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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
62
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
93
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
20.6% 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
14
users have followed this narrative
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Cholamandalam Investment and Finance
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
India's Rising Middle Class Will Fuel Lending Expansion
Key Takeaways Structural growth drivers, branch expansion, and digital investments are set to boost long-term revenue and operating leverage while lowering acquisition costs. Diversified lending portfolio and robust risk management enhance earnings stability and position the company for above-industry growth.
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₹1.58k
FV
8.4% undervalued
intrinsic discount
30.95%
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
2 days ago
author updated this narrative
True Corporation
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Advancements In 5G And AI Will Improve Operational Efficiency And Customer Experience
Key Takeaways Network consolidation and modernization are expected to enhance customer experience, optimize coverage, and improve revenue and net margins. Expansion in 5G and beyond connectivity solutions could create new revenue streams and support long-term earnings growth.
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฿14.99
FV
27.9% undervalued
intrinsic discount
0.18%
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
2 days ago
author updated this narrative
Dr. Reddy's Laboratories
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Investments In Biosimilars And NRT Will Expand Market Reach, Yet Regulatory Hurdles May Persist
Key Takeaways Strategic expansion in biosimilars and key product markets could drive revenue and improve margins. Increased investment in R&D for complex generics and GLP-1 assets aims to boost high-margin, innovative product offerings.
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₹1.28k
FV
5.6% undervalued
intrinsic discount
4.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
2 days ago
author updated this narrative
Cochlear
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
New Cochlear Implant Launch And Market Expansion Will Strengthen Future Prospects
Key Takeaways Focus on adult and senior markets in developed countries could drive revenue and net margin growth through increased sales volume. New product launches and geographic expansion, especially in Europe and emerging markets, support competitive positioning and incremental revenue growth.
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AU$290.68
FV
6.4% overvalued
intrinsic discount
10.34%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
2 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 329.36
FV
13.4% undervalued
intrinsic discount
12.32%
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
2 days ago
author updated this narrative
Delivery Hero
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Operational Efficiencies And Cost Control Signal Path To Sustainable Profitability
Key Takeaways Market expansion, customer experience, and subscription in Korea could boost revenue and profitability through increased order volumes and customer retention. Talabat's potential IPO may attract regional investors, contributing to MENA growth and strengthening Delivery Hero's balance sheet.
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€36.42
FV
29.0% undervalued
intrinsic discount
11.30%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
2 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
2.3% undervalued
intrinsic discount
-1.14%
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
2 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
15.4% 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
2 days ago
author updated this narrative
Sage Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
GenAI-Powered Assistant And Market Expansion Will Improve Customer Engagement
Key Takeaways Sage is advancing AI integration to boost operational efficiency and customer engagement, fostering revenue growth through adoption and retention. Strategic expansion and disciplined cost control are driving revenue growth and enhancing operating margins, supporting long-term earnings and shareholder value.
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UK£13.46
FV
13.7% undervalued
intrinsic discount
8.63%
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
2 days ago
author updated this narrative
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