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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
5
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
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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
4
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
New
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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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Apollo Hospitals Enterprise
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
Expanding Into High-End Specialties And Emerging Markets Will Strengthen Future Prospects
Key Takeaways Focus on high-end specialties and strategic payer mix optimization is expected to enhance revenue intensity and net margins. Expansion into emerging markets and international patient growth could drive significant revenue increases.
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₹8.10k
FV
10.2% undervalued
intrinsic discount
17.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
Covestro
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Hebron Facility Expansion Will Increase Polycarbonate Capacity For Key Industries
Key Takeaways Covestro's strategic focus on expanding production capacity and sustainability aims to boost revenue by increasing market share and creating a competitive advantage. The STRONG program's cost efficiencies and renewable energy increase are expected to enhance earnings and margins through reduced costs and sustainability improvements.
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€61.88
FV
2.5% undervalued
intrinsic discount
2.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
6 days ago
author updated this narrative
HTHT
H World Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Asset-light Model And Lower-Tier Expansion Will Secure A Bright Future
Key Takeaways Expansion into lower-tier cities and asset-light transformation aim to boost revenue, market share, and sustainable cash flow. Growth in high-margin segments and strategic cost-cutting enhance profitability through brand recognition and restructuring.
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US$43.79
FV
30.4% undervalued
intrinsic discount
5.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
6 days ago
author updated this narrative
Kakao
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Generative AI Integration Will Reshape User Experience And Increase Engagement
Key Takeaways Kakao's AI innovations are set to enhance user engagement and operational efficiency, potentially increasing revenue and lifting net margins. Expanding beyond chat-based interactions could deepen user engagement, driving higher ad revenues and overall earnings growth.
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₩62.09k
FV
11.9% undervalued
intrinsic discount
7.05%
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
6 days ago
author updated this narrative
Bouygues
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Equans' Perform Strategy And La Poste Telecom Acquisition Will Improve Future Profitability
Key Takeaways Successful execution of strategic plans and acquisitions enhance margins and revenue stability, boosting Bouygues' construction and telecom segments. Commitment to sustainability and strategic telecom investments foster revenue growth and improve market competitiveness, while aligning with investor eco-preferences.
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€40.41
FV
9.3% undervalued
intrinsic discount
1.52%
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
6 days ago
author updated this narrative
Aeroports de Paris
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expansions At Almaty, Ankara, And Delhi Airports Will Enhance Capacity And Passenger Services
Key Takeaways Expansion through international assets and terminal projects aims to boost capacity, traffic, and future revenue. Successful retail strategies and sustainability initiatives focus on increasing earnings, improving margins, and supporting long-term growth.
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€124.87
FV
10.2% undervalued
intrinsic discount
5.45%
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
6 days ago
author updated this narrative
Max Healthcare Institute
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Expansions In Thane And Mohali Are Set To Strengthen Future Operations
Key Takeaways Expansion into new markets and capacity enhancements aim to drive revenue growth and improve operating leverage and net margins. Strategic acquisitions and a focus on high-value therapies are expected to boost operational efficiencies, revenue, and profitability.
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₹1.20k
FV
5.9% overvalued
intrinsic discount
27.51%
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
6 days ago
author updated this narrative
United Spirits
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
McDowell's X Series Launch And Andhra Pradesh Expansion Will Strengthen Future Prospects
Key Takeaways Continued premiumization and new product launches are set to drive future revenue growth through higher-value product sales. Market expansion and cost-saving measures will enhance revenue and net margins, with strategic marketing boosting consumer engagement.
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₹1.63k
FV
18.6% undervalued
intrinsic discount
10.55%
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
Zydus Lifesciences
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Expansion Into Europe And Novel Treatments Will Boost Future Prospects, Yet Competition May Pressure Margins
Key Takeaways Strong growth in U.S. Formulations and Chronic segment could boost revenue and margins with market share expansion in key therapies. Focus on emerging markets, European expansions, and innovation pipeline may drive robust revenue growth and profitability through market exclusivity and competitive advantages.
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₹970.10
FV
1.0% undervalued
intrinsic discount
4.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
6 days ago
author updated this narrative
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