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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
19
users have liked this narrative
6
users have commented on this narrative
48
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
27
users have liked this narrative
5
users have commented on this narrative
76
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
8
users have followed this narrative
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JD Logistics
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Increasing Overseas Warehouse Capacity Over 100% Will Enhance Global Operations
Key Takeaways JD Logistics is focused on global expansion and efficiency improvements to drive growth and enhance net margins. Strategic collaborations and technology investments aim to uncover new revenue from emerging segments and sustain profit margin expansion.
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HK$17.45
FV
22.0% undervalued
intrinsic discount
9.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
VACN
VAT Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Advanced Semiconductor Trends Will Unlock Lucrative Market Prospects
Key Takeaways Strong semiconductor demand and expanding chip manufacturing complexity position VAT for above-market growth, with accelerating revenue anticipated as investment cycles recover. Strategic R&D, capacity expansions, and growth in aftermarket services will drive margin improvement, recurring revenue, and enhanced market share.
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CHF 332.20
FV
16.3% undervalued
intrinsic discount
11.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this narrative
Swire Properties
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Chinese Mainland Expansion And Luxury Partnerships Will Drive Future Performance
Key Takeaways Strategic investment in the Chinese mainland and capital recycling efforts aim to drive significant revenue growth through high-growth markets and profitable capital reallocation. Commitment to shareholder returns and diversified development pipeline are positioned to enhance earnings and drive robust future revenue growth.
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HK$21.48
FV
4.1% undervalued
intrinsic discount
6.90%
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
7 days ago
author updated this narrative
Cholamandalam Investment and Finance
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
New Lending Segments And Geographic Expansion Will Drive Efficiency
Key Takeaways Strategic expansion into home loans and LAP is expected to boost disbursements and revenue, enhancing market presence. Focusing on reducing credit costs and exiting low-return products is likely to improve net margins and drive long-term efficiency.
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₹1.63k
FV
10.7% undervalued
intrinsic discount
31.40%
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
7 days ago
author updated this narrative
Norsk Hydro
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Sustainable Metals Demand Will Transform Future Industry Landscape
Key Takeaways Growing demand for sustainable aluminum and strong renewable energy sourcing reinforce Hydro's leadership and pricing power in low-carbon metals. Automation, cost savings, and a downstream focus drive margin improvements and position the company for sustainable long-term earnings growth.
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NOK 65.88
FV
4.8% undervalued
intrinsic discount
-1.13%
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
7 days ago
author updated this narrative
ICICI Prudential Life Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
GIFT Select Product Will Deliver Secure And Adaptive Insurance Offerings
Key Takeaways Enhanced product mix, focusing on high-margin and guaranteed income products, aims to boost net margins and stabilize revenues amid economic challenges. Strategic partnerships, channel diversification, and digital investments target increased market share and growth in embedded value and new business value.
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₹721.50
FV
14.2% undervalued
intrinsic discount
-6.76%
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
7 days ago
author updated this narrative
Jerónimo Martins SGPS
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
New Stores In Slovakia And Colombia Will Expand Market Reach
Key Takeaways Strategic expansion in Slovakia and Colombia and new store openings are set to drive revenue growth and strengthen market presence. Focus on e-commerce in health and beauty, along with cost efficiency initiatives, will enhance margins and support sustainable growth.
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€25.26
FV
15.8% undervalued
intrinsic discount
7.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
7 days ago
author updated this narrative
Bank of the Philippine Islands
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digital Onboarding And Sustainable Finance Will Expand Inclusion
Key Takeaways Digital expansion and agency banking outreach are driving financial inclusion, deposit growth, and operational efficiency, enhancing BPI's long-term growth and profitability prospects. Diversification into wealth management, insurance, and sustainable finance strengthens fee-based income and positions BPI for stable, recurring earnings beyond traditional lending.
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₱158.85
FV
23.5% undervalued
intrinsic discount
12.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
90
users have followed this narrative
7 days ago
author updated this narrative
Knorr-Bremse
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Acquisition Of KB Signaling Will Unlock High-Margin Opportunities In North America
Key Takeaways Ongoing strategic measures and acquisitions aim to boost profitability, margins, and growth in high-margin signaling technology and digital investments. Portfolio optimization and cost reduction initiatives are positioned to enhance operating margins and long-term profitability.
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€86.21
FV
1.7% overvalued
intrinsic discount
4.13%
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
7 days ago
author updated this narrative
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