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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
58
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
32
users have liked this narrative
6
users have commented on this narrative
89
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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Saudi Arabian Mining Company (Ma'aden)
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Phosphate 3 And Energy Transition Will Foster New Opportunities
Key Takeaways Early execution and strategic partnerships position Ma'aden for accelerated growth, stronger cash flows, and rapid entry into critical mineral markets. Full value chain control and ongoing transformation enable aggressive cost optimization and margin expansion, with significant operational upside still untapped.
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ر.س60.00
FV
13.0% undervalued
intrinsic discount
5.74%
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
16 days ago
author updated this narrative
CITIC Securities
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
China Capital Market Reforms And Digitalization Will Spur Global Expansion
Key Takeaways Aggressive international expansion, industry consolidation, and regulatory support are set to boost market share, revenue growth, and long-term profitability above consensus expectations. Leadership in green finance, successful digital integration, and capital market reforms position the company for superior fee growth, margin expansion, and competitive strength.
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CN¥38.80
FV
25.6% undervalued
intrinsic discount
15.44%
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
16 days ago
author updated this narrative
Saudi Basic Industries
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Global Urbanization And Clean Energy Will Unlock Specialty Materials Potential
Key Takeaways Accelerated portfolio optimization, divestments, and digital initiatives are expected to improve margins, cost structure, and earnings resilience ahead of market expectations. Strategic capacity expansion, innovation in specialty and sustainable materials, and strong global partnerships will boost growth, market share, and revenue diversification.
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ر.س90.82
FV
36.2% undervalued
intrinsic discount
4.02%
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
16 days ago
author updated this narrative
Mercedes-Benz Group
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Emerging Wealth And Electrification Will Fuel Premium Mobility
Key Takeaways Accelerated electric and luxury model launches, combined with rising demand in emerging markets, are set to drive outperformance in market share, pricing, and revenue growth. Operational efficiencies, digitalization, and tech-focused offerings position the company for structurally higher margins and increased recurring, higher-quality income streams.
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€90.00
FV
43.3% undervalued
intrinsic discount
2.61%
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
16 days ago
author updated this narrative
Rolls-Royce Holdings
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Next-generation UltraFan And SMRs Will Shape Decarbonized Aviation
Key Takeaways Transformative improvements in engine performance and contract renegotiations are driving margin expansion, recurring earnings growth, and enhanced market share in key aviation segments. Advanced engine technology and progress in small modular reactors strengthen leadership in sustainability, diversify revenue, and support sustainable capital returns alongside continued strong cash generation.
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UK£13.00
FV
17.2% undervalued
intrinsic discount
9.54%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
16 days ago
author updated this narrative
Mitsui
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
LNG And Renewables Will Fuel Sustainable Decarbonization Trends
Key Takeaways Accelerated expansion in LNG, renewables, and global supply chain solutions positions Mitsui for strong, resilient cash flow and revenue growth beyond market expectations. Strategic portfolio shifts, digital transformation, and leadership in decarbonization and critical minerals enable Mitsui to unlock high-margin, premium revenue streams and long-term growth.
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JP¥4.05k
FV
20.2% undervalued
intrinsic discount
5.21%
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
16 days ago
author updated this narrative
Dr. Ing. h.c. F. Porsche
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Electrification And Premiumization Will Redefine Luxury Mobility
Key Takeaways Strategic battery realignment and premiumization efforts are set to drive significant margin expansion, higher revenue growth, and accelerate capital allocation to brand innovation. Enhanced brand value, expanding digital and lifestyle offerings, and focus on high-performance EVs strengthen recurring revenue, operational resilience, and long-term earnings quality.
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€64.00
FV
29.3% undervalued
intrinsic discount
3.25%
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
16 days ago
author updated this narrative
Tokyo Electron
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Automation And AI Will Reshape Semiconductor Manufacturing Globally
Key Takeaways Automation, digital integration, and AI initiatives are set to transform profitability and efficiency, driving significant long-term margin and earnings expansion. Market leadership in advanced tools and services, with strong recurring revenue streams, positions Tokyo Electron for outsized, sustained growth well above industry trends.
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JP¥37.00k
FV
42.5% undervalued
intrinsic discount
10.87%
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
16 days ago
author updated this narrative
Life Insurance Corporation of India
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Digital Transformation And Rising Middle Class Will Expand Market Reach
Key Takeaways Rapid product innovation and digital initiatives position LIC to capture both traditional and emerging segments, driving superior growth and operational efficiency. Increased focus on higher-margin non-par products and unmatched scale set LIC up for sustained profitability and long-term earnings expansion.
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₹1.32k
FV
30.8% undervalued
intrinsic discount
5.11%
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
16 days ago
author updated this narrative
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