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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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Saudi National Bank
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Shifting To More Profitable Segments Like MSME And Mortgages Will Capture Untapped Market Opportunities
Key Takeaways Strategic focus on profitable segments and customer-centric improvements is expected to drive revenue growth and increase net margins. Investments in digitalization and funding mix optimization aim to enhance operational efficiency and improve earnings.
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ر.س46.91
FV
23.3% undervalued
intrinsic discount
10.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
2 days ago
author updated this narrative
Industrial Bank
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digital Initiatives And Regulatory Reforms Will Redefine Banking
Key Takeaways Alignment with financial reforms and tech finance could enhance revenue and earnings through capital market involvement. Digital transformation and risk management strategies may boost efficiency, reduce NPAs, and enhance asset quality for stable growth.
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CN¥23.94
FV
3.7% undervalued
intrinsic discount
15.37%
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
2 days ago
author updated this narrative
Itaú Unibanco Holding
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Transformation And Customer Engagement Will Improve Operating Efficiency
Key Takeaways Digital transformation and advanced analytics boost customer engagement, operational efficiency, and earnings stability even in volatile market conditions. Diversified fee-based services and focus on high-income clients strengthen revenue resilience and position the bank for sustainable, long-term growth.
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R$39.98
FV
7.4% undervalued
intrinsic discount
15.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
2 days ago
author updated this narrative
Saudi Basic Industries
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Fujian Project And Digital Shifts Will Drive Future Value
Key Takeaways Strategic project ramp-up and portfolio optimization focus growth on high-margin, sustainable businesses aligned with global demand trends and the circular economy. Operational transformation, digital adoption, and innovation initiatives are expected to drive higher efficiency, cost reductions, and improved earnings quality.
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ر.س64.98
FV
10.8% undervalued
intrinsic discount
2.28%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
71
users have followed this narrative
2 days ago
author updated this narrative
Siemens Healthineers
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Advanced Imaging And AI Diagnostics Will Expand Global Markets
Key Takeaways Innovation in imaging and AI diagnostics, plus digital adoption, is driving order growth, margin improvement, and recurring, higher-quality revenues worldwide. Rising chronic diseases, aging populations, and emerging market investments will sustain long-term market expansion, supporting continued revenue and margin gains.
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€59.86
FV
22.4% undervalued
intrinsic discount
5.40%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
2 days ago
author updated this narrative
Larsen & Toubro
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Expanding International Orders Will Build Future Infrastructure And Digital Sectors
Key Takeaways Strong order pipeline, diversified international presence, and focus on infrastructure and renewables support stable, multi-year growth and reduced reliance on domestic projects. Strategic shift toward high-margin digital and tech services, alongside improved capital efficiency, enhances profitability and supports long-term margin expansion.
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₹4.04k
FV
10.6% undervalued
intrinsic discount
14.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
2 days ago
author updated this narrative
CITIC Securities
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Southeast Asia Expansion And Green Finance Will Shape Future Markets
Key Takeaways Expansion in international markets and high-growth sectors positions CITIC Securities for diversified revenue streams and increased global market share. Focus on green finance, ESG, and digital strategies may attract environmentally responsible investors and improve operational efficiency, enhancing revenue and net margins.
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CN¥34.07
FV
15.2% undervalued
intrinsic discount
10.19%
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
2 days ago
author updated this narrative
Mercedes-Benz Group
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
New EV Models And Digital Platforms Will Drive Electrification
Key Takeaways Expansion into electric vehicles, digital platforms, and advanced in-car technologies is expected to support premium pricing, recurring revenues, and long-term earnings growth. Operational efficiency, supply chain optimization, and sustainability initiatives aim to strengthen cost resilience, net margins, and adaptability to shifting industry dynamics.
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€61.73
FV
15.6% undervalued
intrinsic discount
1.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
122
users have followed this narrative
2 days ago
author updated this narrative
SoftBank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Homegrown LLMs And AI Will Expand Japan Digital Markets
Key Takeaways Accelerating investment in AI, fintech, and digital infrastructure boosts recurring revenue streams, margin expansion, and monetization through partnerships and new service offerings. Strategic focus on semiconductors and global collaborations bolsters Japan's tech self-sufficiency while reducing supply chain and geopolitical risks for sustained softbank growth.
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JP¥228.27
FV
2.7% overvalued
intrinsic discount
4.06%
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
2 days ago
author updated this narrative
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