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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
66
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
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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MISC Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
The Mero-3 Project And LNG Vessel Deliveries Will Contribute To Future Sustainability In Maritime Services
Key Takeaways Strategic fleet rejuvenation and decarbonization efforts position MISC for future growth and improved sustainability-aligned revenue stability. Mero-3 project delivery and LNG vessel charters enhance long-term cash flow, supporting revenue and earnings growth.
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RM 8.31
FV
5.6% undervalued
intrinsic discount
3.73%
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
3 days ago
author updated this narrative
Bilibili
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
AI And Mobile Gaming Expansion Will Open New Revenue Opportunities
Key Takeaways Continued advertising growth and enhancements in ad infrastructure indicate potential for increased revenue in the upcoming year. Expansion into mobile games and AI-driven monetization strategies are expected to boost earnings and profitability.
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US$26.29
FV
13.5% undervalued
intrinsic discount
9.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
3 days ago
author updated this narrative
CXSE
Caixa Seguridade Participações
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Optimized Customer Experience Will Boost Customer Retention
Key Takeaways Enhanced customer retention through reduced complaints and optimized experience could boost revenue via increased renewals and lower churn. Strategic focus on multiannual home insurance and bancassurance may drive consistent revenue growth and improved operational efficiency.
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R$17.46
FV
23.3% undervalued
intrinsic discount
8.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 days ago
author updated this narrative
WuXi Biologics (Cayman)
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Ireland, US And Singapore Facilities Will Transform Pharmaceutical Pipeline
Key Takeaways Strong pipeline and commercial manufacturing expansion signal robust future revenue growth and enhanced earnings potential in pharmaceutical sectors. International expansion and innovative platforms aim to boost margins and profits through efficiencies and high-margin intellectual property revenues.
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HK$30.92
FV
5.0% undervalued
intrinsic discount
14.47%
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
3 days ago
author updated this narrative
SRF
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
Sustainability And Capacity Upgrades Will Transform Specialty Chemicals
Key Takeaways Eco-friendly product innovation and capacity expansion position SRF to benefit from sustainability trends, regulatory tailwinds, and premium margin opportunities in core markets. Strategic investments in specialty chemicals and vertical integration enable SRF to capture emerging market demand while improving operational efficiency and enhancing profitability.
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₹3.11k
FV
8.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
ICG
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Diversified Private Market Strategies Will Drive Future Success Amid Competitive Pressures
Key Takeaways Strategic diversification across flagship strategies enhances net margins and profitability, attracting more investor capital allocations. Strong growth in management fee income, alongside increased transaction activity, signals potential future revenue growth as AUM expands.
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UK£25.68
FV
14.7% undervalued
intrinsic discount
9.43%
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
3 days ago
author updated this narrative
Realtek Semiconductor
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
AI And Wi-Fi 7 Tech Will Open New Market Frontiers
Key Takeaways Strategic inventory management and diversification into high-growth sectors are driving revenue growth and operational resilience, boosting earnings stability. Focus on AI-enabled technologies and emerging innovations like smart glasses is poised to enhance market penetration and increase revenue.
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NT$611.00
FV
11.8% undervalued
intrinsic discount
9.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
Mitsubishi Chemical Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expansion In Photosensitive Polymers Will Meet Future Semiconductor Demand
Key Takeaways Strategic expansion in photosensitive polymers and resins targets semiconductor industry growth, potentially significantly boosting revenue. Structural reforms and downsizing efforts could enhance profitability and investor confidence, positively impacting earnings and stock value.
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JP¥923.00
FV
14.6% undervalued
intrinsic discount
-1.92%
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
3 days ago
author updated this narrative
Stora Enso Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Swedish Forest Assets And Renewable Packaging Will Drive Future Efficiency
Key Takeaways Strong focus on sustainable packaging, integration, and innovation positions the company to capitalize on global demand and regulatory shifts toward circular, low-carbon economies. Operational streamlining, asset optimization, and efficiency initiatives are expected to enhance profitability, unlock asset value, and support long-term growth.
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€10.91
FV
8.2% undervalued
intrinsic discount
4.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
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