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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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Raspberry Pi Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Edge Computing And Digital Transformation Will Unlock New Opportunities
Key Takeaways Expansion into industrial OEMs, new product launches, and global partnerships positions Raspberry Pi for sustained growth and stronger market presence. Shifting toward higher-margin software, proprietary silicon, and recurring revenue streams is expected to lift margins and enhance long-term profitability.
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UK£5.64
FV
24.7% undervalued
intrinsic discount
15.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
3 days ago
author updated this narrative
LB
LandBridge
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Sunbelt Urbanization And Permian Expansion Will Create Future Value
Key Takeaways Rapid urbanization and energy expansion in key regions drive rising land values, recurring revenues, and predictable earnings, underpinning strong long-term growth prospects. Diversification into renewables and digital infrastructure, alongside a capital-light, fee-based model, enhances cash flow stability and reduces earnings volatility.
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US$76.75
FV
32.8% undervalued
intrinsic discount
27.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
Sequans Communications
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
IoT And 5G Expansion Will Advance Markets Despite Bitcoin Risks
Key Takeaways Accelerating IoT product launches, new RF transceivers, and 5G platform development are positioning Sequans for revenue growth and expansion into high-margin, diversified markets. Increased focus on IP monetization and disciplined cost control could improve margins and earnings quality, reducing concerns about sustained losses.
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US$7.50
FV
82.9% undervalued
intrinsic discount
37.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
R Systems International
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Cloud And AI Expansion Will Drive Global Digital Transformation
Key Takeaways Growth in cloud, AI, and automation, along with expanding partnerships and regional presence, is expected to drive higher revenue and improved margins. Focus on proprietary digital platforms and stable, long-term service lines should enhance margin expansion and predictability of cash flows.
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₹455.00
FV
8.0% undervalued
intrinsic discount
11.50%
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
Technocraft Industries (India)
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Aurangabad Capacity And International Markets Will Drive Long-Term Expansion
Key Takeaways New plant capacity, process efficiencies, and value-added products are set to boost margins, operating leverage, and overall earnings stability. Global market expansion, infrastructure boom, and shifting manufacturing dynamics position the company for sustained export growth and increased international market share.
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₹4.33k
FV
31.1% undervalued
intrinsic discount
16.91%
Revenue growth p.a.
Set Fair Value
1
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
Hargreaves Services
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
UK Infrastructure And Environmental Projects Will Unlock Lasting Value
Key Takeaways Expansion into UK infrastructure and environmental services reduces business risk, supporting stable recurring earnings and stronger revenue growth. Strategic land disposals and a debt-free balance sheet enable greater flexibility for reinvestment or enhanced shareholder returns.
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UK£8.92
FV
13.7% undervalued
intrinsic discount
1.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
Empresa Distribuidora y Comercializadora Norte Sociedad Anónima
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Tariff Review And Grid Upgrades Will Drive Performance Amid Debt
Key Takeaways Secured regulatory certainty and planned tariff hikes will boost revenue stability, margins, and reduce future financial risks. Population growth and smart grid investments drive long-term demand, operational efficiency, and open opportunities in ancillary business segments.
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AR$2.80k
FV
32.3% undervalued
intrinsic discount
27.47%
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
3 days ago
author updated this narrative
PDF Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Advanced Analytics And AI Will Transform Semiconductor Supply Chains
Key Takeaways Accelerating adoption of AI-driven analytics and partnerships with industry leaders are supporting recurring revenue growth and improved margins in semiconductor manufacturing solutions. Integration of recent acquisitions and platform expansion is unlocking new cross-selling, high-margin opportunities, positioning for long-term earnings and market share gains.
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US$31.75
FV
37.9% undervalued
intrinsic discount
19.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
Sumitomo Heavy Industries
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Restructuring And Clean Energy Focus Will Unlock Future Value
Key Takeaways Operational restructuring and focus on high-margin products, services, and digital transformation are aimed at driving profitability and recurring revenues. Strategic investments in automation, healthcare innovation, and clean energy position the company for long-term global growth and reduced domestic market reliance.
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JP¥3.22k
FV
6.0% overvalued
intrinsic discount
2.40%
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
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