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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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Canadian Natural Resources
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Operational Improvements At Scotford And Horizon Set The Stage For Future Success
Key Takeaways Opportunistic acquisitions and focus on production expansions enhance Canadian Natural Resources' production capacity and cash flow, boosting revenue and earnings. Efficiency improvements and cost reductions across operations improve net margins, supporting sustainable growth and long-term shareholder value.
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CA$52.11
FV
19.8% undervalued
intrinsic discount
-2.02%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
158
users have followed this narrative
about 20 hours ago
author updated this narrative
UniCredit
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Banking And Sustainable Finance Will Reshape European Markets
Key Takeaways Digitalization, wealth management expansion, and strategic partnerships drive sustainable growth, improved margins, and recurring high-quality income streams. Focus on sustainable finance and disciplined cost management enhances UniCredit's market position, capital strength, and capacity for future earnings distributions.
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€66.17
FV
0.02% overvalued
intrinsic discount
1.48%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
about 20 hours ago
author updated this narrative
Westpac Banking
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Rising Tech Costs And Competition Will Pressure Bank Earnings In Australia
Key Takeaways Intense competition and changed deposit mix are compressing net interest margins, challenging revenue growth. Rising tech costs and projects like UNITE increase expenses, negatively impacting short-term earnings.
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AU$28.65
FV
18.7% overvalued
intrinsic discount
3.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
69
users have followed this narrative
about 20 hours ago
author updated this narrative
Merck KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Investments And AI Demand Will Drive Future Success Across Life Science, Healthcare, And Electronics
Key Takeaways Merck KGaA's Life Science and Electronics sectors are poised for growth, driven by strong customer demand and AI advancements in semiconductors. Strategic investments in CapEx and M&A aim to enhance efficiencies, with oncology driving Healthcare growth through external partnerships.
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€154.59
FV
32.3% undervalued
intrinsic discount
3.04%
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 20 hours ago
author updated this narrative
GSK
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Global Vaccine Demand And Specialty Medicines Will Expand Future Opportunities
Key Takeaways Robust growth in vaccines and specialty medicines, alongside innovation in oncology and immunology, positions GSK for sustained revenue and margin expansion. Diversification, operational efficiencies, and accelerated R&D enhance resilience, supporting strong long-term sales and earnings potential despite industry pressures.
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UK£16.42
FV
15.8% undervalued
intrinsic discount
4.33%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
161
users have followed this narrative
about 20 hours ago
author updated this narrative
London Stock Exchange Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI Analytics And Cloud Integration Will Shape Digital Markets
Key Takeaways Expansion into AI-driven analytics, cloud-based data delivery, and strategic partnerships positions LSEG for recurring revenue growth and operating leverage. Advancements in compliance solutions and digital assets enable LSEG to diversify offerings, increase margins, and strengthen its market leadership.
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UK£125.87
FV
21.3% undervalued
intrinsic discount
6.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
about 20 hours ago
author updated this narrative
Banco Santander
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Digital Banking And Latin America Urbanization Will Unlock New Value
Key Takeaways Expansion in digital banking, operational efficiency, and focus on high-growth markets strengthen Santander's earnings stability and long-term revenue prospects. Diversified multinational presence and technology transformation drive fee growth, cost reduction, and improved profitability amid changing global financial trends.
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€7.73
FV
0.6% overvalued
intrinsic discount
8.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
66
users have followed this narrative
about 20 hours ago
author updated this narrative
BNP Paribas
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Banking And Sustainable Finance Will Expand Distribution Network
Key Takeaways Expansion in wealth management, digital platforms, and sustainability is strengthening client acquisition, fee income, and operational efficiency for recurring, higher-margin growth. Regulatory adaptation and capital optimization efforts are boosting capital efficiency, supporting better returns and positioning the group for sustained long-term earnings growth.
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€91.56
FV
13.2% undervalued
intrinsic discount
7.67%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
83
users have followed this narrative
about 20 hours ago
author updated this narrative
Spotify Technology
AN
AnalystConsensusTarget
Consensus Narrative from 37 Analysts
Generative AI And Personalization Will Shape Future Entertainment
Key Takeaways Expanding into new content verticals and enhanced personalization are increasing user engagement, reducing churn, and supporting higher revenue per user and improved margins. Investments in ad technology, generative AI, and diversified monetization models position Spotify for accelerated growth and expanded earnings across multiple channels.
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US$733.84
FV
6.4% undervalued
intrinsic discount
12.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
72
users have followed this narrative
about 20 hours ago
author updated this narrative
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