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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
2
users have liked this narrative
0
users have commented on this narrative
5
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
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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
20.1% 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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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¥319.04
FV
4.5% undervalued
intrinsic discount
22.11%
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
Kerry Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Global Wellness Trends Will Drive Natural Food Market Progress
Key Takeaways Strong innovation in health-focused and specialty ingredients, along with emerging market expansion, positions Kerry for sustained above-market growth and broader customer reach. Operational improvements, portfolio optimization, and proprietary technologies enhance margins, profitability, and competitive advantages in a consolidating industry.
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€107.82
FV
25.3% undervalued
intrinsic discount
3.55%
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
6 days ago
author updated this narrative
Symrise
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Latin America And Asia Pacific Expansion Will Fuel Industry Transformation
Key Takeaways Operational efficiency initiatives, portfolio optimization, and disciplined cost controls are driving lasting margin improvement, free cash flow, and overall earnings quality. Focus on R&D, natural ingredient innovation, and emerging market expansion positions Symrise for premium pricing and resilient, above-market long-term growth.
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€113.87
FV
28.9% undervalued
intrinsic discount
4.44%
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
6 days ago
author updated this narrative
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
One-billing Integration And Fiber Optics Will Boost Digital Connectivity
Key Takeaways Strategic initiatives like group procurement and fixed-mobile convergence boost net margins, earnings, and long-term revenue growth. Expansion in digital connectivity and infrastructure, including data centers, enhances revenue potential and earnings with higher profit margins.
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Rp3.26k
FV
7.0% undervalued
intrinsic discount
3.14%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
77
users have followed this narrative
6 days ago
author updated this narrative
Kongsberg Gruppen
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
European Tensions Will Constrain Defense Orders And Lift Maritime Prospects
Key Takeaways Market optimism may be overestimating sustained revenue and margin growth, ignoring uncertainties in demand, political shifts, and execution challenges on backlog conversion. Rising regulatory scrutiny and potential budget shifts toward sustainability could dampen long-term defense order flow, compressing margins and restricting earnings growth.
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NOK 323.53
FV
4.3% undervalued
intrinsic discount
16.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
52
users have followed this narrative
6 days ago
author updated this narrative
Power Finance
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Resolving NPAs And Renewable Energy Focus May Shape Future Amid Revenue Decline Risks
Key Takeaways Resolving non-performing assets and focusing on renewable energy growth positions Power Finance Corporation for improved asset quality and future revenue expansion. Strategic asset growth and effective cost management through foreign exchange hedging enhance potential for sustained revenue growth and stable net interest margins.
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₹516.07
FV
19.9% undervalued
intrinsic discount
-9.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
40
users have followed this narrative
6 days ago
author updated this narrative
Nippon Paint Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AOC Acquisition And Market Expansion Will Improve Future Profitability
Key Takeaways The AOC acquisition and strategic digital initiatives in decorative paints are set to enhance revenue and EPS growth. Expansion in China and India, along with local partnerships, is expected to boost revenue and improve margins.
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JP¥1.31k
FV
0.8% undervalued
intrinsic discount
7.19%
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
Singapore Airlines
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Delivery Delays Of Boeing 777 Will Limit Capacity And Compress Future Margins
Key Takeaways Boeing 777 delivery delays hinder capacity expansion, impacting growth plans and future revenue potential. Rising competition and nonfuel costs squeeze margins, pressuring pricing strategy and earnings sustainability.
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S$6.39
FV
6.4% overvalued
intrinsic discount
1.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
48
users have followed this narrative
6 days ago
author updated this narrative
Hindalco Industries
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Acquisition Of Meenakshi Coal Mine Will Improve Raw Material Security
Key Takeaways Strategic acquisitions and expansions enhance raw material security, operational efficiency, and revenue growth by increasing capacity and diversifying product offerings. Commitment to ESG and recycling initiatives boosts resource management and operational efficiency, potentially improving margins despite market pressures.
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₹748.30
FV
8.2% undervalued
intrinsic discount
4.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
6 days ago
author updated this narrative
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