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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
25
users have liked this narrative
7
users have commented on this narrative
56
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
88
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
13
users have followed this narrative
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Scentre Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Residential Development In Hornsby And Belconnen Will Diversify Future Revenue Streams
Key Takeaways Strategic partnerships and increased customer visits are expected to boost revenue growth by providing businesses opportunities to engage with more visitors. Development projects and strategic focus on membership programs are positioned to enhance rental income, occupancy rates, and diversification into residential revenues, bolstering earnings.
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AU$3.86
FV
1.2% undervalued
intrinsic discount
-4.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
1 day ago
author updated this narrative
United Spirits
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
McDowell's X Series Launch And Andhra Pradesh Expansion Will Strengthen Future Prospects
Key Takeaways Continued premiumization and new product launches are set to drive future revenue growth through higher-value product sales. Market expansion and cost-saving measures will enhance revenue and net margins, with strategic marketing boosting consumer engagement.
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₹1.63k
FV
20.5% undervalued
intrinsic discount
10.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
1 day ago
author updated this narrative
Havells India
AN
AnalystConsensusTarget
Consensus Narrative from 37 Analysts
Expanding Cable Capacity And Goldi Solar Partnership Will Unlock Potential
Key Takeaways Expansion in cables, wires, and renewable energy partnerships positions Havells to benefit from infrastructure growth and the shift toward energy-efficient products. Strategic rural market targeting and focus on premium, solution-oriented offerings drive margin resilience, operational efficiency, and higher-quality revenue streams.
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₹1.71k
FV
12.7% undervalued
intrinsic discount
13.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
1 day ago
author updated this narrative
Vodacom Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
5G Expansion And Climate Initiatives Will Open New Opportunities In Africa
Key Takeaways Expansion of 4G and financial services in Africa is key to increasing Vodacom's revenue and diversifying its revenue streams. Investments in 5G and climate initiatives enhance market opportunities and could attract ESG-focused investors, improving sustainability.
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R139.89
FV
0.6% undervalued
intrinsic discount
8.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
1 day ago
author updated this narrative
Oracle Corporation Japan
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Cloud And AI Collaborations With Toyota Will Offset On-Premise Challenges
Key Takeaways Strong demand for Oracle's cloud services, augmented by major partnerships, could lead to sustained revenue growth and expanded customer base. Investments in generative AI infrastructure may drive future revenue and earnings growth through AI-related services and platforms.
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JP¥17.62k
FV
6.4% undervalued
intrinsic discount
7.28%
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
1 day ago
author updated this narrative
Halma
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies
Key Takeaways Strong cash generation and balance sheet support significant R&D and acquisition investments, ensuring sustainable growth and increased future revenues and earnings. Focus on niche markets and talent investment boosts high margins and long-term growth potential, enhancing future profit margins and earnings.
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UK£31.86
FV
4.1% overvalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
1 day ago
author updated this narrative
Pandora
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
E-commerce Rollout After Italy And Canada Success Will Expand Digital Engagement In 2025
Key Takeaways Phoenix strategy emphasizes brand elevation, e-commerce enhancements, sustainability, and store expansions to drive organic growth, revenue, and brand value. Effective cost management through price adjustments and efficiencies maintains strong EBIT margins despite commodity price pressures.
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DKK 1.22k
FV
15.0% undervalued
intrinsic discount
6.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
1 day ago
author updated this narrative
Turkiye Garanti Bankasi
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Banking And TL Loans Will Expand Market Presence
Key Takeaways Increased retail deposits and strategic lending focus could lower funding costs, enhancing net interest income and earnings growth. Digital banking expansion and innovation bolster fee income, potentially driving revenue growth despite market volatility.
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₺162.25
FV
8.5% undervalued
intrinsic discount
29.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
1 day ago
author updated this narrative
Swire Properties
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Chinese Mainland Expansion And Luxury Partnerships Will Drive Future Performance
Key Takeaways Strategic investment in the Chinese mainland and capital recycling efforts aim to drive significant revenue growth through high-growth markets and profitable capital reallocation. Commitment to shareholder returns and diversified development pipeline are positioned to enhance earnings and drive robust future revenue growth.
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HK$21.72
FV
3.0% undervalued
intrinsic discount
6.90%
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
1 day ago
author updated this narrative
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