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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
26
users have liked this narrative
7
users have commented on this narrative
58
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
32
users have liked this narrative
6
users have commented on this narrative
89
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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Phison Electronics
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
aiDAPTIV And 7Nm Chips Will Expand Market Offerings In AI Storage Solutions
Key Takeaways aiDAPTIV software licensing is set to drive gross margin improvements and positively impact future earnings. Strategic investments in R&D and advanced chip technology aim to enhance innovation and revenue growth.
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NT$574.90
FV
7.5% undervalued
intrinsic discount
16.71%
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
about 19 hours ago
author updated this narrative
Man Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
ESG And Data Analytics Will Transform Global Markets
Key Takeaways Strong institutional demand and product diversification are driving sustainable asset growth, recurring fee income, and resilience against market cyclicality. Investment in technology and operational efficiency is expanding scalable offerings and improving margins, supporting long-term profitability and strategic expansion.
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UK£2.12
FV
25.2% undervalued
intrinsic discount
7.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
60
users have followed this narrative
about 19 hours ago
author updated this narrative
Transformers and Rectifiers (India)
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Robust Orders And Grid Expansion Will Sustain Future Demand
Key Takeaways Strong order book, capacity expansion, and focus on higher-margin segments enable consistent revenue growth and margin improvement while reducing market cyclicality. Increasing export orders and operational efficiency enhancements diversify revenue streams and strengthen long-term profitability and earnings stability.
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₹708.00
FV
30.6% undervalued
intrinsic discount
36.94%
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
about 19 hours ago
author updated this narrative
Pampa Energía
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Profit Margins Will Shrink To 224%, Reducing Future Earnings
Key Takeaways Diversification into shale oil and renewables is enhancing production, revenue growth, and improving operational margins. Increased reserves and export opportunities bolster long-term earnings, revenue diversification, and optimize net margins.
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AR$3.86k
FV
7.2% overvalued
intrinsic discount
16.34%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
9 days ago
author updated this narrative
Mayur Uniquoters
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
US And European Exports And Diversified Sectors Will Drive Success
Key Takeaways Diversification across geographies, segments, and customers mitigates risk and stabilizes earnings, while positioning for sustained growth in both domestic and export markets. Strategic focus on higher-margin segments, operational efficiencies, and scalability initiatives is likely to enhance pricing power and improve profitability over time.
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₹761.50
FV
30.6% undervalued
intrinsic discount
8.47%
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
about 19 hours ago
author updated this narrative
MA Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into US Private Credit Market Will Capitalize On Strong Demand
Key Takeaways Strategic partnerships and fund listings are likely to boost revenue growth through increased assets under management and diversified capital sources. Expansion into the U.S. private credit market and advanced loan processing are expected to enhance revenue and maintain market dominance.
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AU$9.42
FV
15.8% undervalued
intrinsic discount
-22.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
about 19 hours ago
author updated this narrative
Tupy
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Biofuel Engines And Auto Contracts Will Open New Horizons
Key Takeaways Tupy's investments in technology and strategic acquisitions aim to enhance long-term value and diversify revenue streams, focusing on innovation and new market opportunities. Operational optimizations and new contracts with automakers are expected to elevate margins and earnings, boosting Tupy's financial performance and market presence.
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R$21.89
FV
25.8% undervalued
intrinsic discount
3.88%
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
about 19 hours ago
author updated this narrative
Vesuvius
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
India Infrastructure And Renewable Trends Will Unlock Long-Term Potential
Key Takeaways Strong growth in India, innovation in technology-driven products, and expansion into non-ferrous segments are strengthening market position and boosting margins. Improved free cash flow and financial flexibility result from restructuring, while global decarbonization trends ensure long-term demand and earnings growth.
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UK£4.38
FV
18.2% undervalued
intrinsic discount
2.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
about 19 hours ago
author updated this narrative
Bajaj Consumer Care
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Project Aarohan And Banjara's Acquisition Will Expand Future Opportunities
Key Takeaways The acquisition of Vishal Personal Care and Project Aarohan aim to boost revenue by expanding market reach and optimizing costs. Price adjustments and technological investments are expected to protect margins and improve overall profitability despite raw material cost inflation.
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₹239.00
FV
4.1% undervalued
intrinsic discount
6.90%
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
about 19 hours ago
author updated this narrative
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