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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
5
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
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
20.1% 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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KT&G
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Expanding NGP Products And Global Markets Will Drive Future Success
Key Takeaways Strategic global market focus and pricing in high-value regions are poised to drive revenue and profit growth through increased market penetration and volume. Shareholder-friendly policies, including share buybacks and divestitures, aim to boost earnings per share and enhance overall corporate value.
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₩156.16k
FV
12.1% undervalued
intrinsic discount
5.60%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
6 days ago
author updated this narrative
3034
Novatek Microelectronics
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
AI Integration In TVs And Gaming Systems Will Drive Future Demand And Margins
Key Takeaways Increased consumer electronics demand from Chinese subsidies and U.S. tariffs are predicted to drive seasonal revenue growth positively. Expanding AI applications and advancements in R&D are expected to significantly boost product demand and enhance revenue.
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NT$525.69
FV
10.2% undervalued
intrinsic discount
6.56%
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
6 days ago
author updated this narrative
Svenska Cellulosa Aktiebolaget
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Investments In Containerboard And Renewables Will Shape Future Markets
Key Takeaways Investments in modern containerboard facilities and vertical integration are driving efficiency, positioning the company for sustained margin improvement and resilience amid global supply shifts. Expansion into renewables and sustainable products, aided by regulatory tailwinds, is boosting margins and setting the stage for long-term growth beyond traditional packaging.
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SEK 140.58
FV
11.2% undervalued
intrinsic discount
0.56%
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
ASX
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
CHESS Modernization And Energy Market Expansion Will Boost Future Operations
Key Takeaways ASX's technology modernization projects and transitional energy expansion could enhance operational efficiency and tap into growing markets for long-term revenue growth. Investments in Horizon 2 initiatives and new data services aim to diversify revenue streams, supporting sustainable earnings growth and meeting customer demands.
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AU$69.40
FV
2.2% overvalued
intrinsic discount
-9.26%
Revenue growth p.a.
Set Fair Value
0
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
Klépierre
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Average Cost Of Debt Rising To 2% Will Compress Future Margins
Key Takeaways Klépierre's revenue growth may stagnate due to high occupancy rates and competitive market conditions. Rising interest costs and limited acquisition opportunities could pressure future earnings and constrain profit expansion.
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€32.75
FV
5.7% overvalued
intrinsic discount
-7.67%
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
6 days ago
author updated this narrative
Melrose Industries
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Investments In Engines Capability And Additive Fabrication Will Drive Future Success
Key Takeaways Strategic restructuring and business realignment aim to boost margins and cash flow, driving strong earnings and profitability growth. Investments in aftermarket capabilities and new technologies focus on enhancing operational efficiency and supporting substantial revenue and EPS expansion.
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UK£6.47
FV
11.1% undervalued
intrinsic discount
6.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
BKW
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Grimsel Dam Approval Will Boost Future Energy Production
Key Takeaways Strategic renewable energy projects and expansions, including wind, solar, and battery storage, are expected to drive future revenue growth. Improvements in operational efficiencies and profitability are anticipated from smart meter deployment and restructuring within the services segment.
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CHF 185.00
FV
1.1% undervalued
intrinsic discount
3.20%
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
SinoPac Financial Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Cross-border Expansion And Investments In Renewable Energy Will Diversify Future Opportunities
Key Takeaways Strategic acquisitions and mergers are anticipated to expand SinoPac's asset scale and improve future revenue growth and asset management capabilities. Focus on high-end wealth management and cross-border expansion in the Indo-Pacific region positions SinoPac for enhanced earnings and diversified revenue sources.
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NT$27.30
FV
5.5% undervalued
intrinsic discount
6.50%
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
Grupo Financiero Galicia
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
HSBC Argentina Acquisition Will Strengthen Positioning Amid Economic Recovery
Key Takeaways Acquisition of HSBC's Argentina operations strengthens market position, enabling future revenue growth and improving net margins through operational efficiencies. Economic stabilization in Argentina could boost loan demand, increasing revenue growth and focusing the balance sheet on higher-yielding assets.
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AR$11.47k
FV
41.7% undervalued
intrinsic discount
33.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
6 days ago
author updated this narrative
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