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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
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
28.9% 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
20.8% 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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Tate & Lyle
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integrating CP Kelco And Partnering With Manus Will Drive Growth And Enhance Profitability
Key Takeaways Expansion through CP Kelco enhances specialty solutions, driving revenue growth and improving profitability via anticipated cost synergies and EBITDA margin uplift. Strong cash flow and disciplined financial management fuel share buybacks, increasing EPS, while innovation drives new revenue streams and strengthens market position.
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UK£7.28
FV
26.3% undervalued
intrinsic discount
10.07%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
about 10 hours ago
author updated this narrative
RTL Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Operational Efficiencies And Tech Savings Will Drive Profitability By 2026
Key Takeaways RTL Group's strategic investments in streaming and technology platforms drive profitability through increased revenues, operational efficiencies, and reduced costs. Successful acquisitions and asset sales are positioned to enhance Fremantle's margins, boost shareholder returns, and positively impact earnings and net margins.
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€36.74
FV
7.1% undervalued
intrinsic discount
3.60%
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
about 10 hours ago
author updated this narrative
TUI
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Dynamic Packaging And Global Expansion Will Drive Future Success
Key Takeaways Dynamic packaging and technology investments could drive growth by leveraging airline capacity and improving operational efficiency without increased fixed costs. Expansion into global markets and enhanced cruise and Musement offerings are expected to boost occupancy, rates, and overall revenue growth.
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€10.52
FV
25.7% undervalued
intrinsic discount
5.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
about 10 hours ago
author updated this narrative
Aalberts
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Southeast Asia And Sustainable Solutions Will Drive Expansion
Key Takeaways Strategic expansion and portfolio optimization position Aalberts for long-term growth by focusing on high-margin, sustainable solutions in emerging and established markets. Operational improvements and innovation in energy-efficient and modular technologies enhance profitability, resilience, and financial flexibility.
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€41.55
FV
29.2% undervalued
intrinsic discount
4.50%
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
about 10 hours ago
author updated this narrative
LIC Housing Finance
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Lower Rates And Urbanization In India Will Drive Mortgage Demand
Key Takeaways Lower funding costs, government support, and ongoing digitization are expected to drive margin stability, recurring income, and future profitability. Asset quality improvement and expansion into affordable housing suggest stronger long-term growth potential despite current competition.
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₹666.00
FV
13.2% undervalued
intrinsic discount
8.08%
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
about 10 hours ago
author updated this narrative
Dalmia Bharat
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Indian Urbanization And Premium Mix Will Unlock Sustainable Value
Key Takeaways Expansion into high-growth regions, premium product focus, and brand investments are driving stronger revenue growth, improved pricing power, and higher margins. Sustainability initiatives and cost-control measures enhance resilience, ensure ESG leadership, and position the company for long-term market and margin advantages.
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₹2.30k
FV
1.6% undervalued
intrinsic discount
11.46%
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
about 10 hours ago
author updated this narrative
Nomura Real Estate Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Tokyo 23 Wards Developments And Overseas Ventures Will Ignite Progress
Key Takeaways Focus on urban land banking, senior housing, and redevelopment projects supports stable revenues, margin resilience, and premium asset growth. Overseas expansion and growth in fee-based management businesses diversify risk and drive long-term earnings and margin improvement.
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JP¥969.33
FV
7.8% undervalued
intrinsic discount
8.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
about 10 hours ago
author updated this narrative
Bucher Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Sustainable Agriculture And Urban Expansion Will Drive Demand
Key Takeaways Rising demand for sustainable, high-tech farming and municipal solutions, driven by global trends, is fueling Bucher's revenue and margin growth. Strategic R&D investments, product innovation, and expansion in emerging markets position Bucher for premium pricing and long-term profitability.
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CHF 424.50
FV
7.5% undervalued
intrinsic discount
6.14%
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
about 10 hours ago
author updated this narrative
Piramal Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expanding Capacity Will Capture Global Healthcare Demand
Key Takeaways Expansion in manufacturing and differentiated offerings leverages rising global healthcare demand and outsourcing trends, supporting strong revenue growth and improved profitability. Enhanced regulatory compliance and focus on high-margin, specialty products reduce operational risks and margin volatility while strengthening competitive positioning.
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₹256.67
FV
25.3% undervalued
intrinsic discount
13.21%
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
about 10 hours ago
author updated this narrative
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