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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
2
users have liked this narrative
0
users have commented on this narrative
6
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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
3
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
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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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Mercedes-Benz Group
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
New EV Models And Digital Platforms Will Drive Electrification
Key Takeaways Expansion into electric vehicles, digital platforms, and advanced in-car technologies is expected to support premium pricing, recurring revenues, and long-term earnings growth. Operational efficiency, supply chain optimization, and sustainability initiatives aim to strengthen cost resilience, net margins, and adaptability to shifting industry dynamics.
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€63.32
FV
22.0% undervalued
intrinsic discount
0.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
121
users have followed this narrative
6 days ago
author updated this narrative
Daiichi Sankyo Company
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Our Oncology Portfolio Will Open New Treatment Markets
Key Takeaways Expanding oncology portfolio and strategic U.S. partnership are driving revenue growth by accessing new markets and indications. Increased R&D and production investments aim to improve operational efficiencies and boost net margins.
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JP¥5.63k
FV
36.6% undervalued
intrinsic discount
11.26%
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
6 days ago
author updated this narrative
SoftBank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Investments In AI And OpenAI Partnership Will Create New Technological Efficiencies
Key Takeaways Consolidating banking and security services into PayPay and AI infrastructure investment are likely to boost revenue and net margins. Strong performance in Enterprise and Media segments, including ZOZO, is expected to enhance revenue and net earnings.
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JP¥226.60
FV
0.4% overvalued
intrinsic discount
4.58%
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
Mitsui
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Upcoming Investments In Diverse Sectors Could Offset Revenue Decline Amid Market Uncertainty
Key Takeaways Strategic investments in diverse sectors aim to enhance long-term revenue and profitability through business portfolio strengthening. Asset recycling efforts and share repurchase programs are enhancing financial flexibility and shareholder value.
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JP¥3.52k
FV
11.3% undervalued
intrinsic discount
1.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
6 days ago
author updated this narrative
Hong Kong Exchanges and Clearing
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Improvements To Swap Connect And Orion Derivatives Platform Will Boost Future Trading Volumes
Key Takeaways Expanding derivatives and Stock Connect programs is expected to boost trading volumes and revenue by attracting more investors and increasing fees. Strategic international partnerships and tech improvements aim to enhance market liquidity and global engagement, potentially driving higher earnings and margins.
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HK$449.57
FV
5.8% undervalued
intrinsic discount
6.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
KDDI
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
AI And Business Services Expansion Will Drive Future Opportunities
Key Takeaways KDDI's strategic pricing and service expansions, including collaborations with Lawson, are positioned to boost revenue and enhance average revenue metrics. Investments in AI infrastructure and IoT services are expected to drive growth in business demand, improving revenue and operating income margins.
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JP¥2.65k
FV
5.8% undervalued
intrinsic discount
3.16%
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
6 days ago
author updated this narrative
Saudi National Bank
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Shifting To More Profitable Segments Like MSME And Mortgages Will Capture Untapped Market Opportunities
Key Takeaways Strategic focus on profitable segments and customer-centric improvements is expected to drive revenue growth and increase net margins. Investments in digitalization and funding mix optimization aim to enhance operational efficiency and improve earnings.
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ر.س47.14
FV
22.7% undervalued
intrinsic discount
10.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
6 days ago
author updated this narrative
National Grid
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Planned £60 Billion Investment Will Strengthen Energy Networks And Operational Efficiency
Key Takeaways National Grid plans massive network investments to drive asset growth, boost future revenues, and stabilize earnings. Strategic initiatives like asset sales and streamlined processes support margins while enhancing earnings and operational efficiency.
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UK£11.81
FV
8.2% undervalued
intrinsic discount
6.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
86
users have followed this narrative
6 days ago
author updated this narrative
ANZ Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Suncorp Acquisition And AI Initiatives Will Improve Future Efficiency And Customer Engagement
Key Takeaways Successful Suncorp acquisition and platform innovations expected to enhance revenue, market share, and net margins through increased efficiency and cost savings. Digital investments and AI-driven customer engagement initiatives position ANZ for improved growth and profitability in digital transactions and financial services.
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AU$28.56
FV
8.0% overvalued
intrinsic discount
4.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
82
users have followed this narrative
6 days ago
author updated this narrative
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