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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
24
users have liked this narrative
6
users have commented on this narrative
55
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
87
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
20.8% 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
13
users have followed this narrative
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Petróleo Brasileiro - Petrobras
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Advancing FPSO Almirante Tamandare And Maria Quiteria Projects Will Increase Future Oil Production
Key Takeaways Strategic investments in deepwater fields and productive assets aim to improve margins and reduce operational costs. Restructuring and low debt maintenance bolster financial stability, supporting growth opportunities and potential future EPS increases.
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R$40.78
FV
20.2% undervalued
intrinsic discount
-0.77%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
77
users have followed this narrative
about 20 hours ago
author updated this narrative
DBS Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Asia Wealth Expansion Will Deliver New Banking Opportunities
Key Takeaways Strength in digital innovation, wealth management, and ESG solutions is fueling DBS's revenue growth, scalability, and long-term franchise expansion. The bank's strong capital position and sector consolidation trends support market share gains, increased fee income, and stable, diversified earnings.
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S$47.15
FV
5.5% overvalued
intrinsic discount
4.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
107
users have followed this narrative
about 20 hours ago
author updated this narrative
Compagnie Financière Richemont
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Leadership Changes At Cartier And Van Cleef & Arpels Will Strengthen Operations
Key Takeaways Strategic investments in Jewellery Maisons and e-commerce operations aim to enhance efficiency, revenue, and profitability, with key acquisitions and expansions. Leadership changes and a focus on direct-to-client sales target operational improvements and revenue growth, despite challenges in the Asia Pacific market.
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CHF 165.98
FV
20.9% undervalued
intrinsic discount
5.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
about 20 hours ago
author updated this narrative
State Bank of India
AN
AnalystConsensusTarget
Consensus Narrative from 41 Analysts
Digital Investments Will Drive Operational Efficiency Amid India's Economic Rebound
Key Takeaways SBI's focus on digital investments and improved asset quality could enhance operational efficiency, lower costs, and support sustainable earnings growth. Growth from increased credit demand and diversification in ancillary services could stabilize and boost SBI's revenue streams and earnings.
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₹929.96
FV
13.4% undervalued
intrinsic discount
-5.68%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
81
users have followed this narrative
about 20 hours ago
author updated this narrative
Xiaomi
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Premium Devices And IoT Will Drive Future Expansion
Key Takeaways Premiumization and investment in proprietary technology strengthen profitability, brand differentiation, and growth in advanced device and ecosystem offerings. International expansion and smart EV production efficiency reduce regional risk and unlock new revenue streams across multiple sectors.
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HK$67.05
FV
22.7% undervalued
intrinsic discount
22.59%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
about 20 hours ago
author updated this narrative
Enbridge
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Strong North American Energy Demand Will Fuel Infrastructure Resilience
Key Takeaways Stable, inflation-protected cash flows and dividends are underpinned by long-term contracts, strategic asset expansion, and disciplined capital allocation in core and renewable energy markets. Policy support, early decarbonization investments, and partnerships with top-tier customers strengthen market position, revenue diversification, and future earnings predictability.
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CA$67.74
FV
4.4% undervalued
intrinsic discount
-3.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
188
users have followed this narrative
about 20 hours ago
author updated this narrative
RELX
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Advanced AI Integration And Digital Shift Will Drive Success
Key Takeaways Accelerated shift to AI-powered digital products and data analytics is deepening customer value, spurring recurring revenue growth, and expanding profit margins. Focus on high-value digital subscriptions and prudent capital allocation strengthens long-term revenue momentum and supports sustainable EPS expansion.
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UK£44.75
FV
18.1% undervalued
intrinsic discount
6.43%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
about 20 hours ago
author updated this narrative
Recruit Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Global HR Digitalization And Automation Will Drive Future Efficiency
Key Takeaways Strategic investments in automation, AI, and digital services are improving efficiency, setting the stage for stronger differentiation and future earnings growth. Integration of domestic HR operations and successful international expansion, supported by disciplined capital management, position the company for long-term growth and enhanced shareholder value.
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JP¥9.89k
FV
16.3% undervalued
intrinsic discount
4.70%
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
about 20 hours ago
author updated this narrative
Iberdrola
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
US And UK Expansion Will Fuel Future Grid Modernization
Key Takeaways Expansion of regulated network assets and clean energy projects, backed by supportive policies, drives predictable revenue growth and higher margins. Strong financing and operational cash flow support ambitious investments, maintaining reliable dividends and reducing the need for new equity.
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€15.65
FV
0.3% undervalued
intrinsic discount
3.74%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
62
users have followed this narrative
about 20 hours ago
author updated this narrative
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