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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
19
users have liked this narrative
6
users have commented on this narrative
48
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
5
users have commented on this narrative
75
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
8
users have followed this narrative
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Rentokil Initial
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Terminix Integration And Network Expansion Will Improve North American Operations
Key Takeaways Expanding North American operations with new branches and improved marketing boosts revenue potential and operational reach. Terminix acquisition integration enhances cost efficiency, improving margins and contributing to earnings growth.
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UK£4.23
FV
14.5% undervalued
intrinsic discount
1.62%
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
7 days ago
author updated this narrative
AIB Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Expansion Into Renewable Energy Will Increase Risk Exposure And Affect Earnings Stability
Key Takeaways Expansion into renewable energy and corporate lending suggests increased risk exposure, potentially affecting earnings stability if market conditions worsen. State divestment could lead to shareholder concerns, impacting market perceptions and possibly affecting the stock's price-to-earnings ratio.
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€7.29
FV
7.0% undervalued
intrinsic discount
-2.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
Futu Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
New Product Offerings And Market Expansion Will Attract More Clients
Key Takeaways Robust growth in new paying clients in existing markets like Malaysia and Japan is anticipated to boost revenue through increased customer acquisition. Expansion into crypto trading and equities derivatives, alongside strong product innovation, is expected to enhance trading activity and increase brokerage revenue.
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US$156.48
FV
0.9% undervalued
intrinsic discount
19.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
7 days ago
author updated this narrative
International Consolidated Airlines Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
British Airways And Affiliates Will Invest In New Aircraft And Technology To Improve Customer Experience
Key Takeaways IAG strengthens core markets with expanded routes and improves service efficiency, boosting revenue and margins. Focus on IAG Loyalty growth and shareholder returns drives profitability through high-margin business expansion and capital returns.
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UK£4.11
FV
9.0% undervalued
intrinsic discount
3.84%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
75
users have followed this narrative
7 days ago
author updated this narrative
Leonardo
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Upcoming Aerostructures Uncertainties May Impact Margins, But Operational Efficiencies Will Support Future Profitability
Key Takeaways Challenges in the Aerostructures Division and defense market dependence pose risks to revenue and operational margins due to geopolitical uncertainties and potential spending disruptions. Acquisition-driven growth promises opportunity but carries integration risks, which, along with high R&D investments, could strain financials and impact earnings stability.
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€52.99
FV
6.3% undervalued
intrinsic discount
7.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
60
users have followed this narrative
7 days ago
author updated this narrative
TVS Motor
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
EV Expansion And King Max Launch Will Drive Sustainable Markets
Key Takeaways TVS Motor's aggressive EV expansion and R&D investments are poised to boost revenue and net margins through product innovation and market capture. Strategic geographic diversification in LatAm and Africa is expected to significantly increase international sales, bolstering overall revenue growth.
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₹2.84k
FV
4.1% overvalued
intrinsic discount
5.19%
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
2884
E.SUN Financial Holding Company
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
International Expansion Will Diversify Operations And Boost Future Earnings
Key Takeaways International expansion and robust overseas performance boost revenue, with promising future growth from new branches in diverse global locations. Strategic focus on acquisitions and disciplined cost control likely to enhance revenue diversification, elevate earnings, and maintain strong profitability.
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NT$31.38
FV
4.8% overvalued
intrinsic discount
6.53%
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
JSW Energy
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Acquisitions Of O2 Power And KSK Mahanadi Will Expand Renewable Energy Portfolio
Key Takeaways Strategic acquisitions and renewable expansions are set to boost JSW Energy's revenue and profitability through enhanced capacity and cash flows. Emphasis on hybrid energy solutions and efficient capital expansion promises improved margins and operational efficiencies.
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₹588.29
FV
9.3% undervalued
intrinsic discount
34.20%
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
ASUSTeK Computer
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Edge AI Shift Will Drive AI PC Market Expansion In 2025
Key Takeaways ASUS is poised to benefit from AI trends, with edge-based AI and AI PCs driving potential revenue growth and increased market share. Strategic moves, like expanding AI server markets and adjusting to geopolitical challenges, aim to boost competitiveness and stabilize future earnings.
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NT$737.18
FV
7.8% undervalued
intrinsic discount
12.53%
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
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