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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
50
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
31
users have liked this narrative
6
users have commented on this narrative
85
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
11
users have followed this narrative
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Qantas Airways
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Fleet Renewal And Dual Brand Strategy Will Strengthen Future Market Position
Key Takeaways Fleet renewal and dual brand strategy aim to enhance operational efficiencies and capture demand, supporting future growth in margins and earnings. Investments in customer experience and loyalty programs focus on boosting brand loyalty and sustaining high-margin revenue growth.
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AU$10.96
FV
0.3% undervalued
intrinsic discount
5.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
about 7 hours ago
author updated this narrative
Wharf (Holdings)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Projects In Hong Kong Luxury Real Estate And Logistics Set To Drive Future Success
Key Takeaways Strategic capital reallocation to Hong Kong may boost future earnings through enhanced focus on high-value property projects. Logistics infrastructure expansion targets rising e-commerce demand, potentially increasing revenue amidst evolving trade dynamics.
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HK$21.00
FV
5.5% overvalued
intrinsic discount
11.12%
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 7 hours ago
author updated this narrative
BPER Banca
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Transformation And ESG Lending Will Shape Future Expansion
Key Takeaways Digital transformation, fintech partnerships, and acquisition integration are enhancing operational efficiency and broadening market reach, supporting improved operating margins and earnings growth. Emphasis on wealth management, ESG lending, and bancassurance diversifies revenues, strengthens the bank's risk profile, and positions it well for demographic and regulatory shifts.
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€9.06
FV
5.0% undervalued
intrinsic discount
2.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
about 7 hours ago
author updated this narrative
Torrent Power
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Renewable And Energy Storage Expansion Will Build Future Value
Key Takeaways Expansion into renewables and energy storage aligns with decarbonization, enhances revenue visibility, and supports higher margins as the project mix evolves. Improved distribution efficiencies and geographic growth, coupled with strategic contracting and a strong balance sheet, enable sustained profitability and future expansion.
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₹1.38k
FV
1.7% undervalued
intrinsic discount
12.11%
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
about 7 hours ago
author updated this narrative
ASX
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
CHESS Modernization And Energy Market Expansion Will Boost Future Operations
Key Takeaways ASX's technology modernization projects and transitional energy expansion could enhance operational efficiency and tap into growing markets for long-term revenue growth. Investments in Horizon 2 initiatives and new data services aim to diversify revenue streams, supporting sustainable earnings growth and meeting customer demands.
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AU$69.40
FV
7.5% undervalued
intrinsic discount
-9.26%
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 7 hours ago
author updated this narrative
AB SKF
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Automation And Digitalization Will Improve Manufacturing Efficiency And Sustainability
Key Takeaways Strategic focus on industrial automation, digitalization, and sustainability positions SKF for improved operational efficiency and higher-margin, stable revenue streams. Exiting the automotive segment enables better capital allocation and reduces exposure to volatile markets, supporting higher earnings quality.
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SEK 247.69
FV
7.8% undervalued
intrinsic discount
2.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
about 7 hours ago
author updated this narrative
Kalyan Jewellers India
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
170 New Showrooms And Digital Marketing Will Expand Future Market Reach
Key Takeaways Planned showroom expansion and digital marketing strategies are expected to boost revenue growth and enhance brand visibility in new markets. Improved operational efficiency, debt reduction, and a balanced store mix strategy may positively impact net margins and future profitability.
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₹665.50
FV
11.2% undervalued
intrinsic discount
24.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
31
users have followed this narrative
about 7 hours ago
author updated this narrative
Evonik Industries
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Singapore And Slovakia Facilities And EU Incentives Will Shape Sustainability
Key Takeaways Aggressive cost optimization and a shift to specialty chemicals are set to strengthen margins and align with rising demand for sustainable solutions. Expanded production in key plants and focus on healthcare, nutrition, and biopharma position the company for stable growth aided by regulatory and demographic trends.
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€20.92
FV
21.3% undervalued
intrinsic discount
1.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
about 7 hours ago
author updated this narrative
China Mengniu Dairy
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Expanding Into Southeast Asia With Aice Will Strengthen Dairy Operations
Key Takeaways Digitization and fine management aim to optimize dairy supply-demand, boosting operational efficiency and future net margins. Expansion into Southeast Asia and product innovation could drive revenue growth through capturing higher-value segments.
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HK$23.68
FV
29.8% undervalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
about 7 hours ago
author updated this narrative
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