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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
61
users have followed this narrative
New
narrative
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
33
users have liked this narrative
6
users have commented on this narrative
89
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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Downer EDI
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Leveraging Transitional Energy And Defense Tailwinds For Future Opportunities
Key Takeaways Downer's transformation strategy aims to enhance risk management and commercial governance, boosting earnings and improving margins. Strategic divestments and focus on core strengths in energy and defense are expected to sustain revenue growth and operational efficiencies.
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AU$6.18
FV
12.5% overvalued
intrinsic discount
4.58%
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
9 days ago
author updated this narrative
So-Young International
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Transition To Franchise Model And Clinic Expansion Will Strengthen Future Prospects
Key Takeaways Rapid clinic expansion and franchise model promise increased revenue and improved net margins through reduced costs and operational efficiency. Vertical integration and data insights bolster competitive advantage, enhancing profitability and boosting overall earnings.
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US$5.70
FV
12.5% undervalued
intrinsic discount
37.60%
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
10 days ago
author updated this narrative
Industrial Logistics Properties Trust
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Modern Logistics Facilities In Hawaii Will Drive Future Demand
Key Takeaways Strong leasing performance, high occupancy, and a stable tenant base ensure predictable earnings and support future revenue and dividend growth. Portfolio enhancements, proactive refinancing, and limited lease expiries strengthen financial flexibility and position the company to benefit from ongoing logistics demand.
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US$6.40
FV
10.8% undervalued
intrinsic discount
2.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
Updated
narrative
Dave
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Mobile-first Banking Trends Will Empower Financial Flexibility
Key Takeaways Strategic fee and technology enhancements, alongside rising member growth, drive revenue and margin expansion through higher customer value and improved credit performance. Partnerships and cost-efficient infrastructure shifts increase financial flexibility, lower operational costs, and support sustained demand from the gig economy segment.
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US$271.00
FV
n/a
intrinsic discount
17.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
Updated
narrative
2628
China Life Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Chinese Life Insurer Will Navigate Operational Challenges Amid Strong Financial Health
Key Takeaways Diversification into whole life and participating products may face challenges from shifting preferences and interest rate impacts on revenue growth. Managing sales force transformation and comprehensive liability costs could strain operational efficiency, potentially affecting profitability and net margins.
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HK$21.18
FV
6.0% overvalued
intrinsic discount
35.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
2 days ago
author updated this narrative
People's Insurance Company (Group) of China
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Reform And AI Will Reshape Global Markets Amid Risks
Key Takeaways Strategic focus on digital reform and AI aims to enhance efficiency and customer experience, driving revenue through innovation and wider insurance product adoption. Expansion efforts along the Belt and Road initiative, paired with high-quality product development, could boost international competitiveness, market share, and earnings growth.
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HK$5.76
FV
n/a
intrinsic discount
7.60%
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
Updated
narrative
Vamos Locação de Caminhões Máquinas e Equipamentos
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Focusing On Core Leasing Will Boost Efficiency In Brazil
Key Takeaways Focus on core Leasing segment and contract extension strategy could improve operational efficiency and enhance net margins and earnings. Adjusting Leasing prices to interest rates aims to preserve ROIC spread, supporting sustainable earnings growth and stable net margins.
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R$7.53
FV
45.0% undervalued
intrinsic discount
15.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 23 hours ago
author updated this narrative
Motilal Oswal Financial Services
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Initiatives And Distribution Will Expand Market Reach
Key Takeaways Digital innovation and broader financial participation are expanding operational efficiency, customer engagement, and earnings resilience across MOFS's platforms and services. Opportunities in asset management, alternatives, and cross-sell strategies support stable, high-margin growth and reduce revenue volatility.
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₹1.07k
FV
15.0% undervalued
intrinsic discount
18.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
20
users have followed this narrative
Updated
narrative
Bakkavor Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Closure Of Wigan Site And US Focus Will Improve Future Margins
Key Takeaways Closure of low-margin sites and operational adjustments will improve cost efficiency and significantly enhance net margins and earnings. Strategic U.S. focus and operational efficiencies promise margin growth, supporting overall revenue improvement and profitability.
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UK£1.87
FV
25.9% overvalued
intrinsic discount
1.39%
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
11 days ago
author updated this narrative
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