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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.
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0
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2
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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.
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1
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0
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6
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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
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2
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Integer Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Cardiovascular And Electrophysiology Pipeline Will Unlock Future Markets
Key Takeaways Strong demand and new products in high-growth medical segments are driving sales growth and positioning the company for expanded market share. Operational improvements, strategic partnerships, and selective acquisitions are enhancing profitability and stability while broadening the company's addressable markets.
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US$140.88
FV
24.2% undervalued
intrinsic discount
6.99%
Revenue growth p.a.
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0
users have liked this narrative
0
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1
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Bank of India
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
India Digital Shift Will Grow Banking While Margins Remain Pressured
Key Takeaways Digital investments and fintech partnerships are poised to boost customer growth, improve efficiency, and support rising revenues and net margins. Strong asset quality, expanding branch network, and capital strength position the bank for sustainable growth and enhanced profitability.
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₹128.80
FV
13.3% undervalued
intrinsic discount
11.80%
Revenue growth p.a.
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0
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0
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17
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KAP
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Capacity Expansion And Debt Reduction Will Improve Future Market Position
Key Takeaways Expansion and restructuring initiatives are anticipated to enhance capacity, profitability, and operating margins across various segments, driven by market growth and operational efficiencies. Strategic focus on debt reduction and working capital management is expected to boost financial flexibility and improve net earnings in the medium term.
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R2.77
FV
n/a
intrinsic discount
6.78%
Revenue growth p.a.
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0
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0
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10
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Harsha Engineers International
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Global Trade Protectionism And Rising Costs Will Curtail Legacy Exports
Key Takeaways Rising protectionism, regulation, and input cost volatility are set to squeeze margins and limit export-driven growth opportunities across core and emerging markets. Overdependence on a narrow customer base and slow adaptation to automotive technology shifts threatens revenue stability and long-term utilization of new capacities.
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₹398.00
FV
6.3% overvalued
intrinsic discount
12.17%
Revenue growth p.a.
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0
users have liked this narrative
0
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0
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16 days ago
author updated this narrative
Hypera
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Brazil Pricing Pressures And Aging Workforce Will Erode Margins
Key Takeaways Intensifying pricing pressure, rising competition, and reliance on Brazil increase risk to revenue, margin stability, and consistent earnings growth. Growing costs and slower demand make future margin expansion and net earnings recovery increasingly challenging.
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R$22.00
FV
14.8% overvalued
intrinsic discount
17.42%
Revenue growth p.a.
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0
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0
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0
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16 days ago
author updated this narrative
Tecan Group
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Mounting Regulatory And Geopolitical Risks Will Depress Future Prospects
Key Takeaways Heightened regulatory risks, geopolitical tensions, and shifting supply chains are poised to restrict market access, elevate costs, and dampen growth prospects. Intensifying competition, technological disruption, and over-reliance on major OEM partners threaten Tecan's market share, pricing power, and long-term earnings stability.
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CHF 165.20
FV
5.4% undervalued
intrinsic discount
2.04%
Revenue growth p.a.
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0
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0
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0
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16 days ago
author updated this narrative
V2X
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Heavy US Government Contracts Will Curtail Future Prospects
Key Takeaways Heavy dependence on U.S. government contracts and regulatory shifts exposes the company to revenue volatility and rising compliance costs. Technological shifts and integration risks threaten core business models, potentially reducing margins and constraining international growth.
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US$45.00
FV
7.8% overvalued
intrinsic discount
1.81%
Revenue growth p.a.
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0
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0
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16 days ago
author updated this narrative
Hibiscus Petroleum Berhad
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Decommissioning Costs And Regulatory Risks Will Drain Value
Key Takeaways Heavy reliance on mature oil and gas assets and minimal diversification exposes the company to market, regulatory, and sustainability risks. Anticipated declines in oil demand, stricter ESG standards, and high decommissioning costs threaten future margins and cash flow stability.
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RM 1.53
FV
5.2% undervalued
intrinsic discount
-11.77%
Revenue growth p.a.
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0
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0
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0
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16 days ago
author updated this narrative
Meitu
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Overseas Expansion And AI Will Spark Challenges And Opportunities
Key Takeaways Near-term growth may disappoint as international monetization develops slowly and rising competition challenges Meitu's ability to maintain premium pricing and differentiation. Significant ongoing investments and regulatory risks could limit profitability and user growth despite optimism about digital beauty and self-expression trends.
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HK$9.95
FV
19.1% overvalued
intrinsic discount
23.63%
Revenue growth p.a.
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0
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0
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2
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