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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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Aeroports de Paris
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Paris Airport Modernization And Air France Collaboration Will Fuel Progress
Key Takeaways Expansion, modernization, and regulation at Paris airports are set to increase efficiency, revenue predictability, and long-term growth through capacity and sustainable infrastructure investments. Diversification into non-aeronautical businesses and global airport partnerships should reduce earnings volatility and drive sustained margin growth.
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€124.00
FV
8.8% undervalued
intrinsic discount
4.38%
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
about 20 hours ago
author updated this narrative
Polycab India
AN
AnalystConsensusTarget
Consensus Narrative from 31 Analysts
Government Infrastructure And Renewables Will Drive Future Demand
Key Takeaways Infrastructure spending and rural construction are fueling strong demand for Polycab's products and enabling wider market reach across urban and non-urban regions. Focus on backward integration, product premiumization, and solar adoption is set to enhance operational efficiency, margins, and sustainable market share gains.
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₹7.56k
FV
9.0% undervalued
intrinsic discount
15.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
about 20 hours ago
author updated this narrative
Tata Consumer Products
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Recovering Tea Margins And E-Commerce Expansion Will Drive Enduring Progress
Key Takeaways Expansion in e-commerce, pharmacy, and premium food categories is driving revenue growth and improving margins through digital channels and premiumization. Recent acquisitions and a focus on health-oriented products are set to boost revenues, improve operational efficiency, and align with evolving consumer wellness trends.
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₹1.20k
FV
12.5% undervalued
intrinsic discount
10.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
25
users have followed this narrative
about 20 hours ago
author updated this narrative
Telia Company
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Convergence And 5G Will Ignite Nordic Market Opportunities
Key Takeaways Strong growth in broadband and bundled services, as well as network upgrades, is enabling Telia to boost revenue, margins, and deepen customer loyalty. Portfolio focus, digitalization, and cost reductions are improving capital allocation, driving free cash flow and supporting higher shareholder returns.
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SEK 35.77
FV
3.3% undervalued
intrinsic discount
-2.16%
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
about 20 hours ago
author updated this narrative
Santander Bank Polska
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Acquisition, Digital Banking And Green Lending Will Expand Future Markets
Key Takeaways The upcoming acquisition and digital banking growth will boost innovation, efficiency, and customer expansion, strengthening revenue and margin prospects. Strategic focus on sustainable finance and robust credit risk management underpins long-term profitability and opens new high-margin opportunities.
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zł565.61
FV
2.2% undervalued
intrinsic discount
0.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 20 hours ago
author updated this narrative
YPF Sociedad Anónima
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Shale Oil Production In Vaca Muerta And Pipeline Expansion Will Transform Operations
Key Takeaways YPF's strategic pivot to focus on Vaca Muerta and operational efficiencies could drive higher revenues and improved margins. Enhanced oil export capacity and optimized capital allocation are expected to boost profitability and financial stability.
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AR$53.80k
FV
11.6% undervalued
intrinsic discount
8.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
about 20 hours ago
author updated this narrative
Info Edge (India)
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Investing INR 1,000 Crores Into IE Venture Investment Fund III And AI Will Broaden Future Opportunities
Key Takeaways Investing in startups and AI-powered platform enhancements positions the company for diversified revenue growth and improved operational efficiency. Growing recruitment and niche businesses contribute to strong revenue streams, supported by a positive macro environment and potential market share gains.
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₹1.59k
FV
14.1% undervalued
intrinsic discount
13.64%
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 20 hours ago
author updated this narrative
HTHT
H World Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Asset-light Model And Lower-Tier Expansion Will Secure A Bright Future
Key Takeaways Expansion into lower-tier cities and asset-light transformation aim to boost revenue, market share, and sustainable cash flow. Growth in high-margin segments and strategic cost-cutting enhance profitability through brand recognition and restructuring.
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US$43.54
FV
24.9% undervalued
intrinsic discount
5.88%
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 20 hours ago
author updated this narrative
Lupin
AN
AnalystConsensusTarget
Consensus Narrative from 37 Analysts
Emerging Markets And Chronic Therapies Will Expand Global Horizons
Key Takeaways Strong demand drivers and pipeline expansion in chronic therapies, generics, and biosimilars are set to support long-term growth and broader international diversification. Focus on higher-margin products, operational efficiencies, and regulatory tailwinds should enhance profitability and accelerate new product approvals.
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₹2.23k
FV
12.8% undervalued
intrinsic discount
7.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 20 hours ago
author updated this narrative
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