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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
23
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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Essity
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Demand In Feminine Care And Incontinence Will Expand Internationally
Key Takeaways Strong demand in incontinence, medical, and feminine care products, coupled with innovation and brand investments, supports sustained revenue and margin growth globally. Focus on sustainability, premiumization, and ongoing cost-efficiency efforts positions Essity to benefit from changing consumer preferences and improved operating leverage.
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SEK 288.75
FV
15.3% undervalued
intrinsic discount
1.58%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
about 10 hours ago
author updated this narrative
Talanx
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Future Growth May Face Challenges, But Diversification Could Provide Stability
Key Takeaways Growth sustainability in international markets is questionable due to currency effects and acquisition integration costs affecting revenue and margins. Strategic focus on niche market expansion over swift acquisition could limit rapid growth potential and affect market positioning.
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€100.60
FV
23.0% overvalued
intrinsic discount
11.96%
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
about 10 hours ago
author updated this narrative
CIMB Group Holdings Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Focusing On Profitable ASEAN Markets And Technology Will Improve Operational Efficiency
Key Takeaways Strategic capital reallocation and focus on profitable segments are poised to enhance long-term earnings and ROE. Sustainability initiatives in ASEAN position CIMB to capitalize on future growth in sustainable financing and boost revenue streams.
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RM 8.30
FV
18.3% undervalued
intrinsic discount
7.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
31
users have followed this narrative
about 10 hours ago
author updated this narrative
Kao
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Market Recovery In China And New Facilities Will Boost Future Prospects
Key Takeaways Enhancing product value and brand loyalty and expanding cosmetics in China drives growth in revenue and operating margins. Cost reductions and digital strategies improve competitiveness, operational efficiency, and profitability with a focus on high-value products.
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JP¥7.50k
FV
9.2% undervalued
intrinsic discount
3.17%
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 10 hours ago
author updated this narrative
Alinma Bank
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Vision 2030 And Digital Transformation Will Shape Banking Future
Key Takeaways Strong digital transformation and diversification strategy position Alinma Bank for higher market share, revenue growth, and improved operational efficiency. Improved funding, asset quality, and risk management support stable earnings and profitability amid sector competition and economic transformation.
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ر.س32.43
FV
19.4% undervalued
intrinsic discount
12.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
61
users have followed this narrative
about 10 hours ago
author updated this narrative
Rogers Communications
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Satellite Texting And 5G Will Expand Rural Connectivity
Key Takeaways Expanded rural wireless coverage and advanced infrastructure investments position Rogers to capture new subscribers and drive growth through innovative services and connectivity. Cost efficiencies, disciplined deleveraging, and potential sports/media asset monetization support higher earnings, margin improvement, and investment capacity for future opportunities.
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CA$55.26
FV
17.9% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
51
users have followed this narrative
about 10 hours ago
author updated this narrative
Olympus
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Reorganization And OLYSENSE Launch Will Improve Efficiency And Market Share
Key Takeaways Reorganization into customer-focused divisions and new product launches are set to improve efficiency, increase market penetration, and enhance revenue and margins. Local manufacturing in China and FDA clearance in the U.S. bolster market share, with initiatives like Project Elevate strengthening global medtech position.
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JP¥2.22k
FV
19.5% undervalued
intrinsic discount
3.21%
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 10 hours 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 92.68
FV
9.4% undervalued
intrinsic discount
5.24%
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
about 10 hours ago
author updated this narrative
2618
JD Logistics
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Increasing Overseas Warehouse Capacity Over 100% Will Enhance Global Operations
Key Takeaways JD Logistics is focused on global expansion and efficiency improvements to drive growth and enhance net margins. Strategic collaborations and technology investments aim to uncover new revenue from emerging segments and sustain profit margin expansion.
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HK$17.48
FV
19.5% undervalued
intrinsic discount
9.37%
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 9 hours ago
author updated this narrative
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