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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
55
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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Orkla
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Sale Of Pierre Robert Group Will Simplify Future Operations
Key Takeaways Strategic focus on organic growth and divestment of non-core assets enhances profitability, operational efficiency, and net margins. Improved cash flow from operations reinforces balance sheet strength and potentially increases shareholder returns through higher dividends.
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NOK 108.20
FV
1.7% overvalued
intrinsic discount
2.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
about 16 hours ago
author updated this narrative
Muthoot Finance
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Expanding Digital Initiatives And Robust Gold Loan Demand Will Support Future Prospects
Key Takeaways Strong growth in the core gold loan portfolio boosts revenue, driven by festive demand and enhanced customer engagement via digital and branch expansion. Regulatory stability and partnerships with digital platforms support consistent operations, improved efficiency, and potential increases in revenue streams and earnings stability.
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₹2.60k
FV
1.3% overvalued
intrinsic discount
15.45%
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
about 16 hours ago
author updated this narrative
Marico
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Normalized Copra Prices And Digital Channels Will Unlock Global Potential
Key Takeaways Margin recovery is expected from stabilized key input costs, growth in premium hair oils, and efficiency gains in distribution and digital channels. Expanding food and digital-first brands, along with international growth, is driving earnings stability, revenue diversification, and improved profitability.
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₹789.63
FV
9.1% undervalued
intrinsic discount
10.80%
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 16 hours ago
author updated this narrative
Shoprite Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Sixty60 And Pingo Delivery Will Optimize Future Last-Mile Logistics
Key Takeaways Continuous store expansion and improved logistics signal strong future revenue and sales growth potential. Investments in operational efficiency and new revenue streams enhance margins and profitability.
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R312.33
FV
15.8% undervalued
intrinsic discount
7.45%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
about 16 hours ago
author updated this narrative
VinFast Auto
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Emerging EV Markets In Southeast Asia Will Drive Expansion
Key Takeaways Aggressive expansion in Southeast Asia and strategic partnerships aim to boost electric vehicle adoption, revenue growth, and market penetration. Transitioning to cost-efficient operations, dealer-based distribution, and greater vertical integration is set to improve margins and earnings quality.
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US$5.83
FV
40.3% undervalued
intrinsic discount
54.37%
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
about 16 hours ago
author updated this narrative
IndusInd Bank
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Digital Banking Expansion In India Will Unlock Future Opportunities
Key Takeaways Increased digital adoption and strategic deposit management are set to strengthen margins, boost operational efficiency, and underpin profit growth. Focus on retail, MSME, and underpenetrated lending segments, combined with urbanization trends, supports sustained customer and loan book expansion.
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₹773.08
FV
4.4% overvalued
intrinsic discount
25.49%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
about 16 hours ago
author updated this narrative
Advantech
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
US And China Facility Investments Will Secure Resilient Industry Leadership
Key Takeaways Advantech's investments in production facilities and edge computing are expected to enhance capacity, drive revenue growth, and improve gross margins. Strategic local assembly expansion and potential M&A could mitigate tariff impacts, stabilize margins, and accelerate AI-driven growth.
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NT$388.79
FV
15.4% undervalued
intrinsic discount
11.51%
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
about 16 hours ago
author updated this narrative
Auto Trader Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Deal Builder And Co-Driver AI Suite Will Increase Customer Engagement In Digital Automotive Marketplace
Key Takeaways Strategic focus on enhancing Deal Builder and Co-Driver AI suite likely to drive revenue growth and improve net margins through customer engagement and operational efficiency. Partnership with What Car?
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UK£8.53
FV
1.9% undervalued
intrinsic discount
6.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 16 hours ago
author updated this narrative
HKT Trust and HKT
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Transformation And 5G Will Expand Future Connectivity
Key Takeaways Urbanization, digital transformation, and AI integration are fueling sustainable growth, with strong momentum in enterprise, cloud, and high-speed broadband services. Healthy recurring revenues, disciplined financial management, and substantial dividends support ongoing shareholder returns amid robust demand for digital and connectivity solutions.
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HK$13.13
FV
1.5% undervalued
intrinsic discount
1.24%
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
about 16 hours ago
author updated this narrative
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