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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
42
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
62
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Hero MotoCorp
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Focus On Premiumization And EV Expansion Will Drive Future Success
Key Takeaways Strategic focus on premiumization, EV leadership, and diverse revenue streams is likely to drive revenue growth and enhance profitability. Expansion in affordable EVs such as Vida V2 Lite aims to boost market penetration, contributing positively to earnings and economies of scale.
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₹4.55k
FV
1.7% undervalued
intrinsic discount
7.02%
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
7 days ago
author updated this narrative
Cummins India
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Market Adoption Of CPCB IV+ Products Will Strengthen Competitive Position In Advanced Technology Segments
Key Takeaways Streamlining operations through non-core asset sales and efficiency improvements could enhance net margins and core competency focus. Strong domestic PowerGen growth and innovative product acceptance position Cummins India for sustained revenue and improved competitive edge in technology.
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₹3.51k
FV
3.5% overvalued
intrinsic discount
13.06%
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
BB Seguridade Participações
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Investments In Technology And New Products Will Improve Customer Loyalty And Expand Market Reach
Key Takeaways Investment in technology and data enhances customer service and product development, supporting future growth in revenues and net margins. Strategic expansion into rural insurance and diversification with new products boost potential revenue growth and earnings stability through loyal customer retention.
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R$41.00
FV
17.2% undervalued
intrinsic discount
5.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
7 days ago
author updated this narrative
Recordati Industria Chimica e Farmaceutica
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Rare Disease Products Expected To Strengthen Future Prospects
Key Takeaways Rare Disease segment growth and Isturisa label expansion are expected to significantly boost future revenue and earnings. Strong financial health and strategic acquisitions indicate potential for continued revenue growth and enhanced shareholder value.
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€58.97
FV
14.5% undervalued
intrinsic discount
7.85%
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
7 days ago
author updated this narrative
LG Electronics
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Subscription Services And Eco Products Will Transform Global Markets
Key Takeaways Expansion into digital services, B2B sectors, and AI solutions is driving recurring revenue growth, higher margins, and reduced reliance on traditional hardware sales. Eco-friendly innovation and global operational optimization are positioning LG for regulatory advantages, premium pricing, and resilience against market and supply chain risks.
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₩95.94k
FV
19.8% undervalued
intrinsic discount
3.33%
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
7 days ago
author updated this narrative
Origin Energy
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Shifting To Renewables Will Increase Costs And Compress Future Margins
Key Takeaways Transitioning to renewables and investing in infrastructure increases capital expenditure, impacting cash flows and net margins due to delayed ROI. Rising costs from gas supply investments and heightened competition in energy retail may squeeze margins, offsetting customer growth efforts.
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AU$10.89
FV
9.8% overvalued
intrinsic discount
-0.54%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
7 days ago
author updated this narrative
CapitaLand Integrated Commercial Trust
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
We Will See Weaker Revenue Amid Refinancing Risks In Singapore
Key Takeaways Economic uncertainties and rising interest rates could hinder financial flexibility, squeeze net margins, and slow retail revenue growth. Ongoing asset enhancement initiatives may strain short-term earnings but promise potential long-term benefits if executed effectively.
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S$2.33
FV
3.5% undervalued
intrinsic discount
1.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
7 days ago
author updated this narrative
Fresenius Medical Care
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
FME25 Program Acceleration Will Deliver Sustainable Savings Ahead Of Plan
Key Takeaways Acceleration of cost efficiency improvements and leadership restructuring are expected to enhance earnings and drive future revenue growth. Strategic portfolio optimization and operational improvements aim to boost net margins, with new products potentially increasing U.S. market penetration.
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€51.50
FV
17.4% undervalued
intrinsic discount
3.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
7 days ago
author updated this narrative
Polycab India
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Government Infrastructure And Renewables Will Drive Future Demand
Key Takeaways Infrastructure spending and rural construction are fueling strong demand for Polycab's products and enabling wider market reach across urban and non-urban regions. Focus on backward integration, product premiumization, and solar adoption is set to enhance operational efficiency, margins, and sustainable market share gains.
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₹7.56k
FV
9.8% undervalued
intrinsic discount
15.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
7 days ago
author updated this narrative
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