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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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Brookfield India Real Estate Trust
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
India Urbanization And Digital Transformation Will Drive Leasing Demand
Key Takeaways Strong demand from multinationals and supportive regulatory reforms are driving high occupancy, rental growth, and long-term asset appreciation across key markets. Sustainability initiatives, asset upgrades, and a solid acquisition pipeline attract premium tenants, enabling expansion and supporting steady earnings growth.
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₹332.21
FV
5.5% undervalued
intrinsic discount
9.23%
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
2 days ago
author updated this narrative
Devyani International
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Expansion To Over 2,000 Stores And Partnerships Like With PVR INOX Will Strengthen QSR Market Position
Key Takeaways Aggressive store expansion and strategic partnerships are expected to increase market presence, drive revenue, and enhance market penetration. Cost optimization and international expansion aim to improve margins, profitability, and offer new growth opportunities.
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₹185.46
FV
16.1% undervalued
intrinsic discount
15.15%
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
2 days ago
author updated this narrative
Ricardo
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Acquisition Of E3A And Energy Transition Focus Will Boost Future Prospects
Key Takeaways Strategic focus on high-margin Energy & Environmental solutions and operational efficiency to improve long-term revenue and earnings quality. Expansion into digital and advisory services, alongside infrastructure and industrial market diversification, to drive future revenue growth and profitability.
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UK£4.06
FV
4.3% overvalued
intrinsic discount
-1.93%
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
2 days ago
author updated this narrative
South Indian Bank
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Lending And MSME Focus Will Expand Opportunities
Key Takeaways Expansion into digital lending and new geographic markets is set to drive revenue growth, increase margins, and boost loan portfolio performance. Improvements in asset quality, funding costs, and operational efficiency should deliver greater stability and stronger profitability over time.
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₹35.00
FV
16.6% undervalued
intrinsic discount
13.94%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
2 days ago
author updated this narrative
Transcontinental
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Cost Reductions And Increased Packaging Demand Will Strengthen Future Prospects
Key Takeaways Cost reduction and operational efficiencies are expected to enhance net margins by lowering costs and sustaining profitability. M&A activities and increased demand in key sectors could bolster revenue growth and market diversification.
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CA$24.46
FV
19.9% undervalued
intrinsic discount
-0.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
2 days ago
author updated this narrative
Honasa Consumer
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Derma Co's Growth And Distributor Expansion Will Strengthen Future Prospects
Key Takeaways Honasa Consumer's focus on distributor expansion and younger brand growth could boost revenue and improve net margins. Strategic marketing efforts and enhanced partner incentives may increase profitability and drive revenue through innovative channel growth.
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₹288.62
FV
10.4% undervalued
intrinsic discount
15.11%
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
2 days ago
author updated this narrative
Ricegrowers
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Middle East Expansion And Agritech Investment Will Open New Horizons
Key Takeaways Expanding into high-growth international markets and diversifying product offerings positions the company for stronger revenue and higher-margin branded sales. Investments in innovation, automation, and ESG initiatives are expected to boost cost efficiency, product quality, and resilience across core and adjacent segments.
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AU$14.00
FV
5.6% undervalued
intrinsic discount
3.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
2 days ago
author updated this narrative
West African Resources
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Kiaka Gold And Sanbrado Transition Will Increase Long-Term Production
Key Takeaways Expansion of gold production and efficiency improvements position the company for sustained revenue growth and stronger operating margins. Exposure to strong gold prices and robust ESG performance enhances investor appeal and supports long-term financial stability.
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AU$3.85
FV
30.6% undervalued
intrinsic discount
41.92%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
2 days ago
author updated this narrative
Sensys Gatso Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US, Australia And Ghana Expansion Will Deliver Recurring TRaaS Value
Key Takeaways Expansion into U.S., Australia, and Ghana could boost revenue with a strong order intake and market growth. High-margin TRaaS business and strategic partnerships ensure stable, predictable revenues, enhancing net margins and future earnings.
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SEK 55.50
FV
20.7% undervalued
intrinsic discount
17.12%
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
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