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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
7
users have commented on this narrative
56
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
88
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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Daar Communications
WA
WaneInvestmentHouse
Community Contributor
DAAR Communications Plc H1/Q2 Result – Structural Asset Strength Overshadowed by Persistent Operating Losses
DAAR Communications Plc’s H1 2025 financial results continue to reflect a structurally weak operational model with persistent bottom-line losses, eroding investor confidence despite the company’s large asset base and historical significance in Nigeria’s media industry. While revenue showed modest growth year-on-year, rising costs, weak cost controls, and negative retained earnings reinforce a bearish investment outlook.
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₦0.60
FV
53.3% overvalued
intrinsic discount
0.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
3
users have followed this narrative
8 days ago
author updated this narrative
UPDC Real Estate Investment Trust
WA
WaneInvestmentHouse
Community Contributor
UPDCREIT H1/Q2 Result- Attractive Yield but Low Growth Trajectory
UPDC REIT continues to offer stable, inflation-resilient rental income and interest earnings, underpinned by a conservatively managed balance sheet. However, a lack of growth in distributable income and zero asset disposals in H1 2025 highlights a maturing portfolio with limited upside.
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₦6.00
FV
35.0% overvalued
intrinsic discount
31.73%
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
8 days ago
author updated this narrative
AXA Mansard Insurance
WA
WaneInvestmentHouse
Community Contributor
Mansard Insurance Plc H1/Q2 Result– Valuation Catching Up with Earnings Normalization
AXA Mansard reported solid balance sheet growth and resilience in its core insurance and investment business for H1 2025. However, a significant decline in profit before tax (-73% YoY) reflects a normalization from the one-off investment income spike in H1 2024.
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₦9.95
FV
33.8% overvalued
intrinsic discount
5.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
5
users have commented on this narrative
2
users have followed this narrative
8 days ago
author updated this narrative
LASACO Assurance
WA
WaneInvestmentHouse
Community Contributor
LASACO Assurance Plc H1/Q2 result - Solid Asset Growth Undermined by Cost Pressure and Declining Profitability
Despite robust asset and revenue growth, LASACO Assurance Plc posted a significant decline in profitability in H1 2025, with a swing to pre-tax loss. This reflects rising cost pressure, particularly from insurance service expenses and reinsurance costs.
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₦2.96
FV
20.3% overvalued
intrinsic discount
116.24%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
6
users have commented on this narrative
8
users have followed this narrative
8 days ago
author updated this narrative
BUA Foods
WA
WaneInvestmentHouse
Community Contributor
BUA Foods Plc H1/Q2- Strong Operating Momentum Amid Macroeconomic Volatility
BUA Foods Plc H1/Q2- Strong Operating Momentum Amid Macroeconomic Volatility BUA Foods Plc delivered an impressive performance in H1 2025, showcasing significant growth in revenue and profit across both group and company levels, despite the macroeconomic headwinds and exchange rate volatility. The company's ability to maintain high margins and generate robust profits reinforces its position as a resilient player in Nigeria’s consumer goods and food manufacturing sector.
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₦375.00
FV
53.3% overvalued
intrinsic discount
17.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
11
users have followed this narrative
8 days ago
author updated this narrative
Hour Glass
RY
Ryan_G
Community Contributor
Hour Glass Gains Intrinsic Value Under Future Market Conditions
The HourGlass (AGS): A Deep Dive into Intrinsic Value and Future Potential The HourGlass (AGS), a prominent luxury watch retailer based in Singapore, appears to be a compelling investment opportunity, currently trading below its estimated intrinsic value. A thorough analysis, focusing on its operational strength and future prospects, suggests a disconnect between its market price and fundamental worth.
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S$3.18
FV
36.8% undervalued
intrinsic discount
16.98%
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
8 days ago
author updated this narrative
Multiverse Mining and Exploration
WA
WaneInvestmentHouse
Community Contributor
Multiverse Mining and Exploration Plc (H1 2025) - Resilient Earnings Despite Liquidity Pressures and Rising Liabilities
Multiverse Mining and Exploration Plc recorded strong earnings growth in H1 2025, highlighting its operational resilience in a challenging environment. Potential drivers for future performance include: Consistent Revenue Growth : Revenue grew by 29.7% YoY in Q2 2025 (₦376.7m vs ₦178.9m), with H1 revenue up 29.2% YoY to ₦491.3 million, driven by improved output and possibly favourable commodity prices.
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₦10.16
FV
3.5% undervalued
intrinsic discount
-14.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
9 days ago
author updated this narrative
Novo Nordisk
BE
Bejgal
Community Contributor
Future PE of 20x Signals Promising Growth for Novo Nordisk
Catalysts ◦ Strong position in the GLP-1 drug market , leading with Ozempic for diabetes and Wegovy for obesity. These products have driven significant growth.
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US$69.18
FV
29.5% undervalued
intrinsic discount
11.06%
Revenue growth p.a.
Set Fair Value
39
users have liked this narrative
7
users have commented on this narrative
142
users have followed this narrative
9 days ago
author updated this narrative
Abbey Mortgage Bank
WA
WaneInvestmentHouse
Community Contributor
Strong Earnings Momentum and Deposit Growth Support Positive Outlook for Abbey Mortgage Bank Plc Q2/H1 Result
Abbey Mortgage Bank Plc delivered a solid H1 2025 performance, with double-digit growth in revenue and profitability metrics, driven largely by increased interest income and cost control. While rising deposits and expanding total assets signal growing investor and customer confidence, declining loan book size raises questions about asset deployment efficiency.
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₦6.50
FV
7.5% overvalued
intrinsic discount
23.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
8
users have commented on this narrative
3
users have followed this narrative
9 days ago
author updated this narrative
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