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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
22
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% 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
86
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
19.2% 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
12
users have followed this narrative
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Indorama Ventures
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Asset Rationalization And Digital Transformation Will Improve Efficiency
Key Takeaways Strategic asset rationalization and digital initiatives aim to improve efficiency, reduce costs, and boost EBITDA and margins positively. The focus on high-growth markets and sectors is expected to enhance revenue through new opportunities and optimize asset utilization.
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฿24.86
FV
5.9% undervalued
intrinsic discount
-1.37%
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
about 6 hours ago
author updated this narrative
Vibra Energia
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Service Stations And BR Mania Stores Will Expand Market Presence But High Leverage May Strain Future Operations
Key Takeaways Expansion into new markets and improved reseller relationships are expected to enhance revenue, net margins, and competitiveness. Strategic cost reductions and efficiency improvements will likely boost earnings, cash flow, and financial stability.
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R$26.21
FV
18.7% undervalued
intrinsic discount
3.48%
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
about 6 hours ago
author updated this narrative
SCHOTT Pharma KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
High Demand For GLP-1 Drug Storage Will Spur Future Expansion
Key Takeaways Strong focus on higher-value solutions and expansion projects are key to boosting revenue, margins, and production capacity. Strategic partnerships and demand for drug containment solutions drive revenue growth, with recovery in core markets supporting earnings and cash flow.
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€29.79
FV
17.4% undervalued
intrinsic discount
9.88%
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
about 6 hours ago
author updated this narrative
KPIT Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Expanding Automotive Software Demand Will Unlock Future Opportunity
Key Takeaways Expansion in software-defined vehicles, embedded cybersecurity, and next-gen mobility drives demand for KPIT's engineering services, reinforcing margins and future earnings resilience. Proprietary technology and solutions-led models boost operational efficiency and diversification, leveraging global outsourcing trends and deepening relationships with leading automotive OEMs. Heavy reliance on European clients, slower conversion of wins, and delayed tech commercialization raise concerns over revenue growth, margin pressures, and execution risks in emerging markets.
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₹1.37k
FV
11.8% undervalued
intrinsic discount
13.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
about 6 hours ago
author updated this narrative
PCCW
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Transformation And OTT Expansion Will Unlock Asia's Potential
Key Takeaways Expanding digital media and enterprise services, alongside efficiency improvements, strengthens PCCW's revenue growth and margin outlook across media and connectivity segments. Enhanced capital structure and strategic investments enable greater focus on high-growth opportunities while supporting potential increases in shareholder returns.
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HK$5.30
FV
4.5% overvalued
intrinsic discount
0.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 6 hours ago
author updated this narrative
NKT
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
SolidAl Integration And High-Voltage Investments Will Expand Future Capabilities
Key Takeaways Expansion in the Solutions segment and acquisition integration are poised to enhance revenue and margins, driven by a high-voltage backlog and improved production capabilities. Sustainability efforts and investments in high-voltage facilities solidify market positioning and aim to boost future revenue capacity and efficiency.
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DKK 599.51
FV
7.6% undervalued
intrinsic discount
7.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
about 6 hours ago
author updated this narrative
Cleanaway Waste Management
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
CustomerConnect Implementation Will Improve Efficiencies And Customer Service By FY '28
Key Takeaways Strategic focus on operational excellence and strategic infrastructure investments aims to enhance margins and boost long-term earnings and revenue growth. High-value contracts and landfill gas processing present sustainable multi-decade growth opportunities, driving revenue and operational improvements.
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AU$3.13
FV
9.3% undervalued
intrinsic discount
8.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 6 hours ago
author updated this narrative
Getinge
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Advanced Digital Health And Infection Control Will Drive Future Markets
Key Takeaways Strong demand in core healthcare segments and increasing digital adoption support resilient revenue streams and margin improvement. Strategic acquisitions and operational efficiencies broaden product offerings and global presence, driving sustained top-line growth and profitability.
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SEK 233.33
FV
16.5% undervalued
intrinsic discount
4.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 6 hours ago
author updated this narrative
659
CTF Services
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Life Insurance And Logistics Acquisitions Will Diversify Future Income Streams
Key Takeaways Strategic acquisitions and expansions in logistics are expected to enhance revenue and margins through value-accretive growth in insurance and logistics sectors. Improved financial management and sustainable dividend policies indicate strong shareholder value focus and optimized cost of capital strategy.
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HK$9.47
FV
17.9% undervalued
intrinsic discount
7.49%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 6 hours ago
author updated this narrative
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