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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
58
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
33
users have liked this narrative
6
users have commented on this narrative
89
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
14
users have followed this narrative
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Aditya Birla Real Estate
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Urban Demand And IFC-Mitsubishi Alliance Will Shape Premium Real Estate
Key Takeaways Strong positioning in premium residential markets and sustainable practices enhance brand value and competitive edge for long-term growth. Strategic divestments, global partnerships, and access to prime land support efficient execution, risk diversification, and stable future earnings.
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₹2.85k
FV
34.5% undervalued
intrinsic discount
42.46%
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
1 day ago
author updated this narrative
LG Uplus
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
IoT Adoption And AI Alliances Will Shape Future Opportunities
Key Takeaways Growth in IoT, digital content, and partnerships is driving service revenue and expanding premium offerings for higher revenue per user. Investments in operational efficiency and shareholder-friendly actions are supporting profit growth and improved margins.
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₩15.25k
FV
4.3% undervalued
intrinsic discount
1.98%
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
1 day ago
author updated this narrative
Solvay
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
La Rochelle Expansion And Energy Transition Will Secure Future Success
Key Takeaways Expansion in rare earths and battery materials, alongside operational digitalization, positions Solvay for stronger asset utilization, margin gains, and long-term growth leadership. Sustainability initiatives and supply chain localization strategies align with regulatory trends and premium pricing opportunities, further supporting future-proofing and profitability.
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€30.60
FV
7.0% undervalued
intrinsic discount
-1.92%
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
1 day ago
author updated this narrative
SpareBank 1 Sør-Norge
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Full Technical Integration In 2025 Will Deliver Operational Synergies And Cost Efficiencies
Key Takeaways Merger and real estate acquisitions in southern Norway enhance market presence, boosting revenue through customer acquisition and expanded reach. Full technical integration and cost efficiencies aim to improve net margins, while strategic focus on customer retention supports revenue and profitability growth.
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NOK 179.00
FV
1.8% undervalued
intrinsic discount
8.64%
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
1 day ago
author updated this narrative
IRB Infrastructure Developers
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Asset Transfers May Improve Future Prospects But High Interest Costs And Political Uncertainties Could Affect Profitability
Key Takeaways The BEST strategy, focusing on asset transfers and revenue enhancement, positions IRB for growth without increasing debt or equity dilution. Significant equity unlocking and a strong order book with government PPP projects promise robust future revenue growth and operational efficiency.
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₹61.67
FV
29.4% undervalued
intrinsic discount
7.21%
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
1 day ago
author updated this narrative
Nanya Technology
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency
Key Takeaways Transitioning to new technologies and increasing bit shipments aim to lower costs, improve margins, and enhance profitability amid rising AI demand. Development of advanced DRAM products and reduced depreciation expenses promise better operating margins and new revenue streams.
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NT$53.15
FV
17.3% undervalued
intrinsic discount
37.27%
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
1 day ago
author updated this narrative
Woolworths Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Acquisition Of Absolute Pets And Investments In FBH Will Drive Future Operational Efficiencies
Key Takeaways Strategic acquisitions and investments in the pet care and Foods sectors are expected to enhance market share, revenue, and margins for Woolworths Holdings. Focused business transformations and strategic separations are anticipated to unlock long-term growth and improve operational efficiency, boosting future earnings potential.
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R59.00
FV
14.8% undervalued
intrinsic discount
6.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
1 day ago
author updated this narrative
New India Assurance
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Transition And Urbanization Will Reshape Indian Insurance Markets
Key Takeaways Digital transformation and process automation are set to boost operational efficiency, claim settlement speed, and expand customer reach in both urban and rural markets. Strong market positioning and portfolio optimization support sustainable revenue growth, improved profitability, and resilience to regulatory or industry shifts.
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₹210.00
FV
9.1% undervalued
intrinsic discount
9.13%
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
1 day ago
author updated this narrative
Yamaha
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Transformation Will Unlock Global Music Opportunities
Key Takeaways Expansion in digital music technology and emerging markets supports higher-margin revenue streams, future growth, and increased brand value. Focus on innovation, automation, and sustainability enhances operational efficiency and builds resilience against market fluctuations.
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JP¥1.16k
FV
15.1% undervalued
intrinsic discount
1.70%
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
1 day ago
author updated this narrative
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