Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
Create a narrative
Our community narratives are driven by numbers and valuation.
Create a narrative
Community Investing Ideas
Global Weekly Picks
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×.
View narrative
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
New
narrative
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.
View narrative
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
New
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.
View narrative
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
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
BOC Hong Kong (Holdings)
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Acquisitions And Southeast Asia Expansion Will Unlock Future Potential
Key Takeaways Strategic acquisitions and regional expansion in Southeast Asia and the Greater Bay Area are expected to drive growth and contribute significantly to profits. Leadership in RMB business and focus on digital transformation and sustainable finance could enhance efficiency, revenues, and attract new clients.
View narrative
HK$34.64
FV
7.0% overvalued
intrinsic discount
4.64%
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
6 days ago
author updated this narrative
Partners Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Private Market Expansion Will Unlock Sustainable Value
Key Takeaways Expanding access to private markets and innovative product launches are set to drive sustained management fee and earnings growth as client demand shifts. Enhanced distribution efforts and improving performance are likely to increase market share and support above-market revenue and asset growth over time.
View narrative
CHF 1.22k
FV
10.6% undervalued
intrinsic discount
14.54%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
6 days ago
author updated this narrative
Coca-Cola Europacific Partners
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Investment In SAP Technology And Philippines Acquisition Will Strengthen Future Operations
Key Takeaways Acquisition and integration in the Philippines signals strong long-term growth, positively impacting revenue and earnings. Investment in the APS markets and digital technology enhances operational efficiency, supporting revenue growth and profitability.
View narrative
€85.93
FV
1.0% undervalued
intrinsic discount
3.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
Kuwait Finance House K.S.C.P
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Future Synergies And ESG Focus Might Mitigate Overvaluation Risks
Key Takeaways Successful integration with Ahli United Bank and strategic Sukuk issuance are key initiatives for enhancing revenue and earnings growth. Aggressive investment in green Sukuk and potential mortgage law enactment could boost net margins and loan portfolio growth.
View narrative
د.ك0.66
FV
22.6% overvalued
intrinsic discount
5.23%
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
Fubon Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Adoption Of IFRS 17 And Taiwan-ICS Will Erode Earnings Amid Rising Costs
Key Takeaways Shifts in Fubon Life's product mix and digital initiatives may impact revenue growth and compress net margins due to changes and increased costs. Regulatory changes and banking segment risks pose challenges, including potential earnings impact from standard adoption and higher non-performing loans.
View narrative
NT$85.94
FV
2.3% undervalued
intrinsic discount
-36.12%
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
6 days ago
author updated this narrative
CITIC
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Belt And Road Expansion And Tech Investment Will Boost Resilience
Key Takeaways CITIC's focus on international expansion and high-growth segments aims to boost global presence and future revenue streams, enhancing earnings potential. Increased dividend payouts and investments in technology and R&D are designed to improve profitability and attract income-seeking investors.
View narrative
HK$11.15
FV
6.4% overvalued
intrinsic discount
-6.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
2328
PICC Property and Casualty
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Finance And Belt And Road Expansion Will Boost Efficiency
Key Takeaways Emphasis on strategy and innovation is set to drive revenue, expand product offerings, and strengthen competitive positioning. International expansion and tech integration aim to enhance efficiency, profitability, and long-term growth.
View narrative
HK$16.20
FV
2.1% overvalued
intrinsic discount
4.30%
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
6 days ago
author updated this narrative
Adani Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Investing In Infrastructure And Airports Will Shape A Promising Future
Key Takeaways Planned investments in core infrastructure aim to dramatically boost future earnings and profitability driven by growth in new industries and airports. Strategic reinvestment of proceeds from the Adani Wilmar transaction could enhance earnings and net margins through high-return projects.
View narrative
₹3.18k
FV
26.7% undervalued
intrinsic discount
18.71%
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
6 days ago
author updated this narrative
UCB
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
BIMZELX's Successful Launch Will Expand Future Market Opportunities In Dermatology And Rheumatology
Key Takeaways UCB's new product launches and high R&D success rate are driving anticipated revenue and margin growth across global markets. Expansion in therapeutic areas like Alzheimer's and dermatology aims to meet unmet needs and boost profitability.
View narrative
€214.83
FV
13.0% undervalued
intrinsic discount
11.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
6 days ago
author updated this narrative
Value any company in seconds
Popular companies