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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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
32
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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Buzzi
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Brazil Consolidation And Gulf Cement Acquisition Will Optimize Efficiency
Key Takeaways Strategic acquisitions and asset consolidation aim to maintain profitability and optimize net margins through higher-margin operations. Investments in cost management and capacity optimization, including decarbonization efforts, support future growth and margin improvement.
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€47.27
FV
8.1% undervalued
intrinsic discount
3.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
1 day ago
author updated this narrative
BHAR
Bharti Hexacom
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Rural Digital Penetration And Premium Plans Will Foster Future Connectivity
Key Takeaways Expanding digital adoption, rising premium plan usage, and strategic partnerships are supporting stronger revenue growth, higher margins, and sustained ARPU improvement. Reduced capital intensity and enhanced operational leverage are improving free cash flow, bolstering profitability, and strengthening the company's financial position.
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₹1.83k
FV
4.0% undervalued
intrinsic discount
15.04%
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
1 day ago
author updated this narrative
General Insurance Corporation of India
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Profit Margins Will Shrink Despite Diversification Into Emerging Insurance Sectors
Key Takeaways Diversification into emerging areas like cyber insurance and health insurance aims to optimize revenue and stabilize earnings against climate risks. A recent credit rating upgrade supports potential international revenue growth, while strategic exits improve combined ratios and margins.
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₹397.40
FV
1.0% undervalued
intrinsic discount
7.15%
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
1 day ago
author updated this narrative
Fuji Electric
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
China Renewable Trends And Grid Upgrades Will Create Opportunity
Key Takeaways Strong demand in energy management, semiconductors, and infrastructure upgrades positions Fuji Electric for sustained growth and improved profitability across key segments. Increased project bookings and capacity investments enhance future revenue visibility and earnings power, supported by long-term electrification and renewable energy trends.
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JP¥8.59k
FV
8.0% overvalued
intrinsic discount
4.02%
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
1 day ago
author updated this narrative
Grupo Aeroportuario del Sureste S. A. B. de C. V
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Airport Modernization And Latin Expansion Will Improve Air Connectivity
Key Takeaways Expansion into Puerto Rico and Colombia diversifies operations and strengthens growth prospects beyond the domestic market. Strategic investments in infrastructure and commercial revenue streams drive resilience and position the company for long-term growth.
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Mex$668.96
FV
12.9% undervalued
intrinsic discount
9.16%
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
1 day ago
author updated this narrative
Boliden
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Somincor, Zinkgruvan And Odda Projects Will Secure Metal Supply
Key Takeaways Smooth integration of acquisitions and project expansions positions Boliden to benefit from increased production volumes and demand for sustainably sourced, low-carbon metals. Ongoing digitalization, automation, and recycling initiatives are set to reduce costs, lift operational efficiency, and improve margins and earnings resilience.
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SEK 311.94
FV
2.2% overvalued
intrinsic discount
6.05%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
1 day ago
author updated this narrative
Saputo
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Capital Projects Will Generate Significant Operational Improvements In US
Key Takeaways Strategic capital projects and network optimization in the U.S. are driving operational efficiencies, enhancing margins, and supporting revenue growth. Strong cash flows enable share repurchases, suggesting undervaluation, while brand investment aligns with consumer trends, boosting revenue and market share.
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CA$30.00
FV
6.7% overvalued
intrinsic discount
2.46%
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
Alkem Laboratories
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Semaglutide Launch And Acquisitions In Cosmetology And Orthopedics Will Strengthen Future Market Position
Key Takeaways Strategic acquisitions and product launches, such as GLP-1 in India, will boost revenue growth and enhance market share in key therapeutic areas. Focus on higher-margin offerings and supply chain improvements in the U.S. aims to bolster EBITDA margins and stabilize earnings.
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₹5.17k
FV
7.9% undervalued
intrinsic discount
9.57%
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
Tube Investments of India
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Electric Vehicles And Indian Green Mobility Will Drive Future Opportunity
Key Takeaways Expansion into electric vehicles, automation, and value-added products is expected to drive margin improvement and support top-line growth amid rising industry demand. Diversification into exports, medical devices, and premium market segments should enhance revenue stability and leverage evolving trends in global mobility and manufacturing.
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₹3.56k
FV
18.9% undervalued
intrinsic discount
-18.66%
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
1 day ago
author updated this narrative
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