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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
25
users have liked this narrative
7
users have commented on this narrative
56
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
31
users have liked this narrative
6
users have commented on this narrative
88
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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Divi's Laboratories
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
Custom Synthesis And Capacity Expansion Will Unlock Global Demand
Key Takeaways Expansion in custom synthesis, technology investments, and new capacity boosts growth prospects, margin expansion, and strengthens position in complex pharma outsourcing. Enhanced backward integration, supply chain resilience, and sustainability focus reinforce Divi's competitive advantage and ensure greater client loyalty and stable long-term revenue.
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₹6.46k
FV
8.5% undervalued
intrinsic discount
16.92%
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
1 day 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
15.7% 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
1 day ago
author updated this narrative
Alinma Bank
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Vision 2030 And Digital Transformation Will Shape Banking Future
Key Takeaways Strong digital transformation and diversification strategy position Alinma Bank for higher market share, revenue growth, and improved operational efficiency. Improved funding, asset quality, and risk management support stable earnings and profitability amid sector competition and economic transformation.
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ر.س32.43
FV
19.4% undervalued
intrinsic discount
12.08%
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
1 day 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
3.4% 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
16
users have followed this narrative
1 day ago
author updated this narrative
Ajinomoto
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Indonesia And Philippines Price Adjustments And R&D Will Drive Recovery
Key Takeaways Price increases temporarily hurt sales volume, but rising demand for convenient foods and brand innovation are set to drive future revenue and margin growth. Investments in R&D, process improvements, and health-focused product trends are expected to boost competitiveness and open new revenue opportunities.
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JP¥4.07k
FV
1.8% undervalued
intrinsic discount
5.34%
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
1 day ago
author updated this narrative
Geely Automobile Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Launching 10 NEV Models In 2025 Will Expand Global Market Reach
Key Takeaways Launching new NEV models and expanding globally will positively impact revenue through increased market penetration and sales volume. Merging Zeekr and Lynk & Co aims to reduce costs, enhance earnings, and improve efficiency through lower R&D and operational expenses.
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HK$24.97
FV
26.3% undervalued
intrinsic discount
21.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
1 day ago
author updated this narrative
Itaúsa
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Alpargatas And Aegea's Performance Will Boost Portfolio Strength By 2027
Key Takeaways Strategic debt reduction and improved liquidity management could decrease interest expenses, boosting net margins and earnings. Improved operational performance and higher dividends from investments may enhance revenue growth, cash flow, and shareholder returns.
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R$12.57
FV
13.5% undervalued
intrinsic discount
43.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
1 day ago
author updated this narrative
SBI Life Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 33 Analysts
Digital Transformation In India Will Extend Insurance Reach
Key Takeaways Rising middle-class incomes and increased financial awareness are driving demand for insurance, supporting sustained revenue growth and long-term earnings visibility. Digitalization, wider distribution reach, and a shift to high-margin products are boosting operational efficiency and overall profitability.
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₹2.08k
FV
11.8% undervalued
intrinsic discount
13.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
1 day ago
author updated this narrative
LY
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
AI Personalization And Revamped LINE Will Unlock Digital Opportunities
Key Takeaways Accelerating AI integration and commerce expansion is driving higher user engagement, digital monetization, and new revenue streams across media, messaging, and financial services platforms. Strategic investments in platform integration, technology, and international growth are supporting operational efficiency, deepening ecosystem synergies, and enabling greater returns to shareholders.
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JP¥574.19
FV
14.5% undervalued
intrinsic discount
7.19%
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
1 day ago
author updated this narrative
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