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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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Alkem Laboratories
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Rising Cost Pressures And Regulatory Risks Will Undercut Margins
Key Takeaways Intensifying pricing pressures, regulatory risks, and compliance costs threaten margins and growth, especially given Alkem's reliance on price-controlled markets and traditional sales channels. Escalating R&D, environmental, and operational expenses, combined with a limited product pipeline, increase the risk of stagnation and constrain long-term earnings potential.
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₹4.03k
FV
20.9% overvalued
intrinsic discount
9.45%
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
15 days ago
author updated this narrative
MTN Group
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Geopolitical Instability And Rising Costs Will Hamper Prospects
Key Takeaways Geopolitical instability, currency devaluation, and regulatory headwinds pose major risks to MTN's cash flow, earnings, and ability to reinvest for growth. Intensifying competition and commoditization of core services are compressing margins and hindering long-term revenue and profit expansion.
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R73.14
FV
129.2% overvalued
intrinsic discount
12.22%
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
15 days ago
author updated this narrative
Wharf Real Estate Investment
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Digital Trends And Demographics Will Erode Hong Kong Yields
Key Takeaways Overexposure to Hong Kong's retail and office sectors and limited geographic diversification heighten vulnerability to local economic and policy risks. Structural challenges from online retail, demographic shifts, and luxury retail weakness will continue to suppress occupancy, revenue growth, and profitability.
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HK$18.80
FV
36.7% overvalued
intrinsic discount
-1.29%
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
15 days ago
author updated this narrative
8795
T&D Holdings
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Low Yields, Aging Japan And Stiff Regulation Will Curb Stability
Key Takeaways Persistent low yields, demographic headwinds, and limited overseas diversification constrain growth prospects and increase earnings volatility for the company. Rising regulatory costs, digital disruption, and operating expense pressures threaten market share, margin stability, and long-term profitability.
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JP¥2.39k
FV
65.6% overvalued
intrinsic discount
7.45%
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
15 days ago
author updated this narrative
Semperit Holding
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Global Infrastructure Expansion And Renewable Energy Will Fuel Industrial Growth
Key Takeaways Accelerating demand, streamlined operations, and digital transformation position Semperit for outsized margin and free cash flow expansion versus industry peers. Strong balance sheet, flexible production, and premium technologies enable disproportionate growth, resilience, and effective M&A-driven sector consolidation.
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€19.00
FV
30.8% undervalued
intrinsic discount
11.39%
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
15 days ago
author updated this narrative
Honasa Consumer
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
India's Expanding Middle Class And Digital Reach Will Ignite Growth
Key Takeaways Aggressive offline expansion, scalable innovation, and multi-brand synergy may drive revenue and margin growth well beyond current market expectations. Advanced R&D, rapid premiumization, and early adoption of generative AI position the company for superior pricing, efficiency, and long-term earning power.
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₹400.00
FV
34.2% undervalued
intrinsic discount
17.71%
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
15 days ago
author updated this narrative
West African Resources
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Kiaka And Sanbrado Projects Will Tap Rising Global Gold Demand
Key Takeaways Accelerated project timelines and strong operational flexibility could enable earlier and higher-than-expected production, revenue, and cash flow growth. Significant new exploration, favorable gold market dynamics, and strong community engagement position the company for improved earnings, lower risk, and enhanced long-term valuation.
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AU$4.70
FV
43.4% undervalued
intrinsic discount
52.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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15 days ago
author updated this narrative
Bolsa Mexicana de Valores. de
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Latin American Middle Class And Fintech Adoption Will Expand Markets
Key Takeaways Technology-driven innovations and new services could significantly boost trading volumes, revenue growth, and client acquisition beyond current market expectations. Growing middle-class wealth and rising financial literacy in the region present long-term catalysts for stronger recurring revenue and margin expansion.
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Mex$53.00
FV
23.6% undervalued
intrinsic discount
9.27%
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
15 days ago
author updated this narrative
Jalles Machado S/A
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Global Renewable Trends Will Expand Biofuel And Natural Sweetener Markets
Key Takeaways Imminent regulatory shifts, operational upgrades, and favorable global health trends position the company for significant, sustainable margin expansion and premium pricing power. Strategic diversification into bioproducts and automation strengthens resilience, attracts ESG investment, and enhances long-term profitability and competitiveness within the sector.
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R$11.50
FV
71.6% undervalued
intrinsic discount
8.72%
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
15 days ago
author updated this narrative
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