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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
0
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0
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2
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
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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
20.1% 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
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ICICI Bank
AN
AnalystConsensusTarget
Consensus Narrative from 42 Analysts
Business Banking Expansion Will Empower India's Financial Inclusion
Key Takeaways Digital-led growth and customer-focused offerings are driving sustained market share, operational efficiency, and long-term gains in both business and consumer banking segments. Strong risk management and robust capital position underpin stable earnings and flexibility to capitalize on sector opportunities and an expanding financial market.
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₹1.67k
FV
12.2% undervalued
intrinsic discount
-7.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
69
users have followed this narrative
5 days ago
author updated this narrative
Hitachi
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Lumada Adoption And HMAX Expansion Will Shape Digital Future
Key Takeaways Hitachi's transformation to a digital-centric company and investments in AI and data centers aim to boost revenue growth and enhance earnings. Expansion in energy and mobility sectors, along with a decentralized business model, could improve earnings stability and mitigate geopolitical risks.
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JP¥4.69k
FV
11.7% undervalued
intrinsic discount
6.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
5 days ago
author updated this narrative
Sony Group
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Hiroki Totoki Will Lead Future Success Across Gaming And Entertainment Segments
Key Takeaways Hiroki Totoki's leadership and PlayStation 5's success may drive future growth in revenue and operating income for Sony. Strategic collaborations and investments in entertainment sectors are poised to enhance global presence and future profits.
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JP¥4.45k
FV
18.2% undervalued
intrinsic discount
-0.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
5 days ago
author updated this narrative
Bharti Airtel
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
5G Expansion And Digital Ventures With Bajaj Finance Will Strengthen Future Market Position
Key Takeaways Bharti Airtel's focus on operational efficiencies and sustainability initiatives is expected to improve long-term margins and reduce costs. The company's expansion in 5G, broadband, and digital services aims to capture market share and drive future revenue growth.
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₹2.03k
FV
5.4% undervalued
intrinsic discount
14.09%
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
5 days ago
author updated this narrative
Airbus
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Future Partnerships With Thales And Leonardo Will Transform Defence And Space Division
Key Takeaways Strategic partnerships and technical reviews in Defence and Space aim to enhance operational efficiency, potentially boosting future revenue and margins. Increased production capacity and new aircraft programs in Commercial Aircraft sector target higher revenue, leveraging new opportunities and order backlog.
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€189.61
FV
9.1% undervalued
intrinsic discount
10.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
160
users have followed this narrative
5 days ago
author updated this narrative
Sanofi
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
New Pharma Treatments And Vaccine Expansion Will Open Global Opportunities
Key Takeaways Strategic innovation and strong product launches are driving Sanofi's revenue growth through expanded indications and market penetration. Operational efficiencies and share buybacks are positively impacting margins and shareholder value, demonstrating effective financial management.
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€110.95
FV
26.1% undervalued
intrinsic discount
4.31%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
97
users have followed this narrative
5 days ago
author updated this narrative
China Merchants Bank
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Retail Finance And International Markets Will Benefit From AI
Key Takeaways Focus on retail finance and technological investments in AI and R&D will likely increase operational efficiency and revenue from improved service delivery. International expansion and green financing initiatives align with global trends, potentially boosting revenue and enhancing corporate image.
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CN¥50.66
FV
11.4% undervalued
intrinsic discount
9.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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7
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5 days ago
author updated this narrative
HDFC Bank
AN
AnalystConsensusTarget
Consensus Narrative from 41 Analysts
Improving Rural Demand And Digital Upgrades Will Strengthen Banking Resilience
Key Takeaways Expanding loan growth in rural and mass market segments, alongside enhanced cross-selling, is set to boost revenue and non-interest income. Investments in digital initiatives and strong asset quality will drive efficiency gains and support resilient, long-term profitability.
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₹2.27k
FV
12.3% undervalued
intrinsic discount
-2.73%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
144
users have followed this narrative
5 days ago
author updated this narrative
Allianz
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Organic Growth And Tech Upgrades Will Improve Future Efficiency
Key Takeaways Allianz's focus on customer retention, cross-selling, and new technologies targets significant revenue and efficiency improvements through organic growth and productivity enhancements. Growth in Life and Health and Asset Management segments, strong cash generation, and capital management aim to enhance shareholder returns and earnings.
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€358.48
FV
3.7% undervalued
intrinsic discount
23.16%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
209
users have followed this narrative
5 days ago
author updated this narrative
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