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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
59.6% 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
5
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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
10
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
20.1% 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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GlobalWafers
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Focus On SiC And GaN Technologies Will Position The Company To Capture High-Growth Opportunities In EVs And Renewable Energy Sectors
Key Takeaways Localized production enhances supply chain resilience, reducing tariffs and freight costs, potentially improving net margins. Investments in advanced technologies and capacity expansion are poised to boost revenue and strengthen earnings.
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NT$389.58
FV
9.9% undervalued
intrinsic discount
8.09%
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
6 days ago
author updated this narrative
Canadian Tire Corporation
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expected Tariffs Will Increase Costs And Shrink Margins In Canadian Retail
Key Takeaways Tariffs pose a risk to revenue and margins, requiring strategic sourcing adaptations that may increase operational costs. Weather-dependent sales and promotional efforts expose Canadian Tire to margin volatility and cost pressures.
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CA$176.18
FV
4.5% overvalued
intrinsic discount
0.63%
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
6 days ago
author updated this narrative
Luckin Coffee
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Chinese Urbanization And Digital Transformation Will Unlock Market Potential
Key Takeaways Expanding store presence and digital-first engagement support continued revenue growth and strong customer loyalty through innovation and personalized service. Investments in supply chain, operational efficiencies, and health-focused products are improving margins and aligning with evolving consumer trends.
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US$42.20
FV
10.6% undervalued
intrinsic discount
18.37%
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
6 days ago
author updated this narrative
Rightmove
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Property Digitization And AI Rollout Will Transform Real Estate
Key Takeaways Leading platform engagement and ongoing digital innovation are driving higher user traffic, advertiser demand, and enhanced monetization opportunities. Expansion into new verticals and uptake of premium agent packages are reducing reliance on the resale market and strengthening diversified, high-margin growth.
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UK£7.72
FV
6.5% overvalued
intrinsic discount
10.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
6 days ago
author updated this narrative
Air Canada
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
International Travel Expansion And Rising Costs Will Define Future Prospects
Key Takeaways Strong global travel demand, international network growth, and premium cabin focus are driving sustained revenue gains and competitive market positioning. Fleet modernization and digital initiatives are boosting efficiency, ancillary income, and loyalty, supporting margin expansion and recurring earnings growth.
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CA$24.84
FV
23.3% undervalued
intrinsic discount
5.52%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
94
users have followed this narrative
6 days ago
author updated this narrative
Sekisui Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Investments In Perovskite Solar Cells And Plastics Will Unlock Potential
Key Takeaways Heavy investment in high-performance plastics and solar cells aims to boost growth in sustainable energy and high-tech sectors. Strategic global expansion, especially in medical and UIEP segments, enhances international market presence and potential earnings.
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JP¥2.80k
FV
6.1% undervalued
intrinsic discount
3.81%
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
6 days ago
author updated this narrative
KGHM Polska Miedz
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Renewable Energy And Victoria Project Will Modernize International Operations
Key Takeaways Investment in renewable energy and optimized resource management is expected to reduce costs and improve operational efficiency and net margins. Expansion into international markets and strategic shifts in foreign operations aim to increase production capacity and enhance revenue streams.
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zł133.73
FV
5.2% undervalued
intrinsic discount
2.82%
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
6 days ago
author updated this narrative
SEEK
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Advanced AI And Freemium Strategy Will Expand Market Share In Asia
Key Takeaways Expansion in various markets via innovation and AI improves placement share and market penetration, boosting revenues with increased job postings. Personalized job recommendations and a freemium model enhance user experience and ad volumes, supporting revenue growth and market share capture.
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AU$27.29
FV
10.6% undervalued
intrinsic discount
9.87%
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
6 days ago
author updated this narrative
Schaeffler India
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Make In India And Capacity Expansion Will Unlock Future Opportunities
Key Takeaways Expanded manufacturing capacity and localization initiatives are set to strengthen margins, competitiveness, and market share through cost savings and greater scale. Investments in e-mobility, export growth, and diverse end-market exposure position the company for sustained revenue growth and reduced dependence on domestic cycles.
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₹4.33k
FV
3.8% undervalued
intrinsic discount
12.78%
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
6 days ago
author updated this narrative
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