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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
49
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
84
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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Associated British Foods
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Primark's Expansion And Click & Collect Will Attract Future Customers
Key Takeaways Primark's expansion and digital initiatives are poised to boost revenue and customer engagement across key markets. Strategic sustainability and efficient capital allocation hint at enhanced financial returns and strong shareholder value through dividends.
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UK£22.30
FV
1.0% undervalued
intrinsic discount
2.97%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
53
users have followed this narrative
about 7 hours ago
author updated this narrative
TDK
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI Investments And Operational Shifts Will Create New Opportunities
Key Takeaways TDK's focus on AI investments is likely to boost growth and improve operational efficiency, enhancing margins and overall profitability. Strategic management and organizational changes could increase earnings and revenue, positioning TDK as an innovative industry leader.
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JP¥2.03k
FV
7.7% undervalued
intrinsic discount
3.63%
Revenue growth p.a.
Set Fair Value
1
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
Erste Group Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Expansion And Share Buybacks Will Support Earnings Stability
Key Takeaways Strategic focus on digital and asset management services, combined with M&A, may boost revenue despite economic challenges. Share buybacks and stable net interest margins support earnings, with organic loan growth hinting at increased net interest income.
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€79.57
FV
4.7% overvalued
intrinsic discount
10.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
about 7 hours ago
author updated this narrative
MTR
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Heavy Railway Investments Will Compress Future Net Margins
Key Takeaways Large financial commitments toward railway expansion and asset maintenance may pressure net margins and limit future revenue generation. Reliance on fluctuating property profits and competition in transport could impact earnings stability and shareholder returns.
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HK$27.84
FV
2.0% overvalued
intrinsic discount
1.70%
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
CVC Capital Partners
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Fund Activations And Private Wealth Expansion Will Secure Predictable Fees
Key Takeaways Robust fundraising and strategic expansion into Private Wealth and insurance positions the company for long-term revenue growth and diversified fee income. Strategic acquisitions and investments in growth areas like AI and infrastructure could enhance revenue, operational efficiency, and margin expansion.
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€20.20
FV
17.7% undervalued
intrinsic discount
11.87%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 7 hours ago
author updated this narrative
Varun Beverages
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Greenfield Plants In India Will Capture Shifting Beverage Demand
Key Takeaways Aggressive capacity expansion, distribution growth, and new product diversification strengthen revenue potential and resilience as consumer preferences evolve in India and international markets. Operational efficiency and targeted international strategies support sustained margin improvement and hedge against regional volatility, fueling robust long-term earnings growth.
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₹609.17
FV
17.5% undervalued
intrinsic discount
15.27%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
68
users have followed this narrative
about 7 hours ago
author updated this narrative
CLP Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Hong Kong Grid Upgrades And Asia Renewables Will Drive Progress
Key Takeaways Grid modernization and renewable energy investments, backed by government support and strategic financing, underpin predictable growth and stable earnings. Expansion in battery storage, digitalization, and disciplined partnerships is driving operational efficiency, risk reduction, and diversified income streams.
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HK$72.36
FV
7.9% undervalued
intrinsic discount
1.04%
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
about 7 hours ago
author updated this narrative
Straumann Holding
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
iEXCEL And AXS Platforms Will Drive Market Share Gains In Implantology
Key Takeaways Investment in innovation and digital transformation, such as the iEXCEL implant system and AXS platform, drives market share, operational efficiency, and gross margins. Strategic expansion in underpenetrated firms and regions, emphasizing education and local manufacturing, enhances revenue potential, affordability, and profitability.
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CHF 125.00
FV
18.1% undervalued
intrinsic discount
8.62%
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
about 7 hours ago
author updated this narrative
Capitec Bank Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Business Banking And VAS Expansion Will Open New Markets
Key Takeaways Capitec's strategic pivot into business banking, insurance, and VAS seeks to enhance multi-stream revenue, improving future earnings beyond traditional retail banking. Emphasis on SME and informal markets, combined with technological innovation and simplified pricing, aims to increase net margins and transaction volumes significantly.
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R3.84k
FV
10.1% undervalued
intrinsic discount
23.69%
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 7 hours ago
author updated this narrative
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