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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
24
users have liked this narrative
6
users have commented on this narrative
55
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
87
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
20.8% 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
13
users have followed this narrative
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Reliance Industries
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Digital, Retail, And Green Energy Trends Will Power India
Key Takeaways Proprietary technology, 5G rollout, and innovation drive Reliance's leadership in digital services and open new monetization avenues across consumer and enterprise markets. Expansion in retail, clean energy, and downstream segments leverages growth trends, policy shifts, and vertical integration to support sustainable revenues and resilient cash flow.
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₹1.64k
FV
15.1% undervalued
intrinsic discount
6.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
132
users have followed this narrative
about 22 hours ago
author updated this narrative
Royal Bank of Canada
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
HSBC Canada Acquisition Expected To Deliver $740 Million In Cost Synergies By 2026
Key Takeaways The bank's digital expansion and streamlined processes aim to boost customer satisfaction and transaction volume, driving future revenue growth. Opportunistic share buybacks and strong deposit growth are poised to enhance earnings per share and strengthen net interest margins.
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CA$187.73
FV
3.0% undervalued
intrinsic discount
7.54%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
114
users have followed this narrative
about 22 hours ago
author updated this narrative
Bank of China
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
AI And Global Expansion Will Shape Future Digital Markets
Key Takeaways Focus on AI, digital finance, and globalization could drive revenue growth, enhance competitiveness, and diversify revenue through emerging industries and international initiatives. Improved risk management and strategic partnerships may stabilize asset quality, boost consumer loans, and increase earnings with higher loan asset volumes and global integration.
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HK$5.13
FV
10.5% undervalued
intrinsic discount
10.51%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
about 22 hours ago
author updated this narrative
Commonwealth Bank of Australia
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Implementing NameCheck Technology Will Raise Expenses Now But May Strengthen Customer Trust In The Future
Key Takeaways Rising technology investments may increase operational costs, affecting short-term net margins and earnings without immediate revenue benefits. Competitive mortgage and deposit markets and retail deposit reliance could pressure interest margins, affecting future revenue and net interest income.
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AU$116.01
FV
53.5% overvalued
intrinsic discount
5.40%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
73
users have followed this narrative
about 22 hours ago
author updated this narrative
China Construction Bank
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Technology And Sustainable Finance Will Transform Banking Operations
Key Takeaways Strategic expansion into emerging industries and green finance could boost revenue growth and integrate sustainable financing practices. Global expansion initiatives in trade financing and enhanced risk management aim to stabilize earnings and diversify international income streams.
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HK$8.69
FV
7.6% undervalued
intrinsic discount
12.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
about 22 hours ago
author updated this narrative
1288
Agricultural Bank of China
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
County Loans And Fintech Investments Will Strengthen Future Performance
Key Takeaways Focus on agricultural and rural loans could boost revenue and strengthen core business, driven by significant loan portfolio growth. Investments in fintech and technology innovation can enhance operational efficiency, leading to better margins and innovative financial products.
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HK$5.61
FV
3.9% undervalued
intrinsic discount
12.18%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
about 22 hours ago
author updated this narrative
ASML Holding
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
High-NA EUV Platforms And AI Demand Will Drive System Sales
Key Takeaways ASML's innovations in EUV and High-NA platforms enhance productivity, reduce costs, and bolster potential revenue and margin growth. AI demand and strategic global collaborations are poised to boost ASML's lithography equipment sales, stabilizing and potentially increasing future earnings.
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€757.87
FV
19.4% undervalued
intrinsic discount
7.33%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
448
users have followed this narrative
about 22 hours ago
author updated this narrative
SAP
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
AI Integration And Cloud Migration Will Unlock Future Opportunity
Key Takeaways Driving deeper customer integration and higher recurring revenue through rapid AI adoption and transition to cloud offerings, boosting margin expansion and earnings visibility. Expanding market reach and topline growth via strategic partnerships, digitalization trends, and internal productivity gains enabling scalable, sustainable profit improvement.
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€287.12
FV
11.3% undervalued
intrinsic discount
12.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
120
users have followed this narrative
about 22 hours ago
author updated this narrative
Alibaba Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
AI And Cloud Investments Will Improve Future Offerings With Qwen25-MAX
Key Takeaways Alibaba's AI and cloud focus is driving substantial revenue growth and positioning for future earnings acceleration due to strong product demand. Strategic divestments and e-commerce enhancements aim to stabilize market share and bolster long-term earnings and shareholder returns.
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US$151.15
FV
20.0% undervalued
intrinsic discount
7.34%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
446
users have followed this narrative
about 22 hours ago
author updated this narrative
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