Risks Financial risk management: market risk (including currency risk and cash flow interest risk), credit risk and liquidity risk. Political decisions and other legal aspects.
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SEK 747.99
FV
17.2% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
22
users have followed this narrative
14 days ago
author updated this narrative
AB9
ABO Energy GmbH KGaA
KA
kapirey
Community Contributor
ABO Wind AG will capitalize on Europe's green transition with projected €50 million profit by 2027
1. Overview of ABO Wind AG ABO Wind AG is a German company specializing in the development of renewable energy projects, primarily wind and solar.
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€75.31
FV
47.8% undervalued
intrinsic discount
12.00%
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
14 days ago
author updated this narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
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AU$76.00
FV
54.9% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
7 days ago
author updated this narrative
Champion Breweries
WA
WaneInvestmentHouse
Community Contributor
Champion Breweries Plc Q2/H1 Result – Turnaround Momentum Gaining Strength
Champion Breweries has delivered a strong recovery in H1 2025 , recording a notable swing from prior-year losses to a solid profit. The company posted: Revenue growth of 67% YoY to ₦15.93bn Gross profit more than doubled to ₦7.89bn (from ₦3.73bn) Profit after tax of ₦2.29bn compared to a loss of ₦387m in H1 2024 Basic EPS improved to 25.57 kobo , from a loss per share of 4.94 kobo ✅ Strengths: Significant revenue growth (both quarterly and year-to-date), indicating increased market penetration or pricing power.
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₦11.05
FV
30.4% overvalued
intrinsic discount
-2.90%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
11
users have followed this narrative
14 days ago
author updated this narrative
Tencent Holdings
KA
kapirey
Community Contributor
Tencent Holdings will see revenue grow by 14%
Market (what, how and where Tencent sells) Business (how much Tencent earn) Catalysts. How Tencent make more money in the next 5 years Weixin Video Accounts, Mini Games and Weixin Search enhance user value by creating seamless connections with products, services and content while presenting exciting revenue opportunities.
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HK$837.52
FV
33.0% undervalued
intrinsic discount
14.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
16 days ago
author updated this narrative
Airtel Africa
WA
WaneInvestmentHouse
Community Contributor
Q2 Result - Strong operating and financial performance reflects effective execution of strategy and consistent demand across our markets
Here’s a concise earnings summary and investment highlight based on Airtel Africa’s Q2 2025 performance : Airtel Africa Q2 2025 Results – Strong Operational Performance ✅ Key GAAP Highlights (YoY Growth) Revenue: $1.42bn (+22.4%) Operating Profit: $446m (+33.0%) Profit After Tax: $156m (+408%) Basic EPS: 3.4 cents (+1832%) Net Cash from Operations: $568m (+37.4%) ✅ Alternative Performance Metrics EBITDA: $679m (+29.8%; +32.7% in constant currency) EBITDA Margin: 48.0% (+276 bps) EPS (Before Exceptional Items): 3.4 cents (+48.6%) Operating Free Cash Flow: $558m (+48.4%) Takeaways Airtel Africa delivered strong top-line and bottom-line growth across all key metrics. Profit after tax surged 4x , driven by higher margins and operating leverage.
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₦1.80k
FV
28.4% overvalued
intrinsic discount
0.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
Helix Energy Solutions Group
WA
WaneInvestmentHouse
Community Contributor
Helix Energy Solutions (HLX) Q2 result – Navigating Near-Term Headwinds with Structural Strength
Helix Energy Solutions (NYSE: HLX) is currently experiencing a transitory period of operational and macroeconomic headwinds. Q2 2025 results came in below expectations, with a net loss of $2.6M versus net income of $3.1M in Q1 2025 and $32.3M in Q2 2024.
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US$7.00
FV
16.6% undervalued
intrinsic discount
3.10%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
6
users have commented on this narrative
12
users have followed this narrative
18 days ago
author updated this narrative
Academy Press
WA
WaneInvestmentHouse
Community Contributor
Academy Press Plc Reports Q1 - Strong Financial Turnaround and Growth Potential
Academy Press Plc has demonstrated a strong and sustainable turnaround in its financial performance for the year ended March 31, 2025. With over 800% growth in profit after tax and a significant increase in retained earnings, the company is positioned for long-term growth and improved shareholder value.
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₦6.99
FV
28.8% overvalued
intrinsic discount
23.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
6
users have followed this narrative
18 days ago
author updated this narrative
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