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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
61
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
89
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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Alcidion Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Aging Populations Will Fuel Digital Healthcare In Australia And UK
Key Takeaways Accelerating demand for digital healthcare and AI-powered solutions is expanding Alcidion's market, contractual opportunities, and recurring revenue potential. Product innovation and operational momentum boost competitive positioning, customer retention, and prospects for sustained profitability growth.
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AU$0.12
FV
10.8% undervalued
intrinsic discount
12.24%
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
about 21 hours ago
author updated this narrative
NATCO Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Anticipated Revlimid Allocation Could Shape Future Amid Profit Margin Concerns
Key Takeaways Substantial future growth expected from Revlimid allocation, semaglutide launch, and first-to-file ANDA drug launches, enhancing revenue and earnings. Strategic focus on cash utilization and growth in Crop Health Sciences and acquisitions may improve revenue base and long-term earnings stability.
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₹972.09
FV
6.6% undervalued
intrinsic discount
-10.08%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
51
users have followed this narrative
25 days ago
author updated this narrative
Synthomer
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Sustainable Specialty Polymers Will Unlock New Global Opportunities
Key Takeaways Focus on specialty polymers, cost-reduction, and global diversification positions Synthomer to achieve better margins, stable earnings, and long-term growth in sustainable markets. Expansion into eco-friendly products and high-growth regions leverages regulatory trends and urbanization, supporting multi-year revenue and margin improvement.
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UK£1.57
FV
60.6% undervalued
intrinsic discount
4.19%
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
Updated
narrative
BFF Bank
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Reinforced Sales Teams And Legal Strategies Will Improve Future Operations
Key Takeaways Strengthened sales leadership and enhanced legal processes are expected to boost loan growth, revenue, net margins, and reduce provisioning risks. New deposit activities in Greece and regulatory changes could optimize capital, increasing capital ratios and supporting earnings growth.
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€11.34
FV
0.5% overvalued
intrinsic discount
3.32%
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
Updated
narrative
Domain Holdings Australia
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Investments In AI And Platinum Edge Will Drive Future Potential Despite Valuation Concerns
Key Takeaways Strategic investments in technology and AI aim to boost future revenue and operating margins through product innovation and enhanced user engagement. Partnership with Nine and premium product adoption enhance branding and pricing power, supporting stable revenue and earnings growth.
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AU$4.16
FV
6.2% overvalued
intrinsic discount
6.72%
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
8 days ago
author updated this narrative
Bank Hapoalim B.M
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Modern Digital Banking In Israel Will Unlock Future Efficiency
Key Takeaways Ongoing digitization and operational modernization are driving cost efficiencies, margin expansion, and higher non-interest revenues tied to changing consumer behavior. Improved credit quality and robust lending growth position the bank for sustained profitability and flexibility in shareholder returns amid favorable economic conditions.
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₪70.75
FV
12.8% undervalued
intrinsic discount
5.33%
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
Updated
narrative
EVN
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Regulatory Pressures Will Challenge Renewables Despite Offsetting Efficiency Gains
Key Takeaways Heavy investment in renewables and networks supports growth, but profitability remains vulnerable to regulation, commodity price swings, and weather-driven renewable output. Expansion into digital and green infrastructure faces challenges from rising debt, limited financial flexibility, and government intervention restraining revenue potential.
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€25.00
FV
4.4% undervalued
intrinsic discount
-2.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 1 month ago
author updated this narrative
Resonac Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Legacy Chemicals Will Drag Semiconductor Prospects With Limited Upside
Key Takeaways Dependence on legacy chemicals and carbon-intensive products exposes Resonac to declining demand, margin erosion, and heightened regulatory and environmental pressures. Competitive threats, portfolio transformation challenges, and global supply chain risks threaten revenue growth, margin stability, and the ability to pivot toward higher-growth segments.
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JP¥3.30k
FV
7.9% overvalued
intrinsic discount
-5.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 1 month ago
author updated this narrative
IRB-Brasil Resseguros
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Risk Management And ESG Integration Will Support Stability Amid Revenue Decline
Key Takeaways Advanced risk management and actuarial processes are expected to improve underwriting decisions, enhancing financial stability and net margins. Strategic focus on Non-Life international expansion and improved capital allocation is likely to drive premium growth, profitability, and overall earnings.
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R$52.57
FV
11.8% undervalued
intrinsic discount
-6.47%
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
10 days ago
author updated this narrative
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