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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
24
users have liked this narrative
6
users have commented on this narrative
54
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
87
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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Celcomdigi Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Completion Of Network Integration Will Boost Operational Efficiency And Service Quality
Key Takeaways Network integration and modernization enhance efficiency and service quality, driving revenue growth and improved margins. Cost synergies and value-added services boost profitability and sustain future earnings growth.
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RM 4.04
FV
5.1% undervalued
intrinsic discount
1.59%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 15 hours ago
author updated this narrative
NHPC
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Upcoming Renewable Projects Will Diversify India's Energy Portfolio
Key Takeaways Progress on renewable and hydroelectric projects positions NHPC for future revenue growth through energy diversification and expanded portfolio. Strategic mergers aim to enhance operational efficiencies and potentially improve net margins.
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₹91.13
FV
8.5% undervalued
intrinsic discount
23.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
about 15 hours ago
author updated this narrative
AtkinsRéalis Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Acquisition Of David Evans Enterprises Will Expand US Engineering Footprint
Key Takeaways Strategic sale of Highway 407 interest simplifies operations, reduces debt, and enhances shareholder value through acquisitions and share buybacks. Expansion strategies, including U.S. footprint growth and nuclear investment, align with high-demand market trends, supporting revenue and margin growth.
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CA$106.86
FV
9.3% undervalued
intrinsic discount
8.16%
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 15 hours ago
author updated this narrative
Ipsen
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Pipeline Catalysts And Approvals Will Expand Global Access
Key Takeaways Expanding specialty drug launches and market share gains, especially in rare diseases and neuroscience, are driving geographic diversification and sustainable higher margins. A strong pipeline, upcoming regulatory catalysts, and financial flexibility position the company for continued growth through innovation, partnerships, and broader market reach.
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€127.00
FV
16.1% 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
7
users have followed this narrative
about 15 hours ago
author updated this narrative
Grupo Aeroportuario del Pacífico. de
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Guadalajara Terminal Upgrades And International Routes Will Create New Opportunities
Key Takeaways Expansion of routes and ongoing infrastructure investments are driving diversification, increased capacity, and long-term growth potential in both core and ancillary revenues. Growth of non-aeronautical businesses and strategic international opportunities enhance profitability, diversify income streams, and reduce business model risk.
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Mex$451.30
FV
0.07% overvalued
intrinsic discount
18.43%
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
about 15 hours ago
author updated this narrative
Mowi
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In Smolt Programs Will Boost Productivity And Operational Efficiency
Key Takeaways Strategic acquisitions and investments are expected to enhance efficiency and margins, significantly boosting profitability. Cost reduction measures and production capacity expansion aim to support growth and improve revenue and earnings.
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NOK 228.57
FV
12.8% undervalued
intrinsic discount
7.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
about 15 hours ago
author updated this narrative
OMV Petrom
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Eastern European Gas And Renewables Will Shape Future Energy Markets
Key Takeaways New gas projects and market liberalization are poised to enhance production, revenues, and margin resilience amid strong regional energy demand and security initiatives. Strategic expansion into renewables and cost optimization positions the company for higher-margin growth and diversified revenue streams as energy transition accelerates.
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RON 0.79
FV
4.6% overvalued
intrinsic discount
3.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
43
users have followed this narrative
about 15 hours ago
author updated this narrative
Marks and Spencer Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Investments And Supply Chain Efficiencies Will Improve Future Performance
Key Takeaways Strategic store expansion and digital investment could boost revenue through improved retail presence and increased online sales. Supply chain modernization and cost reduction efforts aim to enhance net margins and overall earnings.
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UK£4.21
FV
21.9% undervalued
intrinsic discount
4.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
about 15 hours ago
author updated this narrative
Nissan Motor
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Accelerated EV Transitions And Global Alliances Will Shape Future Markets
Key Takeaways Accelerated EV launches and strong emerging market presence position Nissan for revenue growth and market share gains in established and high-growth geographies. Cost reduction, alliances, and focus on higher-margin, tech-enabled models are set to improve operating margins and drive sustained earnings expansion.
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JP¥342.33
FV
5.5% undervalued
intrinsic discount
1.58%
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 15 hours ago
author updated this narrative
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