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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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Dalmia Bharat
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Indian Urbanization And Premium Mix Will Unlock Sustainable Value
Key Takeaways Expansion into high-growth regions, premium product focus, and brand investments are driving stronger revenue growth, improved pricing power, and higher margins. Sustainability initiatives and cost-control measures enhance resilience, ensure ESG leadership, and position the company for long-term market and margin advantages.
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₹2.30k
FV
2.6% undervalued
intrinsic discount
11.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
1 day ago
author updated this narrative
LIC Housing Finance
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Lower Rates And Urbanization In India Will Drive Mortgage Demand
Key Takeaways Lower funding costs, government support, and ongoing digitization are expected to drive margin stability, recurring income, and future profitability. Asset quality improvement and expansion into affordable housing suggest stronger long-term growth potential despite current competition.
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₹666.00
FV
14.3% undervalued
intrinsic discount
8.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
1 day ago
author updated this narrative
Coca-Cola Içecek Anonim Sirketi
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Emerging Market Expansion And Fuse Tea's Growth To Continue Boosting Revenues And Margins
Key Takeaways Strategic focus on low per capita markets and diverse product portfolio aims to boost volume growth and revenue streams. Investment in operational efficiency and adapting to consumer trends enhances distribution and revenue per unit.
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₺77.89
FV
33.6% undervalued
intrinsic discount
28.44%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
1 day ago
author updated this narrative
L&T Finance
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
India's Rural Demand And Digital Lending Will Unlock Potential
Key Takeaways Expanding digital initiatives, partnerships, and AI-driven credit processes are driving down costs, growing new customer segments, and enhancing profitability. Strengthening rural demand, successful gold loan integration, and improved global funding access are supporting diversified, stable loan growth and earnings.
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₹219.68
FV
10.9% undervalued
intrinsic discount
30.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
1 day ago
author updated this narrative
Mr Price Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Profitable Market Share Gains And Supply Chain Innovations Propel Retail Earnings
Key Takeaways Focus on strategic market share gains has improved gross profit margins, potentially enhancing net margins. Expansion and supply chain initiatives could drive revenue growth and improve operational efficiency.
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R313.15
FV
33.8% undervalued
intrinsic discount
7.70%
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
1 day ago
author updated this narrative
Tate & Lyle
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integrating CP Kelco And Partnering With Manus Will Drive Growth And Enhance Profitability
Key Takeaways Expansion through CP Kelco enhances specialty solutions, driving revenue growth and improving profitability via anticipated cost synergies and EBITDA margin uplift. Strong cash flow and disciplined financial management fuel share buybacks, increasing EPS, while innovation drives new revenue streams and strengthens market position.
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UK£7.28
FV
26.3% undervalued
intrinsic discount
10.07%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
1 day ago
author updated this narrative
Syngene International
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Dedicated Peptide Lab And Global Facilities Will Unlock Biopharma Potential
Key Takeaways Expansion in biologics, digitalization, and new manufacturing assets enhances revenue growth, margin improvement, and market share in both Indian and US markets. Deep industry partnerships, outsourcing trends, and regulatory credibility ensure sustained growth momentum, robust client wins, and long-term business stability.
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₹722.22
FV
9.3% undervalued
intrinsic discount
13.96%
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
1 day ago
author updated this narrative
Nikon
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquisition Of RED And Growth In Cell Therapy Propel Revenue And Margins In Imaging And Healthcare
Key Takeaways Nikon's acquisition of RED enhances its video strategy, potentially boosting revenue in the Imaging Products Business. Nikon's pivot in the CDMO business, focusing on cell therapy, may solidify new revenue streams in the Healthcare sector.
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JP¥1.43k
FV
2.4% undervalued
intrinsic discount
2.15%
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
Embassy Office Parks REIT
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Shrinking Margins And Overvaluation Will Haunt Indian Offices
Key Takeaways Strong demand from multinational tenants and limited premium office supply support expectations of robust rental growth, stable occupancy, and margin expansion for Embassy. Market confidence is underpinned by sector formalization, institutional investment, and Embassy's sustainability focus, driving superior earnings prospects and higher valuations.
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₹427.65
FV
10.7% undervalued
intrinsic discount
12.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
1 day ago
author updated this narrative
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