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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
58
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
32
users have liked this narrative
6
users have commented on this narrative
89
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
20.6% 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
14
users have followed this narrative
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Motus Holdings
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Rising African Middle Class Will Drive Digital Mobility Growth
Key Takeaways Expansion in entry-level vehicles and international markets, supported by strategic acquisitions, is set to drive accelerated growth and higher recurring revenues for Motus. Strong positioning in used vehicles and aftermarket parts, plus digital innovation, will create new revenue streams, underpinning margin expansion and earnings resilience.
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R170.03
FV
46.4% undervalued
intrinsic discount
5.74%
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
16 days ago
author updated this narrative
SAF-Holland
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Global E-Commerce And Fleet Upgrades Will Drive Advanced Component Adoption
Key Takeaways Early and robust order intake, paired with rising demand for fleet modernization, positions the company for outsized revenue and margin growth ahead of consensus expectations. Expansion into new industries and digital product offerings is set to unlock previously unrealized, higher-margin growth opportunities and enhance long-term earnings clarity.
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€27.60
FV
40.9% undervalued
intrinsic discount
6.85%
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
16 days ago
author updated this narrative
Banco Pan
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Transformation Will Advance Brazil's Financial Inclusion
Key Takeaways Unified digital platform and BTG Pactual integration are set to boost customer growth, engagement, and expand product distribution through powerful data-driven network effects. Focus on underbanked segments, open banking agility, and early moves in private payroll lending position the bank for sustained market share and profitability gains.
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R$12.00
FV
37.2% undervalued
intrinsic discount
33.15%
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
16 days ago
author updated this narrative
Indian Energy Exchange
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
India's Urbanization And Renewables Will Ignite Vibrant Power Trading
Key Takeaways Strict enforcement of renewable energy regulations and rapid policy shifts could drive unexpected growth in trading volumes, margins, and earnings. Market leadership and diversification into new trading segments position the company for robust, long-term revenue and margin expansion.
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₹285.00
FV
51.6% undervalued
intrinsic discount
7.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
16 days ago
author updated this narrative
Antin Infrastructure Partners SAS
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Global Decarbonization And Digital Trends Will Drive Expansion
Key Takeaways Accelerated global fundraising and early-stage infrastructure investments could fuel long-term, recurring revenue growth and structurally higher profit margins beyond market expectations. Integration of advanced technologies and aggressive reinvestment strategies position Antin for exponential expansion in fee streams and operating leverage, outpacing sector peers.
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€17.38
FV
33.0% undervalued
intrinsic discount
19.89%
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
16 days ago
author updated this narrative
CVS Group
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Rising Pet Ownership And Digital Integration Will Transform Veterinary Care
Key Takeaways Accelerating synergy benefits and digital enhancements are driving faster-than-expected margin expansion and creating underappreciated opportunities for recurring revenue growth. Favourable industry trends and a strong clinical reputation position the company for sustained growth, enhanced pricing power, and strategic consolidation opportunities.
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UK£19.65
FV
38.2% undervalued
intrinsic discount
6.36%
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
16 days ago
author updated this narrative
Subsea 7
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Global Energy Transition Will Fuel Deepwater And Offshore Wind Growth
Key Takeaways Deep revenue visibility, strong client engagement, and an expanding backlog position Subsea 7 for sustained earnings and utilization growth through industry cycles. Strategic integration, renewables expansion, and technological investment create lasting competitive advantages, supporting more resilient and higher margin performance than peers.
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NOK 261.68
FV
24.0% undervalued
intrinsic discount
6.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
16 days ago
author updated this narrative
Jindal Saw
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Global Buildout And Clean Energy Will Boost Advanced Pipe Orders
Key Takeaways Surging infrastructure investment, product innovation, and global expansion position Jindal Saw for accelerated revenue growth, higher margins, and market leadership in premium pipe solutions. Unrecognized litigation upside and robust financial flexibility create opportunities for aggressive expansion, reduced risk, and greater earnings diversity ahead of market expectations.
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₹452.00
FV
54.3% undervalued
intrinsic discount
7.85%
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
16 days ago
author updated this narrative
Burjeel Holdings
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Rising Gulf Demographics Will Fuel Specialty Care Demand
Key Takeaways Expansion in advanced specialty care, new therapies, and regional markets positions Burjeel for industry-leading growth, share gains, and superior profitability relative to peers. Digital transformation, aggressive network scaling, and demographic trends support higher operating margins, efficiency, and sustained multi-year revenue and earnings acceleration.
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د.إ2.88
FV
47.6% undervalued
intrinsic discount
11.84%
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
16 days ago
author updated this narrative
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