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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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Sony Group
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Hiroki Totoki Will Lead Future Success Across Gaming And Entertainment Segments
Key Takeaways Hiroki Totoki's leadership and PlayStation 5's success may drive future growth in revenue and operating income for Sony. Strategic collaborations and investments in entertainment sectors are poised to enhance global presence and future profits.
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JP¥4.47k
FV
10.6% undervalued
intrinsic discount
-0.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
4 days ago
author updated this narrative
Toronto-Dominion Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Canadian Market Expansion And AI Investments Will Improve Future Operational Efficiency
Key Takeaways U.S. balance sheet restructuring and AML compliance efforts are expected to enhance return on equity, net margins, and reduce regulatory risks. Canadian market expansion and digital innovation investments are anticipated to drive revenue growth and improve operational efficiency and margins.
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CA$98.40
FV
2.4% overvalued
intrinsic discount
-0.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
137
users have followed this narrative
4 days ago
author updated this narrative
Hitachi
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Services And Electrification Will Power Future Infrastructure
Key Takeaways Growing demand for energy grid modernization and digital services is increasing revenues and margins, especially in key Energy and IT segments. Strategic focus on sustainability, infrastructure modernization, and portfolio optimization is driving consistent profit and long-term earnings growth.
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JP¥4.74k
FV
10.8% undervalued
intrinsic discount
6.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
L'Air Liquide
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Global Electronics And Hydrogen Investments Will Create Future Opportunities
Key Takeaways Expansion in electronics, hydrogen, and healthcare, along with resilient investments in key regions, support stable revenue growth and margin improvement. Operational streamlining and adoption of digital/AI management are driving sustained efficiency gains and stronger profitability.
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€196.00
FV
11.3% undervalued
intrinsic discount
3.97%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
49
users have followed this narrative
4 days ago
author updated this narrative
Bharti Airtel
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Smartphone Adoption And Broadband Rollout Will Unlock Future Upside
Key Takeaways Growth in mobile data, smartphone adoption, and broadband expansion positions the company for sustained revenue and margin improvements through higher subscriber numbers and ARPU. Enterprise digital services and rationalized tariffs drive revenue diversification and margin expansion, while deleveraging enhances financial flexibility and long-term profitability.
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₹2.04k
FV
8.9% undervalued
intrinsic discount
12.39%
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
Airbus
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Emerging Markets And Decarbonization Will Shape Future Aviation
Key Takeaways Rising global demand, sustainability focus, and airline fleet modernization drive strong aircraft sales, margin expansion, and long-term backlog growth. Diversified growth in defense, space, and aftermarket services enhances earnings potential and operational efficiency through ongoing strategic investments.
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€192.95
FV
8.7% 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
161
users have followed this narrative
4 days ago
author updated this narrative
CNOOC
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Exploration In South China Will Boost Efficiency Amid Risks
Key Takeaways Strategic advancements in technology and digital transformation improve production efficiency and reduce costs, boosting potential revenues and net margins. Discoveries in new fields and a focus on natural gas provide stable, increased revenue potential, aiding in market expansion and strong profit margins.
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HK$21.31
FV
12.3% undervalued
intrinsic discount
0.21%
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
Allianz
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Organic Growth And Tech Upgrades Will Improve Future Efficiency
Key Takeaways Allianz's focus on customer retention, cross-selling, and new technologies targets significant revenue and efficiency improvements through organic growth and productivity enhancements. Growth in Life and Health and Asset Management segments, strong cash generation, and capital management aim to enhance shareholder returns and earnings.
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€358.48
FV
1.8% overvalued
intrinsic discount
23.16%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
209
users have followed this narrative
4 days ago
author updated this narrative
Mitsubishi UFJ Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Capital Management Strategies And Asset Optimization Expected To Strengthen Future Performance
Key Takeaways Strategic divestitures and asset optimization are set to enhance profitability and improve valuation gains, positively impacting earnings. Ongoing share buybacks and dividend increases demonstrate disciplined capital management, boosting earnings per share and revenue growth potential.
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JP¥2.25k
FV
5.5% undervalued
intrinsic discount
5.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
4 days ago
author updated this narrative
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