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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
15
users have liked this narrative
4
users have commented on this narrative
32
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
3
users have commented on this narrative
44
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
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Raia Drogasil
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Investments In Healthcare And AI Will Drive Future Operational Efficiencies And Profitability
Key Takeaways Focused investment in organic growth and digital channels aims to expand market share and boost long-term revenue through increased pharmacy footprint and online sales. Strategic healthcare and AI investments could lead to new revenue streams and efficiencies, while customer loyalty initiatives drive repeat sales and profitability.
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R$19.44
FV
22.8% undervalued
intrinsic discount
14.05%
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
6 days ago
author updated this narrative
TCC Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Green Energy Investments And Low-Carbon Focus Will Strengthen Future Competitiveness
Key Takeaways Focus on low-carbon operations and green energy investments strengthens regulatory positioning and reduces costs, enhancing net margins. Strategic market expansion and innovation in energy storage drive revenue growth, benefiting from rising global demand for sustainable solutions.
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NT$32.00
FV
23.8% undervalued
intrinsic discount
1.56%
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
6 days ago
author updated this narrative
Boubyan Bank K.S.C.P
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Merger With Gulf Bank May Expand Market Share Amid Rising Risks
Key Takeaways A potential merger with Gulf Bank could expand Boubyan's market share and operational capabilities, enhancing revenue through larger Shariah-compliant banking operations. Innovative digital banking strategies, recognized by awards, can boost client acquisition and retention, strengthening revenue and earnings.
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د.ك0.66
FV
4.9% overvalued
intrinsic discount
16.81%
Revenue growth p.a.
Set Fair Value
1
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
Ascendis Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Upcoming SKYTROFA And YORVIPATH Launches Will Expand Global Reach
Key Takeaways Expanding product offerings and market reach, especially through SKYTROFA and YORVIPATH, aims to boost revenue and capture new opportunities. Strong cash reserves enable investment in product development and expansions, potentially leading to diversified revenue and improved margins.
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US$232.86
FV
19.9% undervalued
intrinsic discount
73.49%
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
Keyera
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
KFS Frac II Will Increase Capacity And Support Future Operations By Mid-2026
Key Takeaways Strategic agreements and projects are poised to enhance revenue, EBITDA, and midstream connectivity, supporting Keyera's long-term growth targets. Collaborations with AltaGas could boost market access and diversification, potentially improving net margins through increased volumes and cost efficiencies.
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CA$50.57
FV
15.2% undervalued
intrinsic discount
16.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
Banca Monte dei Paschi di Siena
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
While The Mediobanca Merger Will Drive Value Creation, Execution Risks Could Impact Profitability
Key Takeaways The merger with Mediobanca is expected to catalyze growth through a diversified product offering and expanded market reach, boosting revenue and operational efficiency. Strategic focus on wealth management growth and cost optimization could improve net margins and enhance earnings sustainability amidst varying interest rate scenarios.
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€7.98
FV
6.2% undervalued
intrinsic discount
3.93%
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
6 days ago
author updated this narrative
Ashok Leyland
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
SAATHI LCV And Switch EiV 12 Launches Will Strengthen Future Market Share In EV And LCV Segments
Key Takeaways Focus on product premiumization, service reach expansion, and cost leadership is likely to boost margins and support sustainable revenue growth. New product launches and robust export growth, coupled with a strong presence in key markets and strategic cost reductions, aim to enhance revenue and net margins.
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₹134.08
FV
10.0% undervalued
intrinsic discount
-0.28%
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
6 days ago
author updated this narrative
KT
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
AI Transformation Will Optimize Workforce And Boost Future Profitability
Key Takeaways Strategic partnerships and AI innovation are poised to boost B2B revenue and enhance profitability by optimizing operations and expanding market presence. Share buyback and focused corporate ventures aim to increase shareholder returns and strengthen overall financial performance.
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₩64.50k
FV
15.7% undervalued
intrinsic discount
2.74%
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
Eurobank Ergasias Services and Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Cyprus Acquisitions And Integration Will Create European Banking Opportunities
Key Takeaways Recent acquisitions and expansions in wealth management and insurance are poised to drive significant revenue growth, enhancing profit margins. Strategic loan portfolio expansion and cost synergies from mergers are expected to boost earnings and improve net margins through operational efficiency.
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€3.48
FV
4.4% undervalued
intrinsic discount
5.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
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