Weekly Picks: ASML's Selloff Explained, WH's Global Expansion, and NVO's Market Mispricing

Yahoo

a day ago

Each week our analysts hand pick their favourite Narratives from the community ( ).
This week's picks cover:
📈 Why now might be an opportune time to consider ASML .
🏨 How Wyndham Hotels' loyalty revenue and global expansion are driving growth.
💊 Why Novo Nordisk's risk/reward case is better than it seems.
💡 Why we like it: This narrative is a tight, well-balanced pitch that blends technical context with market timing. Instead of ignoring the selloff, they lean into it, framing the stock dip as a rare opportunity in an otherwise solid long-term story. We think the narrative strikes the right tone of measured, informed, and actionable.
💡 Why we like it: This is a refreshingly boots-on-the-ground narrative that builds from personal experience to a full investment case. Zwfis weaves operational context, recent earnings, and valuation math into a compelling long-term outlook, while also highlighting under-appreciated levers like loyalty-driven ancillary revenue. It's personal, well-researched, and has plenty of conviction.
💡 Why we like it: We love a classic contrarian setup. Here bactrian makes the case that a best-in-class compounder has been marked down on fears that appear priced for disaster rather than a cyclical reset. The narrative does a great job breaking down both the bear case (guidance cut, semaglutide saturation, policy risk) and why it's likely overdone, given Novo's world-class margins, strong pipeline, and low multiple. The sum-of-the-parts logic and reset expectations create a compelling upside case.
What's next?
🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.
🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.
✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page .
✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running!
Disclaimer
Simply Wall St has no position in any of the companies mentioned. These narratives are general in nature and explore scenarios and estimates created by the authors. These narratives do not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimate's are estimations only, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
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Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.