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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
7
users have commented on this narrative
55
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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Symrise
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Latin America And Asia Pacific Expansion Will Fuel Industry Transformation
Key Takeaways Operational efficiency initiatives, portfolio optimization, and disciplined cost controls are driving lasting margin improvement, free cash flow, and overall earnings quality. Focus on R&D, natural ingredient innovation, and emerging market expansion positions Symrise for premium pricing and resilient, above-market long-term growth.
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€110.55
FV
27.6% undervalued
intrinsic discount
5.52%
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 22 hours ago
author updated this narrative
Kongsberg Gruppen
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
European Tensions Will Constrain Defense Orders And Lift Maritime Prospects
Key Takeaways Market optimism may be overestimating sustained revenue and margin growth, ignoring uncertainties in demand, political shifts, and execution challenges on backlog conversion. Rising regulatory scrutiny and potential budget shifts toward sustainability could dampen long-term defense order flow, compressing margins and restricting earnings growth.
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NOK 323.53
FV
7.9% undervalued
intrinsic discount
14.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
52
users have followed this narrative
about 22 hours ago
author updated this narrative
Power Finance
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Resolving NPAs And Renewable Energy Focus May Shape Future Amid Revenue Decline Risks
Key Takeaways Resolving non-performing assets and focusing on renewable energy growth positions Power Finance Corporation for improved asset quality and future revenue expansion. Strategic asset growth and effective cost management through foreign exchange hedging enhance potential for sustained revenue growth and stable net interest margins.
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₹517.14
FV
20.9% undervalued
intrinsic discount
-9.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
41
users have followed this narrative
about 22 hours ago
author updated this narrative
Nippon Paint Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AOC Acquisition And Market Expansion Will Improve Future Profitability
Key Takeaways The AOC acquisition and strategic digital initiatives in decorative paints are set to enhance revenue and EPS growth. Expansion in China and India, along with local partnerships, is expected to boost revenue and improve margins.
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JP¥1.31k
FV
1.0% overvalued
intrinsic discount
7.19%
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
about 22 hours ago
author updated this narrative
MTU Aero Engines
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Robust Global Air Travel Demand Will Expand Engine Programs
Key Takeaways Strong demand for fuel-efficient engines and expanding aftermarket services drive recurring revenue, while MTU's technological leadership secures future growth opportunities. Diversification across commercial, military, and strategic partnerships enhances stability and positions the company for resilient margins despite geopolitical and regulatory uncertainties.
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€390.81
FV
2.3% undervalued
intrinsic discount
9.83%
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
about 22 hours ago
author updated this narrative
LG Chem
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Advancements In Chemical Recycling And Bio-Materials Will Strengthen Competitive Edge
Key Takeaways Restructuring and focus on high-value products are expected to enhance cost efficiency and profitability, positively impacting net margins. Strategic investments in sustainability and key growth sectors like battery materials and drug development aim to boost revenue and secure future growth.
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₩327.37k
FV
10.7% undervalued
intrinsic discount
9.58%
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
about 22 hours ago
author updated this narrative
Singapore Airlines
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Delivery Delays Of Boeing 777 Will Limit Capacity And Compress Future Margins
Key Takeaways Boeing 777 delivery delays hinder capacity expansion, impacting growth plans and future revenue potential. Rising competition and nonfuel costs squeeze margins, pressuring pricing strategy and earnings sustainability.
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S$6.39
FV
6.9% overvalued
intrinsic discount
1.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
49
users have followed this narrative
about 22 hours ago
author updated this narrative
BT Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
UK Fiber And 5G Expansion Will Drive Future Customer Acquisition
Key Takeaways Focus on UK fiber expansion and 5G growth is key for revenue and earnings through increased customer acquisition and ARPU growth. Cost transformation and structural reorganization aim to improve margins, offsetting revenue pressures and supporting long-term EBITDA and cash flow growth.
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UK£2.05
FV
0.1% overvalued
intrinsic discount
-0.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
76
users have followed this narrative
about 22 hours ago
author updated this narrative
United Microelectronics
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
New Singapore Capacity Will Unlock Enduring Digital And Industrial Demand
Key Takeaways Strategic investments in specialty and mature node technologies position UMC to capture growth from trends in digitalization, electric vehicles, and edge computing. Capacity expansions, stable demand, and advanced packaging partnerships support improved utilization, revenue growth, and margin resilience in future high-growth markets.
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NT$45.87
FV
11.9% undervalued
intrinsic discount
6.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
about 22 hours ago
author updated this narrative
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