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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
64
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
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
20.6% 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
14
users have followed this narrative
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Ratnamani Metals & Tubes
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion Into Specialized Products And Markets Will Strengthen Future Market Position
Key Takeaways Strategic focus on high-value products and new market segments aims to boost revenue from specialized and international markets. Investments in automation and renewable energy seek to lower costs, enhancing operational efficiency and profitability.
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₹3.26k
FV
28.6% undervalued
intrinsic discount
8.46%
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
2 days ago
author updated this narrative
Aether Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding Indian Manufacturing Sites Will Unlock Global Opportunities
Key Takeaways Expansion of manufacturing and R&D capabilities positions Aether to capture market share in specialty chemicals, benefiting from global supply chain shifts and premium pricing opportunities. Diversified customer base and innovation-focused strategy reduce earnings volatility, support margin resilience, and enable growth in emerging, high-value sectors.
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₹1.04k
FV
29.2% undervalued
intrinsic discount
27.53%
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
2 days ago
author updated this narrative
Hindustan Foods
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Diversification Into Ice Cream, OTC Pharmaceuticals, And Footwear Will Transform Business Profile Over The Next Few Years
Key Takeaways Diversification into ice cream, pharmaceuticals, and footwear could boost revenue and earnings significantly in the next 2 to 3 years. Strengthening leadership and strategic expansions in ice cream and footwear are expected to improve margins and bolster revenue growth.
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₹770.50
FV
30.6% undervalued
intrinsic discount
22.78%
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
2 days ago
author updated this narrative
TVS Supply Chain Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Upcoming Project Launches And Cost Reductions Will Boost Future Profitability
Key Takeaways Delays in transformational projects affect current earnings, but expected to contribute to future revenue growth once resolved. Strategic initiatives on cost reduction and operational efficiency are set to improve margins and drive future profitability.
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₹136.00
FV
8.7% undervalued
intrinsic discount
10.71%
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
2 days ago
author updated this narrative
REN - Redes Energéticas Nacionais SGPS
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future Energy Transition Investments May Erode Earnings Amid Regulatory Uncertainty
Key Takeaways Significant CapEx in hydrogen and electricity grids may impact net margins if regulated returns do not increase proportionally. Regulatory shifts and renewable energy reliance could pressure revenue and cash flow, affecting investor confidence and stock valuation.
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€3.03
FV
2.9% undervalued
intrinsic discount
2.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
2 days ago
author updated this narrative
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
29.9% 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
2 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
2 days ago
author updated this narrative
Blue Jet Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Advanced Manufacturing And Diversified Sourcing Will Secure Future Stability
Key Takeaways Expansion into high-margin specialties and backward integration enhances Blue Jet's cost efficiency, product portfolio, and margin stability. Strong global pharma trends and long-term client relationships support robust, sustained demand and recurring earnings growth.
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₹931.67
FV
13.6% undervalued
intrinsic discount
18.78%
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
2 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
4.1% 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
2 days ago
author updated this narrative
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