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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
15
users have liked this narrative
4
users have commented on this narrative
32
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
3
users have commented on this narrative
44
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
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WPP
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
GroupM's New Client Wins Like Amazon Will Improve Future Performance
Key Takeaways WPP's investment in AI and operational efficiencies aims to boost revenues and margins through enhanced insights and streamlined operations. Strategic client wins and structural cost savings are expected to drive sustainable revenue growth and protect margins even amid challenging environments.
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UK£4.77
FV
15.3% undervalued
intrinsic discount
-11.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
6 days ago
author updated this narrative
YPF Sociedad Anónima
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Shale Oil Production In Vaca Muerta And Pipeline Expansion Will Transform Operations
Key Takeaways YPF's strategic pivot to focus on Vaca Muerta and operational efficiencies could drive higher revenues and improved margins. Enhanced oil export capacity and optimized capital allocation are expected to boost profitability and financial stability.
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AR$53.20k
FV
11.4% undervalued
intrinsic discount
8.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
6 days ago
author updated this narrative
Info Edge (India)
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Investing INR 1,000 Crores Into IE Venture Investment Fund III And AI Will Broaden Future Opportunities
Key Takeaways Investing in startups and AI-powered platform enhancements positions the company for diversified revenue growth and improved operational efficiency. Growing recruitment and niche businesses contribute to strong revenue streams, supported by a positive macro environment and potential market share gains.
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₹1.59k
FV
16.6% undervalued
intrinsic discount
13.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
Insurance Australia Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Earnings Will Decrease Despite Investments In Technology And RACQ Partnership
Key Takeaways Investment in technology and alliances is enhancing customer experience and product strength, driving future growth and revenue potential. Operational efficiencies and strategic pricing in a stabilizing economy are anticipated to improve margins and revenue management.
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AU$8.95
FV
2.1% undervalued
intrinsic discount
-9.79%
Revenue growth p.a.
Set Fair Value
1
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
Apollo Hospitals Enterprise
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
Expanding Into High-End Specialties And Emerging Markets Will Strengthen Future Prospects
Key Takeaways Focus on high-end specialties and strategic payer mix optimization is expected to enhance revenue intensity and net margins. Expansion into emerging markets and international patient growth could drive significant revenue increases.
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₹8.10k
FV
11.2% undervalued
intrinsic discount
17.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
Covestro
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Hebron Facility Expansion Will Increase Polycarbonate Capacity For Key Industries
Key Takeaways Covestro's strategic focus on expanding production capacity and sustainability aims to boost revenue by increasing market share and creating a competitive advantage. The STRONG program's cost efficiencies and renewable energy increase are expected to enhance earnings and margins through reduced costs and sustainability improvements.
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€61.88
FV
2.5% undervalued
intrinsic discount
2.51%
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
6 days ago
author updated this narrative
HTHT
H World Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Asset-light Model And Lower-Tier Expansion Will Secure A Bright Future
Key Takeaways Expansion into lower-tier cities and asset-light transformation aim to boost revenue, market share, and sustainable cash flow. Growth in high-margin segments and strategic cost-cutting enhance profitability through brand recognition and restructuring.
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US$43.79
FV
30.4% undervalued
intrinsic discount
5.94%
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
6 days ago
author updated this narrative
Kakao
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Generative AI Integration Will Reshape User Experience And Increase Engagement
Key Takeaways Kakao's AI innovations are set to enhance user engagement and operational efficiency, potentially increasing revenue and lifting net margins. Expanding beyond chat-based interactions could deepen user engagement, driving higher ad revenues and overall earnings growth.
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₩62.09k
FV
8.5% undervalued
intrinsic discount
7.05%
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
6 days ago
author updated this narrative
Bouygues
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Equans' Perform Strategy And La Poste Telecom Acquisition Will Improve Future Profitability
Key Takeaways Successful execution of strategic plans and acquisitions enhance margins and revenue stability, boosting Bouygues' construction and telecom segments. Commitment to sustainability and strategic telecom investments foster revenue growth and improve market competitiveness, while aligning with investor eco-preferences.
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€40.41
FV
9.3% undervalued
intrinsic discount
1.52%
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
6 days ago
author updated this narrative
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