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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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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
24.5% 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 10 hours 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 10 hours 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 10 hours 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
6.4% 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 10 hours ago
author updated this narrative
E.ON
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Energy Investments Will Drive Future Opportunities Amid Economic And Regulatory Challenges
Key Takeaways Strategic focus on economic growth and competitiveness underpins future revenue expansion amidst energy transition efforts. Increased investments in networks and operational efficiencies anticipate strong earnings and margin improvements due to favorable regulatory conditions.
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€16.71
FV
3.0% undervalued
intrinsic discount
1.80%
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 10 hours ago
author updated this narrative
BOC Hong Kong (Holdings)
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Acquisitions And Southeast Asia Expansion Will Unlock Future Potential
Key Takeaways Strategic acquisitions and regional expansion in Southeast Asia and the Greater Bay Area are expected to drive growth and contribute significantly to profits. Leadership in RMB business and focus on digital transformation and sustainable finance could enhance efficiency, revenues, and attract new clients.
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HK$35.01
FV
5.8% overvalued
intrinsic discount
4.74%
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 10 hours ago
author updated this narrative
Partners Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Private Market Expansion Will Unlock Sustainable Value
Key Takeaways Expanding access to private markets and innovative product launches are set to drive sustained management fee and earnings growth as client demand shifts. Enhanced distribution efforts and improving performance are likely to increase market share and support above-market revenue and asset growth over time.
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CHF 1.23k
FV
8.4% undervalued
intrinsic discount
14.51%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
about 10 hours ago
author updated this narrative
Tata Motors
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
New EV Models And Operational Improvements Will Strengthen Future Market Position
Key Takeaways Focus on new products and alternate powertrains is driving revenue and earnings growth through diversification and innovation. Cost efficiencies and strategic corporate actions are enhancing profitability, market valuation, and revenue prospects.
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₹771.19
FV
16.0% undervalued
intrinsic discount
6.78%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
80
users have followed this narrative
about 10 hours ago
author updated this narrative
Seven & i Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digital Integration And Store Modernization Will Drive Future Momentum
Key Takeaways Strategic focus on store modernization, digital transformation, and fresh food offerings is improving operational efficiency, customer experience, and profit margins, especially in North America. Portfolio shifts and leadership changes support higher profitability by reallocating capital to scalable convenience segments and executing comprehensive cost reforms.
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JP¥2.38k
FV
13.8% undervalued
intrinsic discount
-1.65%
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
about 10 hours ago
author updated this narrative
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