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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
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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
29
users have liked this narrative
6
users have commented on this narrative
81
users have followed this narrative
New
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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
10
users have followed this narrative
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Fubon Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Adoption Of IFRS 17 And Taiwan-ICS Will Erode Earnings Amid Rising Costs
Key Takeaways Shifts in Fubon Life's product mix and digital initiatives may impact revenue growth and compress net margins due to changes and increased costs. Regulatory changes and banking segment risks pose challenges, including potential earnings impact from standard adoption and higher non-performing loans.
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NT$85.94
FV
1.3% undervalued
intrinsic discount
-36.12%
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
about 1 hour ago
author updated this narrative
UltraTech Cement
AN
AnalystConsensusTarget
Consensus Narrative from 42 Analysts
Robust Indian Infrastructure Will Unlock Cement Opportunity
Key Takeaways Aggressive capacity expansion, strategic acquisitions, and network optimization are strengthening market share, operational efficiency, and long-term revenue growth potential. Investments in sustainability, green technologies, and logistics are lowering costs, improving margins, and supporting premium pricing amid rising demand for eco-friendly construction.
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₹13.60k
FV
10.1% undervalued
intrinsic discount
12.86%
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 1 hour ago
author updated this narrative
Hyundai Motor
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Electrification And Localization Will Expand Global Reach
Key Takeaways Strong momentum in eco-friendly vehicles and premium branding advances margin recovery and positions the company well amid global market shifts. Strategic regional expansion, production localization, and resilient supply chains drive sales growth and safeguard profitability against global uncertainties.
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₩284.13k
FV
25.2% undervalued
intrinsic discount
3.30%
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 1 hour ago
author updated this narrative
Adani Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Navi Mumbai Airport And Renewables Will Unlock Future Value
Key Takeaways Major asset ramp-ups and diversified expansion into clean energy and logistics are set to boost recurring high-margin revenue and long-term earnings growth. Enhanced ESG profile and improved supply chain control increase financial stability, lower risk, and may lead to better investor sentiment and access to capital.
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₹3.18k
FV
27.6% undervalued
intrinsic discount
25.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 1 hour ago
author updated this narrative
Kuwait Finance House K.S.C.P
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
GCC Spending And Digital Transformation Will Mitigate Overvaluation Risks
Key Takeaways Expectations for strong loan growth and fee income may be too high, given potential volatility in regional infrastructure spending and uncertain investment pipelines. Confidence in competitive advantage from digital transformation and deposit base could be challenged by execution risks and fintech competition, possibly impacting net margins.
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د.ك0.66
FV
22.8% overvalued
intrinsic discount
5.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 1 hour ago
author updated this narrative
Bank Mandiri (Persero)
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Digital Transformation Will Improve Operational Efficiency And Customer Experience
Key Takeaways Bank Mandiri's value chain strategy and digital platform investments are key drivers of loan growth and revenue enhancement. Strategic focus on low-cost funding and asset quality is set to boost net margins and long-term profitability.
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Rp6.20k
FV
24.1% undervalued
intrinsic discount
11.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
73
users have followed this narrative
about 1 hour ago
author updated this narrative
Oil and Natural Gas
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
BP Partnership And Renewables Focus Will Boost Future Production
Key Takeaways ONGC's collaboration with global partners and CapEx on reserves are expected to increase production and improve earnings. Expanding renewables and removing gas duties could diversify revenue and enhance long-term earnings.
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₹278.76
FV
16.1% undervalued
intrinsic discount
1.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
about 1 hour ago
author updated this narrative
Mitsubishi Electric
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Industrial Automation And Decarbonization Will Shape Future Infrastructure
Key Takeaways Strong global demand for automation and electrification is driving expansion in key segments, supporting sustained revenue growth and margin improvement. Focus on R&D, cost optimization, and service contracts is boosting high-margin, recurring income and strengthening future earnings stability.
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JP¥3.23k
FV
12.2% overvalued
intrinsic discount
2.74%
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
about 1 hour ago
author updated this narrative
ASSA ABLOY
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
North American Construction And Digital Access Will Redefine Markets
Key Takeaways Growth in non-residential construction and rising demand for digital access solutions are fueling resilient revenue and margin expansion. Targeted acquisitions, operational efficiencies, and service-driven recurring revenue streams are reducing cyclicality and supporting long-term earnings quality.
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SEK 349.81
FV
8.1% undervalued
intrinsic discount
5.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
about 1 hour ago
author updated this narrative
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