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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
22
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
30
users have liked this narrative
6
users have commented on this narrative
81
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
19.2% 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
10
users have followed this narrative
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CSB Bank
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Oracle Migration And Tech Overhaul Will Expand Business Horizons
Key Takeaways Technology transformation and retail asset expansion could enhance operational efficiency, diversify offerings, and boost revenue and customer acquisition. Strategic branch and portfolio expansion, along with a focus on secured loans, may improve income ratios and earnings stability.
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₹416.67
FV
4.4% overvalued
intrinsic discount
-5.06%
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
7 days ago
author updated this narrative
Brookfield India Real Estate Trust
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Strong Demand For Premium Office Spaces Will Boost Leasing Activity
Key Takeaways Strong demand for premium office spaces by IT firms and GCCs boosts leasing, occupancy, and revenue growth potential. Successful QIP fundraise enables strategic growth, diversifying revenue streams and improving net margins through investments.
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₹323.79
FV
1.9% undervalued
intrinsic discount
9.74%
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
Alfen
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expanding FlevoBESS And Enexis Projects To Address Future Energy Needs
Key Takeaways Strategic repositioning in core markets and optimizing product-market combinations is expected to enhance revenue growth and operating margins through cost reduction and efficiency. Anticipated EV registration recovery and focus on energy storage and smart grid solutions should boost revenue and net margins, supporting long-term profitable growth.
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€12.10
FV
7.6% undervalued
intrinsic discount
2.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
7 days ago
author updated this narrative
Gerresheimer
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Production Lines In Lohr And Skopje Will Improve Efficiency
Key Takeaways The acquisition of Bormioli Pharma and new product lines are expected to significantly boost Gerresheimer's revenue and profitability. Strategic facility upgrades and a shift to high-value products aim to enhance margins and improve overall earnings.
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€66.92
FV
33.7% undervalued
intrinsic discount
9.63%
Revenue growth p.a.
Set Fair Value
0
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
Transcontinental
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Cost Reductions And Increased Packaging Demand Will Strengthen Future Prospects
Key Takeaways Cost reduction and operational efficiencies are expected to enhance net margins by lowering costs and sustaining profitability. M&A activities and increased demand in key sectors could bolster revenue growth and market diversification.
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CA$24.46
FV
20.6% undervalued
intrinsic discount
-0.99%
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
7 days ago
author updated this narrative
Ricardo
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Acquisition Of E3A And Energy Transition Focus Will Boost Future Prospects
Key Takeaways Strategic focus on high-margin Energy & Environmental solutions and operational efficiency to improve long-term revenue and earnings quality. Expansion into digital and advisory services, alongside infrastructure and industrial market diversification, to drive future revenue growth and profitability.
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UK£4.06
FV
4.3% overvalued
intrinsic discount
-1.93%
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
South Indian Bank
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Lending And MSME Focus Will Expand Opportunities
Key Takeaways Expansion into digital lending and new geographic markets is set to drive revenue growth, increase margins, and boost loan portfolio performance. Improvements in asset quality, funding costs, and operational efficiency should deliver greater stability and stronger profitability over time.
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₹36.00
FV
19.6% undervalued
intrinsic discount
14.18%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
Honasa Consumer
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Derma Co's Growth And Distributor Expansion Will Strengthen Future Prospects
Key Takeaways Honasa Consumer's focus on distributor expansion and younger brand growth could boost revenue and improve net margins. Strategic marketing efforts and enhanced partner incentives may increase profitability and drive revenue through innovative channel growth.
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₹288.62
FV
9.0% undervalued
intrinsic discount
15.11%
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
Ricegrowers
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Middle East Expansion And Agritech Investment Will Open New Horizons
Key Takeaways Expanding into high-growth international markets and diversifying product offerings positions the company for stronger revenue and higher-margin branded sales. Investments in innovation, automation, and ESG initiatives are expected to boost cost efficiency, product quality, and resilience across core and adjacent segments.
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AU$14.00
FV
5.1% undervalued
intrinsic discount
3.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
7 days ago
author updated this narrative
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