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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
27
users have liked this narrative
8
users have commented on this narrative
76
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
97
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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Dingdong (Cayman)
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Investments In High-Quality Products And Supply Chain Efficiency Will Drive Future Success
Key Takeaways Dingdong's rapid growth is fueled by enhanced user metrics and regional expansion, positively impacting revenue and profit margins. Strategic investments in fulfillment, supply chain, and product quality aim to optimize efficiency, boost profitability, and strengthen competitive positioning.
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US$3.45
FV
37.9% undervalued
intrinsic discount
6.60%
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
Collins Foods
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Every Day Value Strategies And Tech Investments Will Improve Efficiency And Customer Engagement
Key Takeaways Growth in digital revenue channels and KFC store remodels could boost customer engagement, sales, and margins. Strategic technology, sustainability investments, and a strong balance sheet may enhance efficiencies, support M&A, and drive long-term earnings growth.
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AU$10.38
FV
9.9% undervalued
intrinsic discount
5.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
4 days ago
author updated this narrative
AUB Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integration Of Tysers And Global Expansion Will Strengthen Future Prospects
Key Takeaways International expansion and integration strategies are set to bolster revenue growth and margin expansion, enhancing future earnings. Strategic investments and operational improvements are expected to drive sustained profitability and achieve target margins in key segments.
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AU$36.42
FV
10.3% undervalued
intrinsic discount
15.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
4 days ago
author updated this narrative
Scandi Standard
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Overvaluation Risks Will Scrutinize Capacity Upside Amid Evolving Poultry Markets
Key Takeaways Expectations for sustained demand and premium pricing may prove optimistic if consumer trends shift toward plant-based proteins or regulatory pressures increase costs. Anticipated volume growth from capacity expansions relies on flawless execution, with operational delays or integration issues posing risks to earnings and efficiency.
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SEK 81.00
FV
17.3% overvalued
intrinsic discount
5.05%
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
4 days ago
author updated this narrative
Betsson
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Growth In Latin America And Europe Will Ignite Digital Entertainment
Key Takeaways Strong growth and strategic expansion in regulated and emerging markets support future revenue opportunities and broader user acquisition. Ongoing investment in technology and sustainability initiatives enhances operational efficiency, regulatory compliance, and long-term earnings stability.
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SEK 178.33
FV
9.9% undervalued
intrinsic discount
6.76%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
4 days ago
author updated this narrative
Yduqs Participações
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Integrating Newton Paiva And Edufor Will Optimize Asset Portfolio
Key Takeaways Strategic acquisitions and expansions in medical education and digital learning bolster revenue potential and enhance margin optimization through economies of scale. Focus on deleveraging and shareholder value initiatives, like debt reduction and share buybacks, aim to strengthen financial health and boost earnings per share.
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R$19.67
FV
31.1% undervalued
intrinsic discount
7.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 days ago
author updated this narrative
SLC Agrícola
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Brazilian Farmland Expansion And Tech Advances Will Optimize Future Production
Key Takeaways Strategic expansion and acquisitions increase potential planted area and diversify the land portfolio, driving future revenue growth. Increased corn demand and cost-efficient operations could enhance margins and reshape export dynamics, supporting sustained profitability.
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R$22.36
FV
22.6% undervalued
intrinsic discount
6.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
4 days ago
author updated this narrative
Línea Directa Aseguradora Compañía de Seguros y Reaseguros
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digitalization And New Verticals Will Expand Spanish Insurance Market
Key Takeaways Investment in digitalization, automation, and analytics is enhancing efficiency, underwriting profitability, and expense control, supporting margin expansion and sustained growth. Diversification into new insurance products and effective customer acquisition reduce reliance on motor insurance, creating new revenue streams and growth opportunities.
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€1.33
FV
3.4% overvalued
intrinsic discount
5.66%
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
4 days ago
author updated this narrative
Scandic Hotels Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
214-Room Berlin Hotel And Digital Upgrades Will Drive Success
Key Takeaways Strong booking trends and increased occupancy are expected to drive future revenue growth, supported by higher average room rates. Strategic initiatives, including digital enhancements and loyalty partnerships, aim to boost customer retention and improve operational efficiency and margins.
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SEK 83.26
FV
1.3% overvalued
intrinsic discount
4.65%
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
4 days ago
author updated this narrative
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