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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
0
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2
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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
6
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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
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Mapfre
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Latin America Expansion And Digital Transformation Will Shape Future Leadership
Key Takeaways Expansion in high-growth markets and a stronger focus on profitable Life and Health insurance support premium revenue growth and long-term earnings stability. Digital transformation and robust capital position enhance operational efficiency, competitive strength, and ability to capture market share.
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€3.39
FV
5.3% overvalued
intrinsic discount
2.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
5 days ago
author updated this narrative
Banca Mediolanum
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Shrinking Margins Will Cause Earnings Decline Despite Project NEXT And Recruitment Efforts
Key Takeaways Banca Mediolanum's focus on fee-based revenues and fixed income funds could sustain margins and enhance positive revenue and earnings growth. Strong capital foundation and training initiatives aim to support long-term growth, maintaining dividend distribution and favorable shareholder returns.
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€16.04
FV
2.8% undervalued
intrinsic discount
-2.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
5 days ago
author updated this narrative
BHAR
Bharti Hexacom
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Indus Towers Transfer And Network Expansion Will Improve Efficiency
Key Takeaways Transfer of telecom towers to Indus Towers is set to enhance operational efficiency and boost EBITDA margins through cost reduction and streamlined focus. Expansion into remote areas and focus on broadband and IoT will likely drive revenue growth through increased market penetration and improved infrastructure.
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₹1.83k
FV
1.7% overvalued
intrinsic discount
15.39%
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
5 days ago
author updated this narrative
Evonik Industries
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Tailor Made Program And Hedged Energy Costs Will Strengthen Future Prospects
Key Takeaways Strong earnings growth and free cash flow support a positive revenue outlook, aided by cost-saving measures. Strategic investments in growth areas and favorable market conditions are expected to boost revenue and competitiveness.
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€21.23
FV
22.8% undervalued
intrinsic discount
0.93%
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
5 days ago
author updated this narrative
AB SKF
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Automation And Digitalization Will Improve Manufacturing Efficiency And Sustainability
Key Takeaways Strategic focus on industrial automation, digitalization, and sustainability positions SKF for improved operational efficiency and higher-margin, stable revenue streams. Exiting the automotive segment enables better capital allocation and reduces exposure to volatile markets, supporting higher earnings quality.
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SEK 245.88
FV
8.9% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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15
users have followed this narrative
5 days ago
author updated this narrative
Kalyan Jewellers India
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
170 New Showrooms And Digital Marketing Will Expand Future Market Reach
Key Takeaways Planned showroom expansion and digital marketing strategies are expected to boost revenue growth and enhance brand visibility in new markets. Improved operational efficiency, debt reduction, and a balanced store mix strategy may positively impact net margins and future profitability.
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₹665.50
FV
10.4% undervalued
intrinsic discount
24.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
31
users have followed this narrative
5 days ago
author updated this narrative
Torrent Power
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Renewable Energy Projects And Debt Reduction Will Improve Future Potential
Key Takeaways Strategic investments in renewable projects and green ventures may drive future revenue growth and improve profitability in emerging energy sectors. Debt prepayment and expansion in distribution aim to enhance operational efficiency, balance sheet strength, and open new revenue channels.
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₹1.38k
FV
4.9% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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5 days ago
author updated this narrative
BPER Banca
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Business Combination With Banca Popolare Di Sondrio Will Expand Market Reach And Strengthen Group
Key Takeaways The merger with Banca Popolare di Sondrio aims to enhance market presence and shareholder value, leveraging synergies for improved earnings and commission income. Technological upgrades and cost reductions are set to improve efficiency and financial performance, underscoring a focus on sustainable growth and profitability.
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€8.87
FV
4.9% undervalued
intrinsic discount
2.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
SK Telecom
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
AI Initiatives Like AIX And AIDC Will Strengthen Future Business Prospects
Key Takeaways Strategic focus on AI and expansion into AI services is expected to drive substantial growth in revenue and market presence. Operational improvements and cost-efficiency measures are set to enhance profit margins and fund further investment in digital growth areas.
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₩61.11k
FV
7.7% undervalued
intrinsic discount
0.93%
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
5 days ago
author updated this narrative
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