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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
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
28.9% 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
20.8% 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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MediaTek
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Edge AI SoCs And 5G Connectivity Will Transform Markets
Key Takeaways Expansion into automotive, AI, and enterprise solutions diversifies revenue streams and supports more stable long-term earnings. Advanced tech partnerships and process innovation increase premium market competitiveness, driving higher margins and greater market share.
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NT$1.64k
FV
17.6% undervalued
intrinsic discount
13.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 14 hours ago
author updated this narrative
BNP Paribas
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Banking And Sustainable Finance Will Expand Distribution Network
Key Takeaways Expansion in wealth management, digital platforms, and sustainability is strengthening client acquisition, fee income, and operational efficiency for recurring, higher-margin growth. Regulatory adaptation and capital optimization efforts are boosting capital efficiency, supporting better returns and positioning the group for sustained long-term earnings growth.
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€91.56
FV
13.2% undervalued
intrinsic discount
7.67%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
83
users have followed this narrative
about 14 hours ago
author updated this narrative
London Stock Exchange Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI Analytics And Cloud Integration Will Shape Digital Markets
Key Takeaways Expansion into AI-driven analytics, cloud-based data delivery, and strategic partnerships positions LSEG for recurring revenue growth and operating leverage. Advancements in compliance solutions and digital assets enable LSEG to diversify offerings, increase margins, and strengthen its market leadership.
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UK£125.87
FV
21.3% undervalued
intrinsic discount
6.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
about 14 hours ago
author updated this narrative
Westpac Banking
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Rising Tech Costs And Competition Will Pressure Bank Earnings In Australia
Key Takeaways Intense competition and changed deposit mix are compressing net interest margins, challenging revenue growth. Rising tech costs and projects like UNITE increase expenses, negatively impacting short-term earnings.
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AU$28.65
FV
18.7% overvalued
intrinsic discount
3.69%
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
about 14 hours ago
author updated this narrative
ITOCHU
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Sustainability And Digitalization Will Build Resilient Operations
Key Takeaways Strategic shift toward stable, high-margin consumer sectors and sustainability initiatives is supporting resilient, long-term earnings growth and reducing exposure to commodity cycles. Continued portfolio optimization, expansion into new industries, and active capital management are boosting operational efficiency and shareholder returns.
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JP¥8.89k
FV
11.4% undervalued
intrinsic discount
3.90%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
about 14 hours ago
author updated this narrative
AXA
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digitalization And Health Focus Will Expand Global Reach
Key Takeaways Digitalization, AI, and operational efficiencies are set to drive improved customer acquisition, cost savings, and revenue growth, especially among underserved and price-sensitive segments. Expansion in health solutions, product innovation in Life & Savings, and growth into emerging markets will underpin sustained earnings growth and greater geographic diversification.
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€44.41
FV
6.4% undervalued
intrinsic discount
9.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
63
users have followed this narrative
about 14 hours ago
author updated this narrative
Canadian National Railway
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Tri-coastal Access And Operational Efficiency Will Unlock Value
Key Takeaways Strategic investments and cost discipline are driving margin expansion, positioning the company for higher earnings and improved free cash flow. Unique network advantages and pricing power support sustainable growth in market share amid rising demand for resilient, cross-border supply chains.
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CA$153.14
FV
17.0% undervalued
intrinsic discount
4.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
82
users have followed this narrative
about 14 hours ago
author updated this narrative
Life Insurance Corporation of India
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Introduction Of 38 New IRDAI-Compliant Products Will Diversify Product Mix Post-2024
Key Takeaways Strategic shift to higher-margin products and expanded distribution network are set to boost income and revenue growth. New compliant products and digital initiatives aim to enhance adaptability, efficiency, and premium revenues.
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₹1.08k
FV
17.9% undervalued
intrinsic discount
4.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
about 14 hours ago
author updated this narrative
Enel
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Renewed Concessions In Italy And Brazil Will Support Future Energy Investments
Key Takeaways Renewed regulatory support and capital optimization strategies could boost investment in energy transition projects and enhance asset-based profitability. Strategic focus on brownfield opportunities and stable renewables may lead to predictable revenue growth and improved shareholder value.
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€8.48
FV
8.6% undervalued
intrinsic discount
4.40%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
82
users have followed this narrative
about 14 hours ago
author updated this narrative
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