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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
7
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
13
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.
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US$105.80
FV
19.7% 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
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Credicorp
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AI Initiatives And Revenue Diversification Position Company For Future Success
Key Takeaways Strategic digital transformation and innovation initiatives aim to improve operational efficiency and potentially increase future net margins. Diversified revenue mix and proactive lending expected to support future revenue and loan growth across core segments.
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US$239.39
FV
1.1% overvalued
intrinsic discount
12.89%
Revenue growth p.a.
Set Fair Value
1
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
Arca Continental. de
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Latin American Recovery And Digitalization Will Expand Market Reach
Key Takeaways Expansion into high-growth beverage categories and digital channels supports revenue diversification and positions the company for greater operational efficiency and margin improvement. Investments in logistics, automation, and sustainability initiatives enhance supply chain performance, regulatory standing, and long-term brand value amidst evolving consumer and market trends.
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Mex$233.44
FV
15.1% undervalued
intrinsic discount
6.44%
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
Centrais Elétricas Brasileiras - Eletrobrás
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future Expansion Into Renewables And AI Aims To Improve Efficiency But May Face Financial And Regulatory Risks
Key Takeaways Expansion through auctions and new projects aims to increase revenue and improve margins via efficiency and reliability gains. Focus on increasing consumer base and operational efficiency, with AI integration, is expected to boost earnings and reduce costs.
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R$56.29
FV
27.7% undervalued
intrinsic discount
0.61%
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
Bureau Veritas
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Global Regulations And Cybersecurity Will Shape Future TIC Markets
Key Takeaways Growth in regulatory requirements and global supply chain complexity is strengthening demand for Bureau Veritas's certification and risk mitigation services, ensuring stable recurring revenues. Strategic expansion in sustainability, cybersecurity, and digitalization positions the company to capture higher-margin growth, with M&A bolstering scale and cross-selling opportunities.
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€33.89
FV
20.8% undervalued
intrinsic discount
4.57%
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
Almarai
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Poultry And Dairy Expansion Will Unlock Future Potential
Key Takeaways Expansion in poultry and strategic investments are set to drive significant future revenue growth and long-term earnings improvements. Efficiency projects and product innovations aim to strengthen margins and increase market share in key segments.
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ر.س64.06
FV
26.1% undervalued
intrinsic discount
7.28%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
6 days ago
author updated this narrative
IHH Healthcare Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Healthcare Provider Will Expand Capacity But Faces Margin Challenges
Key Takeaways Planned expansion and strategic acquisitions are expected to drive significant revenue growth and improve EBITDA through increased patient volumes and income contributions. Investment in new technologies and enhanced operational efficiency could boost net margins by offering specialized services and optimizing processes through AI and technology.
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RM 8.25
FV
17.0% undervalued
intrinsic discount
8.52%
Revenue growth p.a.
Set Fair Value
1
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
On Holding
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Cloudboom Max, Zendaya Collaborations, And Global Expansion Will Drive Future Success
Key Takeaways Strong brand positioning, D2C expansion, and geographic growth in Asia Pacific and other regions are expected to increase revenue and market share. Innovations in product lines and operational improvements are likely to drive profitability and enhance supply chain efficiency.
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US$66.89
FV
29.5% undervalued
intrinsic discount
23.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
81
users have followed this narrative
6 days ago
author updated this narrative
Amundi
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Strong ETF Growth And Global Partnerships Propel Revenue And Earnings Expansion
Key Takeaways Growth in European ETFs and responsible investments could drive future revenue increases by capturing more market share. Strategic geographic expansion and partnerships in Asia suggest revenue growth via increased market penetration and client assets.
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€77.95
FV
17.0% undervalued
intrinsic discount
-17.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
6 days ago
author updated this narrative
Telefônica Brasil
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
FTTH Consolidation And 5G Rollout Will Empower Future Connectivity
Key Takeaways Leadership in fiber broadband and digital service expansion positions the company for stronger recurring revenues and long-term margin improvement. 5G rollout and growth in B2B digital solutions create opportunities for revenue diversification and future earnings growth.
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R$33.65
FV
4.8% undervalued
intrinsic discount
5.48%
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
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