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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
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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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
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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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
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Finolex Industries
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Upcoming Capacity Expansion May Improve Prospects, But Margin Pressures Are Expected To Persist
Key Takeaways Expansion in capacity and favorable government initiatives could drive significant revenue growth in the non-agri sector. Strategic investments and regulatory changes may stabilize margins and enhance earnings, supported by a strong balance sheet.
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₹242.20
FV
18.7% undervalued
intrinsic discount
11.40%
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
8 days ago
author updated this narrative
Artisan Partners Asset Management
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Diversified Global Strategies Will Secure Future Success
Key Takeaways Strong diversification and global expansion across strategies enhance Artisan's ability to attract clients and sustain long-term revenue growth. Prudent capital management and targeted distribution channels drive competitive advantage, supporting stable margins, earnings growth, and shareholder value.
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US$44.88
FV
4.1% overvalued
intrinsic discount
5.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
Littelfuse
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Efficient Energy And Data Center Solutions Will Create Key Opportunities
Key Takeaways Leadership in smart solutions and key supplier status in energy and data sectors positions Littelfuse for growth as demands increase. Strong global operations and focus on excellence could boost profitability and margins amid economic uncertainties.
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US$275.00
FV
8.5% undervalued
intrinsic discount
7.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
Updated
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Mazagon Dock Shipbuilders
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Profit Margins Expected To Decline, Yet New Defense Orders May Improve Outlook
Key Takeaways Declining profit margins from shifting to lower-margin orders and potential revenue delays create risks for future profitability. Ambitious capital expenditures and indigenization efforts could strain finances if increased revenues do not offset costs timely.
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₹2.96k
FV
3.7% undervalued
intrinsic discount
15.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
22 days ago
author updated this narrative
KB Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Digital Adoption And Overseas Expansion Will Empower Asian Finance
Key Takeaways Accelerated digitalization, non-banking diversification, and proactive AI investments are expected to improve profitability, increase customer acquisition, and enhance asset quality. Strategic overseas expansion and urbanization-driven demand for financial products support long-term revenue growth and reduce dependence on the Korean market.
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₩139.10k
FV
19.2% undervalued
intrinsic discount
6.51%
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
Updated
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Fabrinet
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AWS Partnership And Telecom Wins Will Unlock Future Potential
Key Takeaways Key partnerships and telecom growth drive anticipated revenue and earnings increases, with significant opportunities through advanced manufacturing and datacom products. Capacity expansion and share repurchases signal confidence in long-term growth, with potential positive impacts on margins and earnings per share.
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US$292.25
FV
12.3% overvalued
intrinsic discount
15.00%
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
Updated
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China Vanke
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Diversified Financial Strategies Will Reduce Liabilities And Restore Stability
Key Takeaways Strategic diversification and improved financial strategies aim to reduce liabilities, enhance financial stability, and drive revenue growth. Enhanced offerings, project financing innovations, and expansion in rental housing and logistics are expected to boost earnings and operational stability.
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CN¥6.99
FV
7.7% undervalued
intrinsic discount
-16.61%
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
8 days ago
author updated this narrative
Orlen
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Renewable Energy Focus And Funding Diversification Will Improve Future Performance
Key Takeaways Diversification in funding and strategic bond issuance improve cash flow, supporting revenue growth and higher future earnings. Focus on renewable energy and upstream growth enhances potential for improved margins and earnings.
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zł78.08
FV
5.8% overvalued
intrinsic discount
-2.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
8 days ago
author updated this narrative
LKQ
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Cost Cuts And Lean Operations Will Unlock Sustainable Value
Key Takeaways Aggressive cost-cutting, operational streamlining, and leadership changes aim to enhance margins, recover scale benefits, and drive long-term revenue growth. Strong pricing power and expansion into sustainable, adjacent services support resilient revenues, market share, and diversification despite macroeconomic uncertainties.
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US$43.42
FV
31.0% undervalued
intrinsic discount
2.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
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