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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
6
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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
users have followed this narrative
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Marksans Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into US And UK Markets Will Strengthen Future Prospects
Key Takeaways Strategic expansion in the U.S. and U.K., supported by new product launches, aims for long-term growth and improved earnings. Focus on operational efficiencies and stable costs is expected to enhance profit margins and positively impact earnings.
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₹301.00
FV
25.0% undervalued
intrinsic discount
18.55%
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
6 days ago
author updated this narrative
Salmones Camanchaca
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Lower Net Debt And Efficient Atlantic Salmon Operations May Boost Financial Stability In 2025
Key Takeaways Improved net margins and potentially higher earnings expected due to cost-saving initiatives and reduced risks. Enhanced financial health and lower leverage may support growth initiatives and lower interest expenses.
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CL$2.95k
FV
0.3% undervalued
intrinsic discount
5.46%
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
6 days ago
author updated this narrative
Bajaj Consumer Care
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Project Aarohan And Banjara's Acquisition Will Expand Future Opportunities
Key Takeaways The acquisition of Vishal Personal Care and Project Aarohan aim to boost revenue by expanding market reach and optimizing costs. Price adjustments and technological investments are expected to protect margins and improve overall profitability despite raw material cost inflation.
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₹239.00
FV
6.1% undervalued
intrinsic discount
6.90%
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
6 days ago
author updated this narrative
Tupy
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Biofuel Engines And Auto Contracts Will Open New Horizons
Key Takeaways Tupy's investments in technology and strategic acquisitions aim to enhance long-term value and diversify revenue streams, focusing on innovation and new market opportunities. Operational optimizations and new contracts with automakers are expected to elevate margins and earnings, boosting Tupy's financial performance and market presence.
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R$21.89
FV
28.2% undervalued
intrinsic discount
3.88%
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
Transformers and Rectifiers (India)
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Backward Integration And Capacity Expansion Will Unlock Global Opportunities
Key Takeaways Robust order book and capacity expansion plans indicate strong future revenue visibility and potential earnings growth. Backward integration and strategic focus on sustainable energy solutions are expected to improve efficiency, reduce costs, and open new market opportunities.
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₹718.00
FV
24.3% undervalued
intrinsic discount
47.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
6 days ago
author updated this narrative
Orchid Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
US Partnership For Enmetazobactam Will Unlock Significant Market Opportunities
Key Takeaways EU GMP certification could enable Orchid Pharma's European market expansion and boost future revenue. Investments in Orchid AMS targeting antimicrobial resistance are expected to enhance future profitability.
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₹1.00k
FV
21.1% undervalued
intrinsic discount
31.67%
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
6 days ago
author updated this narrative
Topsports International Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Inventory Optimization And Online Expansion Will Strengthen Future Performance
Key Takeaways Strategic inventory management and collaboration with brand partners are likely to enhance net margins and optimize inventory turnover, boosting earnings. Omnichannel efficiency and growth in online sales are expected to drive revenue growth and improve financial performance.
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HK$3.77
FV
18.0% undervalued
intrinsic discount
1.93%
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
Liontrust Asset Management
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Transformation And Global Expansion Will Create Opportunities
Key Takeaways Leadership in sustainable funds and global expansion position Liontrust to capture long-term demand and drive growth in diverse markets. Technology integration and improved client strategies boost operational efficiency, supporting higher margins and revenue resilience as market conditions shift.
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UK£4.46
FV
20.9% undervalued
intrinsic discount
-3.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
22
users have followed this narrative
6 days ago
author updated this narrative
Erawan Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk
Key Takeaways Expansion in the budget segment with HOP INN hotels and new locations in Thailand and Japan is expected to drive substantial revenue growth. Focus on cost management and renovating luxury properties is anticipated to enhance margins and increase overall revenue and profitability.
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฿3.24
FV
29.0% undervalued
intrinsic discount
4.09%
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
6 days ago
author updated this narrative
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