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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
20
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
28
users have liked this narrative
5
users have commented on this narrative
77
users have followed this narrative
New
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
10
users have followed this narrative
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Mirae Asset Securities
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Global Expansion And AI Focus Will Strengthen Future Prospects
Key Takeaways Mirae Asset Securities aims to boost revenue and profitability through AI-driven investment tools, strategic acquisitions like Sharekhan, and asset management expansion in global wealth management. The company focuses on enhancing shareholder value with share cancellations, a dividend policy, and maintaining high return on equity through strategic investments and potential market opportunities.
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₩16.78k
FV
11.5% overvalued
intrinsic discount
-55.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
24 days ago
author updated this narrative
Koninklijke Heijmans
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Dutch Public Investments And Modular Methods Will Transform Construction
Key Takeaways Large public infrastructure investments and ongoing adoption of modular, digital construction methods position Heijmans for sustainable revenue growth and margin expansion. Strong project pipeline and financial flexibility enable strategic growth, with housing demand and energy transition trends offering further upside potential.
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€70.38
FV
15.8% undervalued
intrinsic discount
4.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
Updated
narrative
Cohance Lifesciences
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Acquisitions Will Expand Opportunities In ADCs And Oligonucleotides
Key Takeaways Strategic acquisitions and entry into high-growth segments enhance revenue and margins by tapping into high-value markets like oligonucleotides and ADCs. Diversification and expansion into specialty segments with differentiated technology and M&A bolster competitive advantage and drive predictable, accelerated growth. Strategic acquisition reliance and volatile demand may strain cash flow, impacting financial stability, margins, and long-term earnings if expected synergies aren't realized.
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₹1.31k
FV
28.7% undervalued
intrinsic discount
56.20%
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
23 days ago
author updated this narrative
Chennai Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Improved Operations And New Value-added Products Will Secure Success
Key Takeaways Transition to Schedule A status grants operational freedom, potentially improving efficiency and boosting earnings. Introduction of new products and projects, like a new refinery JV, offer growth and enhanced revenue streams.
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₹670.00
FV
5.2% undervalued
intrinsic discount
5.47%
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
28 days ago
author updated this narrative
Indivior
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
SUBLOCADE Investments Will Improve Patient And Physician Experience
Key Takeaways Commercial investments and label updates for SUBLOCADE are expected to boost revenue growth and enhance patient and physician experience. Strategic reinvestments and U.S. market stabilization could strengthen revenue projections and profit margins for Indivior.
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UK£10.43
FV
18.7% overvalued
intrinsic discount
-0.92%
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
28 days ago
author updated this narrative
Cronos Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Global Cannabis Expansion Will Thrive Amid Tariff Challenges
Key Takeaways Growing international presence and facility expansions position Cronos for increased revenue, reduced regional dependency, and improved operating leverage. Focus on innovative wellness products and disciplined financial management supports sustained margin improvement and long-term growth flexibility.
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CA$3.77
FV
23.6% undervalued
intrinsic discount
11.13%
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
28 days ago
author updated this narrative
JDE Peet's
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanding Premium Segments And Global Reach Will Unlock Value
Key Takeaways Expansion in premium and specialty products, along with innovation and targeted marketing, positions the company for sustained growth and improved margins amid shifting consumer preferences. Strategic cost controls and disciplined capital allocation support financial flexibility, enabling increased shareholder returns and resilience in volatile economic environments.
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€25.61
FV
1.3% overvalued
intrinsic discount
2.29%
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
Updated
narrative
DouYu International Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Monetization And Mobile Entertainment Will Unlock Value
Key Takeaways Diversification into innovative segments and digital monetization is strengthening revenue streams and reducing reliance on declining areas. Operational cost optimization and AI-driven efficiency initiatives are supporting margin improvement and earnings resilience.
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US$7.35
FV
4.7% overvalued
intrinsic discount
-4.95%
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
28 days ago
author updated this narrative
DNL
Dyno Nobel
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Dyno Nobel Asia Pacific's Record Earnings And Advanced Technology To Drive Global Explosives Leadership
Key Takeaways Incitec Pivot's strategy to lead in global explosives aims to double earnings through advanced technology, affecting revenue and growth. Splitting the Fertilisers business and asset sales aim to optimize capital structure and boost shareholder returns.
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AU$2.98
FV
0.4% undervalued
intrinsic discount
-11.53%
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
9 days ago
author updated this narrative
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