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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
1
users have commented on this narrative
12
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
20
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
19.7% 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
3
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Siemens
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Transitioning To SaaS And Leveraging Industrial AI Will Unlock Future Opportunities In Automation And Infrastructure
Key Takeaways Leadership in industrial AI and strategic acquisitions will enhance productivity and innovation, potentially boosting revenue growth and future earnings. The shift to Software-as-a-Service and large infrastructure contracts are expected to improve recurring revenue, margins, and free cash flow.
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€235.88
FV
7.2% undervalued
intrinsic discount
5.81%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
122
users have followed this narrative
6 days ago
author updated this narrative
China Construction Bank
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Technology And Sustainable Finance Will Transform Banking Operations
Key Takeaways Strategic expansion into emerging industries and green finance could boost revenue growth and integrate sustainable financing practices. Global expansion initiatives in trade financing and enhanced risk management aim to stabilize earnings and diversify international income streams.
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HK$8.49
FV
5.8% undervalued
intrinsic discount
11.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
6 days ago
author updated this narrative
PDD
PDD Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Supply Chain And Ecosystem Investments Will Improve Operational Efficiency
Key Takeaways Strategic investments in logistics support and supply chain innovation could drive order and revenue growth in challenging regions. Platform ecosystem enhancements aim to improve user experience, strengthen brand loyalty, and potentially support stable revenue growth.
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US$124.58
FV
9.6% undervalued
intrinsic discount
13.19%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
300
users have followed this narrative
6 days ago
author updated this narrative
Royal Bank of Canada
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
HSBC Canada Acquisition Expected To Deliver $740 Million In Cost Synergies By 2026
Key Takeaways The bank's digital expansion and streamlined processes aim to boost customer satisfaction and transaction volume, driving future revenue growth. Opportunistic share buybacks and strong deposit growth are poised to enhance earnings per share and strengthen net interest margins.
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CA$187.73
FV
4.1% undervalued
intrinsic discount
7.54%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
114
users have followed this narrative
6 days ago
author updated this narrative
CNOOC
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Exploration In South China Will Boost Efficiency Amid Risks
Key Takeaways Strategic advancements in technology and digital transformation improve production efficiency and reduce costs, boosting potential revenues and net margins. Discoveries in new fields and a focus on natural gas provide stable, increased revenue potential, aiding in market expansion and strong profit margins.
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HK$21.11
FV
11.7% undervalued
intrinsic discount
0.31%
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
6 days ago
author updated this narrative
Ping An Insurance (Group) Company of China
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI And Technology Will Improve Efficiency In Insurance And Health
Key Takeaways AI and technology enhancements are boosting operational efficiency, reducing costs, and positively impacting net margins within Ping An's services. Expansion in finance, health, and senior care, with strong customer engagement, is set to drive revenue by targeting China's aging population and healthcare needs.
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CN¥65.19
FV
9.3% undervalued
intrinsic discount
-11.56%
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
1288
Agricultural Bank of China
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
County Loans And Fintech Investments Will Strengthen Future Performance
Key Takeaways Focus on agricultural and rural loans could boost revenue and strengthen core business, driven by significant loan portfolio growth. Investments in fintech and technology innovation can enhance operational efficiency, leading to better margins and innovative financial products.
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HK$5.49
FV
2.1% undervalued
intrinsic discount
11.93%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
Bank of China
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI And Global Expansion Will Shape Future Digital Markets
Key Takeaways Focus on AI, digital finance, and globalization could drive revenue growth, enhance competitiveness, and diversify revenue through emerging industries and international initiatives. Improved risk management and strategic partnerships may stabilize asset quality, boost consumer loans, and increase earnings with higher loan asset volumes and global integration.
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HK$5.08
FV
9.4% undervalued
intrinsic discount
10.38%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
6 days ago
author updated this narrative
Unilever
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Implementing GAP 2030 Will Strengthen Brand Presence In India
Key Takeaways Strategic GAP 2030 aims to enhance brand growth in key markets, boosting market share and premium offerings for revenue increase. Productivity program and divestment plans are set to streamline operations, improve net margins, and focus on core operations for enhanced earnings.
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UK£50.06
FV
10.0% undervalued
intrinsic discount
1.30%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
101
users have followed this narrative
6 days ago
author updated this narrative
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