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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
21
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
6
users have commented on this narrative
80
users have followed this narrative
New
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
19.2% 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
10
users have followed this narrative
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Evolution
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
New Studios And Digital Trends Will Unlock Future Potential
Key Takeaways Expansion into new regulated markets and studio launches positions Evolution for stable, long-term growth in digital and online gaming sectors. Exclusive partnerships and innovative game releases enhance product differentiation, driving higher margins and supporting sustained organic revenue expansion.
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SEK 945.45
FV
8.4% undervalued
intrinsic discount
5.84%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
99
users have followed this narrative
7 days ago
author updated this narrative
Essity
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Demand In Feminine Care And Incontinence Will Expand Internationally
Key Takeaways Strong demand in incontinence, medical, and feminine care products, coupled with innovation and brand investments, supports sustained revenue and margin growth globally. Focus on sustainability, premiumization, and ongoing cost-efficiency efforts positions Essity to benefit from changing consumer preferences and improved operating leverage.
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SEK 290.00
FV
16.0% undervalued
intrinsic discount
1.59%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 days ago
author updated this narrative
Rogers Communications
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Satellite Texting And 5G Will Expand Rural Connectivity
Key Takeaways Expanded rural wireless coverage and advanced infrastructure investments position Rogers to capture new subscribers and drive growth through innovative services and connectivity. Cost efficiencies, disciplined deleveraging, and potential sports/media asset monetization support higher earnings, margin improvement, and investment capacity for future opportunities.
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CA$55.15
FV
17.7% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
51
users have followed this narrative
7 days ago
author updated this narrative
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
9.1% 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
7 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
18.0% undervalued
intrinsic discount
7.53%
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
7 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¥2.27k
FV
21.2% undervalued
intrinsic discount
3.26%
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
7 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
45.7% 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
7 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
20.3% 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
30
users have followed this narrative
7 days ago
author updated this narrative
Heidelberg Materials
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Introduction Of Carbon Capture Net-Zero Products In 2025 Will Expand Product Range
Key Takeaways Strategic portfolio shifts through divestments and acquisitions enhance revenue and profitability in key regions. Innovations in sustainable products and operational efficiency improve margins and drive revenue growth.
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€184.86
FV
6.1% overvalued
intrinsic discount
4.38%
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
7 days ago
author updated this narrative
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