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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
23
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
86
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
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
12
users have followed this narrative
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Albany International
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
E-commerce Demand And Engineered Composites Will Secure Long-Term Stability
Key Takeaways Growth in sustainable packaging and aerospace composites positions Albany for revenue stability, improved margins, and reduced reliance on traditional paper markets. Ongoing investments in automation and supply chain optimization are expected to drive cost efficiency and operating margin expansion.
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US$69.00
FV
11.3% undervalued
intrinsic discount
3.98%
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
Updated
narrative
Isuzu Motors
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
CV Sales Expansion And IFRS Adoption Will Broaden Market Reach
Key Takeaways Isuzu's expansion in CV sales and shift to IFRS may boost domestic sales and investor confidence, enhancing revenue and earnings. Strategic focus on innovation and stock buybacks could improve net margins and earnings per share, supporting long-term growth and investment appeal.
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JP¥2.17k
FV
11.3% undervalued
intrinsic discount
4.95%
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
about 10 hours ago
author updated this narrative
9697
Capcom
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Global Expansion And Digital Distribution Will Strengthen Future Position
Key Takeaways Expanding globally, especially in emerging markets and digital platforms, is expected to grow Capcom's revenues and international presence. Diversified content strategies and investment in talent and technology aim to boost operational efficiency, broaden audiences, and stabilize recurring income.
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JP¥4.64k
FV
14.6% undervalued
intrinsic discount
6.61%
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
about 10 hours ago
author updated this narrative
Colgate-Palmolive (India)
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Increasing Indian Incomes Will Drive Premium Oral Care Demand
Key Takeaways Expansion into premium products and rural markets, along with growing health awareness, is driving sustained revenue growth and broader market penetration. Operational efficiency and premiumization are supporting improved margins and enabling reinvestment in brand, innovation, and distribution channels.
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₹2.52k
FV
11.1% undervalued
intrinsic discount
7.29%
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
about 10 hours ago
author updated this narrative
Kawasaki Kisen Kaisha
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
US Tariffs And Overcapacity Will Crush Shipping Margins
Key Takeaways Mounting exposure to market volatility, overcapacity, and trade risks threatens sustained revenue and margin compression across car carrier, container, and dry bulk shipping operations. Required fleet renewal for emissions compliance and delays in vessel replacement risk increasing costs and further weakening profitability.
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JP¥2.09k
FV
4.5% overvalued
intrinsic discount
-0.52%
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
about 10 hours ago
author updated this narrative
BELIMO Holding
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Data Centers And EMEA Renovations Will Shape Future Markets
Key Takeaways Rapid data center growth and focus on high-value retrofits position BELIMO for strong revenue upside and resilience to construction market swings. Strategic expansion, premium products, and global diversification support sustained margin strength and reduce regional risk exposure.
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CHF 880.29
FV
5.5% overvalued
intrinsic discount
14.80%
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
about 10 hours ago
author updated this narrative
Israel Discount Bank
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Transformation And Fintech Partnerships Will Shape Future Prospects
Key Takeaways Digital innovation, robust asset quality, and a strong capital base are set to drive customer growth, operational efficiency, and earnings stability. Expansion in high-growth lending, ESG focus, and planned divestitures enhance competitiveness, attract investors, and support long-term shareholder returns.
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₪36.55
FV
15.2% undervalued
intrinsic discount
6.91%
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
about 10 hours ago
author updated this narrative
TOPPAN Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Sustainable Packaging And Digital Security Will Expand Global Reach
Key Takeaways Expansion into sustainable packaging, digital security, and advanced semiconductors is set to drive higher margins, revenue growth, and diversification away from traditional print. Structural reforms, portfolio optimization, and strategic M&A are expected to boost profitability, unlock value, and align the business with long-term global growth trends.
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JP¥4.95k
FV
15.7% undervalued
intrinsic discount
5.98%
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
about 10 hours ago
author updated this narrative
Japan Post Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
AI Adoption And New Policy Lineup Will Drive Insurance Resilience
Key Takeaways Expanding product offerings, digital innovation, and use of the Japan Post network are driving robust policy sales, improved efficiency, and revenue growth. Diversifying revenue streams and better capital management are enhancing return on equity, supporting sustainable earnings and higher shareholder returns.
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JP¥3.75k
FV
9.5% overvalued
intrinsic discount
15.94%
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
about 10 hours ago
author updated this narrative
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