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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
2
users have liked this narrative
0
users have commented on this narrative
6
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
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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
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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Qatar National Bank (Q.P.S.C.)
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
North Field Expansion And Economic Diversification Will Unlock Future Opportunities
Key Takeaways Qatar's economic expansion and diversification will likely boost QNB's revenue through increased lending and financial services to new sectors. QNB's effective cost management and share buyback program indicate potential profitability improvement and enhanced shareholder value.
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ر.ق20.27
FV
6.8% undervalued
intrinsic discount
13.09%
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
6 days ago
author updated this narrative
Takeda Pharmaceutical
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Upcoming Drug Launches And Leadership Change Will Boost Future Prospects
Key Takeaways Leadership transition to Julie Kim in 2026 aligns with potential drug launches, enhancing future revenue and investor sentiment. Growth in Launch Products and late-stage pipeline developments underscore strong sales potential and earnings boost.
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JP¥4.97k
FV
15.2% undervalued
intrinsic discount
0.54%
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
6 days ago
author updated this narrative
Sika
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
European And US Mandates Will Spark Sustainable Construction Trends
Key Takeaways Increased infrastructure investment and sustainability mandates are driving lasting demand for Sika's innovative, high-margin solutions, ensuring revenue and margin growth. Operational efficiencies, synergies from acquisitions, and digitalization initiatives are boosting competitiveness and resilience against market fluctuations.
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CHF 251.35
FV
24.6% undervalued
intrinsic discount
3.32%
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
6 days ago
author updated this narrative
Bank Rakyat Indonesia (Persero)
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Loan Restructuring And Stricter Lending Could Strengthen Indonesia's Banking Sector
Key Takeaways Efforts to improve asset quality and restructure problem loans may reduce non-performing loans, enhancing margins and return on equity. Strategic growth in lending, higher CASA ratios, and sector diversification could boost revenue, profitability, and net interest margins.
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Rp4.73k
FV
20.9% undervalued
intrinsic discount
25.76%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
120
users have followed this narrative
6 days ago
author updated this narrative
Givaudan
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Emerging Markets And Sustainable Ingredients Will Drive Future Expansion
Key Takeaways Strong growth in emerging markets and innovation in sustainable, natural ingredients are driving organic revenue gains and margin potential. Strategic investments, acquisitions, and productivity improvements position the company for higher margin, expanded customer reach, and resilience against macroeconomic headwinds.
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CHF 4.15k
FV
17.3% undervalued
intrinsic discount
4.90%
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
6 days ago
author updated this narrative
Haleon
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Sensodyne IND 20 And Cost Savings Will Strengthen Future Market Position
Key Takeaways Haleon is driving growth through innovation and international expansion in emerging markets, enhancing market share and revenue. Strategic divestments and efficiency programs aim to boost profitability, operational efficiency, and shareholder value.
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UK£4.18
FV
16.4% undervalued
intrinsic discount
2.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
6 days ago
author updated this narrative
China Pacific Insurance (Group)
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
AI, Elderly Care And Green Finance Will Shape The Future
Key Takeaways Focus on AI and technology innovations enhances service quality and reduces risks, likely boosting net margins through operational efficiencies. Strategic investments in health, elderly care, and green finance capitalize on growing demands, potentially boosting revenues with expanded market demand.
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CN¥37.44
FV
0.3% overvalued
intrinsic discount
8.22%
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
6 days ago
author updated this narrative
Reckitt Benckiser Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
India And China Health And Hygiene Trends Will Spark Opportunity
Key Takeaways Expansion in emerging markets and ongoing product innovation are fueling higher margins and positioning Reckitt for sustained, above-market revenue growth. Strategic cost reductions and portfolio optimization are enabling increased investment in key brands, supporting further market share gains and earnings resilience.
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UK£59.72
FV
7.2% undervalued
intrinsic discount
3.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
46
users have followed this narrative
6 days ago
author updated this narrative
Barclays
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Banking And Fintech Partnerships Will Underpin Future Success
Key Takeaways Investments in digital banking, client relationship growth, and acquisitions are boosting efficiency and expanding revenue in high-margin, structurally growing segments. Strategic cost control, technology upgrades, and business mix improvements are driving consistently higher returns and strengthening long-term earnings quality.
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UK£3.73
FV
3.1% undervalued
intrinsic discount
6.18%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
100
users have followed this narrative
6 days ago
author updated this narrative
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