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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
22
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
30.9% 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
85
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
11
users have followed this narrative
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3i Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expansion In Private Equity And Resilient Sectors Will Boost Future Performance
Key Takeaways Focusing on expanding Private Equity and strategic disposals positions 3i Group for sustainable growth, enhancing future revenue and return on investments. Increasing Action stake and disciplined purchasing will enhance EBITDA margins, reduce leverage, and improve financial position amid market uncertainties.
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UK£45.09
FV
9.5% undervalued
intrinsic discount
14.86%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
65
users have followed this narrative
about 9 hours ago
author updated this narrative
Oriental Land
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Fantasy Springs Opening Will Boost Guest Attendance At The Theme Park
Key Takeaways New attractions and themed events are boosting attendance and revenue growth through increased theme park and merchandise sales. Strategic adjustments in hotel offerings and high guest satisfaction are driving consistent revenue enhancement in the Hotel Business segment.
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JP¥3.84k
FV
16.1% undervalued
intrinsic discount
5.34%
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 9 hours ago
author updated this narrative
Engie
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expanding Renewables And Batteries Will Drive Future Earnings Stability
Key Takeaways Engie's focus on expanding renewables and batteries aims to drive revenue growth and earnings stability through strategic energy solutions and premium pricing. Optimizing geographical presence and regulatory strategies enhances financial stability, maximizing returns through efficient investments and reduced earnings volatility.
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€21.23
FV
9.7% undervalued
intrinsic discount
0.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
70
users have followed this narrative
about 9 hours ago
author updated this narrative
United Overseas Bank
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Capital Return Program And ASEAN Growth Strategies Will Strengthen Future Prospects
Key Takeaways Focus on ASEAN diversification, digitalization, and green investment aims to boost growth, potentially increasing future revenue and intra-ASEAN economic activity. Integration and cost-cutting strategies, including Citi acquisition and capital return programs, aim to improve margins, stabilize earnings, and enhance shareholder value.
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S$38.00
FV
5.8% 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
56
users have followed this narrative
about 9 hours ago
author updated this narrative
Mahindra & Mahindra
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Rural Demand And India EV Expansion Will Build Future Prospects
Key Takeaways Strength in rural demand, farm equipment, and early electrification moves are driving revenue growth and margin gains across core segments. Diversification and international expansion reduce business cycle risks and position the company for broad, sustainable profit growth.
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₹3.64k
FV
11.7% undervalued
intrinsic discount
3.40%
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
about 9 hours ago
author updated this narrative
Stellantis
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Electrification And Global Market Expansion Will Unlock Value
Key Takeaways Electrification initiatives and new model launches position Stellantis to gain market share and fuel revenue growth as electric vehicle adoption accelerates. Operating margin improvements, strategic product cuts, and investments in software and refreshed brands support future profitability and recurring revenue resilience.
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€9.54
FV
20.0% undervalued
intrinsic discount
6.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
113
users have followed this narrative
about 9 hours ago
author updated this narrative
Fubon Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Adoption Of IFRS 17 And Taiwan-ICS Will Erode Earnings Amid Rising Costs
Key Takeaways Shifts in Fubon Life's product mix and digital initiatives may impact revenue growth and compress net margins due to changes and increased costs. Regulatory changes and banking segment risks pose challenges, including potential earnings impact from standard adoption and higher non-performing loans.
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NT$85.94
FV
1.3% undervalued
intrinsic discount
-36.12%
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 9 hours ago
author updated this narrative
UltraTech Cement
AN
AnalystConsensusTarget
Consensus Narrative from 42 Analysts
Robust Indian Infrastructure Will Unlock Cement Opportunity
Key Takeaways Aggressive capacity expansion, strategic acquisitions, and network optimization are strengthening market share, operational efficiency, and long-term revenue growth potential. Investments in sustainability, green technologies, and logistics are lowering costs, improving margins, and supporting premium pricing amid rising demand for eco-friendly construction.
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₹13.60k
FV
9.8% undervalued
intrinsic discount
12.86%
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
about 9 hours ago
author updated this narrative
Hyundai Motor
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Electrification And Localization Will Expand Global Reach
Key Takeaways Strong momentum in eco-friendly vehicles and premium branding advances margin recovery and positions the company well amid global market shifts. Strategic regional expansion, production localization, and resilient supply chains drive sales growth and safeguard profitability against global uncertainties.
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₩284.13k
FV
25.2% undervalued
intrinsic discount
3.30%
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
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