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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
19
users have liked this narrative
6
users have commented on this narrative
48
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
27
users have liked this narrative
5
users have commented on this narrative
76
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
8
users have followed this narrative
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Dr. Lal PathLabs
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
Digital Adoption And Urbanization Will Transform Organized Diagnostics
Key Takeaways Aggressive expansion in underserved markets and advanced digital infrastructure could yield outsized market share, operational efficiency, and margin growth above industry expectations. First-mover advantage in specialized testing and potential for strategic acquisitions position the company for sustained earnings growth and premium market positioning.
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₹3.93k
FV
18.4% undervalued
intrinsic discount
14.22%
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
12 days ago
author updated this narrative
GREE Holdings
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Digital Transformation Will Drive Global Mobile Gaming And Virtual Communities
Key Takeaways Ongoing investment in proprietary IP, operational streamlining, and international expansion position GREE for margin improvements and more stable, diversified revenue streams. Scalable monetization in VTuber, Metaverse, and digital solutions, alongside community-driven platforms, fuels potential for sustained high growth and recurring earnings.
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JP¥800.00
FV
34.4% undervalued
intrinsic discount
5.22%
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
12 days ago
author updated this narrative
PDF Solutions
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Cloud Analytics And AI Will Power Connected Semiconductor Fabs
Key Takeaways Explosive demand for PDF's integrated SaaS and secure data platforms is fueling sustained margin expansion and long-term, resilient revenue growth above industry expectations. Category leadership and strategic partnerships create a powerful network effect, locking in customers and structurally boosting recurring revenue and operating leverage.
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US$36.00
FV
38.1% undervalued
intrinsic discount
22.35%
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
12 days ago
author updated this narrative
Huntsman
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
North American And Chinese Production Will Fortify MDI Operations
Key Takeaways Tariffs reducing MDI imports may boost Huntsman's domestic production and revenue in North America. Cost recalibration and asset rationalization are expected to improve net margins by reducing operating expenses.
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US$12.15
FV
24.0% undervalued
intrinsic discount
3.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
Updated
narrative
WH Smith
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Global Air Travel And Urbanization Will Boost Retail Demand
Key Takeaways Expansion in North America and international format optimization are poised to drive outsized revenue, margin, and earnings gains well above market expectations. Advanced digital transformation and resilient, needs-based retail model uniquely position WH Smith for scalable growth and strong, reliable cash flow generation.
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UK£16.00
FV
35.1% undervalued
intrinsic discount
4.29%
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
12 days ago
author updated this narrative
Budweiser Brewing Company APAC
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
Urbanization And Rising Incomes Will Expand Premium Beer Appeal
Key Takeaways Aggressive use of digital sales and expanded distribution could accelerate market share and premiumization, driving faster revenue and margin growth than expected. Efficiency gains from digitization and scale, combined with product innovation and premium trends, position Budweiser APAC for sustained structural margin and earnings outperformance.
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HK$13.53
FV
39.4% undervalued
intrinsic discount
9.82%
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
12 days ago
author updated this narrative
Entra
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Norwegian Office Demand And Green Building Will Uplift Portfolio Value
Key Takeaways Premium office demand and limited new supply enable higher occupancy, rent growth, and revenue stability backed by reliable government and tech tenants. Focus on green-certified buildings, cost reductions, and disciplined investments strengthen margins, boost property values, and support long-term earnings growth.
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NOK 126.83
FV
1.1% overvalued
intrinsic discount
2.16%
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
12 days ago
author updated this narrative
La Comer. de
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Premium Grocery Expansion Will Create Future Market Success
Key Takeaways Expansion of premium formats and unique assortments in affluent areas is fueling sustainable growth in sales, margins, and customer loyalty. Investments in omni-channel presence, supply chain, and private labels are boosting efficiency, digital reach, and resilience against market challenges.
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Mex$47.50
FV
10.8% undervalued
intrinsic discount
11.60%
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
12 days ago
author updated this narrative
China Coal Xinji EnergyLtd
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Domestic Energy Security And Low-Carbon Transition Will Secure Long-Term Value
Key Takeaways Strategic investments in intelligent mining and digital platforms boost operating margins and profitability, cushioning against commodity price downturns. Diversification into new energy and clean coal technologies supports long-term growth and stability amid evolving regulatory and market trends.
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CN¥8.44
FV
21.4% undervalued
intrinsic discount
14.25%
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
12 days ago
author updated this narrative
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