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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
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
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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
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
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KRAFTON
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Expanding Mobile Gaming Markets Will Deliver New Opportunities Despite Risks
Key Takeaways Diversifying game portfolio, expanding internationally, and embracing community-driven models support sustained growth, user retention, and recurring revenue opportunities. Strategic acquisitions and AI-driven efficiencies enhance productivity, broaden market reach, and help stabilize earnings while improving profit margins.
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₩456.48k
FV
30.6% undervalued
intrinsic discount
15.27%
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
6 days ago
author updated this narrative
Carrefour
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Transformation And E-commerce Will Drive Future Success
Key Takeaways Strategic real estate optimization and operational model review focus resources on high-potential areas, enhancing future capital deployment and earnings. Continued investment in price competitiveness and digital transformation supports market share growth, higher margins, and improved operational efficiencies.
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€14.15
FV
12.7% undervalued
intrinsic discount
0.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
6 days ago
author updated this narrative
Accor
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Leveraging AI And GAIA 20 For Future Operational Efficiency And Sustainability
Key Takeaways Accor's strategic use of AI and sustainability initiatives aims to boost operational efficiency and improve long-term margins and brand value. Emphasis on luxury segments, high-fee regions, and shareholder returns is expected to increase revenue, EBITDA, and enhance shareholder value.
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€54.24
FV
22.7% undervalued
intrinsic discount
5.61%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
Dabur India
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Expansion Into E-commerce And Health Supplements Will Drive Future Growth
Key Takeaways Expanding premium offerings and strategic channel initiatives aim to enhance revenue growth and net margins. Focus on international growth and strategic partnerships may drive operating efficiency and sustainable value creation.
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₹521.82
FV
0.6% overvalued
intrinsic discount
8.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
6 days ago
author updated this narrative
Indian Hotels
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Expansion Toward 700 Hotels Will Reshape Global Hospitality
Key Takeaways Growing demand from a larger middle class, digital integration, and capital-light expansion are driving higher revenue, margins, and portfolio growth potential. Portfolio diversification, limited supply, and infrastructure investments are supporting stable earnings, reduced cyclicality, and sustained pricing power.
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₹861.39
FV
12.8% undervalued
intrinsic discount
12.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
6 days ago
author updated this narrative
SCB X
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Data X And Typhoon AI Will Improve Future Cost Management And Asset Quality
Key Takeaways Strategic focus on AI and digitalization is expected to enhance efficiencies, improving cost management and asset quality for better margins and earnings. Growth initiatives like Home Credit Vietnam acquisition and virtual banking aim to boost revenue and enhance long-term profitability.
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฿128.06
FV
0.8% undervalued
intrinsic discount
11.37%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
6 days ago
author updated this narrative
Wärtsilä Oyj Abp
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Global Decarbonization Will Weaken Fossil Reliance But Elevate Renewables
Key Takeaways Heavy reliance on traditional engine technologies exposes Wärtsilä to risks from shifting regulations and customer preferences toward cleaner alternatives. Lagging adaptation to new clean technologies and global disruptions may erode market share, increase costs, and pressure long-term profitability.
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€19.36
FV
25.8% overvalued
intrinsic discount
6.23%
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
6 days ago
author updated this narrative
Hero MotoCorp
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Focus On Premiumization And EV Expansion Will Drive Future Success
Key Takeaways Strategic focus on premiumization, EV leadership, and diverse revenue streams is likely to drive revenue growth and enhance profitability. Expansion in affordable EVs such as Vida V2 Lite aims to boost market penetration, contributing positively to earnings and economies of scale.
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₹4.55k
FV
0.2% undervalued
intrinsic discount
7.02%
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
6 days ago
author updated this narrative
Cummins India
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Market Adoption Of CPCB IV+ Products Will Strengthen Competitive Position In Advanced Technology Segments
Key Takeaways Streamlining operations through non-core asset sales and efficiency improvements could enhance net margins and core competency focus. Strong domestic PowerGen growth and innovative product acceptance position Cummins India for sustained revenue and improved competitive edge in technology.
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₹3.51k
FV
2.3% overvalued
intrinsic discount
13.06%
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
6 days ago
author updated this narrative
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