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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
17
users have liked this narrative
4
users have commented on this narrative
42
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
22
users have liked this narrative
4
users have commented on this narrative
62
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
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Kuwait Finance House K.S.C.P
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Future Synergies And ESG Focus Might Mitigate Overvaluation Risks
Key Takeaways Successful integration with Ahli United Bank and strategic Sukuk issuance are key initiatives for enhancing revenue and earnings growth. Aggressive investment in green Sukuk and potential mortgage law enactment could boost net margins and loan portfolio growth.
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د.ك0.66
FV
22.8% overvalued
intrinsic discount
5.23%
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
7 days ago
author updated this narrative
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
1.8% 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
7 days 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
7 days ago
author updated this narrative
Adani Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Investing In Infrastructure And Airports Will Shape A Promising Future
Key Takeaways Planned investments in core infrastructure aim to dramatically boost future earnings and profitability driven by growth in new industries and airports. Strategic reinvestment of proceeds from the Adani Wilmar transaction could enhance earnings and net margins through high-return projects.
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₹3.18k
FV
27.6% undervalued
intrinsic discount
18.71%
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
7 days ago
author updated this narrative
Engie
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expanding Renewables And Batteries Will Drive Future Earnings Stability
Key Takeaways Engie's focus on expanding renewables and batteries aims to drive revenue growth and earnings stability through strategic energy solutions and premium pricing. Optimizing geographical presence and regulatory strategies enhances financial stability, maximizing returns through efficient investments and reduced earnings volatility.
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€21.13
FV
9.9% undervalued
intrinsic discount
0.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
70
users have followed this narrative
7 days ago
author updated this narrative
United Overseas Bank
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Capital Return Program And ASEAN Growth Strategies Will Strengthen Future Prospects
Key Takeaways Focus on ASEAN diversification, digitalization, and green investment aims to boost growth, potentially increasing future revenue and intra-ASEAN economic activity. Integration and cost-cutting strategies, including Citi acquisition and capital return programs, aim to improve margins, stabilize earnings, and enhance shareholder value.
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S$38.00
FV
4.1% undervalued
intrinsic discount
5.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
56
users have followed this narrative
7 days ago
author updated this narrative
Kotak Mahindra Bank
AN
AnalystConsensusTarget
Consensus Narrative from 38 Analysts
Digital Banking And Retail Lending Revival Will Open New Markets
Key Takeaways Enhanced digital banking and diversified services are driving greater customer engagement, operational efficiency, and opportunities for sustained growth and profitability. Recovery in consumer and business lending, coupled with disciplined risk management, supports future earnings uplift through increased fee income and lower credit costs.
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₹2.32k
FV
13.6% undervalued
intrinsic discount
-6.69%
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
7 days ago
author updated this narrative
Oriental Land
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Fantasy Springs Opening Will Boost Guest Attendance At The Theme Park
Key Takeaways New attractions and themed events are boosting attendance and revenue growth through increased theme park and merchandise sales. Strategic adjustments in hotel offerings and high guest satisfaction are driving consistent revenue enhancement in the Hotel Business segment.
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JP¥3.88k
FV
17.1% undervalued
intrinsic discount
5.46%
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
7 days ago
author updated this narrative
Stellantis
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Electrification And Global Market Expansion Will Unlock Value
Key Takeaways Electrification initiatives and new model launches position Stellantis to gain market share and fuel revenue growth as electric vehicle adoption accelerates. Operating margin improvements, strategic product cuts, and investments in software and refreshed brands support future profitability and recurring revenue resilience.
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€9.52
FV
20.4% undervalued
intrinsic discount
5.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
113
users have followed this narrative
7 days ago
author updated this narrative
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