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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
19
users have liked this narrative
4
users have commented on this narrative
46
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
25
users have liked this narrative
5
users have commented on this narrative
70
users have followed this narrative
New
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
19.2% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Vinci
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Expanding EV Charging, Airport Projects, And Cobra's Renewables Will Strengthen Future Operations
Key Takeaways Expansion into electric vehicle infrastructure and strategic acquisitions are set to drive revenue growth and improve net margins. Development in airports and renewables, along with highway concessions, aims to enhance earnings and sustain long-term growth.
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€137.69
FV
11.8% undervalued
intrinsic discount
2.66%
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
7 days 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
5.2% 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
7 days ago
author updated this narrative
Canadian National Railway
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Tri-coastal Access And Operational Efficiency Will Unlock Value
Key Takeaways Strategic investments and cost discipline are driving margin expansion, positioning the company for higher earnings and improved free cash flow. Unique network advantages and pricing power support sustainable growth in market share amid rising demand for resilient, cross-border supply chains.
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CA$153.52
FV
15.7% undervalued
intrinsic discount
4.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
81
users have followed this narrative
7 days ago
author updated this narrative
Life Insurance Corporation of India
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Introduction Of 38 New IRDAI-Compliant Products Will Diversify Product Mix Post-2024
Key Takeaways Strategic shift to higher-margin products and expanded distribution network are set to boost income and revenue growth. New compliant products and digital initiatives aim to enhance adaptability, efficiency, and premium revenues.
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₹1.08k
FV
17.2% undervalued
intrinsic discount
4.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
7 days ago
author updated this narrative
Canadian Natural Resources
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Operational Improvements At Scotford And Horizon Set The Stage For Future Success
Key Takeaways Opportunistic acquisitions and focus on production expansions enhance Canadian Natural Resources' production capacity and cash flow, boosting revenue and earnings. Efficiency improvements and cost reductions across operations improve net margins, supporting sustainable growth and long-term shareholder value.
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CA$52.11
FV
17.3% undervalued
intrinsic discount
-2.02%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
157
users have followed this narrative
7 days ago
author updated this narrative
UniCredit
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Banking And Sustainable Finance Will Reshape European Markets
Key Takeaways Digitalization, wealth management expansion, and strategic partnerships drive sustainable growth, improved margins, and recurring high-quality income streams. Focus on sustainable finance and disciplined cost management enhances UniCredit's market position, capital strength, and capacity for future earnings distributions.
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€65.93
FV
1.8% undervalued
intrinsic discount
1.47%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
7 days ago
author updated this narrative
Zijin Mining Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Julong Copper Phase 2 And Lithium Extraction Will Expand Operations
Key Takeaways Strategic focus on cost control, AI, and M&A activities aims to improve efficiency, expand resource base, and boost long-term revenue and profitability. Emphasis on sustainability initiatives and clean energy positions Zijin for favorable market perception and potential regulatory benefits.
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HK$23.92
FV
7.2% undervalued
intrinsic discount
10.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 days 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
7 days ago
author updated this narrative
ITOCHU
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In ICT And Non-Resource Sectors Will Drive Future Performance
Key Takeaways Proactive investments in non-resource sectors and transforming subsidiaries contribute to inorganic growth, supporting revenue and earnings growth in the future. Strong sector performance and asset replacement strategies boost profitability, potentially enhancing net margins and sustainable growth prospects.
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JP¥8.89k
FV
11.2% undervalued
intrinsic discount
3.05%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this narrative
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