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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
62
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
90
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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ICICI Lombard General Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Government Spending And Digital Advances Will Expand Insurance Reach
Key Takeaways Increasing government spending and anticipated growth in auto and health sectors may boost revenue and slightly improve margins for ICICI Lombard. Regulatory changes and digital innovations could enhance market penetration, reduce costs, and improve overall growth and earnings.
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₹2.12k
FV
10.6% undervalued
intrinsic discount
10.48%
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
2 days ago
author updated this narrative
Jindal Steel
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Upcoming Investments In Galvanizing And Color Coating Will Improve Product Mix And Optimize Costs
Key Takeaways Strategic focus on infrastructure and logistics expansion aims to optimize costs and enhance margins through efficiency improvements and enhanced product offerings. Commitment to financial flexibility through controlled leverage could support future growth initiatives, potentially enhancing earnings per share.
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₹988.18
FV
1.4% undervalued
intrinsic discount
16.88%
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
2 days ago
author updated this narrative
Rede D'Or São Luiz
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Consolidation With SulAmérica Will Reduce Execution Risk And Open Opportunities
Key Takeaways Organic expansion and new hospital systems are poised to boost operational efficiency and improve net margins. Strategic partnerships and synergies, including with SulAmérica, are opening growth opportunities and enhancing earnings.
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R$40.48
FV
10.4% undervalued
intrinsic discount
11.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
2 days ago
author updated this narrative
KRAFTON
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Expanding Mobile Gaming Markets Will Deliver New Opportunities Despite Risks
Key Takeaways Diversifying game portfolio, expanding internationally, and embracing community-driven models support sustained growth, user retention, and recurring revenue opportunities. Strategic acquisitions and AI-driven efficiencies enhance productivity, broaden market reach, and help stabilize earnings while improving profit margins.
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₩456.48k
FV
29.7% undervalued
intrinsic discount
15.50%
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
2 days ago
author updated this narrative
Dabur India
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Herbal And Ayurvedic Trends In India And Beyond Will Thrive
Key Takeaways Market share gains and strong demand across categories, along with health and wellness trends, strengthen Dabur's pricing power and revenue growth outlook. International expansion and ongoing innovation reduce reliance on India, enhance earnings stability, and support margin improvement despite inflationary pressures.
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₹544.80
FV
6.9% undervalued
intrinsic discount
9.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
2 days ago
author updated this narrative
9CI
CapitaLand Investment
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expansion Into India And Focus On Fee Income Will Strengthen Future Prospects
Key Takeaways Strategic capital deployment and capital recycling suggest potential revenue growth, enhancing net margins through opportunistic investments and asset management focus. Expanding in emerging markets and scaling FUM aim to boost revenue growth, leveraging strategic acquisitions and high-margin services.
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S$3.44
FV
19.5% undervalued
intrinsic discount
-4.33%
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
2 days ago
author updated this narrative
Indian Hotels
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Expansion Toward 700 Hotels Will Reshape Global Hospitality
Key Takeaways Growing demand from a larger middle class, digital integration, and capital-light expansion are driving higher revenue, margins, and portfolio growth potential. Portfolio diversification, limited supply, and infrastructure investments are supporting stable earnings, reduced cyclicality, and sustained pricing power.
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₹861.39
FV
14.7% undervalued
intrinsic discount
12.89%
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
2 days ago
author updated this narrative
SCB X
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Data X And Typhoon AI Will Improve Future Cost Management And Asset Quality
Key Takeaways Strategic focus on AI and digitalization is expected to enhance efficiencies, improving cost management and asset quality for better margins and earnings. Growth initiatives like Home Credit Vietnam acquisition and virtual banking aim to boost revenue and enhance long-term profitability.
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฿128.06
FV
1.5% overvalued
intrinsic discount
11.37%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
2 days ago
author updated this narrative
Origin Energy
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Shifting To Renewables Will Increase Costs And Compress Future Margins
Key Takeaways Transitioning to renewables and investing in infrastructure increases capital expenditure, impacting cash flows and net margins due to delayed ROI. Rising costs from gas supply investments and heightened competition in energy retail may squeeze margins, offsetting customer growth efforts.
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AU$11.12
FV
7.3% overvalued
intrinsic discount
-0.28%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
2 days ago
author updated this narrative
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