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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
66
users have followed this narrative
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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
15
users have followed this narrative
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Bajaj Consumer Care
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Channels And Rising Incomes Will Accelerate Premium Personal Care
Key Takeaways Transformational rural expansion and strategic acquisition enable accelerated market share gains and higher profitability through cross-leveraged portfolios and expanded premium offerings. Focused investments in marketing, digital channels, and product diversification position the company for resilient top-line growth, reduced risk, and superior earnings momentum.
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₹300.00
FV
23.6% undervalued
intrinsic discount
7.67%
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
1 day ago
author updated this narrative
Tupy
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Global Urbanization And Automation Will Unlock New Market Potential
Key Takeaways Advanced automation, plant optimization, and new tech innovation may drive substantial long-term gains in both margins and the company's overall market position. Expanding into energy transition and capitalizing on new product launches positions Tupy to outperform peers through enhanced revenue diversity and premium growth opportunities.
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R$31.49
FV
50.1% undervalued
intrinsic discount
6.76%
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
1 day ago
author updated this narrative
Aker BioMarine
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Sustainable Demand Will Redefine Marine Omega-3 Nutrition
Key Takeaways Category-defining product launches and deep R&D investment position Aker BioMarine for premium pricing, margin expansion, and long-term revenue growth. Sustainability leadership and innovative applications support market share gains and expanded opportunities in global health and nutrition markets.
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NOK 75.11
FV
3.8% overvalued
intrinsic discount
15.89%
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
1 day ago
author updated this narrative
Topsports International Holdings
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Growing Health Awareness Will Boost Digital Sports Retail Expansion
Key Takeaways Enhanced digital capability and superior inventory management position Topsports for rapid margin recovery and sustained above-market revenue growth. Exclusive brand partnerships and expansion into emerging categories ensure future competitive strength and strong organic sales outperformance.
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HK$5.74
FV
46.0% undervalued
intrinsic discount
3.81%
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
1 day ago
author updated this narrative
Liontrust Asset Management
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Rising Global Wealth Trends Will Expand Specialist Investment Opportunities
Key Takeaways Expanding global reach, product innovation, and ESG leadership position Liontrust for strong asset growth, diversified revenue, and enhanced long-term profitability. Operational efficiency from technology and cost-saving initiatives could drive significant margin expansion and enable reinvestment for accelerated earnings growth.
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UK£6.20
FV
40.5% 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
1
users have followed this narrative
1 day ago
author updated this narrative
REN - Redes Energéticas Nacionais SGPS
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
European Decarbonization And Digitalization Will Modernize Transmission Networks
Key Takeaways Elevated investments in energy transition and grid modernization, alongside regulatory improvements, position REN for sustained margin expansion and earnings growth beyond initial expectations. First-mover advances in hydrogen and renewable gas infrastructure, plus lowering tax burdens, support diversified, resilient long-term cash flows and shareholder returns.
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€3.50
FV
15.9% undervalued
intrinsic discount
6.55%
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
1 day ago
author updated this narrative
Erawan Group
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Urbanization And Tech Will Fuel Travel Though Risk Will Mount
Key Takeaways Outperformance in the budget hotel segment, geographic diversification, and digital initiatives are driving higher-than-expected revenue and sustainable growth prospects. Strong cost discipline, financial flexibility, and proactive ESG efforts position Erawan to rapidly capitalize on regional travel trends and future expansion opportunities.
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฿4.69
FV
48.4% undervalued
intrinsic discount
8.41%
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
1 day ago
author updated this narrative
Barrick Mining
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Rising Inflation And Renewables Will Support Gold And Copper
Key Takeaways Large-scale expansion projects, operational efficiencies, and strategic asset focus position Barrick for industry-leading margin growth and sustained earnings outperformance. Strong gold reserve base and exploration pipeline enable Barrick to capture upside from gold demand while minimizing costs and maximizing shareholder returns.
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CA$49.16
FV
34.5% undervalued
intrinsic discount
20.40%
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
1 day ago
author updated this narrative
Nemak S. A. B. de C. V
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Electrification And Nearshoring Will Drive Lightweight Aluminum Demand
Key Takeaways Rapid expansion in EV components, digitalization, and manufacturing efficiency positions Nemak for higher margins and sustained outperformance across varied auto market cycles. Strategic global presence, innovation in sustainability, and strong OEM partnerships drive above-average revenue growth, premium pricing, and increasing market share.
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Mex$9.50
FV
62.4% undervalued
intrinsic discount
4.95%
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
1 day ago
author updated this narrative
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