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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
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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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Svenska Handelsbanken
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Anticipated Revenue Declines And Shrinking Margins Could Harm Profitability
Key Takeaways Expansion into more physical locations and increased workforce in Sweden could strain resources, potentially lowering net margins if revenue growth lags behind investment. UK mortgage segment and broker partnerships may boost growth, but initial expenses could pressure profitability unless revenue increases significantly.
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SEK 121.73
FV
0.8% undervalued
intrinsic discount
0.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
6 days ago
author updated this narrative
SGS
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
ESG Trends And Digital Shifts Will Redefine Global Markets
Key Takeaways Expansion in sustainability, digital trust, and compliance services positions SGS to benefit from global regulatory trends and growing demand for third-party assurance. Integration of acquisitions and efficiency programs enhance service offerings, operational flexibility, and margin expansion in regulated, high-growth sectors.
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CHF 93.09
FV
11.5% undervalued
intrinsic discount
5.18%
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
Fortis
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Arizona's Long-Range Transmission Plan Will Increase Capacity For Future Growth
Key Takeaways Fortis' substantial capital investments in transmission and resource projects aim to boost rate base growth, enhancing future revenue and earnings stability. Strategic focus on large-scale renewables and formula-based rates in Arizona supports timely investment recovery, reinforcing long-term revenue and earnings growth.
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CA$66.76
FV
3.0% overvalued
intrinsic discount
4.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
65
users have followed this narrative
6 days ago
author updated this narrative
Capitec Bank Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Business Banking And VAS Expansion Will Open New Markets
Key Takeaways Capitec's strategic pivot into business banking, insurance, and VAS seeks to enhance multi-stream revenue, improving future earnings beyond traditional retail banking. Emphasis on SME and informal markets, combined with technological innovation and simplified pricing, aims to increase net margins and transaction volumes significantly.
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R3.78k
FV
8.5% undervalued
intrinsic discount
23.69%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
6 days ago
author updated this narrative
Straumann Holding
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
iEXCEL And AXS Platforms Will Drive Market Share Gains In Implantology
Key Takeaways Investment in innovation and digital transformation, such as the iEXCEL implant system and AXS platform, drives market share, operational efficiency, and gross margins. Strategic expansion in underpenetrated firms and regions, emphasizing education and local manufacturing, enhances revenue potential, affordability, and profitability.
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CHF 125.00
FV
17.4% undervalued
intrinsic discount
8.62%
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
Vedanta
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Lanjigarh Train 2 And BALCO Expansion Will Advance Operations
Key Takeaways Expansion of aluminum production and resource integration will boost revenue and margins through increased capacity and reduced costs. Strategic demerger and debt reduction efforts aim to enhance financial stability, unlock long-term value, and improve earnings.
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₹511.20
FV
14.2% undervalued
intrinsic discount
6.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
50
users have followed this narrative
6 days ago
author updated this narrative
Grasim Industries
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expansion In Birla Opus Paints And Renewable Energy May Shape Company's Future Amid Economic Challenges
Key Takeaways Grasim Industries' expanding Paints business and B2B e-commerce initiatives are poised to significantly boost future revenue growth. Rising demand for sustainable fibers and chemicals, along with renewable energy projects, are expected to enhance profitability and earnings.
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₹3.13k
FV
10.6% undervalued
intrinsic discount
-31.55%
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
Associated British Foods
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Primark's Expansion And Click & Collect Will Attract Future Customers
Key Takeaways Primark's expansion and digital initiatives are poised to boost revenue and customer engagement across key markets. Strategic sustainability and efficient capital allocation hint at enhanced financial returns and strong shareholder value through dividends.
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UK£22.30
FV
1.7% undervalued
intrinsic discount
2.97%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
53
users have followed this narrative
6 days ago
author updated this narrative
Tata Steel
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
New 5 Million Tonne Blast Furnace At Kalinganagar Will Boost Operational Efficiency
Key Takeaways Strategic initiatives and new facilities are boosting volume, operational efficiency, and product mix, enhancing future revenue and earnings. Supply chain reconfiguration and cost reduction efforts are improving net margins, while focus on high-end products drives sustainable growth.
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₹163.07
FV
2.1% undervalued
intrinsic discount
5.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
6 days ago
author updated this narrative
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