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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
28
users have liked this narrative
5
users have commented on this narrative
77
users have followed this narrative
New
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
19.2% 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
10
users have followed this narrative
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United Breweries
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Expanding Urbanization And Premium Offerings Will Unlock Opportunities
Key Takeaways Expanding premium product portfolio, increased urbanization, and demographic trends are driving higher sales volumes, supporting long-term revenue and margin growth. Strategic investments in supply chain, policy reforms, and operational efficiencies are improving cost stability, boosting market share, and enhancing profitability.
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₹2.01k
FV
3.8% undervalued
intrinsic discount
10.97%
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
7 days ago
author updated this narrative
Tata Communications
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Transformation And Cybersecurity Demand Will Sustain Future Resilience
Key Takeaways Strong digital growth, strategic investments, and robust order book position the company for sustained revenue expansion and improved margins from secure, managed cloud and connectivity services. Focus on cost optimization, selective deals, and scaling digital offerings enhances operating leverage and supports resilient top-line and long-term profitability despite regional disruptions.
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₹1.90k
FV
11.2% undervalued
intrinsic discount
8.63%
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
7 days ago
author updated this narrative
Meiji Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Hello Panda Expansion And New Plants In Hokkaido And Kanagawa Set To Boost Revenue And Margins
Key Takeaways Strategic price adjustments and brand enhancements in the Food segment may counter raw material cost pressures, boosting revenue and margins. Expansion in B2B and international markets, coupled with production optimization, is likely to drive revenue growth and profitability.
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JP¥3.44k
FV
9.4% undervalued
intrinsic discount
2.33%
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
7 days ago
author updated this narrative
Holmen
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future Industrial Demand Will Boost Renewable Energy Prospects In Northern Sweden
Key Takeaways Renewable energy's future demand may boost Holmen's earnings due to potential industrial projects driving higher electricity prices. Forest valuation and wood price increases have significantly enhanced cash flow, suggesting possible long-term revenue growth.
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SEK 413.44
FV
9.3% undervalued
intrinsic discount
1.59%
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
7 days ago
author updated this narrative
Turkcell Iletisim Hizmetleri
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Investments In Techfin And Renewables Will Boost Future Potential
Key Takeaways Expansion in cloud and data services and 5G rollout aims to drive revenue and profit growth through increased ARPU and subscriber numbers. Focus on Techfin growth and renewable energy investment may enhance earnings, with a Eurobond issuance bolstering financial strength and growth initiatives.
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₺146.12
FV
36.4% undervalued
intrinsic discount
30.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
69
users have followed this narrative
7 days ago
author updated this narrative
Arkema
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
High-Performance Polymers Will Capitalize On Megatrends In Batteries And Sustainable Sports
Key Takeaways Arkema's strategic projects in Asia and North America aim to enhance earnings through expanded PVDF and bio-sourced polymers production. Cost reduction efforts and regional sales shifts are set to improve margins and profitability, with strong focus on North America growth.
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€79.88
FV
25.1% undervalued
intrinsic discount
1.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
7 days ago
author updated this narrative
Samsung Electro-Mechanics
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Industrial MLCCs And Autonomous Camera Modules Will Diversify Production Capabilities
Key Takeaways Strong demand for MLCCs and substrates for AI applications is set to boost revenue and operating margins through production diversification. Expanding high-performance camera modules and strategic growth in substrates will enhance market leadership and support long-term earnings growth.
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₩175.25k
FV
11.2% undervalued
intrinsic discount
7.23%
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
7 days ago
author updated this narrative
Page Industries
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Technology Investments And Capacity Expansion In Odisha And Karnataka Will Optimize Operations
Key Takeaways Expansion into smaller cities and e-commerce could enhance consumer reach and drive revenue growth significantly. Strategic investments and inventory optimization are expected to improve margins and cost efficiencies.
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₹46.50k
FV
0.4% undervalued
intrinsic discount
12.76%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
Central Retail Corporation
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Khun Ty-san's Leadership And Vietnam Expansion Will Propel Earnings Growth
Key Takeaways Expansion in Vietnam through new malls and renovations aims to boost revenue and occupancy rates amid strong economic growth. Strategic focus on growth, operational efficiencies, and e-commerce integration could improve net margins and drive revenue.
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฿23.43
FV
4.4% undervalued
intrinsic discount
1.64%
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
7 days ago
author updated this narrative
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