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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
34
users have liked this narrative
6
users have commented on this narrative
93
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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BRD - Groupe Société Générale
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Banking And Green Financing Will Shape Romania's Resilient Future
Key Takeaways Rapid digital banking adoption and branch optimization are projected to increase efficiency, lower costs, and support stronger profit margins and returns. Strategic lending growth and investments in green financing position the company to benefit from macroeconomic trends and drive sustained topline and earnings expansion.
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RON 19.89
FV
2.0% overvalued
intrinsic discount
3.82%
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
1 day ago
author updated this narrative
Sanmina
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisition Of ZT Systems Will Fuel Enduring Electronics Momentum
Key Takeaways Recent strategic acquisitions and investments in automation position Sanmina to capitalize on robust demand for advanced electronics manufacturing in high-growth sectors. Expansion of capabilities and a strong financial position enable sustained margin improvement, operational efficiency, and long-term earnings growth across diverse markets.
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US$114.50
FV
5.9% overvalued
intrinsic discount
6.38%
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
2 days ago
author updated this narrative
Nampak
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Recyclable Packaging Trends Will Transform African Markets
Key Takeaways Rising demand for recyclable metal cans and sustainability trends position Nampak to gain market share and capture premium pricing as plastic alternatives decline. Operational restructuring, capacity expansion, and manufacturing modernization support margin growth, improved earnings, and a stronger balance sheet with potential for shareholder returns.
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R710.00
FV
30.0% undervalued
intrinsic discount
10.14%
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
1 day ago
author updated this narrative
Record
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Dynamic Hedging And Private Markets Will Shape Global Trends
Key Takeaways Expanding risk management and tailored private market solutions are strengthening recurring revenue and deepening institutional client relationships, supporting diversified and stable growth. Strategic focus on data-driven technology, cost efficiency, and differentiated offerings is enhancing operational leverage, margins, and long-term profitability.
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UK£1.40
FV
57.9% undervalued
intrinsic discount
6.23%
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
1 day ago
author updated this narrative
Mega Lifesciences
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion In Indonesia And Vietnam Will Fuel Emerging Wellness Markets
Key Takeaways Strategic expansion in high-growth markets and local manufacturing reduce operational risks and support sustainable revenue and margin growth. Diversified product pipeline and focus on preventive healthcare align with rising demand, driving consistent earnings momentum and unlocking higher value per unit.
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฿32.14
FV
5.1% undervalued
intrinsic discount
1.05%
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
1 day ago
author updated this narrative
Belden
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
IT And OT Integration Will Expand Industrial Digital Infrastructure
Key Takeaways Strong demand from digital transformation, automation, and network upgrades is driving organic growth and positioning Belden for higher margins and recurring revenue. Strategic investments in software, integration, and selective M&A are expanding the company's addressable market, supporting sustained outperformance and portfolio optimization.
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US$139.67
FV
14.9% undervalued
intrinsic discount
4.25%
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
Updated
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Itron
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Smart Grid Infrastructure And IoT Adoption Will Unlock Future Opportunities
Key Takeaways Rising global smart grid demand, digitalization, and IoT adoption are driving sustained revenue growth and expanding high-margin software offerings for Itron. Structural cost optimizations and a strong project pipeline position Itron for improved margins, earnings growth, and continued contract wins despite potential short-term delays.
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US$144.45
FV
13.1% undervalued
intrinsic discount
5.16%
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
Updated
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META
Meta Platforms
AN
AnalystConsensusTarget
Consensus Narrative from 62 Analysts
AI Advancements And Expanding Digital Commerce Will Redefine Advertising
Key Takeaways AI-driven personalization and new ad formats are boosting ad performance, user engagement, and creating diversified revenue streams across Meta's platforms. Platform ecosystem advantages support durable revenue growth, competitive strength, and expanded monetization as digital commerce and advertising shift online.
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US$858.63
FV
10.4% undervalued
intrinsic discount
15.47%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
685
users have followed this narrative
Updated
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Microsoft
AN
AnalystConsensusTarget
Consensus Narrative from 51 Analysts
AI And Cloud Services Will Shape Enterprise Future
Key Takeaways Rapid AI and cloud integration, along with a strong subscription model, are driving sustainable high-margin growth and future earnings predictability. Increased demand for security and enterprise cloud solutions, coupled with operational efficiency, supports margin stability despite continued high investments.
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US$606.61
FV
13.9% undervalued
intrinsic discount
14.55%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
1
users have commented on this narrative
1085
users have followed this narrative
Updated
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