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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
71
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
35
users have liked this narrative
6
users have commented on this narrative
94
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
15
users have followed this narrative
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EVN
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Regulatory Pressures Will Challenge Renewables Despite Offsetting Efficiency Gains
Key Takeaways Heavy investment in renewables and networks supports growth, but profitability remains vulnerable to regulation, commodity price swings, and weather-driven renewable output. Expansion into digital and green infrastructure faces challenges from rising debt, limited financial flexibility, and government intervention restraining revenue potential.
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€25.00
FV
4.4% 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
0
users have followed this narrative
about 1 month ago
author updated this narrative
Resonac Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Legacy Chemicals Will Drag Semiconductor Prospects With Limited Upside
Key Takeaways Dependence on legacy chemicals and carbon-intensive products exposes Resonac to declining demand, margin erosion, and heightened regulatory and environmental pressures. Competitive threats, portfolio transformation challenges, and global supply chain risks threaten revenue growth, margin stability, and the ability to pivot toward higher-growth segments.
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JP¥3.30k
FV
7.9% overvalued
intrinsic discount
-5.78%
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 1 month ago
author updated this narrative
Appen
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
LLM And Generative AI Projects Will Secure A Bright Future
Key Takeaways Strong growth in generative AI projects and strategic positioning in key markets imply significant revenue expansion and diversified income sources. Operational efficiencies and cost reductions improve profitability and net margins, aligning with strategic expansion efforts in China and the U.S. Dependency on large contracts and short-term projects alongside low-margin growth in China and variable AI market dynamics pose risks to stable revenue and margins.
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AU$1.48
FV
39.9% undervalued
intrinsic discount
8.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
3 days ago
author updated this narrative
Beiersdorf
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Science Based Skincare Will Expand Global Demand
Key Takeaways Science-driven product innovation and premiumization are boosting brand equity and enabling profitable growth in both premium and mass-market skincare segments. Expansion in emerging markets and advances in digital transformation are increasing market reach and supporting sustainable revenue and margin improvements.
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€127.00
FV
20.7% undervalued
intrinsic discount
4.23%
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
Updated
narrative
Weimob
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI And Smart Retail Expansion Will Stabilize Future Performance
Key Takeaways Shifting focus to larger customers and AI integration is expected to enhance margins and operational efficiency, stabilizing revenue and boosting profitability. Expanding into new verticals with strategic partnerships aims to diversify revenue streams, strengthen ecosystem integration, and drive long-term growth.
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HK$2.13
FV
3.7% overvalued
intrinsic discount
15.76%
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
Updated
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BNP Paribas Bank Polska
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Transformation And Sustainable Financing Will Secure Stability
Key Takeaways Focus on cost control and investment in digital transformation is likely to improve margins amid inflationary pressures. Emphasis on sustainable financing and energy transition aligns with strategic goals, aiding long-term revenue growth.
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zł127.51
FV
14.9% undervalued
intrinsic discount
0.94%
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
12 days ago
author updated this narrative
Gentera. de
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Initiatives And New CEO At Banco Compartamos Will Improve Future Efficiency
Key Takeaways Gentera's digital strategy and leadership changes aim to boost customer growth and earnings through improved operations and customer experience. Expansion in underbanked markets and new product offerings are expected to open revenue streams and enhance market share.
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Mex$44.36
FV
4.2% undervalued
intrinsic discount
16.85%
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
Updated
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Frequentis
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Robust Order Pipeline And Software Focus Will Secure Long-Term Success
Key Takeaways Strong order backlog and strategic shift towards software-centric models could drive significant top-line growth and enhance margins. Expanding defense market and M&A opportunities are poised to boost revenue and broaden global market presence.
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€45.55
FV
26.9% overvalued
intrinsic discount
8.85%
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
12 days ago
author updated this narrative
Bumrungrad Hospital
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Middle Eastern Declines Will Compress Margins Yet Tech Will Assist
Key Takeaways Heavy dependence on high-spending international patients faces threats from reduced treatment intensity, evolving regulations, and stronger healthcare systems in source countries. Intensifying competition, capacity constraints, and digital healthcare alternatives may impede profitability and future revenue growth if Bumrungrad cannot further differentiate itself.
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฿150.00
FV
26.7% overvalued
intrinsic discount
2.40%
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
about 1 month ago
author updated this narrative
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