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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
23
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% 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
86
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
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
12
users have followed this narrative
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Infrastrutture Wireless Italiane
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
5G Rollout And Urbanization Will Expand Tower Networks
Key Takeaways Expansion into smart infrastructure and next-generation services is diversifying income streams and increasing the company's criticality in digital transformation initiatives. Strategic balance sheet management and innovative service offerings are supporting margin improvement, stronger earnings stability, and reducing reliance on a concentrated customer base.
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€11.80
FV
12.1% undervalued
intrinsic discount
5.06%
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
about 10 hours ago
author updated this narrative
Lotus Bakeries
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Mondelez Partnership And Thailand Facility Will Expand Global Reach
Key Takeaways Strategic partnerships and new facilities in Asia and Europe could enhance market penetration and improve revenue through product expansion and cost-effectiveness. Focused expansion in better-for-you snacks and increased marketing efforts aim to drive future growth and strengthen brand presence globally.
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€9.82k
FV
22.5% undervalued
intrinsic discount
10.21%
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
about 10 hours ago
author updated this narrative
Banco BPM
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
M&A Integration Will Stall Amid Rising Fintech Challenges
Key Takeaways Earnings growth may face headwinds if recent M&A, favorable markets, and wealth management demand prove unsustainable or economic and regulatory conditions worsen. Advances in cost efficiency from digital transformation may stall, as earlier gains relied on one-time synergies and further improvements could be tough compared to peers.
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€11.15
FV
1.2% overvalued
intrinsic discount
3.13%
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 10 hours ago
author updated this narrative
NIBE Industrier
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In Automation And North American Expansion Will Support Future Operations
Key Takeaways Projected sales and margin recovery may boost revenue through better demand-production alignment and U.S. market expansion. Cost-saving measures and reduced inventory could enhance margins and cash flow, supporting long-term growth from automation investments.
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SEK 44.35
FV
0.9% overvalued
intrinsic discount
5.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
about 10 hours ago
author updated this narrative
Stevanato Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
US Onshoring And Rising Biologics Demand Will Reshape Drug Delivery
Key Takeaways Expanding demand for advanced drug delivery and containment solutions, driven by trends in biologics, self-administration, and pharmaceutical industry investments, is boosting Stevanato's revenue and growth prospects. Investments in manufacturing capacity and innovation, alongside regulatory-driven market dynamics, are supporting higher margins, pricing power, and improved earnings quality.
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US$28.50
FV
15.6% undervalued
intrinsic discount
9.29%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
about 10 hours ago
author updated this narrative
QFIN
Qfin Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Shift To Platform Model And DeepSeek AI Will Transform Fintech Operations
Key Takeaways Shift to a platform model and strategic collaborations boost revenue, improve user profiling, and enhance loan volume growth. AI integration and effective capital strategies, including share repurchases, enhance operational efficiency, reduce costs, and increase earnings per share.
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US$56.00
FV
40.4% undervalued
intrinsic discount
7.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
57
users have followed this narrative
about 10 hours ago
author updated this narrative
Atour Lifestyle Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
2,000 Premier Hotels And Sleep Economy Will Drive Future Success
Key Takeaways Expansion strategy targeting premier hotels and Atour Light 3.0 brand positions the company for significant revenue growth and increased market presence. Retail growth and investment in the sleep economy offer strong revenue and margin enhancements by capturing emerging consumer trends.
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US$39.54
FV
14.7% undervalued
intrinsic discount
23.57%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
73
users have followed this narrative
about 10 hours ago
author updated this narrative
STNE
StoneCo
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Bundled Payment Solutions And Efficient Funding Will Improve Future Performance
Key Takeaways Strategic expansion in the MSMB payments market and client engagement might boost revenue and net margins. Controlled credit portfolio expansion and efficient use of retail deposits could enhance earnings and reduce financial expenses.
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US$16.32
FV
17.9% 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
60
users have followed this narrative
about 10 hours ago
author updated this narrative
Betterware de MéxicoP.I. de
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Latin American Expansion And Digital Transition Will Unlock Value
Key Takeaways Expansion into new Latin American markets and product innovation is driving recurring revenue growth and margin gains while reducing reliance on the core Mexican market. Enhanced digitalization and incentive programs are boosting salesforce productivity, leading to stronger sales volumes and improved long-term earnings stability.
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US$18.78
FV
29.3% undervalued
intrinsic discount
6.66%
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 10 hours ago
author updated this narrative
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