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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
60
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
6
users have commented on this narrative
89
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
20.6% 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
14
users have followed this narrative
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Berger Paints India
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Monsoon Recovery And Urban Growth Will Expand Market Reach
Key Takeaways Pent-up post-monsoon demand, urbanization, and infrastructure initiatives are expected to drive revenue growth and expand the market for premium products. Gains in market share, focus on high-margin differentiated offerings, and improved operational efficiencies are supporting margin expansion and sustained earnings growth.
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₹553.29
FV
0.9% undervalued
intrinsic discount
9.64%
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
1 day ago
author updated this narrative
Phoenix Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Transformation Will Improve Customer Engagement And Efficiency
Key Takeaways Expansion in annuities and workplace pensions boosts revenue opportunities and operating margins, leveraging market growth in retirement solutions. Commitment to lower leverage ratio reduces financial risk and interests, potentially improving net margins and investor confidence.
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UK£6.71
FV
1.3% overvalued
intrinsic discount
-31.61%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
67
users have followed this narrative
1 day ago
author updated this narrative
Brunello Cucinelli
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Doubling Production By 2033, Fragrances, And Formula 1 Partnerships Will Drive Future Success
Key Takeaways Expansion in production capacity and focus on exclusivity could improve margins and sustain long-term revenue growth. Strategic investments in factory expansion and new product lines support future market expansion and revenue growth opportunities.
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€113.03
FV
14.4% undervalued
intrinsic discount
10.03%
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
1 day ago
author updated this narrative
Coforge
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
AI And Vertical Specialization Will Shape Future Markets
Key Takeaways Aggressive adoption of AI, cloud technologies, and vertical specialization enhances margin stability, repeat business, and positions Coforge for sustainable long-term growth. Strategic acquisitions and a growing order book increase revenue visibility and accelerate entry into higher-growth, outcome-focused services.
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₹1.88k
FV
14.7% undervalued
intrinsic discount
17.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
1 day ago
author updated this narrative
Ackermans & Van Haaren
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Delen Private Bank And DEME Will Forge Future Investment Opportunities
Key Takeaways Strong growth and collaboration in financial services suggest sustained revenue increases and enhanced banking operations. Strategic investments and financial flexibility position for diversified revenue streams and potential earnings growth.
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€234.67
FV
6.1% undervalued
intrinsic discount
0.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
1 day ago
author updated this narrative
National Bank of Greece
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Bank's Digital Focus Aims To Improve Efficiency, Yet Earnings Will Decline Amid Margin Pressures
Key Takeaways Strengthening capital formation and labor market growth is likely to boost corporate and consumer lending, increasing revenue through higher loan volumes and demand. Digital transformation and strategic capital flexibility aim to improve margins, enhance earnings, and potentially increase shareholder remuneration via share buybacks.
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€12.61
FV
3.2% overvalued
intrinsic discount
4.36%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
1 day ago
author updated this narrative
Equatorial
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Brazil Network, SABESP Stake And Solar Parks Will Boost Operations
Key Takeaways Expansion in distribution and improved services could boost revenue and market growth, particularly across Brazil, through increased customer reach and service quality. Strategic acquisitions, solar park completion, and regulatory improvements are set to enhance revenue, net margins, and financial stability.
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R$43.58
FV
18.3% undervalued
intrinsic discount
-4.85%
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
1 day ago
author updated this narrative
AAK AB (publ.)
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Sustainable Plant-Based Trends And ESG Focus Will Unlock Future Markets
Key Takeaways Growing demand for sustainable, health-focused foods and stricter supply chain regulations strengthen AAK's market position, enabling premiumization and customer loyalty. Operational efficiency programs and innovation investments drive higher margins and earnings resilience, supported by strategic diversification across stable and expanding markets.
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SEK 312.75
FV
19.5% undervalued
intrinsic discount
1.17%
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
1 day ago
author updated this narrative
L&T Technology Services
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Digital Transformation And Sustainability Will Expand Engineering Horizons
Key Takeaways Strong demand for digital engineering, sustainability, and AI-driven solutions is driving revenue growth, margin expansion, and improving quality of earnings. Geographic and vertical diversification, supported by acquisitions and operational efficiencies, are broadening the addressable market and strengthening resilience.
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₹4.57k
FV
8.6% undervalued
intrinsic discount
11.37%
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
1 day ago
author updated this narrative
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