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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
2
users have liked this narrative
0
users have commented on this narrative
5
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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
10
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
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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Canara Bank
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Lending And Retail Trends Will Shape India's Future Banking
Key Takeaways Strong growth in retail lending and improved asset quality drive earnings stability and enhance overall profitability. Digitization and diversification of non-interest income boost cost efficiency and position the bank for sustainable long-term growth.
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₹123.19
FV
12.8% undervalued
intrinsic discount
11.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
6 days ago
author updated this narrative
NIO
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Smart EV Models And Cost Savings Will Drive Global Markets
Key Takeaways Product cycle expansion and strategic partnerships are expected to drive revenue growth and market penetration across diverse segments, enhancing sales and customer loyalty. Optimizing supply chains and investing in AI technology may boost margins, differentiate products, and support ambitious sales volume goals globally.
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US$4.76
FV
3.4% undervalued
intrinsic discount
26.22%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
247
users have followed this narrative
6 days ago
author updated this narrative
ICICI Lombard General Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Government Spending And Digital Advances Will Expand Insurance Reach
Key Takeaways Increasing government spending and anticipated growth in auto and health sectors may boost revenue and slightly improve margins for ICICI Lombard. Regulatory changes and digital innovations could enhance market penetration, reduce costs, and improve overall growth and earnings.
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₹2.11k
FV
9.9% undervalued
intrinsic discount
10.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
Jindal Steel
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Upcoming Investments In Galvanizing And Color Coating Will Improve Product Mix And Optimize Costs
Key Takeaways Strategic focus on infrastructure and logistics expansion aims to optimize costs and enhance margins through efficiency improvements and enhanced product offerings. Commitment to financial flexibility through controlled leverage could support future growth initiatives, potentially enhancing earnings per share.
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₹988.18
FV
1.2% overvalued
intrinsic discount
16.88%
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
6 days ago
author updated this narrative
Rede D'Or São Luiz
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Consolidation With SulAmérica Will Reduce Execution Risk And Open Opportunities
Key Takeaways Organic expansion and new hospital systems are poised to boost operational efficiency and improve net margins. Strategic partnerships and synergies, including with SulAmérica, are opening growth opportunities and enhancing earnings.
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R$40.46
FV
17.9% undervalued
intrinsic discount
12.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
6 days ago
author updated this narrative
KRAFTON
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Expanding Mobile Gaming Markets Will Deliver New Opportunities Despite Risks
Key Takeaways Diversifying game portfolio, expanding internationally, and embracing community-driven models support sustained growth, user retention, and recurring revenue opportunities. Strategic acquisitions and AI-driven efficiencies enhance productivity, broaden market reach, and help stabilize earnings while improving profit margins.
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₩456.48k
FV
30.3% undervalued
intrinsic discount
15.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
6 days ago
author updated this narrative
Carrefour
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Transformation And E-commerce Will Drive Future Success
Key Takeaways Strategic real estate optimization and operational model review focus resources on high-potential areas, enhancing future capital deployment and earnings. Continued investment in price competitiveness and digital transformation supports market share growth, higher margins, and improved operational efficiencies.
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€14.15
FV
13.1% undervalued
intrinsic discount
0.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
6 days ago
author updated this narrative
Accor
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Leveraging AI And GAIA 20 For Future Operational Efficiency And Sustainability
Key Takeaways Accor's strategic use of AI and sustainability initiatives aims to boost operational efficiency and improve long-term margins and brand value. Emphasis on luxury segments, high-fee regions, and shareholder returns is expected to increase revenue, EBITDA, and enhance shareholder value.
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€54.24
FV
21.5% undervalued
intrinsic discount
5.61%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
Dabur India
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Expansion Into E-commerce And Health Supplements Will Drive Future Growth
Key Takeaways Expanding premium offerings and strategic channel initiatives aim to enhance revenue growth and net margins. Focus on international growth and strategic partnerships may drive operating efficiency and sustainable value creation.
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₹521.82
FV
0.6% overvalued
intrinsic discount
8.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
6 days ago
author updated this narrative
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