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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
23
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% 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
86
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
19.2% 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
12
users have followed this narrative
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Assicurazioni Generali
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digitalization And Global Expansion Will Secure Enduring Value
Key Takeaways Digital transformation and AI integration are enhancing efficiency, pricing, and underwriting, driving operational improvements and stable margins. Diversification into high-growth markets and sustainability initiatives are strengthening revenue streams and improving stability and reputation.
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€32.18
FV
4.2% overvalued
intrinsic discount
24.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
about 11 hours ago
author updated this narrative
Nordea Bank Abp
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Expansion And Nordic Wealth Will Unlock Future Potential
Key Takeaways Heavy investment in digital and data capabilities is enhancing cost efficiency, customer reach, and positioning for future growth in net margins and fee income. Strong private wealth trends, resilient Nordic market position, and successful acquisitions support high asset quality, cross-selling, and long-term earnings stability.
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€14.20
FV
8.3% undervalued
intrinsic discount
2.02%
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
about 11 hours ago
author updated this narrative
Axis Bank
AN
AnalystConsensusTarget
Consensus Narrative from 43 Analysts
Digital Adoption And Expanding Rural Banking Will Fuel Future Success
Key Takeaways Digital innovation and targeted strategies are expanding Axis Bank's customer base, driving greater engagement, efficiency, and long-term margin improvement. Enhanced technology, asset quality focus, and premium deposit growth strengthen resilience and support sustainable earnings and loan expansion.
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₹1.34k
FV
19.8% undervalued
intrinsic discount
14.02%
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
about 11 hours ago
author updated this narrative
Loblaw Companies
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integrated Healthcare And Retail Automation Will Unlock Value
Key Takeaways Expansion of pharmacy clinics, healthcare services, and digital transformation boosts customer engagement, pharmacy traffic, and overall sales growth. ESG initiatives, private label strength, and supply chain automation drive higher margins, brand loyalty, and reduced operational costs.
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CA$235.09
FV
3.2% undervalued
intrinsic discount
4.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
about 11 hours ago
author updated this narrative
Infineon Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
AI Demand And Renewables Will Shape A Bright Future
Key Takeaways Rising demand from AI and renewable energy sectors, alongside innovation in power semiconductors, is strengthening Infineon's revenue growth and margin stability. Improved inventory levels, recovery in core end-markets, and successful cost-saving measures are driving margin expansion and resilience in earnings.
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€42.95
FV
19.7% undervalued
intrinsic discount
9.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
98
users have followed this narrative
about 11 hours ago
author updated this narrative
Wolters Kluwer
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Cloud Migration And AI Will Drive Long-Term Market Advantage
Key Takeaways Strong shift to cloud-based SaaS, enhanced by AI innovation and remote work trends, is driving recurring revenues, margin expansion, and stable earnings growth. Targeted acquisitions and focus on regulatory compliance tools are expanding the addressable market, accelerating growth, and boosting customer retention.
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€160.69
FV
22.7% undervalued
intrinsic discount
5.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
about 11 hours ago
author updated this narrative
3i Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expansion In Private Equity And Resilient Sectors Will Boost Future Performance
Key Takeaways Focusing on expanding Private Equity and strategic disposals positions 3i Group for sustainable growth, enhancing future revenue and return on investments. Increasing Action stake and disciplined purchasing will enhance EBITDA margins, reduce leverage, and improve financial position amid market uncertainties.
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UK£45.09
FV
10.4% undervalued
intrinsic discount
14.86%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
65
users have followed this narrative
about 11 hours ago
author updated this narrative
Oriental Land
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Fantasy Springs Opening Will Boost Guest Attendance At The Theme Park
Key Takeaways New attractions and themed events are boosting attendance and revenue growth through increased theme park and merchandise sales. Strategic adjustments in hotel offerings and high guest satisfaction are driving consistent revenue enhancement in the Hotel Business segment.
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JP¥3.84k
FV
16.1% undervalued
intrinsic discount
5.34%
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 11 hours ago
author updated this narrative
Engie
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expanding Renewables And Batteries Will Drive Future Earnings Stability
Key Takeaways Engie's focus on expanding renewables and batteries aims to drive revenue growth and earnings stability through strategic energy solutions and premium pricing. Optimizing geographical presence and regulatory strategies enhances financial stability, maximizing returns through efficient investments and reduced earnings volatility.
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€21.23
FV
11.3% undervalued
intrinsic discount
0.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
70
users have followed this narrative
about 11 hours ago
author updated this narrative
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