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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
24
users have liked this narrative
6
users have commented on this narrative
55
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
87
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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JCDecaux
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Rollout And Urbanization Will Expand Out-Of-Home Reach
Key Takeaways Accelerated digital transformation and data-driven programmatic strategies are driving higher-margin growth, expanded advertiser reach, and strengthening future revenue and margin prospects. Industry consolidation, urban expansion, and a strong ESG focus are cementing recurring revenues, market leadership, and resilience against economic and regulatory headwinds.
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€18.75
FV
19.9% undervalued
intrinsic discount
6.34%
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
about 11 hours ago
author updated this narrative
Motherson Sumi Wiring India
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Exclusive Partnerships With Maruti Suzuki, Mahindra, And Tata Motors Will Drive Future Expansion
Key Takeaways Securing exclusivity with major OEMs for new models expands market share and aligns strategically for higher future earnings. Localization and collaborative cost-sharing improve margins and profitability amidst new model launches and greenfield site expansions.
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₹45.64
FV
16.1% undervalued
intrinsic discount
13.91%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
about 11 hours ago
author updated this narrative
Bandhan Bank
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Digital Automation And Microfinance Recovery Will Forge Future Strength
Key Takeaways Diversifying into non-microfinance segments and strengthening the deposit base are reducing risk, stabilizing earnings, and supporting higher net interest margins. Digital innovations and a favorable macro environment are driving operational efficiencies, supporting growth in revenue, fee income, and long-term profitability.
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₹192.42
FV
13.7% undervalued
intrinsic discount
28.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
25
users have followed this narrative
about 11 hours ago
author updated this narrative
Unicaja Banco
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Overvalued Assumptions Will Crumble As Margins Decline
Key Takeaways Margin and revenue pressures may rise as net interest margins compress, cost reductions prove challenging, and optimism about sustained earnings momentum appears misplaced. Growth in fee-based income and digital transformation face limits amid rising costs, competition, and demographic headwinds, risking overestimated future revenue expansion.
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€2.01
FV
15.2% overvalued
intrinsic discount
1.57%
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
about 11 hours ago
author updated this narrative
Poonawalla Fincorp
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Lending And AI Will Expand NBFC Markets In India
Key Takeaways Rapid adoption of digital and AI-driven processes is lowering costs, improving efficiencies, and enhancing asset quality, leading to stronger profitability and growth potential. Strategic expansion into underpenetrated segments and regions, combined with a robust funding profile, positions the company for sustained revenue scalability and market leadership.
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₹448.50
FV
0.9% undervalued
intrinsic discount
98.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
about 11 hours ago
author updated this narrative
Voestalpine
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects
Key Takeaways Focus on advanced, low-carbon products and strategic reorganization could enhance margins and efficiency. International expansion helps mitigate trade challenges and supports positive revenue and earnings outlook.
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€27.53
FV
6.8% undervalued
intrinsic discount
0.82%
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
about 11 hours ago
author updated this narrative
LIXIL
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Sustainable Renovations And European Expansion Will Redefine Markets
Key Takeaways Increased focus on high-margin renovations, sustainability, and premium products is driving profit improvement and supporting long-term earnings growth. Completed structural reforms and portfolio optimization enable LIXIL to capitalize on global trends, diversify regionally, and achieve more stable, sustainable profits.
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JP¥1.81k
FV
1.7% overvalued
intrinsic discount
2.49%
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
about 11 hours ago
author updated this narrative
KLCC Property Holdings Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Sukuk Debt Will Impair Future Profitability
Key Takeaways Increased financing costs from the Suria KLCC acquisition could impact net margins and profitability due to higher borrowing. Heavy reliance on occupancy rates and marketing in the Retail segment may face challenges from weakening consumer demand, affecting revenue.
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RM 8.77
FV
1.7% undervalued
intrinsic discount
3.22%
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
about 11 hours ago
author updated this narrative
Pandox
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Acquisitions And Upgrades Will Secure A Resilient Hotel Portfolio
Key Takeaways Recent acquisitions and property upgrades are likely to boost net operating income, revenue, and cash flow, enhancing overall earnings. Focusing on domestic demand with strong brand networks helps Pandox maintain stable cash flow and net income margins.
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SEK 206.67
FV
14.1% undervalued
intrinsic discount
-7.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
2
users have followed this narrative
about 11 hours ago
author updated this narrative
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