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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
23
users have liked this narrative
6
users have commented on this narrative
52
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
86
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
12
users have followed this narrative
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IDFC First Bank
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Banking And Retail Deposits In India Will Unlock Value
Key Takeaways Lower funding costs and strategic deposit growth are set to boost margins and support long-term, stable earnings amid rising financial inclusion. Digital investments and a retail-focused loan book enhance efficiency, contain credit costs, and strengthen the foundation for scalable, sustainable profitability.
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₹75.17
FV
7.9% undervalued
intrinsic discount
30.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
about 11 hours ago
author updated this narrative
Howden Joinery Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Depot Expansion And Digital Integration Will Unlock Future Markets
Key Takeaways Expansion into new and existing markets, plus exclusive product innovation, positions Howden for sustained growth, differentiation, and margin improvement amid changing consumer and industry trends. Strong balance sheet, digital tools, and manufacturing investment boost efficiency, customer loyalty, and resilience, supporting continued market share gains and attractive long-term returns.
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UK£9.56
FV
9.7% undervalued
intrinsic discount
5.18%
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 11 hours ago
author updated this narrative
Castellum
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquisition Of Entra Shares Will Strengthen Presence In Oslo's Prime Locations
Key Takeaways Expansion into projects like Infinity and acquiring Entra shares aims to enhance Castellum's market position and long-term revenue growth. Credit ratings facilitate better financing, enabling investment in high-quality developments and strategic property reinvestments for increased rental income.
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SEK 115.10
FV
0.3% undervalued
intrinsic discount
0.92%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 11 hours ago
author updated this narrative
Grupo Energía Bogotá E.S.P
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Colectora-Cuestecitas And Guayepo Solar Projects Will Expand Transmission And Renewable Capacity
Key Takeaways Strategic investments in infrastructure and completion of transmission projects will enhance operational capacity and drive long-term revenue growth. Expansion into under-served regions, along with diversifying energy sources, is set to boost revenue and improve net margins.
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Col$3.35k
FV
11.3% undervalued
intrinsic discount
1.96%
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 11 hours ago
author updated this narrative
Siegfried Holding
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquisition Of Grafton Site Will Expand US Network And Services
Key Takeaways The EVOLVE+ strategy and strategic M&A activities are set to enhance growth, expand services, and improve margins for Siegfried Holding. Investments in new technologies and diversification across portfolios are expected to drive revenue stability and efficiency improvements.
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CHF 112.42
FV
22.4% undervalued
intrinsic discount
7.23%
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 11 hours ago
author updated this narrative
780
Tongcheng Travel Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
AI Driven Itinerary Planning And Global Expansion Will Advance Travel
Key Takeaways Dual-track strategy aims for revenue growth by deepening domestic market penetration and expanding outbound travel market presence. AI-driven innovations improve user experience and operational efficiency, potentially boosting net margins and earnings.
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HK$24.82
FV
20.3% undervalued
intrinsic discount
11.62%
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 11 hours ago
author updated this narrative
Container Corporation of India
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
New Rail Corridor And Logistics Hubs Will Expand Markets
Key Takeaways Upcoming rail infrastructure upgrades and government logistics investments are set to boost throughput, margins, and long-term competitiveness for CONCOR. Expansion into value-added and international logistics, plus new domestic volume sources, will drive diversified, steadier earnings growth and reduce reliance on cyclical trends.
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₹623.18
FV
11.2% undervalued
intrinsic discount
13.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
about 12 hours ago
author updated this narrative
OUTsurance Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Operational Adjustments Will Expand Market Opportunities In Australia And Ireland
Key Takeaways Operational efficiency improvements and strategic resource reallocation could enhance profitability by reducing costs and optimizing the business portfolio. Growth initiatives in Australia and Ireland are expected to expand market share, driving significant revenue and profit growth.
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R81.22
FV
7.0% undervalued
intrinsic discount
-6.59%
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
about 11 hours ago
author updated this narrative
Lloyds Metals and Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Triveni MDO Deal And CapEx Will Expand Iron Ore Capacity
Key Takeaways Acquisition and completion of key projects are expected to enhance efficiencies, boosting revenue and margins through increased operational capacity and cost reduction. Increasing demand and strategic expansion in the Indian market, supported by significant CapEx, position the company for sustainable growth in revenue and EBITDA.
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₹1.68k
FV
15.0% undervalued
intrinsic discount
44.74%
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 11 hours ago
author updated this narrative
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