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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
2
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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
1
users have liked this narrative
0
users have commented on this narrative
7
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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
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Sinotrans
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Asia, Europe And Latin America Will Redefine Global Logistics
Key Takeaways Expansion in Southeast Asia, Europe, and Latin America aims to boost market penetration and revenue through enhanced logistics infrastructure and service offerings. Digital transformation, green logistics solutions, and strategic overseas investments are expected to drive efficiency, customer satisfaction, and long-term growth.
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HK$4.04
FV
8.9% overvalued
intrinsic discount
2.69%
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
5 days ago
author updated this narrative
Flughafen Wien
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Terminal 3 Expansion And Office Park 4 Will Boost Future Earnings
Key Takeaways Strategic infrastructure investments aim to boost future revenue and profits with enhanced capacity and operational efficiencies. Strong financial position and partnerships support resilience and growth despite personnel cost increases.
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€60.40
FV
13.2% undervalued
intrinsic discount
3.02%
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
5 days ago
author updated this narrative
M44U
Mapletree Logistics Trust
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Divestments In Malaysia And Singapore Will Drive Future Portfolio Resilience
Key Takeaways Strategic divestments and proactive hedging strategies are expected to improve net margins and manage financial risks effectively. Strong demand for new developments and a diversified tenant base support revenue resilience and future growth.
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S$1.31
FV
11.2% undervalued
intrinsic discount
3.32%
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
5 days ago
author updated this narrative
Biocon
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
New Biosimilars And FDA Approvals Will Strengthen Future Market Presence
Key Takeaways Successful FDA audits and product approvals position Biocon for revenue and earnings growth, especially in Biosimilars and Generics. Strategic launches and expansions in multiple regions indicate potential for robust revenue and margin growth.
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₹382.90
FV
0.1% undervalued
intrinsic discount
15.72%
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
5 days ago
author updated this narrative
MYTI
Metlen Energy & Metals
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Big 3 Transformation And Gallium Venture Will Strengthen Future Prospects
Key Takeaways Metlen's transformation plan, involving organizational changes and acquisitions, aims to drive organic growth and increase earnings. Gallium investments and electricity supply expansion are expected to enhance revenue, margins, and market presence.
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€53.16
FV
10.5% undervalued
intrinsic discount
13.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
5 days ago
author updated this narrative
Azelis Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Life Sciences Recovery And Digitalization Investments Will Improve Future Efficiency
Key Takeaways Strategic acquisitions and a strong M&A pipeline suggest future revenue growth and expanded net margins from realized synergies. Investments in digitalization and sustainability could drive operational efficiencies, improving net margins and earnings stability long-term.
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€20.56
FV
35.4% undervalued
intrinsic discount
3.87%
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
5 days ago
author updated this narrative
FIBRA Prologis
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Mexico City Logistics Will Expand Amid Tariff And Oversupply Risks
Key Takeaways Strong demand from e-commerce and nearshoring, combined with record rental spreads, is driving sustainable rent growth and higher earnings potential. Operational efficiencies and strategic acquisitions are boosting cash flow, while government policies and infrastructure improvements further support long-term demand and portfolio value.
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Mex$77.44
FV
8.3% undervalued
intrinsic discount
2.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
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5 days ago
author updated this narrative
Interpump Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Ongoing Acquisitions And Water-Jetting Momentum Will Create Future Opportunities
Key Takeaways Strong Water-Jetting performance and business inefficiency improvements could enhance revenue growth and stabilize net margins. Strategic acquisitions and CapEx normalization may boost revenue and free cash flow, improving profitability.
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€43.06
FV
17.5% undervalued
intrinsic discount
2.71%
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
5 days ago
author updated this narrative
Türk Telekomünikasyon Anonim Sirketi
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Future Investments In 5G Infrastructure Will Strengthen Market Position
Key Takeaways Continued subscriber growth and price strategy improvements are expected to drive revenue and profitability, especially in postpaid services and dynamic pricing. Investments in 5G and infrastructure, along with cost optimization, aim to enhance market position, EBITDA margins, and long-term earnings potential.
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₺66.79
FV
16.5% undervalued
intrinsic discount
29.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
5 days ago
author updated this narrative
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