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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
58
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
32
users have liked this narrative
6
users have commented on this narrative
89
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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Companhia de Saneamento Básico do Estado de São Paulo - SABESP
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Privatization And Cost Cuts Will Shape Water Utilities Amid Risks
Key Takeaways SABESP's privatization efforts and expanded consumer base aim for significant revenue growth and universal service coverage. Strategic operational consolidations and modern infrastructure initiatives focus on increasing efficiency, cash flow, and earnings by optimizing costs and improving billing processes.
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R$130.42
FV
14.5% undervalued
intrinsic discount
-7.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
1 day ago
author updated this narrative
Banco de Sabadell
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Focused Spanish Lending And Digital Progress Will Drive Future Resilience
Key Takeaways Robust loan and customer fund growth, paired with successful digital transformation and cost controls, strengthen revenue streams and operational efficiency. Strategic focus on the Spanish core and improved asset quality lower risk and support increased shareholder returns and long-term earnings growth.
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€3.11
FV
6.4% overvalued
intrinsic discount
5.21%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
1 day ago
author updated this narrative
XPEV
XPeng
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Intensifying AI And Automotive Investments Will Challenge Margins But Promise Future Gains
Key Takeaways Strategic focus on AI and globalization may compress short-term profit margins due to increased R&D and expansion-related expenses. Extensive investments in new technologies and international expansion could delay profitability and strain financial resources in the near term.
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US$25.82
FV
21.8% undervalued
intrinsic discount
38.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
62
users have followed this narrative
1 day ago
author updated this narrative
Swire Pacific
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Continued Investments Will Strengthen Future Prospects In Aviation And Beverage Markets
Key Takeaways Swire Pacific's strategic investments in new markets and projects suggest potential for increased future revenue and asset growth with underappreciated stock valuation implications. Expansion initiatives, including successful project launches and market execution, indicate potential revenue boosts, improved margins, and enhanced operational efficiency across core businesses.
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HK$78.78
FV
13.4% undervalued
intrinsic discount
5.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
1 day ago
author updated this narrative
RATIONAL
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Resource Efficient Kitchen Technology Will Unlock Global Opportunities
Key Takeaways Rising demand for energy-efficient, automated kitchen solutions and ongoing innovation drive revenue growth, margin improvement, and market share gains for the company. Expansion in emerging markets and continued investment in sales and R&D support geographic diversification, sustained order growth, and stable long-term earnings.
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€749.36
FV
12.7% undervalued
intrinsic discount
7.09%
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
1 day ago
author updated this narrative
Singapore Technologies Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Investments In MRO Capacities And International Expansion Will Strengthen Future Competitiveness
Key Takeaways Strong order book and strategic investments enhance revenue visibility, operational capabilities, and margins, supporting long-term growth. Defense segment growth driven by geopolitical tensions and international expansions boost revenue and competitiveness.
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S$8.25
FV
5.3% overvalued
intrinsic discount
8.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
1 day ago
author updated this narrative
Canara Bank
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Lending And Retail Trends Will Shape India's Future Banking
Key Takeaways Strong growth in retail lending and improved asset quality drive earnings stability and enhance overall profitability. Digitization and diversification of non-interest income boost cost efficiency and position the bank for sustainable long-term growth.
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₹123.19
FV
12.4% undervalued
intrinsic discount
11.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
1 day ago
author updated this narrative
ICICI Lombard General Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Government Spending And Digital Advances Will Expand Insurance Reach
Key Takeaways Increasing government spending and anticipated growth in auto and health sectors may boost revenue and slightly improve margins for ICICI Lombard. Regulatory changes and digital innovations could enhance market penetration, reduce costs, and improve overall growth and earnings.
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₹2.12k
FV
10.6% undervalued
intrinsic discount
10.48%
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
1 day ago
author updated this narrative
Jindal Steel
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Upcoming Investments In Galvanizing And Color Coating Will Improve Product Mix And Optimize Costs
Key Takeaways Strategic focus on infrastructure and logistics expansion aims to optimize costs and enhance margins through efficiency improvements and enhanced product offerings. Commitment to financial flexibility through controlled leverage could support future growth initiatives, potentially enhancing earnings per share.
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₹988.18
FV
1.4% undervalued
intrinsic discount
16.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
1 day ago
author updated this narrative
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