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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
66
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
35
users have liked this narrative
6
users have commented on this narrative
94
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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E.ON
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Energy Investments Will Drive Future Opportunities Amid Economic And Regulatory Challenges
Key Takeaways Strategic focus on economic growth and competitiveness underpins future revenue expansion amidst energy transition efforts. Increased investments in networks and operational efficiencies anticipate strong earnings and margin improvements due to favorable regulatory conditions.
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€16.71
FV
4.7% undervalued
intrinsic discount
1.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
3 days ago
author updated this narrative
Seven & i Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digital Integration And Store Modernization Will Drive Future Momentum
Key Takeaways Strategic focus on store modernization, digital transformation, and fresh food offerings is improving operational efficiency, customer experience, and profit margins, especially in North America. Portfolio shifts and leadership changes support higher profitability by reallocating capital to scalable convenience segments and executing comprehensive cost reforms.
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JP¥2.38k
FV
14.0% undervalued
intrinsic discount
-1.65%
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
3 days ago
author updated this narrative
Coca-Cola Europacific Partners
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Asia-Pacific Expansion And Digital Efficiency Will Secure Future Opportunities
Key Takeaways Expansion in emerging Asia-Pacific markets and strategic acquisitions are driving top-line growth and enlarging the addressable market. Investments in digitalization, efficiency, and healthy product innovation are boosting margins and supporting sustained profit improvement.
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€86.65
FV
6.6% undervalued
intrinsic discount
3.57%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
BOC Hong Kong (Holdings)
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Acquisitions And Southeast Asia Expansion Will Unlock Future Potential
Key Takeaways Strategic acquisitions and regional expansion in Southeast Asia and the Greater Bay Area are expected to drive growth and contribute significantly to profits. Leadership in RMB business and focus on digital transformation and sustainable finance could enhance efficiency, revenues, and attract new clients.
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HK$35.01
FV
5.4% overvalued
intrinsic discount
4.74%
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
3 days ago
author updated this narrative
Partners Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Private Market Expansion Will Unlock Sustainable Value
Key Takeaways Expanding access to private markets and innovative product launches are set to drive sustained management fee and earnings growth as client demand shifts. Enhanced distribution efforts and improving performance are likely to increase market share and support above-market revenue and asset growth over time.
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CHF 1.23k
FV
7.4% undervalued
intrinsic discount
14.51%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
3 days ago
author updated this narrative
Mitsubishi Electric
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Industrial Automation And Decarbonization Will Shape Future Infrastructure
Key Takeaways Strong global demand for automation and electrification is driving expansion in key segments, supporting sustained revenue growth and margin improvement. Focus on R&D, cost optimization, and service contracts is boosting high-margin, recurring income and strengthening future earnings stability.
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JP¥3.23k
FV
11.9% overvalued
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
3 days ago
author updated this narrative
UCB
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Aging Populations And Emerging Markets Will Unlock Opportunity
Key Takeaways Expansion into chronic and underserved conditions with innovative therapies and specialty biologics positions UCB for sustained growth and resilience against competitive pressures. Investments in manufacturing, digital R&D, and effective global market access enhance scalability, operational efficiency, and long-term margin expansion.
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€219.00
FV
15.8% undervalued
intrinsic discount
10.94%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
3 days ago
author updated this narrative
Imperial Oil
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Kearl, Cold Lake And Strathcona Will Drive Future Operational Gains
Key Takeaways Efficiency upgrades, digital automation, and flexible logistics are driving sustained margin expansion, structural cost reductions, and improved market access. New projects, renewable fuels, and emissions reduction initiatives position the company for long-term production growth, revenue diversification, and better regulatory risk management.
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CA$105.82
FV
11.2% overvalued
intrinsic discount
1.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
3 days ago
author updated this narrative
UltraTech Cement
AN
AnalystConsensusTarget
Consensus Narrative from 42 Analysts
Robust Indian Infrastructure Will Unlock Cement Opportunity
Key Takeaways Aggressive capacity expansion, strategic acquisitions, and network optimization are strengthening market share, operational efficiency, and long-term revenue growth potential. Investments in sustainability, green technologies, and logistics are lowering costs, improving margins, and supporting premium pricing amid rising demand for eco-friendly construction.
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₹13.60k
FV
10.6% undervalued
intrinsic discount
12.86%
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
3 days ago
author updated this narrative
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