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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
58
users have followed this narrative
New
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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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
6
users have commented on this narrative
89
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
14
users have followed this narrative
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Apollo Hospitals Enterprise
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
Expanding Into High-End Specialties And Emerging Markets Will Strengthen Future Prospects
Key Takeaways Focus on high-end specialties and strategic payer mix optimization is expected to enhance revenue intensity and net margins. Expansion into emerging markets and international patient growth could drive significant revenue increases.
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₹8.10k
FV
12.5% undervalued
intrinsic discount
17.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
13
users have followed this narrative
1 day ago
author updated this narrative
Covestro
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Eco Markets And Circular Economy Will Create Value
Key Takeaways Strategic focus on specialty materials, sustainability, and circular processes positions Covestro for higher margins, revenue stability, and premium pricing as markets evolve. Partnerships, innovation, and operational efficiency support resilience to cyclical pressures and enable top-line growth and geographic expansion in emerging, high-demand sectors.
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€61.88
FV
2.4% undervalued
intrinsic discount
2.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
1 day ago
author updated this narrative
Kakao
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Generative AI Integration Will Reshape User Experience And Increase Engagement
Key Takeaways Kakao's AI innovations are set to enhance user engagement and operational efficiency, potentially increasing revenue and lifting net margins. Expanding beyond chat-based interactions could deepen user engagement, driving higher ad revenues and overall earnings growth.
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₩63.55k
FV
0.4% overvalued
intrinsic discount
7.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
1 day ago
author updated this narrative
2892
First Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Leveraging US Operations Will Capture Tech Sector Opportunities
Key Takeaways Focus on SME and FX lending, expanding wealth management, and leveraging overseas opportunities could boost revenue, improve margins, and enhance asset quality. Disciplined risk management and strategic capital positioning aim to drive sustainable growth through better asset quality, lower credit costs, and potential earnings increase.
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NT$26.67
FV
5.8% overvalued
intrinsic discount
1.04%
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
1 day ago
author updated this narrative
Max Healthcare Institute
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Expansions In Thane And Mohali Are Set To Strengthen Future Operations
Key Takeaways Expansion into new markets and capacity enhancements aim to drive revenue growth and improve operating leverage and net margins. Strategic acquisitions and a focus on high-value therapies are expected to boost operational efficiencies, revenue, and profitability.
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₹1.20k
FV
3.6% overvalued
intrinsic discount
27.51%
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
1 day ago
author updated this narrative
Zydus Lifesciences
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Expansion Into Europe And Novel Treatments Will Boost Future Prospects, Yet Competition May Pressure Margins
Key Takeaways Strong growth in U.S. Formulations and Chronic segment could boost revenue and margins with market share expansion in key therapies. Focus on emerging markets, European expansions, and innovation pipeline may drive robust revenue growth and profitability through market exclusivity and competitive advantages.
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₹970.10
FV
3.5% undervalued
intrinsic discount
4.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
1 day ago
author updated this narrative
Bouygues
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Robust International Order Intake Will Reshape Urban And Green Infrastructure
Key Takeaways Robust construction backlog and green initiatives position the company to capture higher-margin contracts and benefit from sustained infrastructure demand and regulatory trends. Improved margins across business units, along with strong cash generation and disciplined financial management, support ongoing growth investment and mitigate market volatility.
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€40.24
FV
5.9% undervalued
intrinsic discount
1.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
1 day ago
author updated this narrative
Scentre Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Residential Development In Hornsby And Belconnen Will Diversify Future Revenue Streams
Key Takeaways Strategic partnerships and increased customer visits are expected to boost revenue growth by providing businesses opportunities to engage with more visitors. Development projects and strategic focus on membership programs are positioned to enhance rental income, occupancy rates, and diversification into residential revenues, bolstering earnings.
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AU$3.86
FV
1.2% undervalued
intrinsic discount
-4.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
1 day ago
author updated this narrative
United Spirits
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
McDowell's X Series Launch And Andhra Pradesh Expansion Will Strengthen Future Prospects
Key Takeaways Continued premiumization and new product launches are set to drive future revenue growth through higher-value product sales. Market expansion and cost-saving measures will enhance revenue and net margins, with strategic marketing boosting consumer engagement.
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₹1.63k
FV
20.5% undervalued
intrinsic discount
10.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
1 day ago
author updated this narrative
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