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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
64
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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CITIC Securities
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Southeast Asia Expansion And Green Finance Will Shape Future Markets
Key Takeaways Expansion in international markets and high-growth sectors positions CITIC Securities for diversified revenue streams and increased global market share. Focus on green finance, ESG, and digital strategies may attract environmentally responsible investors and improve operational efficiency, enhancing revenue and net margins.
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CN¥34.07
FV
15.2% undervalued
intrinsic discount
10.19%
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
3 days ago
author updated this narrative
Mercedes-Benz Group
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
New EV Models And Digital Platforms Will Drive Electrification
Key Takeaways Expansion into electric vehicles, digital platforms, and advanced in-car technologies is expected to support premium pricing, recurring revenues, and long-term earnings growth. Operational efficiency, supply chain optimization, and sustainability initiatives aim to strengthen cost resilience, net margins, and adaptability to shifting industry dynamics.
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€61.73
FV
15.6% undervalued
intrinsic discount
1.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
122
users have followed this narrative
3 days ago
author updated this narrative
SoftBank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Homegrown LLMs And AI Will Expand Japan Digital Markets
Key Takeaways Accelerating investment in AI, fintech, and digital infrastructure boosts recurring revenue streams, margin expansion, and monetization through partnerships and new service offerings. Strategic focus on semiconductors and global collaborations bolsters Japan's tech self-sufficiency while reducing supply chain and geopolitical risks for sustained softbank growth.
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JP¥228.27
FV
2.7% overvalued
intrinsic discount
4.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
Canadian Imperial Bank of Commerce
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Banking Expansion And Capital Market Successes Will Strengthen Future Client Relationships
Key Takeaways Growth in mass affluent and private wealth sectors and digital banking expansion aim to improve high-margin revenue, client retention, and net interest margins. Strong operating leverage with cost management and record trading revenue promise earnings growth via deals and private economy focus.
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CA$99.38
FV
0.6% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
84
users have followed this narrative
3 days ago
author updated this narrative
Daiichi Sankyo Company
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Global Aging And ADC Pipelines Will Expand Oncology Markets
Key Takeaways Strong sales growth and international diversification are driven by high demand for oncology treatments, expanding approvals, and inclusion in key reimbursement lists. Deep pipeline in antibody-drug conjugates and strategic global partnerships position the company for long-term revenue and margin expansion in innovative targeted therapies.
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JP¥5.63k
FV
37.0% undervalued
intrinsic discount
11.04%
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
3 days ago
author updated this narrative
Mitsui
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future
Key Takeaways Focus on clean energy projects and strategic acquisitions strengthens Mitsui's energy transition position and diversifies revenue streams for greater earnings resilience. Disciplined portfolio management and investment in innovation enhance operational efficiency, supporting higher margins and mitigating short-term market volatility.
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JP¥3.53k
FV
8.4% undervalued
intrinsic discount
3.36%
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
3 days ago
author updated this narrative
National Grid
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Planned £60 Billion Investment Will Strengthen Energy Networks And Operational Efficiency
Key Takeaways National Grid plans massive network investments to drive asset growth, boost future revenues, and stabilize earnings. Strategic initiatives like asset sales and streamlined processes support margins while enhancing earnings and operational efficiency.
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UK£11.78
FV
10.7% undervalued
intrinsic discount
6.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
86
users have followed this narrative
3 days ago
author updated this narrative
ANZ Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Suncorp Acquisition And AI Initiatives Will Improve Future Efficiency And Customer Engagement
Key Takeaways Successful Suncorp acquisition and platform innovations expected to enhance revenue, market share, and net margins through increased efficiency and cost savings. Digital investments and AI-driven customer engagement initiatives position ANZ for improved growth and profitability in digital transactions and financial services.
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AU$28.56
FV
8.1% overvalued
intrinsic discount
4.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
83
users have followed this narrative
3 days ago
author updated this narrative
KDDI
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Telecom And Fintech Integration Will Foster Sustainable Value
Key Takeaways Growth in advanced data services and integrated financial products is increasing customer retention and expanding revenue across both consumer and business segments. Continued investment in network modernization and digital solutions is strengthening KDDI's market position and supporting long-term profitability and business diversification.
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JP¥2.66k
FV
3.0% undervalued
intrinsic discount
3.44%
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
3 days ago
author updated this narrative
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