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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
20
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
28
users have liked this narrative
5
users have commented on this narrative
77
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
19.2% 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
10
users have followed this narrative
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Ayvens
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Electrification And Digital Integration Will Redefine Mobility Services
Key Takeaways Successful integration and digital innovation position Ayvens to unlock margin expansion, operational synergies, and higher-value service revenues beyond current market expectations. Strategic focus on fleet transformation and electric vehicle growth, supported by new client wins and partnerships, underpins accelerated revenue growth and long-term profitability.
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€12.20
FV
21.4% undervalued
intrinsic discount
12.76%
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
14 days ago
author updated this narrative
GoTo Gojek Tokopedia
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
Rapid Smartphone Penetration And Cashless Trends Will Fuel Market Expansion
Key Takeaways Accelerating operating leverage and unique data advantages could drive stronger-than-expected margin and earnings improvements, outperforming current analyst projections. GoTo's integrated ecosystem, scale, and rising adoption in Southeast Asia position it for sustained growth, market leadership, and increased pricing power.
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Rp129.19
FV
49.7% undervalued
intrinsic discount
20.56%
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
14 days ago
author updated this narrative
AAC Technologies Holdings
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
5G And IoT Expansion Will Fuel Robotics And Optics Breakthroughs
Key Takeaways Aggressive expansion into automotive audio and early entry into robotics and AI hardware position AAC for significant future revenue and gross profit upside. Core strengths in component innovation and vertical integration support both higher margins in optics and durable growth across consumer electronics and emerging tech sectors.
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HK$66.32
FV
35.2% undervalued
intrinsic discount
23.34%
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
14 days ago
author updated this narrative
Grupo Energía Bogotá E.S.P
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Urbanization And Decarbonization Will Drive Colombia's Energy Grid Transformation
Key Takeaways Transmission and gas transport project completions will solidify GEB as crucial to Colombia's clean energy transition, driving sustained revenue growth and operational scale. Expansion in Peru and proactive financial strategy position GEB for long-term margin improvement, regional growth, and strategic access to future sustainability projects.
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Col$3.80k
FV
22.6% undervalued
intrinsic discount
2.09%
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
14 days ago
author updated this narrative
Siegfried Holding
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Digitalization And Acquisitions Will Secure CDMO Expansion In Aging Markets
Key Takeaways Digital transformation, AI-driven efficiencies, and ambitious M&A moves are enabling Siegfried to rapidly close margin gaps and scale global market share. Expansion into gene therapies and ESG leadership position Siegfried for outsized growth in high-demand pharma segments and premium contract wins.
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CHF 141.89
FV
39.3% undervalued
intrinsic discount
9.99%
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
14 days ago
author updated this narrative
Andritz
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Decarbonization And Automation Will Drive Robust Hydropower And Pulp Markets
Key Takeaways Expansion in high-margin, recurring service revenue and digital solutions is set to structurally improve earnings quality and lift margins. Strategic focus on green technologies, regulatory-driven demand, and large project wins underpin outsized, sustainable growth and industry leadership.
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€80.00
FV
23.5% undervalued
intrinsic discount
6.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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14 days ago
author updated this narrative
Ypsomed Holding
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Connected Self-Injection Devices Will Redefine Chronic Care Globally
Key Takeaways Sharpened focus on high-margin self-injection systems and digital health devices is expected to sustainably improve margins and accelerate growth. Unique product portfolio and strong pharma partnerships position Ypsomed to benefit from industry outsourcing trends and surging demand for home-based care solutions.
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CHF 495.00
FV
22.9% undervalued
intrinsic discount
11.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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14 days ago
author updated this narrative
Vodafone Idea
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
India's Digital Boom And 5G Rollout Will Transform Connectivity
Key Takeaways Rapid network expansion and targeted pricing strategies could accelerate subscriber gains and revenue growth beyond current expectations, strengthening earnings and market share. Diversification into digital services and industry consolidation, supported by regulatory relief, may drive sustained margin improvements and stabilise long-term financial health.
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₹12.47
FV
45.5% undervalued
intrinsic discount
16.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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14 days ago
author updated this narrative
Steel Authority of India
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
Rapid Urbanization And Renewables Will Drive Steel Demand
Key Takeaways Accelerated government infrastructure support, capacity expansion, and cost efficiency measures position SAIL to outperform peers in revenue, margins, and market share. Strategic product diversification, backward integration, and ESG alignment will drive premium pricing, export growth, and sustained improvements in profitability.
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₹155.00
FV
20.4% undervalued
intrinsic discount
4.82%
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
14 days ago
author updated this narrative
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