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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
4
users have commented on this narrative
32
users have followed this narrative
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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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
3
users have commented on this narrative
44
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
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Manila Electric
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
MTerra Solar And Chromite Gas Will Modernize Energy Infrastructure
Key Takeaways Strategic investments and projects in advanced metering, renewable energy, and LNG could drive future growth, efficiency, and diversification of revenue. Regulatory renewals and international expansions are poised to stabilize revenue, diversify income streams, and bolster long-term performance.
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₱582.64
FV
5.7% undervalued
intrinsic discount
7.05%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
138
users have followed this narrative
6 days ago
author updated this narrative
B3 - Brasil Bolsa Balcão
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Merger With Neurotech Will Provide Significant Tax Benefits Over Next 5 Years
Key Takeaways Growth in derivatives and crypto products, combined with fixed income innovations, positions B3 to boost revenue and capture market share in trading. Operational efficiency and share buybacks indicate potential improvements in margins and earnings, with mergers offering tax advantages and cash flow improvements.
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R$15.69
FV
19.8% undervalued
intrinsic discount
7.91%
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
6 days ago
author updated this narrative
POLI
PB Fintech
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Investments In Operations And High Customer Satisfaction Will Support Future Revenue Stability
Key Takeaways Growth in health and life insurance sectors, bolstered by strategic investments and high customer satisfaction, positions PB Fintech for sustained revenue growth. Diversification into secured business stabilizes revenue streams, reducing reliance on unsecured loans, and indicates positive future earnings potential.
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₹1.87k
FV
7.2% undervalued
intrinsic discount
28.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
BE Semiconductor Industries
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Advanced Packaging And Hybrid Bonding Will Expand Semiconductor Markets
Key Takeaways Technology leadership in advanced packaging and hybrid bonding platforms positions BESI for outperformance in high-growth AI, memory, and edge computing markets. Product innovation and operational strength enable BESI to expand margins, gain market share, and benefit from future cyclical upturns in semiconductor demand.
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€137.10
FV
15.9% undervalued
intrinsic discount
25.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
67
users have followed this narrative
6 days ago
author updated this narrative
HKT Trust and HKT
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
AI And 5G Investments Will Improve Productivity And Expand Market Reach
Key Takeaways Strategic investments in AI and digital solutions boost productivity, reduce costs, and enhance revenue by expanding services and market reach. Deleveraging strategies and capital optimization lower interest expenses, improve financial stability, and support net earnings enhancement.
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HK$12.67
FV
0.9% overvalued
intrinsic discount
1.69%
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
6 days ago
author updated this narrative
Godrej Properties
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Expanding Into Hyderabad And Noida Will Reduce Risk And Support Future Success
Key Takeaways Strong booking value and volume growth indicate robust demand and expected revenue growth, supported by geographical diversification and new market entries. Capital infusion and aggressive launch strategy bolster financial foundation, enabling continued project development and strategic growth.
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₹2.74k
FV
24.8% undervalued
intrinsic discount
50.08%
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
6 days ago
author updated this narrative
Eurofins Scientific
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digitalization And Automation Will Unlock Future Diagnostics Potential
Key Takeaways Investments in automation, digitalization, and acquisitions will enhance efficiency, productivity, and margins, while unlocking new growth opportunities. Heightened regulatory standards and demographic trends are supporting stable, resilient demand across core testing and diagnostics services.
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€63.93
FV
4.2% overvalued
intrinsic discount
7.15%
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
6 days ago
author updated this narrative
NHPC
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Upcoming Renewable Projects Will Diversify India's Energy Portfolio
Key Takeaways Progress on renewable and hydroelectric projects positions NHPC for future revenue growth through energy diversification and expanded portfolio. Strategic mergers aim to enhance operational efficiencies and potentially improve net margins.
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₹91.13
FV
7.8% undervalued
intrinsic discount
23.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
6 days ago
author updated this narrative
AtkinsRéalis Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Acquisition Of David Evans Enterprises Will Expand US Engineering Footprint
Key Takeaways Strategic sale of Highway 407 interest simplifies operations, reduces debt, and enhances shareholder value through acquisitions and share buybacks. Expansion strategies, including U.S. footprint growth and nuclear investment, align with high-demand market trends, supporting revenue and margin growth.
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CA$106.43
FV
8.0% undervalued
intrinsic discount
8.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
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