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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
21
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
29
users have liked this narrative
5
users have commented on this narrative
79
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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Kaspi.kz
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Acquisition In Turkey And New Verticals Will Strengthen Future Prospects
Key Takeaways Innovative merchant products and digital innovations are set to enhance merchant engagement, improve operational efficiency, and drive net margin growth. Expansion into new markets and consumer verticals offers diversification and substantial growth opportunities, boosting overall revenue and earnings potential.
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US$113.38
FV
21.7% undervalued
intrinsic discount
19.98%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
3
users have commented on this narrative
79
users have followed this narrative
7 days ago
author updated this narrative
ASE Technology Holding
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
LEAP Expansion And US Entry Will Unlock New Horizons
Key Takeaways Strong growth in advanced packaging services and AI chip testing is expected to enhance revenue and margins. Expansion into the U.S. market could offer diversification and mitigate geopolitical risks, stabilizing income.
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NT$167.18
FV
13.3% undervalued
intrinsic discount
11.00%
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
REA Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
The Launch Of Premiere+ And Elite Plus Will Increase Customer Engagement And Adoption Of Premium Offerings
Key Takeaways New product launches and strategic acquisitions aim to drive revenue growth and improve net margins through enhanced customer engagement and financial services. Operational efficiencies from global initiatives and innovative consumer features are expected to boost margins, revenue, and advertising value.
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AU$250.41
FV
1.6% overvalued
intrinsic discount
6.62%
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
7 days ago
author updated this narrative
Power Corporation of Canada
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Buybacks, 9% Dividend Increase And Platforms Will Unlock Capital
Key Takeaways Anticipated earnings growth at key subsidiaries and strong cash generation could lead to future earnings stability and increased investor confidence. Strategic actions like increased dividends, share buybacks, and new partnerships are expected to boost earnings per share and profitability.
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CA$55.25
FV
2.8% overvalued
intrinsic discount
8.21%
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
7 days ago
author updated this narrative
Astellas Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
VEOZAH And PADCEV Will Strengthen Future Performance
Key Takeaways Strategic brands and R&D pipeline drive revenue growth, with innovative therapies offering promising future opportunities. Cost optimization initiatives enhance net margins and operational efficiencies, supporting long-term earnings.
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JP¥1.69k
FV
5.2% undervalued
intrinsic discount
-0.66%
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
7 days ago
author updated this narrative
Svenska Handelsbanken
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Anticipated Revenue Declines And Shrinking Margins Could Harm Profitability
Key Takeaways Expansion into more physical locations and increased workforce in Sweden could strain resources, potentially lowering net margins if revenue growth lags behind investment. UK mortgage segment and broker partnerships may boost growth, but initial expenses could pressure profitability unless revenue increases significantly.
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SEK 121.73
FV
0.5% undervalued
intrinsic discount
0.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
7 days ago
author updated this narrative
Grasim Industries
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expansion In Birla Opus Paints And Renewable Energy May Shape Company's Future Amid Economic Challenges
Key Takeaways Grasim Industries' expanding Paints business and B2B e-commerce initiatives are poised to significantly boost future revenue growth. Rising demand for sustainable fibers and chemicals, along with renewable energy projects, are expected to enhance profitability and earnings.
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₹3.13k
FV
11.6% undervalued
intrinsic discount
-31.55%
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
Fortis
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Arizona's Long-Range Transmission Plan Will Increase Capacity For Future Growth
Key Takeaways Fortis' substantial capital investments in transmission and resource projects aim to boost rate base growth, enhancing future revenue and earnings stability. Strategic focus on large-scale renewables and formula-based rates in Arizona supports timely investment recovery, reinforcing long-term revenue and earnings growth.
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CA$66.76
FV
3.8% overvalued
intrinsic discount
4.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
65
users have followed this narrative
7 days ago
author updated this narrative
Capitec Bank Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Business Banking And VAS Expansion Will Open New Markets
Key Takeaways Capitec's strategic pivot into business banking, insurance, and VAS seeks to enhance multi-stream revenue, improving future earnings beyond traditional retail banking. Emphasis on SME and informal markets, combined with technological innovation and simplified pricing, aims to increase net margins and transaction volumes significantly.
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R3.78k
FV
8.5% undervalued
intrinsic discount
23.69%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
7 days ago
author updated this narrative
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