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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
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
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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
3
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
New
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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
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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Adani Energy Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Mumbai HVDC And Smart Metering Will Expand Market Presence
Key Takeaways Strong project pipeline and smart meter expansion signal potential revenue growth and improved operational efficiency, enhancing future earnings. Significant capital expenditure in transmission and distribution projects and reduced T&D losses are set to improve profitability and net margins.
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₹1.31k
FV
39.0% undervalued
intrinsic discount
12.99%
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
13 days ago
author updated this narrative
bioMérieux
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Continued Innovation And Market Leadership Will Ensure Future Success
Key Takeaways Strong cross-selling and innovation strategies are driving revenue growth and expanding market leadership in panel and instrument installations. Profitability improvements through automation and R&D investment are enhancing margins and supporting sustainable long-term growth.
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€123.54
FV
0.9% overvalued
intrinsic discount
7.20%
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
13 days ago
author updated this narrative
Coca-Cola HBC
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Investments In Emerging Markets Like Nigeria And Egypt Will Strengthen Market Presence
Key Takeaways Strategic investments in high-potential categories and sustainability are expected to drive growth and strengthen brand loyalty. Focus on data insights and emerging African markets aims to boost efficiency, profitability, and earnings growth.
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UK£40.62
FV
3.4% undervalued
intrinsic discount
6.53%
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
13 days ago
author updated this narrative
Shriram Finance
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Lower Reserve Bank Of India Rates Will Revitalize Credit Environment
Key Takeaways Anticipated reduction in borrowing costs and improved asset quality could enhance revenue and net margins. Strategic focus on used vehicle financing and economic growth is expected to drive revenue and earnings.
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₹734.94
FV
14.2% undervalued
intrinsic discount
26.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
13 days ago
author updated this narrative
ABN AMRO Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Banking And Sustainable Finance Will Drive Future Success
Key Takeaways Strategic investments in digital services, sustainable finance, and wealth management position ABN AMRO for diversified growth and enhanced client engagement. Efficiency initiatives and strong capital management are expected to improve margins and enable more stable, resilient earnings.
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€23.22
FV
7.4% overvalued
intrinsic discount
2.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
13 days ago
author updated this narrative
ENEOS Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Energy Initiatives And Operational Efficiencies Will Secure Future Revenue Stability
Key Takeaways JXAM's stock market transition aims to unlock growth potential and enhance shareholder returns while optimizing asset management and financial stability. Operational improvements and new energy ventures boost efficiency and profits, supporting future earnings growth and financial stability.
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JP¥887.14
FV
11.7% undervalued
intrinsic discount
-3.34%
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
13 days ago
author updated this narrative
NN Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Early Target Achievement And AI Adoption Will Improve Future Prospects
Key Takeaways Strong commercial momentum in Europe and Non-life segments, along with sustainability investments, enhances NN Group's growth, revenue, and earnings prospects. Management's strategic actions on capital return, reinsurance, and AI implementation bolster shareholder value, net margins, and customer satisfaction.
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€60.19
FV
1.2% undervalued
intrinsic discount
6.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
58
users have followed this narrative
13 days ago
author updated this narrative
Informa
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Transformation And B2B Events Will Unlock Future Value
Key Takeaways Digital and recurring subscription services, alongside high-value branded events, are boosting Informa's margins, cash flow stability, and long-term earnings visibility. Strong industry demand, high customer retention, and strategic acquisitions enable operational efficiency and position the company for sustained growth and valuation uplift.
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UK£9.63
FV
9.1% undervalued
intrinsic discount
7.25%
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
13 days ago
author updated this narrative
Tech Mahindra
AN
AnalystConsensusTarget
Consensus Narrative from 42 Analysts
BFSI And Healthcare Expansion Will Unlock Global Opportunities
Key Takeaways Strategic focus on high-growth verticals and geographic expansion is expected to drive revenue growth. AI-driven innovations and operational efficiencies are likely to expand margins and enhance earnings quality.
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₹1.63k
FV
8.9% undervalued
intrinsic discount
7.17%
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
13 days ago
author updated this narrative
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