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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
38
users have followed this narrative
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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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
21
users have liked this narrative
4
users have commented on this narrative
55
users have followed this narrative
New
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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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
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KDDI
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
AI And Business Services Expansion Will Drive Future Opportunities
Key Takeaways KDDI's strategic pricing and service expansions, including collaborations with Lawson, are positioned to boost revenue and enhance average revenue metrics. Investments in AI infrastructure and IoT services are expected to drive growth in business demand, improving revenue and operating income margins.
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JP¥2.65k
FV
5.7% undervalued
intrinsic discount
3.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
7 days ago
author updated this narrative
National Grid
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Planned £60 Billion Investment Will Strengthen Energy Networks And Operational Efficiency
Key Takeaways National Grid plans massive network investments to drive asset growth, boost future revenues, and stabilize earnings. Strategic initiatives like asset sales and streamlined processes support margins while enhancing earnings and operational efficiency.
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UK£11.81
FV
8.2% undervalued
intrinsic discount
6.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
86
users have followed this narrative
7 days ago
author updated this narrative
CITIC Securities
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Southeast Asia Expansion And Green Finance Will Shape Future Markets
Key Takeaways Expansion in international markets and high-growth sectors positions CITIC Securities for diversified revenue streams and increased global market share. Focus on green finance, ESG, and digital strategies may attract environmentally responsible investors and improve operational efficiency, enhancing revenue and net margins.
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CN¥34.07
FV
14.4% undervalued
intrinsic discount
10.19%
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
7 days ago
author updated this narrative
ANZ Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Suncorp Acquisition And AI Initiatives Will Improve Future Efficiency And Customer Engagement
Key Takeaways Successful Suncorp acquisition and platform innovations expected to enhance revenue, market share, and net margins through increased efficiency and cost savings. Digital investments and AI-driven customer engagement initiatives position ANZ for improved growth and profitability in digital transactions and financial services.
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AU$28.56
FV
8.1% overvalued
intrinsic discount
4.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
82
users have followed this narrative
7 days ago
author updated this narrative
Canadian Imperial Bank of Commerce
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Digital Banking Expansion And Capital Market Successes Will Strengthen Future Client Relationships
Key Takeaways Growth in mass affluent and private wealth sectors and digital banking expansion aim to improve high-margin revenue, client retention, and net interest margins. Strong operating leverage with cost management and record trading revenue promise earnings growth via deals and private economy focus.
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CA$99.38
FV
0.4% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
84
users have followed this narrative
7 days ago
author updated this narrative
MediaTek
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Edge AI SoCs And 5G Connectivity Will Transform Markets
Key Takeaways Expansion into automotive, AI, and enterprise solutions diversifies revenue streams and supports more stable long-term earnings. Advanced tech partnerships and process innovation increase premium market competitiveness, driving higher margins and greater market share.
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NT$1.63k
FV
19.0% undervalued
intrinsic discount
13.59%
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
7 days ago
author updated this narrative
Bank of Nova Scotia
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Mortgage+ And Scene+ Initiatives Will Strengthen Future Client Acquisition And Earnings Stability
Key Takeaways Strategic redeployment of capital and focus on higher-growth markets are enhancing earnings, shareholder value, and return on equity. Emphasis on core deposits and multiproduct client growth supports funding, margin expansion, and noninterest income boosts.
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CA$77.87
FV
1.6% undervalued
intrinsic discount
10.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
143
users have followed this narrative
7 days ago
author updated this narrative
Dr. Ing. h.c. F. Porsche
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Electric And Hybrid Models Will Energize Luxury Automotive Future
Key Takeaways Expansion in electric and hybrid vehicles, plus ongoing digital and exclusivity initiatives, position Porsche for stronger revenue growth and resilience against market fluctuations. Workforce reductions and strict cost controls are expected to drive margin recovery and improve long-term earnings despite recent macroeconomic and restructuring pressures.
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€48.48
FV
9.7% undervalued
intrinsic discount
0.87%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
7 days ago
author updated this narrative
Vinci
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Expanding EV Charging, Airport Projects, And Cobra's Renewables Will Strengthen Future Operations
Key Takeaways Expansion into electric vehicle infrastructure and strategic acquisitions are set to drive revenue growth and improve net margins. Development in airports and renewables, along with highway concessions, aims to enhance earnings and sustain long-term growth.
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€137.69
FV
12.4% undervalued
intrinsic discount
2.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
7 days ago
author updated this narrative
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