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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
6
users have commented on this narrative
55
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
31
users have liked this narrative
6
users have commented on this narrative
87
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
20.8% 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
13
users have followed this narrative
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Ambuja Cements
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Rapid Urbanization And Infrastructure Initiatives Will Fuel Cement Expansion
Key Takeaways Growth is driven by robust demand, premium product focus, capacity expansion, and integration of recent acquisitions, supporting long-term revenue and margin improvement. Strong ESG credentials, sustainability leadership, and supply chain digitization position Ambuja to benefit from industry consolidation and regulatory tailwinds.
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₹645.05
FV
8.1% undervalued
intrinsic discount
16.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
about 17 hours ago
author updated this narrative
EDP
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Modernizing Electricity Networks And Renewable Integration Will Foster Future Prosperity
Key Takeaways Anticipated growth in electricity networks and the Brazilian sector could drive future revenue and improve net margins. EDP's cost-cutting and strategic initiatives aim to boost EPS, financial resilience, and operational efficiency.
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€4.20
FV
12.5% undervalued
intrinsic discount
-0.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
about 17 hours ago
author updated this narrative
Tourmaline Oil
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Canadian LNG Exports Will Open Premium Global Markets
Key Takeaways Expanded LNG export agreements and infrastructure access are set to boost revenues, margins, and global market positioning. Technological innovation and disciplined capital use enhance production efficiency, cost reduction, and long-term earnings resilience.
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CA$75.16
FV
22.5% undervalued
intrinsic discount
34.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
65
users have followed this narrative
about 17 hours ago
author updated this narrative
Legal & General Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Partnership With Meiji Yasuda Will Expand US PRT Opportunities
Key Takeaways Simplifying structure and focused capital allocation are poised to drive sustainable growth in retirement and asset management businesses. Strategic partnerships and emphasis on Private Markets aim to enhance profitability and expand revenue margins.
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UK£2.62
FV
2.9% undervalued
intrinsic discount
-4.22%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
167
users have followed this narrative
about 17 hours ago
author updated this narrative
Tech Mahindra
AN
AnalystConsensusTarget
Consensus Narrative from 42 Analysts
BFSI And Healthcare Expansion Will Unlock Global Opportunities
Key Takeaways Strategic focus on high-growth verticals and geographic expansion is expected to drive revenue growth. AI-driven innovations and operational efficiencies are likely to expand margins and enhance earnings quality.
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₹1.63k
FV
9.1% undervalued
intrinsic discount
7.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
about 17 hours ago
author updated this narrative
Terna
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digitalization And Renewables Will Fuel European Energy Transition
Key Takeaways Investments in grid modernization, digitalization, and interconnections underpin steady revenue growth and reinforce Terna's strategic role in the energy transition. Favorable regulations and strong project execution drive predictable earnings, offsetting concerns over debt levels and financing costs.
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€8.82
FV
3.7% undervalued
intrinsic discount
8.95%
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 17 hours ago
author updated this narrative
Kerry Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Global Wellness Trends Will Drive Natural Food Market Progress
Key Takeaways Strong innovation in health-focused and specialty ingredients, along with emerging market expansion, positions Kerry for sustained above-market growth and broader customer reach. Operational improvements, portfolio optimization, and proprietary technologies enhance margins, profitability, and competitive advantages in a consolidating industry.
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€104.36
FV
22.5% undervalued
intrinsic discount
3.76%
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
about 17 hours ago
author updated this narrative
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
One-billing Integration And Fiber Optics Will Boost Digital Connectivity
Key Takeaways Strategic initiatives like group procurement and fixed-mobile convergence boost net margins, earnings, and long-term revenue growth. Expansion in digital connectivity and infrastructure, including data centers, enhances revenue potential and earnings with higher profit margins.
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Rp3.27k
FV
9.9% undervalued
intrinsic discount
3.79%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
77
users have followed this narrative
about 17 hours ago
author updated this narrative
Nomura Research Institute
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
International Expansion Will Secure Future Revenue Stability
Key Takeaways Strategic international expansion in Vietnam and the U.S. suggests potential for increased revenue and profit from diversified markets. Upward profit forecasts in multiple business units indicate a positive future outlook for earnings and profitability.
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JP¥5.95k
FV
4.7% overvalued
intrinsic discount
5.69%
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
about 17 hours ago
author updated this narrative
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