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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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SGHC
Super Group (SGHC)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Transitioning To An iGaming-only Strategy Will Drive Operational Efficiency
Key Takeaways Enhanced focus on key markets and an iGaming-only strategy in the U.S. are expected to improve revenue, margins, and overall profitability. Strong cash position and dividend strategies signal confidence in profitability, positively impacting shareholder returns and demonstrating financial stability.
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US$14.14
FV
23.7% undervalued
intrinsic discount
8.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
about 9 hours ago
author updated this narrative
RLX Technology
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Termination Of Noncompete With Relx Inc Will Drive Future Success
Key Takeaways International expansion and tailored local strategies are driving revenue growth by meeting consumer demand and improving market share in new regions. Product innovation in high-power, dual mesh technology reduces costs and boosts satisfaction, supporting revenue growth and profitability through increased sales volumes.
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US$2.83
FV
20.9% undervalued
intrinsic discount
23.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 9 hours ago
author updated this narrative
PagSeguro Digital
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Secured Lending Focus And Ecosystem Expansion Will Strengthen Future Prospects
Key Takeaways Strategic growth in credit portfolio and effective repricing bolster income and profit amid Brazil's interest rate environment. Client engagement and buybacks enhance PagBank revenue and shareholder value through monetization and EPS growth.
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US$11.23
FV
26.1% undervalued
intrinsic discount
9.33%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
about 9 hours ago
author updated this narrative
iQIYI
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Will Expand Into Southeast Asia And Brazil With Mini Dramas And AI-driven Content
Key Takeaways Expanding premium content and leveraging AI in production aim to boost user engagement, reduce costs, and enhance long-term earnings potential. International expansion and redefined membership offerings focus on revenue growth, market diversification, and improved subscription retention.
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US$1.88
FV
1.2% undervalued
intrinsic discount
1.66%
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
about 9 hours ago
author updated this narrative
SK Innovation
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Merger And Expansion Will Drive Global Electrification Trends
Key Takeaways The merger and expanded focus on battery and energy solutions strengthen SK Innovation's growth prospects through technological differentiation and global electrification trends. Strategic U.S. and European investments, alongside asset optimization, enhance revenue growth, reduce financial risk, and position the company for higher profitability.
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₩121.61k
FV
10.8% undervalued
intrinsic discount
4.31%
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 9 hours ago
author updated this narrative
Türkiye Is Bankasi
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digitalization And Sustainable Finance Will Reimagine Turkey's Banking Landscape
Key Takeaways Digital transformation and targeted investments are boosting fee growth, cost efficiency, and margin potential as financial inclusion rises across a young, tech-savvy population. Strong ESG focus and disciplined credit management strengthen revenue resilience and position the bank to benefit from Turkey's shift toward sustainable, inclusive economic growth.
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₺17.71
FV
14.5% undervalued
intrinsic discount
21.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
61
users have followed this narrative
about 9 hours ago
author updated this narrative
ARC Resources
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Kakwa Integration And LNG Canada Will Fuel Future Upside
Key Takeaways Strategic asset integration, infrastructure investments, and operational efficiencies enhance production, profitability, and revenue resilience across commodity cycles. Focused capital discipline and shifting production mix drive higher margins, improved cash flow, and increased shareholder returns.
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CA$34.25
FV
19.7% undervalued
intrinsic discount
6.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
about 9 hours ago
author updated this narrative
Severn Trent
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Infrastructure Investments Will Reduce Spills And Improve Efficiency
Key Takeaways Severn Trent's infrastructure investments and strategy focus on reducing spills and operational efficiency, aiming to elevate net margins and enhance performance rewards. Proactive increases in enhancement totex and insourcing design signal a strategic approach to statutory requirements, potentially boosting revenue and RCV growth.
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UK£28.46
FV
7.0% undervalued
intrinsic discount
11.42%
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 9 hours ago
author updated this narrative
Dixon Technologies (India)
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Manufacturing Capacity Expansions And Global JVs Will Unlock Local Opportunities
Key Takeaways Expansion in manufacturing capacity, joint ventures, and product diversification position Dixon for long-term growth, greater earnings visibility, and improved operating margins. Backward integration, local policy support, and a strong supply chain reduce import reliance, enhance cost efficiencies, and sustain profitability despite industry challenges.
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₹17.35k
FV
4.0% undervalued
intrinsic discount
29.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
about 9 hours ago
author updated this narrative
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