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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
5
users have commented on this narrative
46
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
5
users have commented on this narrative
72
users have followed this narrative
New
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
19.2% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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InPost
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
APM Expansion And UK Service Launches Will Fuel Future Success
Key Takeaways Strategic expansion and new services aim to drive volume growth, operational efficiency, and increased revenue through enhanced network density and market capture. Focus on sustainability and ESG goals enhances reputation and customer loyalty, with potential revenue gains and improved margins from operational efficiencies.
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€18.88
FV
32.4% undervalued
intrinsic discount
20.64%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
Grupo Financiero Galicia
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
HSBC Argentina Acquisition Will Strengthen Positioning Amid Economic Recovery
Key Takeaways Acquisition of HSBC's Argentina operations strengthens market position, enabling future revenue growth and improving net margins through operational efficiencies. Economic stabilization in Argentina could boost loan demand, increasing revenue growth and focusing the balance sheet on higher-yielding assets.
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AR$11.47k
FV
38.3% undervalued
intrinsic discount
33.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
7 days ago
author updated this narrative
Hindustan Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Visakh And Barmer Projects To Increase Capacity And Diversify Revenue Streams
Key Takeaways Increased refinery capacity and operational efficiencies are expected to improve profitability, boosting net margins and earnings. Expansion into non-fuel retail and renewable energy projects aims to diversify revenue streams and support long-term growth.
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₹443.10
FV
9.4% undervalued
intrinsic discount
1.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
7 days ago
author updated this narrative
Chow Tai Fook Jewellery Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Jewelry Manufacturer Will Strengthen Cultural Appeal Through Partnerships And Global Expansion
Key Takeaways Strategic brand transformation and partnerships enhance cultural appeal, driving revenue growth through higher margins and market share expansion. International market expansion and e-commerce improvements diversify revenue, with share buybacks boosting earnings per share and shareholder returns.
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HK$15.14
FV
11.6% undervalued
intrinsic discount
3.96%
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
7 days ago
author updated this narrative
ZOZO
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Lyst Integration And AI Agents Will Transform E-commerce And Cosmetics
Key Takeaways AI-driven personalization and strategic acquisitions like Lyst are expected to enhance user experience and drive sales, supporting revenue growth for ZOZO. Focusing on cosmetics expansion and ZOZOTOWN over B2B reallocates resources, potentially boosting earnings and market share.
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JP¥1.50k
FV
0.4% overvalued
intrinsic discount
6.43%
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
7 days ago
author updated this narrative
Brenntag
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New CFO And M&A Activities Will Expand Market Presence In Material Science And Life Sciences
Key Takeaways Ongoing transformation and strategic initiatives, including leadership changes and division disentanglement, are anticipated to enhance restructuring, value creation, and improve margins. M&A activities and sustainability initiatives are expected to expand market presence, improve brand value, and drive revenue growth in high-potential sectors.
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€64.57
FV
16.3% undervalued
intrinsic discount
1.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
7 days ago
author updated this narrative
Akbank T.A.S
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Balance Sheet Management And Digital Investments Will Support Future Stability
Key Takeaways Strategic balance sheet management and asset liability strategy are expected to support growth and enhance net interest margins, positively impacting earnings. Robust digital capabilities and customer acquisition drive fee income growth and profitability, while investments in technology enhance customer engagement and efficiency.
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₺82.46
FV
19.1% undervalued
intrinsic discount
49.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
7 days ago
author updated this narrative
HOCHTIEF
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Surging Data Center Demand And Acquisition Risks Will Redefine Valuation
Key Takeaways Market optimism may be overestimating HOCHTIEF's sustained growth, with risks tied to shifting demand, economic cycles, and integration challenges from rapid expansion. High investor expectations around technology, infrastructure projects, and ESG positioning could lead to overvaluation if competitive pressures or operational issues reduce margins.
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€167.60
FV
16.9% overvalued
intrinsic discount
3.03%
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
7 days ago
author updated this narrative
Daiwa Securities Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Wealth Management And Digital Transformation Will Drive Resilience
Key Takeaways Strong growth in wealth and asset management driven by demand for diversified investment products, passive strategies, and rising client adoption boosts revenue stability and margins. Strategic international expansion, digital transformation, and focus on sustainable finance position the company for resilient earnings and reduced reliance on domestic markets.
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JP¥1.13k
FV
4.5% undervalued
intrinsic discount
-0.22%
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
7 days ago
author updated this narrative
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