🏆 Morningstar updated its 10 undervalued wide-moat stocks to buy What do you think of these 10 stocks? 🧴 Estee Lauder $EL 🩺 Zimmer Biomet $ZBH 💊 Pfizer $PFE 👟 Nike $NKE ✈️ Boeing $BA 🏭 NXP Semiconductor $NXPI 🩺 Bio-Rad Lab $BIO 💊 Bristol-Myers Squibb $BMY 💻 Alphabet

Very strong trading day for Asia today 🇨🇳 MSCI China +5.11% 🇯🇵 TOPIX +2.66% 🇯🇵 NIKKEI +2.79% 🇭🇰 Hang Seng +4.04% The rally is fuelled by persistent optimism over the country's aggressive stimulus

Once again, a strong day for luxury in Europe after the Chinese demand stimulus 🇫🇷 LVMH $MC +5.5% 🟢 🇫🇷 Kering +6.1% 🟢 🇫🇷 L'Oreal $OR +3.3% 🟢 🇫🇷 Hermes $RMS +4.5% 🟢 🇮🇹 Moncler $MONC +4.5% 🟢 🇮🇹 Salvatore Ferragamo $SFER +7.6% 🟢 And also for spirits 🇫🇷 Pernod Ricard $RI

📢🎯 Analyst Recommendation Changes 🇺🇸 Nike $NKE $88 MS. Hold. $79 ▶️ $82 🟢 🇺🇸 AppLovin $APP $130 Macquarie. Buy. $115 ▶️ $150 🟢 🇺🇸 Alphabet $GOOGL $161 Oppenheimer. Buy. $210 ▶️ $185 🔴 🇺🇸 Apple $AAPL $226 NS. $180 ▶️ $225 🟢 🇨🇭 Richemont $CFR 128CHF RBC. Hold. 150 ▶️

Interesting news for the EV market growing slower than expected 👇 "South Korean battery maker SK On to cut jobs amid challenging EV market"

🇳🇱 ASML $ASML is up 4% today, with the entire semiconductor sector rallying after Micron's $MU strong earnings report yesterday

🇫🇷 Schneider $SU has now a bigger market cap than TotalEnergies $TTE I really like this company operating on appealing markets (automation, digitalization, green energy, grid management, etc)

👜 Great day for luxury due to the Chinese demand stimulus Here is the % of revenue in Asia (excl. Japan) for each luxury stock 🇫🇷 Hermes $RMS 46.7% 🇮🇹 Moncler $MONC 43.2% (Asia) 🇫🇷 Kering $KER 35.0% 🇫🇷 LVMH $MC 30.8% 🇮🇹 Brunello Cuc. $BC 26.9% (Asia) 🇨🇭 Richemont $CFR 26.7% 🇮🇹

🎉 It's One Pager Thursday! This week we have 5 stocks, an example is just here 👇 The other 4 (and more than 150 others) are available on the link in my bio 🇺🇸 MSCI $MSCI 🇺🇸 Garmin $GRMN 🇦🇺 Tasmea $TEA 🇺🇸 Oscar Health $OSCR 🇺🇸 Disney $DIS Enjoy your reading!

🇺🇸 Accenture $ACN Q4 24 results Revenue $16,406M Q4 23 $15,985M +2.6% 🟢 Est. $16,378M beat 🟢 EPS $2.66 Q4 23 $2.15 +23.7% 🟢 Est. $2.65 beat 🟢 New bookings $20.1B for the quarter New bookings $81.2B for the full year +13% YoY Generative AI new bookings $1B FY25 guidance

🇺🇸 Micron $MU is up +17% premarket This helps the whole semiconductor sector NVidia $NVDA +2.5% 🟢 Intel $INTC +3.3% 🟢 AMD $AMD +3.1% 🟢 LAM Research $LRCX +6.6% 🟢 Applied Materials $AMAT +6.1% 🟢

🇺🇸 Super Micro Computer $SMCI is down -13% 🔴 following news of a Department of Justice probe, sparked by a short-selling firm's report raising concerns over the company's accounting practices The company is now down -66% from its March ATH but still up +40% in 2024

❓ Dividend growth and high yield are often seen as opposites, but it's possible to find companies that offer both: a strong yield and solid growth 8 examples just here 👇 Any other ideas? 🇸🇪 Betsson $BETS Dividend yield 6.26% 2023 - 2026 revenue CAGR 11.1% 🇦🇺 GQG $GQG

🇺🇸 Costco $COST Q4 24 results Revenue $79,697M Q4 23 $78,939M +1.0% 🟠 Est. $80,033M miss 🔴 EPS $5.29 Q4 23 $4.86 +8.8% 🟢 Est. $5.06 beat 🟢

🏭 Semiconductor manufacturers are expected to spend $400B between 2025 and 2027 on chip-making equipment according to the global industry association SEMI $100B should be from China alone. Europe should be the smallest buyer with $27B Strong growth to come for 🇳🇱 ASML $ASML 🇺🇸

📢🎯 Analyst Recommendation Changes 🇺🇸 Alphabet $GOOGL $162 Tigress. Buy. $210 ▶️ $220 🟢 🇳🇱 BE Semiconductor $BESI 112€ MS. Buy. 155€ ▶️ 140€ 🔴 🇺🇸 Accenture $ACN $355 GS. $335 ▶️ $370 🟢 RBC. Buy. $377 ▶️ $389 🟢 Stifel. $340 ▶️ $375 🟢 🇺🇸 Meta $META $567 BofA. Buy. $563

🇮🇹 Moncler $MONC is up 10% today following news that LVMH has indirectly acquired a stake in the company through its main shareholder's holding LVMH purchased 10% of the holding company, which owns 15.8% of Moncler's shares For now, this remains a relatively small participation

🎉 One Pager Special Week: 🇦🇺 Australia Day 1 - Pro Medicus $PME 🏆 Score 6.8/10 🎯 My fair price estimation is around AU$100 🐂 Bull case - Ultra high quality metrics: 24% expected revenue CAGR, 50% ROE, 48% ROIC, 50% net profit margin - Improving metrics - Huge market to

Recent analyst recommendation updates for PayPal $PYPL Barclays. Buy. $85 ▶️ $92 🟢 DB. Buy. $74 ▶️ $94 🟢 JMP. Buy. $82 ▶️ $125 🟢 Jefferies. $65 ▶️ $75 🟢 As a reminder, these opinions are mostly to see the direction ofThese opinions primarily serve to gauge market sentiment,

3️⃣ stocks are off their all-time highs, with sentiment shifting negative, but their business models are still rock solid Are you buying the dip? 🇳🇱 ASML $ASML 🇺🇸 Alphabet $GOOGL 🇩🇰 Novo Nordisk $NVO