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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
28
users have liked this narrative
5
users have commented on this narrative
77
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
19.2% 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
10
users have followed this narrative
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Novartis
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
China Expansion And Advanced Therapies Will Drive Future Upside
Key Takeaways Strong demand for innovative therapies and expansion in emerging markets support growth, while operational efficiency boosts margins and long-term profitability. Advancements in advanced therapies and substantial shareholder returns position the company for accelerated earnings and enhanced equity performance.
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CHF 98.85
FV
6.6% undervalued
intrinsic discount
2.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
82
users have followed this narrative
7 days ago
author updated this narrative
Union Bank of the Philippines
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Completion Of Citi Integration Will Enable Focus On Growth Initiatives By 2025
Key Takeaways Focus on consumer loans and strategic shifts aim to sustain high net interest margins, enhancing future revenue growth and profitability. Improved operational efficiency and increasing non-interest income from transaction services are expected to enhance earnings quality and net margins.
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₱42.58
FV
25.0% undervalued
intrinsic discount
24.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
7 days ago
author updated this narrative
ZAG
Zumtobel Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Recovery In Non-Residential Construction And New Products Will Improve Future Prospects
Key Takeaways Strategic focus on renovation and maintenance, along with new product introductions, positions for recovery in non-residential construction, boosting future revenue and margins. Long-term contracts and key accounts provide revenue stability and visibility, mitigating demand volatility and potentially improving earnings.
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€5.10
FV
13.7% undervalued
intrinsic discount
1.13%
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
7 days ago
author updated this narrative
Strides Pharma Science
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Affordable Generics And Digital Trends Will Broaden Global Healthcare Reach
Key Takeaways Expansion in high-value generics, R&D investments, and digital transformation are driving diversified growth and long-term profitability across regulated and emerging markets. Streamlined product portfolio, cost optimization, and supply chain efficiencies are boosting margins and supporting sustainable earnings improvement.
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₹1.08k
FV
25.3% undervalued
intrinsic discount
12.93%
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
7 days ago
author updated this narrative
Metropolis Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Integration Of Core Diagnostics Will Strengthen Specialty Diagnostics Leadership
Key Takeaways Strategic acquisitions and high-tech expansions are expected to drive Metropolis' revenue growth and enhance specialty diagnostics leadership. Investment in technology and micro marketing strategies is set to improve patient engagement, operational efficiency, and optimize future revenue generation.
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₹1.94k
FV
6.1% overvalued
intrinsic discount
15.77%
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
7 days ago
author updated this narrative
Rossari Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Capacity Expansions And Green Chemistry Will Unlock Southeast Asia Markets
Key Takeaways Capacity expansions, overseas investments, and integration of acquisitions are set to boost revenue growth, operating leverage, and strengthen earnings resilience through diversification. Ongoing R&D in green chemistry and expansion into premium, eco-friendly segments will help capture new markets, support margin growth, and align with global sustainability trends.
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₹870.00
FV
23.1% undervalued
intrinsic discount
16.56%
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
7 days ago
author updated this narrative
Zydus Wellness
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Naturell Acquisition And AI Initiatives Will Boost Future Opportunities
Key Takeaways Successful acquisition and category focus enhance growth prospects, with promising financial returns expected from strategic diversification and leadership in personal care. Innovation in product offerings and digital engagement strategies aim to drive revenue, improve margins, and mitigate cost challenges despite inflationary pressures.
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₹2.36k
FV
17.0% undervalued
intrinsic discount
9.57%
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
7 days ago
author updated this narrative
Youdao
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Collaborations With Google Will Expand Global Reach In Online Marketing
Key Takeaways Integration of AI technologies enhances service quality and growth, while AI-driven subscriptions show strong potential for revenue expansion. Strategic operational adjustments and international partnerships aim to boost profitability and market reach, potentially increasing net margins and earnings.
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US$13.01
FV
32.4% undervalued
intrinsic discount
11.60%
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
7 days ago
author updated this narrative
Knowit
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Defense And Fintech Acquisitions Will Unlock Digital Opportunities Ahead
Key Takeaways Expansion into high-growth sectors and increased focus on advanced digital solutions position Knowit for stronger revenue growth, margin improvement, and higher-value contracts. Optimization of internal efficiency and disciplined pricing support profitability, while investments in key competencies and talent foster long-term growth and stability.
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SEK 162.67
FV
30.8% undervalued
intrinsic discount
5.32%
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
7 days ago
author updated this narrative
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