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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
71
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
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
20.6% 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
15
users have followed this narrative
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ZOZO
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Integrating LYST And AI Will Transform Global E-Commerce
Key Takeaways Expanding international presence, personalized AI-driven services, and strong advertising performance are driving higher customer engagement, margins, and profitability. Operational efficiencies and a growing digital-native user base support sustainable top-line growth and improved cost management.
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JP¥1.50k
FV
2.5% overvalued
intrinsic discount
6.38%
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
3 days ago
author updated this narrative
Intertek Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Increasing Regulatory Standards And Electrification Will Expand Testing Services
Key Takeaways Rising regulatory demands and global trends in electrification are driving greater demand and pricing power for Intertek's testing and assurance services, supporting sustained margin expansion. Strategic acquisitions, expanded services, and technology investments enhance recurring revenue, geographic reach, and operational efficiency, underpinning resilient earnings and cash generation.
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UK£57.17
FV
17.8% undervalued
intrinsic discount
4.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
3 days ago
author updated this narrative
Brenntag
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New CFO And M&A Activities Will Expand Market Presence In Material Science And Life Sciences
Key Takeaways Ongoing transformation and strategic initiatives, including leadership changes and division disentanglement, are anticipated to enhance restructuring, value creation, and improve margins. M&A activities and sustainability initiatives are expected to expand market presence, improve brand value, and drive revenue growth in high-potential sectors.
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€64.57
FV
13.3% undervalued
intrinsic discount
1.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
3 days ago
author updated this narrative
Akbank T.A.S
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Banking And Turkey's Urbanization Will Expand Market Opportunity
Key Takeaways Digital innovation and fee-based services drive stable earnings, reduced volatility, and scalable growth supported by Turkey's urbanization and fintech adoption. Strong capital discipline and proactive balance sheet management position Akbank to benefit from economic recovery and sector reforms, maintaining asset quality and resilience.
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₺82.93
FV
18.1% undervalued
intrinsic discount
49.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
3 days ago
author updated this narrative
HOCHTIEF
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Surging Data Center Demand And Acquisition Risks Will Redefine Valuation
Key Takeaways Market optimism may be overestimating HOCHTIEF's sustained growth, with risks tied to shifting demand, economic cycles, and integration challenges from rapid expansion. High investor expectations around technology, infrastructure projects, and ESG positioning could lead to overvaluation if competitive pressures or operational issues reduce margins.
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€174.65
FV
19.7% overvalued
intrinsic discount
4.03%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 days ago
author updated this narrative
Daiwa Securities Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Wealth Management And Digital Transformation Will Drive Resilience
Key Takeaways Strong growth in wealth and asset management driven by demand for diversified investment products, passive strategies, and rising client adoption boosts revenue stability and margins. Strategic international expansion, digital transformation, and focus on sustainable finance position the company for resilient earnings and reduced reliance on domestic markets.
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JP¥1.12k
FV
1.7% 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
0
users have followed this narrative
3 days ago
author updated this narrative
Muthoot Finance
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Expanding Digital Initiatives And Robust Gold Loan Demand Will Support Future Prospects
Key Takeaways Strong growth in the core gold loan portfolio boosts revenue, driven by festive demand and enhanced customer engagement via digital and branch expansion. Regulatory stability and partnerships with digital platforms support consistent operations, improved efficiency, and potential increases in revenue streams and earnings stability.
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₹2.60k
FV
0.7% overvalued
intrinsic discount
15.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Orkla
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Sale Of Pierre Robert Group Will Simplify Future Operations
Key Takeaways Strategic focus on organic growth and divestment of non-core assets enhances profitability, operational efficiency, and net margins. Improved cash flow from operations reinforces balance sheet strength and potentially increases shareholder returns through higher dividends.
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NOK 108.20
FV
1.9% overvalued
intrinsic discount
2.34%
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
3 days ago
author updated this narrative
Marico
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Normalized Copra Prices And Digital Channels Will Unlock Global Potential
Key Takeaways Margin recovery is expected from stabilized key input costs, growth in premium hair oils, and efficiency gains in distribution and digital channels. Expanding food and digital-first brands, along with international growth, is driving earnings stability, revenue diversification, and improved profitability.
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₹789.63
FV
10.9% undervalued
intrinsic discount
10.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
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