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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
53
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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Indus Towers
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
5G Surge In India Will Boost Tower Installations Despite Risks
Key Takeaways Growing mobile data use and government digital initiatives are driving sustained demand for Indus Towers' infrastructure, expanding market reach and rental revenue prospects. Digital transformation and industry consolidation are improving operational efficiency, cost structure, and financial stability, while supporting resilience and future growth opportunities.
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₹406.35
FV
17.6% undervalued
intrinsic discount
6.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
Updated
narrative
Dundee Precious Metals
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future Gold Production May Increase By 2028, But Revenue Declines And Cost Pressures Could Impact Earnings
Key Takeaways Advancing the Coka Rakita project and Chelopech exploration will boost gold production, revenues, and earnings, supporting long-term growth. Strong cash position and free cash flow enable strategic investments and share repurchases, enhancing earnings per share and financial stability.
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CA$27.51
FV
12.4% undervalued
intrinsic discount
7.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
Updated
narrative
Manitowoc Company
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Crane Models And Service Expansion Expected To Mitigate Challenges In Global Markets
Key Takeaways Launching 13 new cranes including innovative models is expected to drive future revenue growth and meet evolving market needs. Strengthened service teams and expanded service locations are likely to enhance customer service, boosting aftermarket sales and customer retention.
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US$12.25
FV
2.1% overvalued
intrinsic discount
4.22%
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 17 hours ago
author updated this narrative
Flushing Financial
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding Into Asian Markets And SBA Loan Sales Will Diversify Revenue Streams In 2025
Key Takeaways Expanding non-interest-bearing deposits and repricing loans are poised to improve net interest margins and drive revenue growth. Growing presence in Asian markets and diversifying revenue streams can enhance deposit growth and support earnings expansion.
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US$13.75
FV
12.9% undervalued
intrinsic discount
48.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
8 days ago
author updated this narrative
Banco Bradesco
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Banking And Gen AI Will Transform Brazil's Financial Landscape
Key Takeaways Technology investments, digital expansion, and advanced analytics are driving efficiency, revenue diversification, and improved risk management for more stable and higher earnings. Growth opportunities in new segments and easing economic conditions are expected to support loan expansion, fee income, and ongoing margin improvement.
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R$18.64
FV
15.3% undervalued
intrinsic discount
27.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
Updated
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People's Insurance Company (Group) of China
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Reform And AI Will Reshape Global Markets Amid Risks
Key Takeaways Strategic focus on digital reform and AI aims to enhance efficiency and customer experience, driving revenue through innovation and wider insurance product adoption. Expansion efforts along the Belt and Road initiative, paired with high-quality product development, could boost international competitiveness, market share, and earnings growth.
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HK$5.33
FV
16.5% overvalued
intrinsic discount
7.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
8 days ago
author updated this narrative
Mirae Asset Securities
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Global Expansion And AI Focus Will Strengthen Future Prospects
Key Takeaways Mirae Asset Securities aims to boost revenue and profitability through AI-driven investment tools, strategic acquisitions like Sharekhan, and asset management expansion in global wealth management. The company focuses on enhancing shareholder value with share cancellations, a dividend policy, and maintaining high return on equity through strategic investments and potential market opportunities.
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₩16.78k
FV
12.6% overvalued
intrinsic discount
-55.24%
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
25 days ago
author updated this narrative
Koninklijke Heijmans
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Dutch Public Investments And Modular Methods Will Transform Construction
Key Takeaways Large public infrastructure investments and ongoing adoption of modular, digital construction methods position Heijmans for sustainable revenue growth and margin expansion. Strong project pipeline and financial flexibility enable strategic growth, with housing demand and energy transition trends offering further upside potential.
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€70.38
FV
12.5% undervalued
intrinsic discount
4.77%
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
Updated
narrative
Avalon Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Expansion In Indian Manufacturing Will Improve Future Operational Efficiency
Key Takeaways Expanding U.S. and Indian markets, with new facilities, enhance Avalon Technologies' operational efficiency and future revenue growth potential. Diversification into automotive and aerospace and vertically integrated capabilities boost revenue streams and profitability prospects.
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₹874.85
FV
n/a
intrinsic discount
21.83%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
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