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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
59
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
6
users have commented on this narrative
89
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
20.6% 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
14
users have followed this narrative
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Aldar Properties PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Urban Expansion And Sustainable Initiatives Will Transform UAE Real Estate
Key Takeaways Strong demand from demographic growth and international investment boosts Aldar's revenue, while sustainability and wellness initiatives increase its market appeal and competitiveness. Expanding recurring income streams and operational efficiencies enhance earnings resilience and support margin improvement across various real estate segments.
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د.إ10.72
FV
8.3% undervalued
intrinsic discount
11.17%
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
Aviva
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquisition Of Direct Line Will Yield £125 Million In Cost Savings And Unlock Capital Benefits
Key Takeaways Strategic focus on capital-light portfolios and acquisitions set to enhance growth, net margins, and shareholder returns with reduced capital requirements. Robust insurance and retirement unit performance, coupled with AI-driven efficiency enhancements, bolster revenue growth prospects and operational efficiency.
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UK£6.50
FV
0.05% overvalued
intrinsic discount
22.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
108
users have followed this narrative
1 day ago
author updated this narrative
Snam
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Diversified Energy Infrastructure And Green Technologies Will Transform Markets
Key Takeaways Expanding infrastructure and regulatory support for clean energy technologies will strengthen revenue streams and margins, while supporting asset growth and gas network adaptation. International expansion and operational efficiency programs are mitigating risks, driving earnings growth, and supporting profitability across multiple jurisdictions.
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€5.39
FV
5.3% undervalued
intrinsic discount
5.82%
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
1 day ago
author updated this narrative
Britannia Industries
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
Rural Distribution And E-Commerce Will Broaden Market Reach
Key Takeaways Deeper rural distribution, premium innovation, and quick commerce expansion are set to drive long-term topline growth and greater market share. Cost optimization and category expansion into value-added foods position the company for sustained improvement in profitability and competitive strength.
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₹5.87k
FV
8.2% undervalued
intrinsic discount
10.18%
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
1 day ago
author updated this narrative
6054
Eastroc Beverage(Group)
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Dual Engine Approach And International Expansion Will Redefine Beverage Markets
Key Takeaways The company's dual-engine strategy and focus on digital transformation enhance revenue growth and consumer loyalty, benefiting future earnings. Production capacity expansion and international market strategies improve operational efficiency and brand recognition, supporting long-term revenue and growth.
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CN¥325.26
FV
8.4% undervalued
intrinsic discount
22.54%
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
Sartorius
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Advanced Biologic Adoption Will Expand Global Reach
Key Takeaways Strong product innovation and rising demand for advanced biologic drugs are strengthening Sartorius' recurring revenues, margins, and competitive position. Expanding global healthcare access and consumables growth diversify revenue streams and reduce cyclicality, supporting sustained and higher-quality earnings.
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€257.25
FV
29.6% undervalued
intrinsic discount
9.13%
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
REC
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
India's Energy Transition And Expanding Infrastructure Will Create Lasting Opportunities
Key Takeaways Strong government support for renewables and infrastructure is fueling consistent demand for REC's project finance and ongoing revenue growth. Diversification into non-power sectors and improved risk management are enhancing profitability, margin stability, and long-term earnings resilience.
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₹514.71
FV
25.9% undervalued
intrinsic discount
11.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
1 day ago
author updated this narrative
Tata Power
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Renewable Energy Expansion Will Shape Global Energy Landscape
Key Takeaways Expansion in renewables, digital upgrades, and urban-focused infrastructure boosts revenue quality, margins, and operating efficiency while supporting ongoing financial discipline. Vertical integration and regulatory tailwinds in solar secure long-term growth, protect margins, and reinforce Tata Power's competitive market advantage.
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₹419.83
FV
9.7% undervalued
intrinsic discount
9.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
60
users have followed this narrative
1 day ago
author updated this narrative
Samsung SDI
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Local Battery Expansion Will Open Broader Market Opportunities
Key Takeaways Expansion of U.S. production and diverse technology investments support margin recovery, revenue growth, and improved product differentiation in energy storage and EV markets. Broadening into multiple end markets and strong ESS demand reduce dependence on auto OEMs, smoothing revenue volatility and strengthening long-term growth prospects.
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₩234.60k
FV
7.1% undervalued
intrinsic discount
14.23%
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
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