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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
43
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
65
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Transcorp Hotels
WA
WaneInvestmentHouse
Community Contributor
Transcorp Hotels Plc Q2/H1 result– Strong Earnings Recovery Backed by Asset Growth and Margin Resilience
Transcorp Hotels Plc continues to deliver robust growth in revenue and profit , bolstered by operating leverage, efficient cost control, and a strong balance sheet. The company recorded a 60% YoY revenue increase in H1 2025 and a 31% surge in net profit , underpinned by post-pandemic demand resurgence, effective expense management, and low gearing.
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₦125.27
FV
31.5% overvalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
4
users have followed this narrative
12 days ago
author updated this narrative
R.T Briscoe (Nigeria)
WA
WaneInvestmentHouse
Community Contributor
Q2/H1 Result – Growth in Revenue, but Structural Challenges Persist (Revenue Momentum Not Yet Translating into Balance Sheet Strength)
R.T. Briscoe Nigeria Plc showed improved top-line performance in H1 2025, with revenue rising by 62% year-on-year to ₦16.32 billion, driven by recovery in sales volume and market demand. Operating profit also increased modestly, but the company’s structural weaknesses and balance sheet fragility continue to weigh on its long-term viability.
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₦3.50
FV
0% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
7
users have followed this narrative
12 days ago
author updated this narrative
RTX
PA
PA_Wellington
Community Contributor
RTX (RTX) is positioned to see growth acceleration
RTX (RTX) is positioned to see growth acceleration in defense and commercial original equipment in 2026, with a de-risked H2 and following its release of strong Q2 results
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US$175.00
FV
10.7% undervalued
intrinsic discount
11.73%
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
14 days ago
author updated this narrative
VEON
YI
yiannisz
Community Contributor
VEON Unlocks Value with Kyivstar Spin-Off
The upcoming Kyivstar listing is far more than a financial transaction. By carving out Ukraine’s leading mobile and digital player and floating it on Nasdaq through a reputable partner like Cohen Circle Acquisition Corp.
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US$70.00
FV
30.7% undervalued
intrinsic discount
14.76%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
2
users have followed this narrative
14 days ago
author updated this narrative
Shaver Shop Group
PO
PortfolioPlus
Community Contributor
Moderate Growth - Compelling Yield
Hight dividend yield (fully franked) - niche market - potential to grow gross margin via its new Transform-U product range - solid financials - no debt - well managed - revenue somewhat stifled, but the margin growth will ensure growth in EPS and dividends into FY26 and beyond. Moderate MOAT.
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AU$1.14
FV
32.5% overvalued
intrinsic discount
4.24%
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
20 days ago
author updated this narrative
Guinness Nigeria
WA
WaneInvestmentHouse
Community Contributor
Guinness Nigeria Plc (Resurgence of a Brewing Giant) Q2/H1 result – Turnaround Confirmed with Strong Upside Potential
Guinness Nigeria Plc has delivered a dramatic financial turnaround in FY 2025, posting ₦16.2bn in profit after tax , compared to a ₦54.7bn loss in FY 2024. The company’s strategic realignment and disciplined cost control have restored profitability and market confidence.
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₦82.00
FV
57.0% overvalued
intrinsic discount
-8.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
8
users have followed this narrative
12 days ago
author updated this narrative
PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
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US$105.25
FV
35.6% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
14 days ago
author updated this narrative
Yihai Kerry Arawana Holdings
VA
Valar_Morghulis
Community Contributor
金龙鱼太过于昂贵,16以下见
2020年10月15日IPO价格25.7元招股上市,首日收盘价56元。 2022年第一期股权激励行权价:36.344元;第二期计划行权价27.20元; 2024年新规定:行权价前5个交易日平均收盘价9折,并且不得低于16.3元。
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CN¥32.69
FV
7.7% undervalued
intrinsic discount
8.03%
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
12 days ago
author updated this narrative
AS Merko Ehitus
IN
IndusyHoldings
Community Contributor
Merko Ehitus - civil engineering in the Baltic States
The Company MERKO EHITUS is an Estonian infrastructure and real estate development group operating mainly in Estonia and Lithuania and partially in Norway(until 2026) and Latvia. Solid economic growth and population growth could be an advantage for market leader Merko Ehitus.
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€61.98
FV
50.8% undervalued
intrinsic discount
5.28%
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 2 months ago
author updated this narrative
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