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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
71
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
15
users have followed this narrative
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Kao
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Market Recovery In China And New Facilities Will Boost Future Prospects
Key Takeaways Enhancing product value and brand loyalty and expanding cosmetics in China drives growth in revenue and operating margins. Cost reductions and digital strategies improve competitiveness, operational efficiency, and profitability with a focus on high-value products.
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JP¥7.50k
FV
8.2% undervalued
intrinsic discount
3.17%
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
4 days ago
author updated this narrative
CIMB Group Holdings Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Focusing On Profitable ASEAN Markets And Technology Will Improve Operational Efficiency
Key Takeaways Strategic capital reallocation and focus on profitable segments are poised to enhance long-term earnings and ROE. Sustainability initiatives in ASEAN position CIMB to capitalize on future growth in sustainable financing and boost revenue streams.
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RM 8.30
FV
17.4% undervalued
intrinsic discount
7.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
31
users have followed this narrative
4 days ago
author updated this narrative
Olympus
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Reorganization And OLYSENSE Launch Will Improve Efficiency And Market Share
Key Takeaways Reorganization into customer-focused divisions and new product launches are set to improve efficiency, increase market penetration, and enhance revenue and margins. Local manufacturing in China and FDA clearance in the U.S. bolster market share, with initiatives like Project Elevate strengthening global medtech position.
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JP¥2.22k
FV
18.0% undervalued
intrinsic discount
3.21%
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
4 days ago
author updated this narrative
Heidelberg Materials
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Emerging Markets And Green Construction Will Create Long-Term Value
Key Takeaways Accelerated development of sustainable products and operational efficiency initiatives position the company to benefit from rising demand for green materials and improve margins. Growth in emerging markets and large public infrastructure projects are expected to enhance revenue and strengthen market position through strategic investments and acquisitions.
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€190.16
FV
11.1% overvalued
intrinsic discount
4.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
36
users have followed this narrative
4 days ago
author updated this narrative
Talanx
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Future Growth May Face Challenges, But Diversification Could Provide Stability
Key Takeaways Growth sustainability in international markets is questionable due to currency effects and acquisition integration costs affecting revenue and margins. Strategic focus on niche market expansion over swift acquisition could limit rapid growth potential and affect market positioning.
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€100.60
FV
18.3% overvalued
intrinsic discount
11.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
4 days ago
author updated this narrative
SGS
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
ESG Trends And Digital Shifts Will Redefine Global Markets
Key Takeaways Expansion in sustainability, digital trust, and compliance services positions SGS to benefit from global regulatory trends and growing demand for third-party assurance. Integration of acquisitions and efficiency programs enhance service offerings, operational flexibility, and margin expansion in regulated, high-growth sectors.
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CHF 92.68
FV
11.7% undervalued
intrinsic discount
5.24%
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
4 days ago
author updated this narrative
Vestas Wind Systems
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Wind Energy Demand Will Drive Future Opportunities In Onshore And Offshore Projects
Key Takeaways Strong project pipeline and demand for wind energy indicate potential revenue growth, bolstered by manufacturing capacity and operational leverage in key markets. Ongoing service optimization, cost stability, and shareholder initiatives imply improved margins, earnings, and potential upward valuation adjustments.
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DKK 139.59
FV
16.9% undervalued
intrinsic discount
8.02%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
58
users have followed this narrative
4 days ago
author updated this narrative
Heineken Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
APAC, Africa And Digital Deployment Will Expand Premium Reach
Key Takeaways Premium brand expansion, digital transformation, and product innovation drive revenue growth, margin resilience, and long-term earnings strength, especially in emerging urban markets. Diversified global presence and adaptive resource allocation help mitigate regional volatility, ensuring steady profit growth and stability across cyclical environments.
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€109.50
FV
45.1% undervalued
intrinsic discount
4.08%
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
4 days ago
author updated this narrative
Sartorius Stedim Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
High Consumable Demand And Regulatory Standards Will Drive Future Success
Key Takeaways Strong demand for single-use consumables and compliance expertise drive high-margin growth, supporting both revenue expansion and pricing power for sustained profitability. Leadership in innovative bioprocess technologies and rising customer equipment utilization position the company for future sales acceleration and reduced business risk.
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€234.54
FV
28.9% undervalued
intrinsic discount
10.67%
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
4 days ago
author updated this narrative
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