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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
17
users have liked this narrative
4
users have commented on this narrative
42
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
22
users have liked this narrative
4
users have commented on this narrative
62
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
8
users have followed this narrative
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Dr. Reddy's Laboratories
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Investments In Biosimilars And NRT Will Expand Market Reach, Yet Regulatory Hurdles May Persist
Key Takeaways Strategic expansion in biosimilars and key product markets could drive revenue and improve margins. Increased investment in R&D for complex generics and GLP-1 assets aims to boost high-margin, innovative product offerings.
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₹1.26k
FV
5.0% undervalued
intrinsic discount
4.92%
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
14 days ago
author updated this narrative
Delivery Hero
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Operational Efficiencies And Cost Control Signal Path To Sustainable Profitability
Key Takeaways Market expansion, customer experience, and subscription in Korea could boost revenue and profitability through increased order volumes and customer retention. Talabat's potential IPO may attract regional investors, contributing to MENA growth and strengthening Delivery Hero's balance sheet.
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€36.42
FV
30.2% undervalued
intrinsic discount
11.30%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
14 days ago
author updated this narrative
Cochlear
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
New Cochlear Implant Launch And Market Expansion Will Strengthen Future Prospects
Key Takeaways Focus on adult and senior markets in developed countries could drive revenue and net margin growth through increased sales volume. New product launches and geographic expansion, especially in Europe and emerging markets, support competitive positioning and incremental revenue growth.
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AU$290.56
FV
7.9% overvalued
intrinsic discount
10.32%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
14 days ago
author updated this narrative
CG Power and Industrial Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Government And Utility Spending Will Drive Global Grid Modernization
Key Takeaways Strong order growth and capacity expansion position the company to benefit from power sector investment and infrastructure modernization trends in India and abroad. Margin improvement and global diversification efforts, including ventures in semiconductors, support earnings stability and long-term profitability through new revenue streams.
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₹738.75
FV
7.9% undervalued
intrinsic discount
22.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
32
users have followed this narrative
14 days ago
author updated this narrative
Mankind Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Integration Of BSV Will Diversify Portfolio And Open Niche Markets
Key Takeaways Strategic partnerships and diversification into niche markets are anticipated to drive revenue and margin growth through high entry barrier portfolios. Efficiency enhancements and financial management may boost margin improvements and earnings through productivity gains and reduced finance costs.
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₹2.72k
FV
5.9% undervalued
intrinsic discount
15.13%
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
14 days ago
author updated this narrative
EcoPro BM
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Expansion Into Electric Vehicles And Nickel Refining Will Drive Future Success
Key Takeaways Ecopro BM's sales volume is projected to increase significantly, enhancing revenue and profitability, driven by electric vehicle launches and improved inventory management. Strategic investments in productivity and expansion into new markets aim to boost revenue, reduce costs, and strengthen the company's profitability and competitive position.
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₩104.17k
FV
20.9% overvalued
intrinsic discount
42.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
14 days ago
author updated this narrative
Grupo Bimbo. de
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Efficiency Improvements And South American Acquisitions Will Expand Future Market Access
Key Takeaways Strategic acquisitions in South America and EAA are enhancing market access and driving revenue growth and margin expansion. Efficiency improvements, including closing older bakeries, are optimizing costs and boosting profitability via record EBITDA margins aided by favorable commodity costs.
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Mex$62.83
FV
13.8% undervalued
intrinsic discount
4.58%
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
14 days ago
author updated this narrative
OMV
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Diversifying Gas Supplies And Polyolefin Expansion Will Strengthen Future Resilience
Key Takeaways OMV's diversified gas portfolio and strategic investments in growth projects enhance resilience, stability, and long-term revenue diversification. Polyolefin sales growth and operational efficiencies from new plants and potential joint ventures boost earnings and margins.
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€49.32
FV
9.8% undervalued
intrinsic discount
-0.39%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
14 days ago
author updated this narrative
Metro
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expanding E-Commerce And Local Products Will Shape Future Success
Key Takeaways Growth in online and local product sales could enhance future revenue, driven by e-commerce expansion and consumer preference for Canadian products. Investments in supply chain efficiency and pharmacy growth may boost net margins and earnings, while share repurchases enhance EPS and stock price support.
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CA$104.36
FV
2.4% overvalued
intrinsic discount
3.23%
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
14 days ago
author updated this narrative
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