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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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Sun Life Financial
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Expansion In Asia And Digital Initiatives Will Drive Future Efficiency
Key Takeaways Expansion in Asia and strong SLC Management performance promise revenue growth through enhanced sales and increased management fees. Digital initiatives and U.S. business adjustments are expected to boost efficiency, margins, and earnings, alongside enhanced earnings per share from share buybacks.
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CA$89.08
FV
5.1% undervalued
intrinsic discount
13.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
about 13 hours ago
author updated this narrative
Cathay Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Transformation May Boost Efficiency, But Foreign Exchange Risks Remain
Key Takeaways Expansion in wealth management and credit card services with high-net-worth clients may drive revenue growth and increase fee income. Digital transformation, including AI and cloud growth, aims to boost operational efficiency and customer satisfaction, enhancing net margins and earnings.
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NT$67.11
FV
6.3% undervalued
intrinsic discount
-31.86%
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
about 13 hours ago
author updated this narrative
Fomento Económico Mexicano. de
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital And Retail Expansion Will Unlock Latin America's Untapped Potential
Key Takeaways Expanding digital and retail presence, along with tailored financial services, is driving greater customer engagement, new revenue streams, and future sales growth opportunities. Cost optimization and innovative retail strategies are enhancing operational efficiency, protecting margins, and positioning the company to defend and grow its market share.
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Mex$233.43
FV
29.7% undervalued
intrinsic discount
8.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
about 13 hours ago
author updated this narrative
Amadeus IT Group
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Cloud Migration And Asia Pacific Trends Will Unlock Travel Opportunities
Key Takeaways Continued digital transformation and advanced AI integration are driving greater operational efficiency, margin improvements, and enhanced client retention for sustainable growth. Expansion into hospitality, payments, and airport operations reduces reliance on airlines, positioning the company for more stable and diversified earnings.
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€77.86
FV
8.2% undervalued
intrinsic discount
7.49%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 13 hours ago
author updated this narrative
Sun Hung Kai Properties
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
New Projects Like YOHO WEST PARKSIDE Will Impact Future Earnings
Key Takeaways New residential and investment projects are set to drive property sales and rental income, boosting revenue and profitability. Focus on cost discipline, strategic debt management, and asset enhancement aims to support financial stability and increase net margins.
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HK$94.77
FV
1.6% overvalued
intrinsic discount
3.56%
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
about 13 hours ago
author updated this narrative
Bajaj Auto
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Expansion Into Latin America And Asia Will Drive Electric Mobility
Key Takeaways Expansion in emerging markets and strength in commercial vehicles drive sustained revenue and export growth, aided by rising demand and leadership in key regions. Strong EV adoption, premium product launches, and captive financing enhance market share, profitability, and revenue resilience across diverse segments.
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₹9.26k
FV
11.1% undervalued
intrinsic discount
10.74%
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 13 hours ago
author updated this narrative
Pernod Ricard
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Targeting 80% Cash Conversion Rate From FY 2026 To Support Shareholder Returns
Key Takeaways Strategic investment in premiumization and geographic diversification aims to drive organic net sales growth and improve revenue. Efficiency initiatives and improved cash conversion are set to enhance operating margins, cash flow, and shareholder returns.
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€110.21
FV
13.5% undervalued
intrinsic discount
-0.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
about 13 hours ago
author updated this narrative
Great-West Lifeco
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Transformation And Aging Trends Will Expand Global Wealth Management
Key Takeaways Strong demographic trends and global market expansion position the company for sustained growth in retirement and wealth management solutions. Digital transformation and capital-light business expansion are set to drive efficiency, stable earnings, and improved returns on equity.
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CA$54.70
FV
3.1% undervalued
intrinsic discount
5.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
about 13 hours ago
author updated this narrative
Ping An Bank
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
The Bank's Fintech And AI Initiatives Will Improve Operational Efficiency
Key Takeaways Digital transformation and fintech initiatives are expected to improve operational efficiency, service quality, and optimize costs, enhancing net margins. Emphasis on medium risk, yield products, and risk management strategies aims to stabilize revenue, improve asset quality, and shareholder value.
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CN¥13.24
FV
5.8% undervalued
intrinsic discount
18.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 13 hours ago
author updated this narrative
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