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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
24
users have liked this narrative
6
users have commented on this narrative
54
users have followed this narrative
New
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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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
87
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
20.8% 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
13
users have followed this narrative
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National Grid
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Planned £60 Billion Investment Will Strengthen Energy Networks And Operational Efficiency
Key Takeaways National Grid plans massive network investments to drive asset growth, boost future revenues, and stabilize earnings. Strategic initiatives like asset sales and streamlined processes support margins while enhancing earnings and operational efficiency.
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UK£11.78
FV
9.3% undervalued
intrinsic discount
6.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
86
users have followed this narrative
about 18 hours ago
author updated this narrative
ANZ Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Suncorp Acquisition And AI Initiatives Will Improve Future Efficiency And Customer Engagement
Key Takeaways Successful Suncorp acquisition and platform innovations expected to enhance revenue, market share, and net margins through increased efficiency and cost savings. Digital investments and AI-driven customer engagement initiatives position ANZ for improved growth and profitability in digital transactions and financial services.
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AU$28.56
FV
8.4% overvalued
intrinsic discount
4.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
82
users have followed this narrative
about 18 hours ago
author updated this narrative
KDDI
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Telecom And Fintech Integration Will Foster Sustainable Value
Key Takeaways Growth in advanced data services and integrated financial products is increasing customer retention and expanding revenue across both consumer and business segments. Continued investment in network modernization and digital solutions is strengthening KDDI's market position and supporting long-term profitability and business diversification.
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JP¥2.66k
FV
4.9% undervalued
intrinsic discount
3.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 18 hours ago
author updated this narrative
MediaTek
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Edge AI SoCs And 5G Connectivity Will Transform Markets
Key Takeaways Expansion into automotive, AI, and enterprise solutions diversifies revenue streams and supports more stable long-term earnings. Advanced tech partnerships and process innovation increase premium market competitiveness, driving higher margins and greater market share.
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NT$1.64k
FV
17.6% undervalued
intrinsic discount
13.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 18 hours ago
author updated this narrative
Dr. Ing. h.c. F. Porsche
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Electric And Hybrid Models Will Energize Luxury Automotive Future
Key Takeaways Expansion in electric and hybrid vehicles, plus ongoing digital and exclusivity initiatives, position Porsche for stronger revenue growth and resilience against market fluctuations. Workforce reductions and strict cost controls are expected to drive margin recovery and improve long-term earnings despite recent macroeconomic and restructuring pressures.
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€47.98
FV
5.7% undervalued
intrinsic discount
2.48%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
about 18 hours ago
author updated this narrative
Münchener Rückversicherungs-Gesellschaft in München
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Favorable Interest Rates Will Support Sustainable Income In Global Specialty Insurance
Key Takeaways Strategic capital management, including buybacks and dividends, signals strong shareholder returns and boosts earnings per share. Focus on capital deployment and investment in profitable markets supports long-term revenue and earnings growth.
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€561.18
FV
8.3% overvalued
intrinsic discount
8.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
about 18 hours ago
author updated this narrative
Vinci
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Decarbonization And Urbanization Will Drive Resilient Global Infrastructure
Key Takeaways Accelerating global infrastructure and climate adaptation investments are driving Vinci's order growth, recurring revenues, and long-term business stability. Expansion in high-margin concessions, energy transition projects, and digitalization should enhance operating margins and diversify income streams.
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€138.24
FV
11.2% undervalued
intrinsic discount
3.40%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
about 18 hours ago
author updated this narrative
Bank of Nova Scotia
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Mortgage+ And Scene+ Initiatives Will Strengthen Future Client Acquisition And Earnings Stability
Key Takeaways Strategic redeployment of capital and focus on higher-growth markets are enhancing earnings, shareholder value, and return on equity. Emphasis on core deposits and multiproduct client growth supports funding, margin expansion, and noninterest income boosts.
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CA$77.87
FV
1.5% undervalued
intrinsic discount
10.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
143
users have followed this narrative
about 18 hours ago
author updated this narrative
Bank of Montreal
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Portfolio Optimization And Digital Expansion Will Strengthen Future Performance
Key Takeaways Optimizing portfolio and leveraging Bank of the West acquisition are poised to enhance returns, revenue growth, and net interest margins. Digital advancements and strategic U.S. customer deposit growth are expected to stabilize margins and return capital to shareholders through increased earnings.
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CA$154.53
FV
0.2% overvalued
intrinsic discount
7.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
69
users have followed this narrative
about 18 hours ago
author updated this narrative
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