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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
users have followed this narrative
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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
2
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
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Gujarat Gas
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Restructuring And CNG Expansion Will Simplify Structure And Boost Future Efficiency
Key Takeaways Restructuring aims to simplify corporate operations and enhance value, potentially leading to improved margins and earnings. Aggressive CNG infrastructure expansion and strategic pricing advantage are expected to boost sales and revenue growth.
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₹481.11
FV
11.9% undervalued
intrinsic discount
11.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
Apollo Tyres
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Recovery In Demand And Market Share Gains Will Drive Future Success In Tyre Industry
Key Takeaways Strategic focus on profitability and product mix shift towards Ultrahigh Performance Tires in Europe is likely to boost margins. Market share gains and debt reduction efforts in India, U.S., and Middle East will enhance revenue growth and earnings.
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₹523.00
FV
15.9% undervalued
intrinsic discount
6.39%
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
6 days ago
author updated this narrative
Credito Emiliano
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expected Interest Rate Cuts Will Pressure Bank Revenues In 2025
Key Takeaways Anticipated interest rate cuts and increasing operating expenses press net margins, prompting a shift towards fee-based income to support growth. Rising personnel and ICT costs strain short-term earnings, while transitioning custody assets may not boost fees amid volatile markets.
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€13.30
FV
0.6% overvalued
intrinsic discount
0.021%
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
Türkiye Sise Ve Cam Fabrikalari
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expansion Into Europe, Russia, And India Will Mitigate Future Regional Risks
Key Takeaways Strategic capacity enhancements and geographic diversification may stabilize revenues and increase production efficiency amidst economic fluctuations. New pricing strategies and operational efficiencies could improve margins and strengthen profitability and free cash flow.
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₺50.36
FV
25.5% undervalued
intrinsic discount
28.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
112
users have followed this narrative
6 days ago
author updated this narrative
Aditya Birla Fashion and Retail
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Demerger And Retail Expansion Will Unlock Future Potential
Key Takeaways Demerging the western wear business could unlock value and drive growth, positively affecting future earnings. Strategic focus on premiumization and cost control is expected to expand EBITDA margins, enhancing profitability.
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₹86.88
FV
13.5% undervalued
intrinsic discount
15.52%
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
Metro Brands
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Opening 140 New Foot Locker Stores Will Reach New Customers In India
Key Takeaways Significant store expansion and Foot Locker launch in India aim to boost revenue through premium pricing and increased market penetration. Focus on optimizing margins through cost control, private labels, and e-commerce growth supports strong net margins and sales growth.
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₹1.26k
FV
6.7% undervalued
intrinsic discount
16.20%
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
6 days ago
author updated this narrative
AIAE
AIA Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Setting Up Modular Plants In China And Ghana Will Reduce Costs And Expand Market Reach
Key Takeaways Establishing modular plants in key markets reduces costs and improves profitability by serving regional demand efficiently. Adoption of manufacturing technology and strategic facility positioning will drive revenue growth and enhance margins.
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₹3.68k
FV
14.6% undervalued
intrinsic discount
8.22%
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
6 days ago
author updated this narrative
Tomra Systems
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Deposit Systems And EU Mandates Will Expand Circular Economy Markets
Key Takeaways Expansion into new markets and tighter EU regulations are driving strong demand and recurring revenue growth in reverse vending, recycling, and sorting solutions. Strategic innovation and cost control position Tomra for earnings growth and margin improvement despite recent macroeconomic challenges and delayed customer investment.
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NOK 174.36
FV
17.3% undervalued
intrinsic discount
16.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
J.K. Cement
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Government Programs And Urbanization Will Expand Indian Cement Markets
Key Takeaways Expansion into new markets and increased capacity positions the company to benefit from strong infrastructure demand and capture greater market share. Strategic focus on product diversification and energy efficiency strengthens margins and helps insulate earnings against cyclical downturns.
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₹6.65k
FV
4.1% overvalued
intrinsic discount
12.18%
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
6 days ago
author updated this narrative
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