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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
23
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
31.1% 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
86
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
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
12
users have followed this narrative
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ZOZO
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Integrating LYST And AI Will Transform Global E-Commerce
Key Takeaways Expanding international presence, personalized AI-driven services, and strong advertising performance are driving higher customer engagement, margins, and profitability. Operational efficiencies and a growing digital-native user base support sustainable top-line growth and improved cost management.
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JP¥1.50k
FV
0.8% overvalued
intrinsic discount
6.38%
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 10 hours ago
author updated this narrative
Marico
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Normalized Copra Prices And Digital Channels Will Unlock Global Potential
Key Takeaways Margin recovery is expected from stabilized key input costs, growth in premium hair oils, and efficiency gains in distribution and digital channels. Expanding food and digital-first brands, along with international growth, is driving earnings stability, revenue diversification, and improved profitability.
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₹789.63
FV
9.1% undervalued
intrinsic discount
10.80%
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 10 hours ago
author updated this narrative
Shoprite Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Sixty60 And Pingo Delivery Will Optimize Future Last-Mile Logistics
Key Takeaways Continuous store expansion and improved logistics signal strong future revenue and sales growth potential. Investments in operational efficiency and new revenue streams enhance margins and profitability.
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R312.33
FV
15.8% undervalued
intrinsic discount
7.45%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
about 10 hours ago
author updated this narrative
Orkla
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Sale Of Pierre Robert Group Will Simplify Future Operations
Key Takeaways Strategic focus on organic growth and divestment of non-core assets enhances profitability, operational efficiency, and net margins. Improved cash flow from operations reinforces balance sheet strength and potentially increases shareholder returns through higher dividends.
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NOK 108.20
FV
1.7% overvalued
intrinsic discount
2.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
about 10 hours ago
author updated this narrative
Muthoot Finance
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Expanding Digital Initiatives And Robust Gold Loan Demand Will Support Future Prospects
Key Takeaways Strong growth in the core gold loan portfolio boosts revenue, driven by festive demand and enhanced customer engagement via digital and branch expansion. Regulatory stability and partnerships with digital platforms support consistent operations, improved efficiency, and potential increases in revenue streams and earnings stability.
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₹2.60k
FV
1.3% overvalued
intrinsic discount
15.45%
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
about 10 hours ago
author updated this narrative
Hindustan Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Visakh And Barmer Projects To Increase Capacity And Diversify Revenue Streams
Key Takeaways Increased refinery capacity and operational efficiencies are expected to improve profitability, boosting net margins and earnings. Expansion into non-fuel retail and renewable energy projects aims to diversify revenue streams and support long-term growth.
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₹443.10
FV
9.2% undervalued
intrinsic discount
1.07%
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
about 10 hours ago
author updated this narrative
Svenska Cellulosa Aktiebolaget
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Investments In Containerboard And Renewables Will Shape Future Markets
Key Takeaways Investments in modern containerboard facilities and vertical integration are driving efficiency, positioning the company for sustained margin improvement and resilience amid global supply shifts. Expansion into renewables and sustainable products, aided by regulatory tailwinds, is boosting margins and setting the stage for long-term growth beyond traditional packaging.
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SEK 140.58
FV
7.7% undervalued
intrinsic discount
0.62%
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
about 10 hours ago
author updated this narrative
Sonic Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Recent Acquisitions And Cost Control Will Boost Future Efficiency In Pathology Testing
Key Takeaways Margin expansion driven by labor cost optimization and enhanced cost control positively impacts net margins and earnings. M&A activity in Europe and strategic acquisitions boost revenue, EBITDA, and operational efficiencies, improving overall earnings.
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AU$29.72
FV
6.3% undervalued
intrinsic discount
7.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
48
users have followed this narrative
about 10 hours ago
author updated this narrative
Unipol Assicurazioni
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Derisking And Portfolio Diversification Will Strengthen Future Financial Stability
Key Takeaways Enhanced technical profitability and portfolio diversification suggest potential for higher net margins, increased investment income, and earnings growth. Growth in bancassurance, health, and life insurance lines points to sustained revenue growth and stable earnings performance.
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€18.43
FV
2.2% undervalued
intrinsic discount
21.96%
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 10 hours ago
author updated this narrative
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