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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
6
users have commented on this narrative
81
users have followed this narrative
New
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
19.2% 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
10
users have followed this narrative
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Alfa Laval
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Energy Efficiency And Decarbonization Will Expand Global Opportunities
Key Takeaways Growth in energy transition and environmental solutions, plus water treatment demand, is expanding Alfa Laval's recurring revenue and addressable market. Service focus, digitalization, and targeted acquisitions are increasing high-margin revenue stability, operational efficiency, and long-term earnings potential.
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SEK 435.20
FV
3.5% undervalued
intrinsic discount
4.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 days ago
author updated this narrative
HDFC Life Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Regulatory Clarity And Project Inspire Will Expand Markets
Key Takeaways Regulatory changes and product innovations offer growth visibility, tapping underpenetrated markets, and potentially enhancing revenue and earnings stability. Expansion into new markets, technology transformation, and agency channel growth aim to drive sales, improve customer experience, and boost market reach.
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₹861.68
FV
12.7% undervalued
intrinsic discount
12.24%
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
7 days ago
author updated this narrative
Poste Italiane
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
E-commerce And Digital Payments Will Secure A Robust Market Future
Key Takeaways Expansion in e-commerce logistics and digital delivery is driving market share gains and supporting future revenue and margin growth amid declining mail volumes. Digital payments, insurance, and omnichannel strategies are boosting profitability, recurring fee income, and customer retention, enhancing long-term earnings resilience.
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€19.28
FV
1.5% overvalued
intrinsic discount
0.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
7 days ago
author updated this narrative
Divi's Laboratories
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
The Kakinada Phase I Expansion Will Increase Future Manufacturing Capabilities And Efficiency
Key Takeaways Expansion at Kakinada and backward integration efforts are expected to enhance revenue and net margins through increased manufacturing capabilities and operational efficiency. Growth in the nutraceutical division and custom synthesis business, along with easing price pressures, could stabilize and boost future revenue.
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₹6.46k
FV
5.0% undervalued
intrinsic discount
17.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
7 days ago
author updated this narrative
Pidilite Industries
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Strong B2B Demand Will Fuel Future Success In EVs And Packaging
Key Takeaways Strong growth is expected from the B2B segment, driven by projects in packaging, electronics, and EV industries, positively impacting revenue. Investment in brand building, distribution, and innovation is key for long-term revenue growth, with potential earnings improvement through strategic acquisitions.
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₹3.19k
FV
4.6% undervalued
intrinsic discount
11.03%
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
7 days ago
author updated this narrative
ZTO Express (Cayman)
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Investing In Automation And AI Will Reduce Costs And Improve Profitability
Key Takeaways Focus on quality service and market share expansion is expected to drive parcel volume and revenue growth above industry averages. Investment in technology and collaborative strategies should improve efficiency, brand recognition, and profit margins.
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US$22.55
FV
11.5% undervalued
intrinsic discount
11.63%
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
7 days ago
author updated this narrative
Tenaga Nasional Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Investments In Renewable Energy Will Improve Future Sustainability And Efficiency
Key Takeaways Strong electricity demand growth surpassing GDP indicates potential revenue increases from industrial and commercial sectors. Investments in renewable energy and efficiency improvements likely enhance revenue, reduce carbon intensity, and improve net margins.
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RM 16.37
FV
19.5% 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
7 days ago
author updated this narrative
Alinma Bank
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Banking Expansion And SME Focus Will Improve Future Profitability
Key Takeaways Alinma Bank's digital and SME growth initiatives aim to enhance customer engagement, improve net interest margins, and boost revenue and profitability. Focus on expanding treasury services and CASA deposits is set to increase non-interest income, lower funding costs, and improve operational efficiency.
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ر.س32.91
FV
20.5% undervalued
intrinsic discount
12.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
61
users have followed this narrative
7 days ago
author updated this narrative
Ajinomoto
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expansion In Bio-Pharma And AI Materials Will Drive Future Success
Key Takeaways Growth in Bio-Pharma Services and Ingredients, driven by increasing projects, is expected to positively impact earnings and business profits. Strategic market and product expansion in Frozen Foods and premium Seasonings aim to boost revenue and profitability.
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JP¥3.95k
FV
0.7% overvalued
intrinsic discount
5.12%
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
7 days ago
author updated this narrative
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