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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
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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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
New
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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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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Bata India
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Scaling Floatz And Power Brands Will Strengthen Market Presence
Key Takeaways Expansion of Floatz and Power brands with innovative, high-margin products is expected to drive significant revenue growth. Scaling zero-based merchandising and franchise expansion aims to enhance net margins and improve consumer experience efficiently.
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₹1.24k
FV
4.1% undervalued
intrinsic discount
8.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
Cebu Landmasters
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Luzon Acquisitions And Diversification Will Open New Markets
Key Takeaways Strategic land acquisitions and project diversification into hotels and leasing position Cebu Landmasters for steady revenue growth and improved margins. Strong sell-out rates and a dual-focus on monetizing and expanding investments indicate potential for accelerated growth and enhanced shareholder value.
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₱2.90
FV
14.1% undervalued
intrinsic discount
7.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
6 days ago
author updated this narrative
Mayur Uniquoters
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Becoming A Preferred Supplier Will Expand US And European Automotive Exports
Key Takeaways Focus on becoming a preferred supplier for OEMs in the U.S. and Europe aims to boost revenue, especially in the automotive sector. Establishing a subsidiary in Lithuania and potential setup in Mexico may expand market reach and enhance production capabilities, supporting future earnings growth.
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₹761.50
FV
31.7% undervalued
intrinsic discount
8.12%
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
6 days ago
author updated this narrative
thyssenkrupp nucera KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Progress In Green Hydrogen Projects And Regulatory Support Will Strengthen Future Prospects
Key Takeaways Expanding project execution in Green hydrogen ventures and favorable EU regulations support robust revenue growth and improved margins. R&D and cost management strategies aim to boost technological leadership and maintain profitability despite potential sales slowdowns.
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€12.35
FV
20.3% undervalued
intrinsic discount
6.79%
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
6 days ago
author updated this narrative
Devyani International
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Expansion To Over 2,000 Stores And Partnerships Like With PVR INOX Will Strengthen QSR Market Position
Key Takeaways Aggressive store expansion and strategic partnerships are expected to increase market presence, drive revenue, and enhance market penetration. Cost optimization and international expansion aim to improve margins, profitability, and offer new growth opportunities.
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₹187.08
FV
13.8% undervalued
intrinsic discount
15.15%
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
6 days ago
author updated this narrative
CSB Bank
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Oracle Migration And Tech Overhaul Will Expand Business Horizons
Key Takeaways Technology transformation and retail asset expansion could enhance operational efficiency, diversify offerings, and boost revenue and customer acquisition. Strategic branch and portfolio expansion, along with a focus on secured loans, may improve income ratios and earnings stability.
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₹416.67
FV
2.6% overvalued
intrinsic discount
-5.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
Brookfield India Real Estate Trust
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Strong Demand For Premium Office Spaces Will Boost Leasing Activity
Key Takeaways Strong demand for premium office spaces by IT firms and GCCs boosts leasing, occupancy, and revenue growth potential. Successful QIP fundraise enables strategic growth, diversifying revenue streams and improving net margins through investments.
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₹323.79
FV
1.6% undervalued
intrinsic discount
9.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
Transcontinental
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Cost Reductions And Increased Packaging Demand Will Strengthen Future Prospects
Key Takeaways Cost reduction and operational efficiencies are expected to enhance net margins by lowering costs and sustaining profitability. M&A activities and increased demand in key sectors could bolster revenue growth and market diversification.
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CA$24.46
FV
20.3% 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
6 days ago
author updated this narrative
South Indian Bank
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Lending And MSME Focus Will Expand Opportunities
Key Takeaways Expansion into digital lending and new geographic markets is set to drive revenue growth, increase margins, and boost loan portfolio performance. Improvements in asset quality, funding costs, and operational efficiency should deliver greater stability and stronger profitability over time.
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₹36.00
FV
19.9% undervalued
intrinsic discount
14.18%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
6 days ago
author updated this narrative
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