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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
4
users have commented on this narrative
45
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
25
users have liked this narrative
5
users have commented on this narrative
68
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Fuchs
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
New Acquisitions And Mercedes-Benz Partnership Will Expand North American Reach
Key Takeaways Strategic acquisitions and partnerships in various sectors are driving substantial sales growth and enhancing brand presence in key markets. Local production and efficient cash management position Fuchs to navigate economic challenges, protect margins, and improve EPS.
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€50.40
FV
20.6% undervalued
intrinsic discount
2.65%
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
7 days ago
author updated this narrative
780
Tongcheng Travel Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
AI Driven Itinerary Planning And Global Expansion Will Advance Travel
Key Takeaways Dual-track strategy aims for revenue growth by deepening domestic market penetration and expanding outbound travel market presence. AI-driven innovations improve user experience and operational efficiency, potentially boosting net margins and earnings.
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HK$24.82
FV
20.7% undervalued
intrinsic discount
11.62%
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
7 days ago
author updated this narrative
Andritz
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Pulp And Hydropower Order Backlog Will Drive Future Markets
Key Takeaways Strategic acquisitions and restructuring efforts are set to enhance growth, expand market presence, and improve profitability across key segments. Increased order intake and a robust order backlog promise stable revenue growth and margin stability, bolstered by the service business' strong performance.
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€71.13
FV
14.0% undervalued
intrinsic discount
5.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
7 days ago
author updated this narrative
Pirelli & C
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Decarbonization Efforts And Technological Leadership Will Strengthen Market Position
Key Takeaways Pirelli's focus on the High Value segment and sustainability initiatives aligns with market trends, enhancing brand value and driving revenue and margin growth. Expansion into the U.S. market and technological innovations aim to boost competitive edge and profitability, countering inflationary pressures with efficiency improvements.
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€6.72
FV
14.5% undervalued
intrinsic discount
0.45%
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
7 days ago
author updated this narrative
Telecom Italia
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Investments In Digital Services And Cloud Solutions Will Strengthen Future Market Position
Key Takeaways Deconsolidation of non-core assets and operational improvements enhance financial flexibility, enabling reinvestment in growth areas and improved margins. Strategic investments in digital services, cloud solutions, and infrastructure support long-term revenue and earnings growth.
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€0.40
FV
6.8% overvalued
intrinsic discount
1.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
7 days ago
author updated this narrative
Kingsoft
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AI-Driven WPS Office And Upcoming Games Will Strengthen Global Presence
Key Takeaways Kingsoft's focus on AI integration and localized international expansion aims to boost revenue and improve net margins through operational efficiencies and high-value services. New flagship gaming product launches are expected to diversify earnings and strengthen global market revenue.
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HK$45.19
FV
23.5% undervalued
intrinsic discount
15.52%
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
7 days ago
author updated this narrative
Banca Transilvania
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Integration With OTP Bank Romania Will Expand Market Share But Operational Risks Could Affect Margins
Key Takeaways Successful mergers with OTP Bank Romania and Victoriabank enhance market share and revenues via cross-selling and product expansion. Strong digital platform growth boosts non-interest revenue and positions Banca Transilvania for sustainable earnings and shareholder returns.
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RON 28.24
FV
0.5% undervalued
intrinsic discount
8.28%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
7 days ago
author updated this narrative
Canadian Apartment Properties Real Estate Investment Trust
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Reinvesting In Newer Rentals Will Optimize Portfolio Efficiency In Residential REITs
Key Takeaways Reinvesting in newer, cost-effective rental properties and repurchasing units signals portfolio efficiency and management's confidence in stock valuation. Focus on lower CapEx and regulated properties enhances cash flow, increases operational efficiency, and stabilizes revenue potential.
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CA$50.13
FV
12.3% undervalued
intrinsic discount
1.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 days ago
author updated this narrative
Engie Brasil Energia
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Analysts Project PE Ratio To Exceed BR Renewable Energy Industry Average Despite Stable Share Count
Key Takeaways Completion and operation of new projects boost capacity and may enhance future revenue. ESG enhancements and market expansion signal strong strategic positioning, potentially increasing brand value and revenue stability.
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R$39.91
FV
0.02% overvalued
intrinsic discount
1.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
7 days ago
author updated this narrative
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