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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
63
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
93
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
14
users have followed this narrative
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Punjab National Bank
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Transformation And AI Will Drive Future Banking
Key Takeaways Accelerated digital transformation, asset quality clean-up, and tax regime shifts are set to boost margins, reduce cost, and drive stronger profitability and shareholder returns. Strong loan pipeline and focus on government-driven growth initiatives position PNB for ongoing expansion in lending, revenue, and non-interest income.
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₹114.89
FV
9.5% undervalued
intrinsic discount
14.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
2 days ago
author updated this narrative
ENEOS Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Energy Initiatives And Operational Efficiencies Will Secure Future Revenue Stability
Key Takeaways JXAM's stock market transition aims to unlock growth potential and enhance shareholder returns while optimizing asset management and financial stability. Operational improvements and new energy ventures boost efficiency and profits, supporting future earnings growth and financial stability.
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JP¥887.14
FV
6.0% undervalued
intrinsic discount
-3.34%
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
2 days ago
author updated this narrative
NEXON
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
New Dungeon&Fighter Releases Will Drive Global Expansion, But Uncertainties May Impact Revenue Targets
Key Takeaways Co-development with Tencent and new Dungeon&Fighter titles aim to boost revenue via increased user acquisition, market expansion, and localized content for China. Investments in talent and content, along with a significant share buyback, focus on franchise longevity and enhancing shareholder value.
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JP¥2.69k
FV
11.8% overvalued
intrinsic discount
3.04%
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
2 days ago
author updated this narrative
Genmab
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Late-Stage Investments In EPKINLY, Rina-S, And Acasunlimab Will Expand Market Potential
Key Takeaways Strategic investments in late-stage programs and expansions into new markets are poised to drive significant revenue and market reach growth for Genmab. Focused allocation of R&D funding enhances long-term value, impacting earnings by optimizing resource deployment for maximum return.
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DKK 1.94k
FV
28.6% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
2 days ago
author updated this narrative
Tryg
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Profitability Initiatives And Digital Automation Will Optimize Insurance Operations
Key Takeaways Tryg's focus on digitalization, automation, and operational efficiencies aims to improve net margins and enhance revenue and earnings. Capital management strategies, including potential repatriation, aim to boost shareholder returns and positively impact earnings per share.
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DKK 175.00
FV
7.0% undervalued
intrinsic discount
2.64%
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
2 days ago
author updated this narrative
Credicorp
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AI Initiatives And Revenue Diversification Position Company For Future Success
Key Takeaways Strategic digital transformation and innovation initiatives aim to improve operational efficiency and potentially increase future net margins. Diversified revenue mix and proactive lending expected to support future revenue and loan growth across core segments.
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US$239.32
FV
4.1% overvalued
intrinsic discount
12.83%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
2 days ago
author updated this narrative
Arca Continental. de
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Latin American Recovery And Digitalization Will Expand Market Reach
Key Takeaways Expansion into high-growth beverage categories and digital channels supports revenue diversification and positions the company for greater operational efficiency and margin improvement. Investments in logistics, automation, and sustainability initiatives enhance supply chain performance, regulatory standing, and long-term brand value amidst evolving consumer and market trends.
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Mex$233.06
FV
15.4% undervalued
intrinsic discount
6.44%
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
2 days ago
author updated this narrative
Centrais Elétricas Brasileiras - Eletrobrás
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future Expansion Into Renewables And AI Aims To Improve Efficiency But May Face Financial And Regulatory Risks
Key Takeaways Expansion through auctions and new projects aims to increase revenue and improve margins via efficiency and reliability gains. Focus on increasing consumer base and operational efficiency, with AI integration, is expected to boost earnings and reduce costs.
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R$55.62
FV
14.4% undervalued
intrinsic discount
0.74%
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
2 days ago
author updated this narrative
Almarai
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Poultry And Dairy Expansion Will Unlock Future Potential
Key Takeaways Expansion in poultry and strategic investments are set to drive significant future revenue growth and long-term earnings improvements. Efficiency projects and product innovations aim to strengthen margins and increase market share in key segments.
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ر.س64.06
FV
25.7% undervalued
intrinsic discount
7.28%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
2 days ago
author updated this narrative
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