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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
6
users have commented on this narrative
81
users have followed this narrative
New
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
19.2% 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
10
users have followed this narrative
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National Grid
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Planned £60 Billion Investment Will Strengthen Energy Networks And Operational Efficiency
Key Takeaways National Grid plans massive network investments to drive asset growth, boost future revenues, and stabilize earnings. Strategic initiatives like asset sales and streamlined processes support margins while enhancing earnings and operational efficiency.
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UK£11.78
FV
8.1% undervalued
intrinsic discount
6.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
86
users have followed this narrative
about 1 hour ago
author updated this narrative
Mitsui
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future
Key Takeaways Focus on clean energy projects and strategic acquisitions strengthens Mitsui's energy transition position and diversifies revenue streams for greater earnings resilience. Disciplined portfolio management and investment in innovation enhance operational efficiency, supporting higher margins and mitigating short-term market volatility.
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JP¥3.53k
FV
10.4% undervalued
intrinsic discount
3.36%
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
about 1 hour ago
author updated this narrative
Daiichi Sankyo Company
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Global Aging And ADC Pipelines Will Expand Oncology Markets
Key Takeaways Strong sales growth and international diversification are driven by high demand for oncology treatments, expanding approvals, and inclusion in key reimbursement lists. Deep pipeline in antibody-drug conjugates and strategic global partnerships position the company for long-term revenue and margin expansion in innovative targeted therapies.
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JP¥5.63k
FV
36.3% undervalued
intrinsic discount
11.04%
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
about 1 hour ago
author updated this narrative
Canadian Imperial Bank of Commerce
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Banking Expansion And Capital Market Successes Will Strengthen Future Client Relationships
Key Takeaways Growth in mass affluent and private wealth sectors and digital banking expansion aim to improve high-margin revenue, client retention, and net interest margins. Strong operating leverage with cost management and record trading revenue promise earnings growth via deals and private economy focus.
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CA$99.38
FV
0.2% undervalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
84
users have followed this narrative
about 1 hour ago
author updated this narrative
Mercedes-Benz Group
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
New EV Models And Digital Platforms Will Drive Electrification
Key Takeaways Expansion into electric vehicles, digital platforms, and advanced in-car technologies is expected to support premium pricing, recurring revenues, and long-term earnings growth. Operational efficiency, supply chain optimization, and sustainability initiatives aim to strengthen cost resilience, net margins, and adaptability to shifting industry dynamics.
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€61.73
FV
19.1% undervalued
intrinsic discount
1.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
122
users have followed this narrative
about 1 hour ago
author updated this narrative
Siemens Healthineers
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Advanced Imaging And AI Diagnostics Will Expand Global Markets
Key Takeaways Innovation in imaging and AI diagnostics, plus digital adoption, is driving order growth, margin improvement, and recurring, higher-quality revenues worldwide. Rising chronic diseases, aging populations, and emerging market investments will sustain long-term market expansion, supporting continued revenue and margin gains.
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€59.86
FV
23.8% undervalued
intrinsic discount
5.40%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
about 1 hour ago
author updated this narrative
SoftBank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Homegrown LLMs And AI Will Expand Japan Digital Markets
Key Takeaways Accelerating investment in AI, fintech, and digital infrastructure boosts recurring revenue streams, margin expansion, and monetization through partnerships and new service offerings. Strategic focus on semiconductors and global collaborations bolsters Japan's tech self-sufficiency while reducing supply chain and geopolitical risks for sustained softbank growth.
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JP¥228.27
FV
0.7% overvalued
intrinsic discount
4.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 1 hour ago
author updated this narrative
Larsen & Toubro
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Expanding International Orders Will Build Future Infrastructure And Digital Sectors
Key Takeaways Strong order pipeline, diversified international presence, and focus on infrastructure and renewables support stable, multi-year growth and reduced reliance on domestic projects. Strategic shift toward high-margin digital and tech services, alongside improved capital efficiency, enhances profitability and supports long-term margin expansion.
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₹4.04k
FV
10.1% undervalued
intrinsic discount
14.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
about 1 hour ago
author updated this narrative
Saudi Basic Industries
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Fujian Project And Digital Shifts Will Drive Future Value
Key Takeaways Strategic project ramp-up and portfolio optimization focus growth on high-margin, sustainable businesses aligned with global demand trends and the circular economy. Operational transformation, digital adoption, and innovation initiatives are expected to drive higher efficiency, cost reductions, and improved earnings quality.
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ر.س64.98
FV
11.3% undervalued
intrinsic discount
2.28%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
71
users have followed this narrative
about 1 hour ago
author updated this narrative
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