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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
2
users have liked this narrative
0
users have commented on this narrative
6
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
10
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
20.1% 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
2
users have followed this narrative
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Mitsubishi UFJ Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Capital Management Strategies And Asset Optimization Expected To Strengthen Future Performance
Key Takeaways Strategic divestitures and asset optimization are set to enhance profitability and improve valuation gains, positively impacting earnings. Ongoing share buybacks and dividend increases demonstrate disciplined capital management, boosting earnings per share and revenue growth potential.
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JP¥2.24k
FV
7.9% undervalued
intrinsic discount
4.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
6 days ago
author updated this narrative
Tata Consultancy Services
AN
AnalystConsensusTarget
Consensus Narrative from 45 Analysts
AI And Cloud Modernization Will Unlock Future Markets
Key Takeaways TCS is leveraging AI integration and talent development to enhance revenue growth and meet tech-driven project demands, boosting net margins. Strategic investment in AI, legacy modernization, and BFSI technology stack modernization poises TCS for market share growth and improved revenue.
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₹3.76k
FV
18.5% undervalued
intrinsic discount
5.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
72
users have followed this narrative
6 days ago
author updated this narrative
Industria de Diseño Textil
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Logistics Expansion, Tech Integration, And Sustainability Efforts Will Improve Efficiency And Loyalty
Key Takeaways Expansion in logistics and technology aims to enhance operational efficiency, leading to potential revenue growth while improving customer experience and net margins. Focus on emerging markets and sustainability initiatives could capture new market share and strengthen brand loyalty, supporting long-term revenue growth.
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€50.61
FV
18.4% undervalued
intrinsic discount
6.40%
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
6 days ago
author updated this narrative
Reliance Industries
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Expansion Into Next-Gen Telecom And AI Services Like JioAirFiber And JioBrain Will Strengthen Future Prospects
Key Takeaways Expansion of 5G services and new AI products could boost subscriber growth and earnings, positioning Reliance as a telecom and AI leader. Retail growth from festive demand and enhanced domestic production strategies could drive revenue growth and margin improvements.
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₹1.64k
FV
14.9% undervalued
intrinsic discount
6.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
131
users have followed this narrative
6 days ago
author updated this narrative
China Construction Bank
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Technology And Sustainable Finance Will Transform Banking Operations
Key Takeaways Strategic expansion into emerging industries and green finance could boost revenue growth and integrate sustainable financing practices. Global expansion initiatives in trade financing and enhanced risk management aim to stabilize earnings and diversify international income streams.
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HK$8.49
FV
5.8% undervalued
intrinsic discount
11.92%
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
6 days ago
author updated this narrative
Deutsche Telekom
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Fiber And AI Initiatives Will Strengthen Operational Efficiencies
Key Takeaways Deutsche Telekom's investments in fiber and T-Mobile US stake can drive future revenue growth and earnings improvements. Strategic focus on AI and ESG efforts may enhance operational efficiencies and net margins.
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€37.66
FV
16.5% undervalued
intrinsic discount
1.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
81
users have followed this narrative
6 days ago
author updated this narrative
Siemens
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Transitioning To SaaS And Leveraging Industrial AI Will Unlock Future Opportunities In Automation And Infrastructure
Key Takeaways Leadership in industrial AI and strategic acquisitions will enhance productivity and innovation, potentially boosting revenue growth and future earnings. The shift to Software-as-a-Service and large infrastructure contracts are expected to improve recurring revenue, margins, and free cash flow.
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€235.88
FV
7.2% undervalued
intrinsic discount
5.81%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
122
users have followed this narrative
6 days ago
author updated this narrative
Meituan
AN
AnalystConsensusTarget
Consensus Narrative from 37 Analysts
Keeta Launch And AI Focus Will Open New Markets
Key Takeaways International expansion and new market entry, such as Saudi Arabia, could drive future revenue growth and broaden the customer base. Focus on tech and AI innovations may improve operational efficiency, reducing costs and enhancing service, potentially increasing net margins.
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HK$163.25
FV
24.7% undervalued
intrinsic discount
13.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
6 days ago
author updated this narrative
PDD
PDD Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Supply Chain And Ecosystem Investments Will Improve Operational Efficiency
Key Takeaways Strategic investments in logistics support and supply chain innovation could drive order and revenue growth in challenging regions. Platform ecosystem enhancements aim to improve user experience, strengthen brand loyalty, and potentially support stable revenue growth.
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US$124.58
FV
10.1% undervalued
intrinsic discount
13.19%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
300
users have followed this narrative
6 days ago
author updated this narrative
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