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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
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
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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
2
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
New
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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
users have followed this narrative
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HOCHTIEF
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Surging Data Center Demand And Acquisition Risks Will Redefine Valuation
Key Takeaways Market optimism may be overestimating HOCHTIEF's sustained growth, with risks tied to shifting demand, economic cycles, and integration challenges from rapid expansion. High investor expectations around technology, infrastructure projects, and ESG positioning could lead to overvaluation if competitive pressures or operational issues reduce margins.
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€167.60
FV
15.6% overvalued
intrinsic discount
3.03%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
6 days ago
author updated this narrative
InPost
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
APM Expansion And UK Service Launches Will Fuel Future Success
Key Takeaways Strategic expansion and new services aim to drive volume growth, operational efficiency, and increased revenue through enhanced network density and market capture. Focus on sustainability and ESG goals enhances reputation and customer loyalty, with potential revenue gains and improved margins from operational efficiencies.
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€18.88
FV
32.3% undervalued
intrinsic discount
20.64%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
6 days ago
author updated this narrative
Daiwa Securities Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Wealth Management And Digital Transformation Will Drive Resilience
Key Takeaways Strong growth in wealth and asset management driven by demand for diversified investment products, passive strategies, and rising client adoption boosts revenue stability and margins. Strategic international expansion, digital transformation, and focus on sustainable finance position the company for resilient earnings and reduced reliance on domestic markets.
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JP¥1.13k
FV
5.4% undervalued
intrinsic discount
-0.22%
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
6 days ago
author updated this narrative
Muthoot Finance
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Expanding Digital Initiatives And Robust Gold Loan Demand Will Support Future Prospects
Key Takeaways Strong growth in the core gold loan portfolio boosts revenue, driven by festive demand and enhanced customer engagement via digital and branch expansion. Regulatory stability and partnerships with digital platforms support consistent operations, improved efficiency, and potential increases in revenue streams and earnings stability.
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₹2.60k
FV
1.6% overvalued
intrinsic discount
15.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
6 days ago
author updated this narrative
Orkla
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Sale Of Pierre Robert Group Will Simplify Future Operations
Key Takeaways Strategic focus on organic growth and divestment of non-core assets enhances profitability, operational efficiency, and net margins. Improved cash flow from operations reinforces balance sheet strength and potentially increases shareholder returns through higher dividends.
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NOK 108.20
FV
1.8% overvalued
intrinsic discount
2.34%
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
6 days ago
author updated this narrative
Marico
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Premium Foods And Digital Personal Care Will Shape Global Markets
Key Takeaways Focus on premium and digital-first products, expanded distribution, and automation is set to drive efficient growth and capture evolving consumer trends. Diversifying beyond core segments and regions will stabilize revenue, reduce commodity dependence, and yield more consistent, higher-quality earnings.
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₹767.77
FV
6.7% undervalued
intrinsic discount
10.63%
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
6 days ago
author updated this narrative
IndusInd Bank
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Digital Banking Expansion In India Will Unlock Future Opportunities
Key Takeaways Increased digital adoption and strategic deposit management are set to strengthen margins, boost operational efficiency, and underpin profit growth. Focus on retail, MSME, and underpenetrated lending segments, combined with urbanization trends, supports sustained customer and loan book expansion.
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₹773.08
FV
6.0% overvalued
intrinsic discount
25.49%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
6 days ago
author updated this narrative
Advantech
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
US And China Facility Investments Will Secure Resilient Industry Leadership
Key Takeaways Advantech's investments in production facilities and edge computing are expected to enhance capacity, drive revenue growth, and improve gross margins. Strategic local assembly expansion and potential M&A could mitigate tariff impacts, stabilize margins, and accelerate AI-driven growth.
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NT$389.50
FV
15.8% undervalued
intrinsic discount
12.40%
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
6 days ago
author updated this narrative
Auto Trader Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Deal Builder And Co-Driver AI Suite Will Increase Customer Engagement In Digital Automotive Marketplace
Key Takeaways Strategic focus on enhancing Deal Builder and Co-Driver AI suite likely to drive revenue growth and improve net margins through customer engagement and operational efficiency. Partnership with What Car?
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UK£8.53
FV
2.9% undervalued
intrinsic discount
6.23%
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
6 days ago
author updated this narrative
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