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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
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0
users have commented on this narrative
2
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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
1
users have liked this narrative
0
users have commented on this narrative
7
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
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Toray Industries
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Project AP-G 2025 And Performance Chemicals Poised To Boost Profit Margins And Revenue Growth
Key Takeaways Strategic reforms and pricing initiatives aimed at high-growth segments are set to enhance profit margins and streamline operations. Accelerated capital efficiency efforts and demand recovery in key segments position the company for sustained revenue growth and improved earnings.
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JP¥1.10k
FV
5.5% 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
0
users have followed this narrative
5 days ago
author updated this narrative
SK Innovation
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Merger With E&S And Oil Discoveries Will Strengthen Competitive Edge In Global Energy Market
Key Takeaways Merger with SK E&S enhances competitive edge in the global energy market, potentially boosting future revenue and earnings. North American expansion in batteries and strategic initiatives in petrochemicals aim to optimize costs and improve profit margins.
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₩125.52k
FV
15.2% undervalued
intrinsic discount
3.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
Karooooo
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Southeast Asia And Europe Will Unlock Digital Fleet Upside
Key Takeaways Aggressive expansion and investment in sales and technology position Karooooo to capitalize on global demand for digital fleet management and data-driven logistics solutions. Strong customer retention and focus on compliance and integration tools support sustainable, recurring revenues and improved long-term margins.
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US$58.10
FV
22.2% undervalued
intrinsic discount
17.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
5 days ago
author updated this narrative
FinVolution Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion Into International Markets And AI Investments Will Increase Costs But Strengthen Future Prospects
Key Takeaways International expansion and increased R&D investments may pressure net margins and delay profitability due to significant initial spending. Strategic shifts and dividend commitments might limit reinvestment capacity, impacting potential earnings growth and EPS over time.
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US$11.82
FV
29.5% undervalued
intrinsic discount
11.27%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
5 days ago
author updated this narrative
Afya
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisitions Like Unidom And Mais Médicos Expansion Will Strengthen Position In Healthcare Education
Key Takeaways Afya's expansion of medical seats and acquisitions is expected to drive revenue and margin growth in the Undergrad segment. Growth in Medical Practice Solutions and operational restructuring indicate strong revenue and margin improvements across segments.
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US$19.75
FV
27.8% undervalued
intrinsic discount
9.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
5 days ago
author updated this narrative
Endava
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
AI Capabilities Like Morpheus And Compass Will Leverage Digital Shift For Market Expansion
Key Takeaways Focus on AI capabilities and long-term deals may drive revenue growth, expanding the addressable market and providing earnings stability. Acquisitions and share buyback program aim to boost operational efficiencies and enhance shareholder value through synergies and increased EPS.
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US$22.75
FV
46.5% undervalued
intrinsic discount
4.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
5 days ago
author updated this narrative
Hello Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Overseas Launch Of Soulchill, Yaha Live, And Amarr Will Strengthen Global Presence
Key Takeaways Overseas expansion and app innovations are expected to drive revenue growth and improve margins by enhancing global presence and user experience. Strategic cost optimizations and focused marketing efforts aim to boost efficiency and profitability, despite potential short-term revenue declines.
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US$9.65
FV
17.4% undervalued
intrinsic discount
2.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
5 days ago
author updated this narrative
Singapore Exchange
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expanded Platforms And Offerings Will Attract More Clients In Future
Key Takeaways Expansion of SGX's OTC FX platform and modern trading initiatives are set to boost revenue growth and diversify income streams. Growth in cash equities, IPOs, and derivatives trading is expected to drive increased revenues amid favorable conditions and strategic expansions.
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S$14.66
FV
11.1% overvalued
intrinsic discount
6.21%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
5 days ago
author updated this narrative
Reece
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquiring Shadowboxer And Opening New Branches Will Improve Customer Experience
Key Takeaways Strategic acquisitions and network expansion are key to enhancing customer experience and driving long-term revenue growth. Employee engagement initiatives and core capability investments are expected to improve operational performance and net margins.
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AU$15.30
FV
13.7% undervalued
intrinsic discount
2.79%
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
5 days ago
author updated this narrative
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