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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
25
users have liked this narrative
7
users have commented on this narrative
56
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
31
users have liked this narrative
6
users have commented on this narrative
88
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
20.8% 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
13
users have followed this narrative
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Afya
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisitions Like Unidom And Mais Médicos Expansion Will Strengthen Position In Healthcare Education
Key Takeaways Afya's expansion of medical seats and acquisitions is expected to drive revenue and margin growth in the Undergrad segment. Growth in Medical Practice Solutions and operational restructuring indicate strong revenue and margin improvements across segments.
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US$19.74
FV
24.8% undervalued
intrinsic discount
9.01%
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
1 day ago
author updated this narrative
FinVolution Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion Into International Markets And AI Investments Will Increase Costs But Strengthen Future Prospects
Key Takeaways International expansion and increased R&D investments may pressure net margins and delay profitability due to significant initial spending. Strategic shifts and dividend commitments might limit reinvestment capacity, impacting potential earnings growth and EPS over time.
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US$11.82
FV
24.4% undervalued
intrinsic discount
11.27%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
1 day ago
author updated this narrative
Endava
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion
Key Takeaways Focus on AI capabilities and long-term deals may drive revenue growth, expanding the addressable market and providing earnings stability. Acquisitions and share buyback program aim to boost operational efficiencies and enhance shareholder value through synergies and increased EPS.
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US$22.91
FV
46.8% undervalued
intrinsic discount
4.47%
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
1 day ago
author updated this narrative
ReNew Energy Global
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Anticipated Rate Cuts In India Will Lower Borrowing Costs And Boost Infrastructure Project Attractiveness
Key Takeaways Focus on solar plus battery storage systems and cost optimization boosts margins, enhancing competitive edge and future earnings. Increased operational capacity and internalized operations strengthen growth prospects through diversified revenue and improved cash flow.
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US$8.32
FV
12.3% undervalued
intrinsic discount
25.80%
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
1 day ago
author updated this narrative
RLX Technology
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Termination Of Noncompete With Relx Inc Will Drive Future Success
Key Takeaways International expansion and tailored local strategies are driving revenue growth by meeting consumer demand and improving market share in new regions. Product innovation in high-power, dual mesh technology reduces costs and boosts satisfaction, supporting revenue growth and profitability through increased sales volumes.
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US$2.83
FV
20.9% undervalued
intrinsic discount
23.15%
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
1 day ago
author updated this narrative
SGHC
Super Group (SGHC)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Transitioning To An iGaming-only Strategy Will Drive Operational Efficiency
Key Takeaways Enhanced focus on key markets and an iGaming-only strategy in the U.S. are expected to improve revenue, margins, and overall profitability. Strong cash position and dividend strategies signal confidence in profitability, positively impacting shareholder returns and demonstrating financial stability.
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US$14.14
FV
26.6% undervalued
intrinsic discount
8.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
1 day ago
author updated this narrative
iQIYI
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Will Expand Into Southeast Asia And Brazil With Mini Dramas And AI-driven Content
Key Takeaways Expanding premium content and leveraging AI in production aim to boost user engagement, reduce costs, and enhance long-term earnings potential. International expansion and redefined membership offerings focus on revenue growth, market diversification, and improved subscription retention.
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US$1.88
FV
1.8% undervalued
intrinsic discount
1.66%
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
1 day ago
author updated this narrative
PagSeguro Digital
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Secured Lending Focus And Ecosystem Expansion Will Strengthen Future Prospects
Key Takeaways Strategic growth in credit portfolio and effective repricing bolster income and profit amid Brazil's interest rate environment. Client engagement and buybacks enhance PagBank revenue and shareholder value through monetization and EPS growth.
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US$11.23
FV
27.0% undervalued
intrinsic discount
9.33%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
1 day ago
author updated this narrative
Inter & Co
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Mobile Banking And Digital Payments Will Unlock Latin America Potential
Key Takeaways Strong user growth and digital feature adoption underpin expanding revenue, deeper ecosystem engagement, and increased financial inclusion in Latin America. Enhanced cross-selling and efficient lending drive higher per-customer revenue, margin expansion, and risk-managed scalability through technology and operational optimization.
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US$7.34
FV
5.2% overvalued
intrinsic discount
36.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
1 day ago
author updated this narrative
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