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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
24
users have liked this narrative
6
users have commented on this narrative
55
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
28.9% 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
87
users have followed this narrative
Updated
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
20.8% 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
13
users have followed this narrative
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KGHM Polska Miedz
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Renewable Energy And Victoria Project Will Modernize International Operations
Key Takeaways Investment in renewable energy and optimized resource management is expected to reduce costs and improve operational efficiency and net margins. Expansion into international markets and strategic shifts in foreign operations aim to increase production capacity and enhance revenue streams.
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zł133.73
FV
0.4% undervalued
intrinsic discount
2.68%
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
about 17 hours ago
author updated this narrative
Dentsu Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Investing In Integrated Growth Solutions And Modern Media Will Drive Competitiveness In Future Markets
Key Takeaways The midterm management plan targets profitability by reevaluating underperforming businesses and implementing cost control measures to improve net margins by 2027. Strategic focus on integrated growth and large markets with strong positions aims to enhance competitiveness, market share, and shareholder value.
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JP¥3.28k
FV
5.3% undervalued
intrinsic discount
1.75%
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 17 hours ago
author updated this narrative
Coromandel International
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Robust Domestic Agriculture And Green Diversification Will Drive New Markets
Key Takeaways Strategic integration and expansion into specialty, eco-friendly products position the company for improved margins and resilience against global price volatility. Geographic and segment diversification reduces market dependence, supporting sustainable revenue growth and higher profitability from premium and higher-margin businesses.
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₹2.59k
FV
5.5% undervalued
intrinsic discount
8.98%
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 17 hours ago
author updated this narrative
MINEBEA MITSUMI
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expanding Production Capacity Will Unlock Future Aerospace And Automotive Opportunities
Key Takeaways Expansion in aircraft and ball bearings production with new plants aims to capture aerospace demand resurgence, boosting revenue. Exit from less profitable sub-core businesses and improved efficiencies focus on high-margin sectors, enhancing net margins.
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JP¥3.02k
FV
16.6% undervalued
intrinsic discount
2.34%
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
about 17 hours ago
author updated this narrative
Balkrishna Industries
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Tire Capacity Expansions And India Demand Will Unlock Premium Markets
Key Takeaways Capacity expansions and product innovation are expected to drive margin expansion, operational efficiency, and premiumization, supporting future revenue and gross margin growth. Favorable industry trends and regulatory changes position the company for long-term domestic growth and increased market share despite temporary export challenges.
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₹2.56k
FV
5.4% undervalued
intrinsic discount
13.46%
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
about 17 hours ago
author updated this narrative
Komercní banka
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Overvaluation Will Lower Earnings In Czech Banking
Key Takeaways Market and earnings growth are susceptible to normalization of temporary gains, limited revenue diversification, and challenging interest rate conditions. Rising fintech competition and demographic headwinds threaten customer base, fee income, and long-term structural growth.
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Kč1.04k
FV
0.6% overvalued
intrinsic discount
5.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
about 17 hours ago
author updated this narrative
SPX
Spirax Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Targeted Sales Initiatives And New Products Will Expand Reach In Decarbonization And Digital Solutions
Key Takeaways Organizational restructuring and manufacturing site closures aim to fund investments, boost operational efficiency, and improve net margins in the medium term. Focusing on high-growth sectors and digital solutions is expected to drive organic sales growth, profit expansion, and earnings improvement.
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UK£72.52
FV
15.3% undervalued
intrinsic discount
3.56%
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
about 17 hours ago
author updated this narrative
HYBE
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Global Fandom Economy And Weverse Engagement Will Expand International Markets
Key Takeaways Global expansion and diversification into new genres and markets reduce reliance on legacy acts, enhancing growth and earnings stability. Platform innovation and digital monetization improve margins, while cross-market synergies boost recurring revenue and resilience.
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₩329.29k
FV
15.7% undervalued
intrinsic discount
15.01%
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
about 17 hours ago
author updated this narrative
Whitbread
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
German Expansion Poised To Strengthen Long-Term Outlook
Key Takeaways Strategic initiatives to transform offerings and focus on high-return investments are likely to enhance margins and drive profit growth. Expansion in Germany reaching profitability may significantly contribute to margin improvement and profit growth.
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UK£33.64
FV
9.6% 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
22
users have followed this narrative
about 17 hours ago
author updated this narrative
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