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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
24
users have liked this narrative
6
users have commented on this narrative
55
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
87
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
13
users have followed this narrative
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FirstRand
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Lower Inflation And Political Stability Will Stimulate Credit Growth Opportunities
Key Takeaways Improved affordability and economic recovery could drive increased consumer and corporate credit demand, positively impacting revenue growth. Strategic focus on SME lending and non-interest revenue growth is set to boost earnings and diversify income sources.
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R88.49
FV
13.6% undervalued
intrinsic discount
12.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
about 18 hours ago
author updated this narrative
Banco do Brasil
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Investments In Technology And Digital Transformation Will Drive Future Operational Efficiencies
Key Takeaways Strategic focus on the private payroll loan market and SME segment aims to enhance revenue and manage credit risk, boosting future earnings and margins. Investments in technology and sustainable banking are set to improve operational efficiencies and diversify revenue, aligning with sustainability trends.
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R$27.40
FV
31.0% undervalued
intrinsic discount
11.11%
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
about 18 hours ago
author updated this narrative
Banco BTG Pactual
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquisitions Of Orama, MY Safra, And Julius Baer Will Expand Scale And Product Offerings In Asset And Wealth Management
Key Takeaways BTG Pactual’s diversified credit portfolio and reduced funding costs suggest potential for continued earnings growth. Acquisitions and strong asset inflows bolster wealth management scale and product offerings, boosting revenue prospects.
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R$44.25
FV
8.9% undervalued
intrinsic discount
0.069%
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 18 hours ago
author updated this narrative
Bayer
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Crop Science And Pharmaceuticals Will Thrive On Favorable Trends
Key Takeaways Strong pharma pipeline, new launches, and innovation are set to offset losses from expiring patents, supporting long-term revenue growth and margin improvement. Operational streamlining, litigation containment, and portfolio optimization aim to boost efficiency, resilience, and cash flow while enhancing future market stability.
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€28.42
FV
10.7% undervalued
intrinsic discount
1.26%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
142
users have followed this narrative
about 18 hours ago
author updated this narrative
Aristocrat Leisure
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Integration With NeoGames And New Gaming Content Will Expand Market Reach In iLottery And iGaming
Key Takeaways Strategic divestitures and integration of new business units could enhance market reach and focus on core strengths, potentially increasing growth and profits. Market share gains, optimized operations, and strategic R&D investments are expected to sustain profitability, boost content deployment, and support expansion into new markets.
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AU$71.44
FV
0.09% undervalued
intrinsic discount
2.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
about 18 hours ago
author updated this narrative
Transurban Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
AI Technology And North American Expansion Will Shape Future Prospects
Key Takeaways Strategic positioning in growth areas and infrastructure innovation could drive long-term revenue increases and operational efficiencies for Transurban. Expansion into new markets like North America and New Zealand, with risk-reducing partnerships, may enhance distribution growth and revenue streams.
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AU$13.75
FV
0.02% overvalued
intrinsic discount
4.53%
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
about 18 hours ago
author updated this narrative
WiseTech Global
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Contract Wins With Nippon Express And LOGISTEED Will Expand Global Logistics Reach
Key Takeaways Strategic acquisitions and new product rollouts are projected to enhance market presence, drive revenue growth, and broaden customer adoption. Cost efficiency initiatives and increased R&D investment are expected to improve profitability, bolster long-term earnings, and enhance market competitiveness.
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AU$131.42
FV
11.2% undervalued
intrinsic discount
41.92%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
77
users have followed this narrative
about 18 hours ago
author updated this narrative
Kuaishou Technology
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
Kling AI Integration Will Unlock Creative And E-Commerce Opportunities
Key Takeaways AI integration is expected to drive engagement, increase content revenue, and improve advertising conversion rates on Kuaishou's platform. Long-term profitability could improve through expanded earnings from AI initiatives, despite initial impacts on margin expansion.
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HK$77.67
FV
3.0% overvalued
intrinsic discount
9.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
about 18 hours ago
author updated this narrative
Publicis Groupe
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
AI Adoption And Digital Transformation Will Unlock Future Value
Key Takeaways AI-driven solutions and integrated data platforms are driving client growth, higher margins, and improved operational efficiency across diversified marketing channels. Strategic acquisitions, digital transformation focus, and expansion in high-growth markets are boosting market share and creating durable, predictable revenue streams.
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€110.15
FV
28.6% undervalued
intrinsic discount
-3.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 18 hours ago
author updated this narrative
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