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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
33
users have liked this narrative
6
users have commented on this narrative
90
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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Bursa Malaysia Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Planned Multi-Asset Exchange And ESG Platforms Will Transform Malaysia's Market By 2026
Key Takeaways Expansion into ESG and structured products is expected to boost trading activity and revenue across several segments. Government reforms and a robust IPO market are projected to enhance revenue streams and investor confidence.
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RM 7.95
FV
5.4% undervalued
intrinsic discount
1.60%
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
Just Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Investments In Technology And DB Market Opportunities Will Strengthen Future Prospects
Key Takeaways Strategic focus on Defined Benefit and Defined Contribution markets positions Just Group for revenue growth through new business sales and market capture. Investments in technology and asset origination bolster competitive pricing, aiding in cost control and enhancing profit margins over time.
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UK£2.15
FV
n/a
intrinsic discount
51.83%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
Updated
narrative
KB Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Digital Adoption And Overseas Expansion Will Empower Asian Finance
Key Takeaways Accelerated digitalization, non-banking diversification, and proactive AI investments are expected to improve profitability, increase customer acquisition, and enhance asset quality. Strategic overseas expansion and urbanization-driven demand for financial products support long-term revenue growth and reduce dependence on the Korean market.
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₩139.14k
FV
18.4% 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
4
users have followed this narrative
2 days ago
author updated this narrative
Liontown Resources
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
EV Demand And Ramp-Up Will Shape Lithium Future Amid Risks
Key Takeaways Future growth depends on continued EV demand and government incentives, but any slowdown or policy reversal poses risks to sales and earnings. Reliance on premium ESG positioning and timely project expansion is vulnerable to operational setbacks, cost overruns, and increasing market competition.
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AU$0.59
FV
43.4% overvalued
intrinsic discount
91.11%
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
1 day ago
author updated this narrative
Inspire Medical Systems
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Procedure Improvements And Expanding Medicare Access Will Open Future Opportunities
Key Takeaways Transitory operational delays are expected to resolve soon, positioning the company for accelerated growth as new system adoption and reimbursement improvements unfold. Market expansion and clinical enhancements will boost provider capacity and adoption, supporting sustained long-term revenue growth amid rising demand for sleep health solutions.
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US$151.00
FV
47.6% undervalued
intrinsic discount
14.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
Updated
narrative
Littelfuse
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Electrification, Renewables And Data Centers Will Expand Future Markets
Key Takeaways Expansion in electrification, renewable energy, and key markets is driving higher demand, revenue growth, and improved margins for Littelfuse. Operational efficiency and a solutions-focused strategy are enhancing earnings potential and reducing business cyclicality.
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US$300.00
FV
16.9% undervalued
intrinsic discount
8.59%
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
Kemper
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Specialty Auto Business Expected To Thrive Amid Market Opportunities
Key Takeaways Kemper is achieving strong growth and profitability due to strategic market positioning, favorable regulatory environments, and effective risk management. Confidence in future earnings is evident through share repurchases, dividend increases, and strategic asset allocation, bolstering EPS and investment income.
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US$69.00
FV
n/a
intrinsic discount
7.87%
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
Updated
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MPS
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Global Diversification And AI/ML Adoption Will Strengthen Future Operations
Key Takeaways Diversified markets and reduced client concentration enhance MPS's revenue stability and growth prospects, particularly in North America and APAC. Efforts in eLearning and AI-driven innovations could boost margins and efficiency, while strategic acquisitions support revenue growth.
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₹2.79k
FV
18.7% undervalued
intrinsic discount
11.11%
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
10 days ago
author updated this narrative
American Airlines Group
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Rising Costs And Declining Demand Will Undermine Profitability
Key Takeaways Increasing regulatory, labor, and sustainability pressures are driving up costs and limiting margin flexibility despite ongoing investments in fleet and premium offerings. Structural declines in business travel and shifting demographics threaten long-term revenue growth and hinder the effectiveness of premium and expansion strategies.
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US$8.00
FV
45.3% overvalued
intrinsic discount
4.11%
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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