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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
71
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
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
20.6% 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
15
users have followed this narrative
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Multi Commodity Exchange of India
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Indian Commodity Markets Will Expand With Digital Adoption
Key Takeaways Expansion of products and digital platforms is driving broader participation, revenue diversification, and increasing demand for risk management solutions. Technology investments and operational efficiency are expected to support scalable growth and improved profitability as trading volumes continue to rise.
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₹7.89k
FV
2.2% undervalued
intrinsic discount
18.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Banijay Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Global Streaming And Live Events Will Transform Media Landscape
Key Takeaways Expanding into live events, gaming, and international streaming diversifies revenues and boosts margins, making Banijay less dependent on traditional TV. Strategic acquisitions, cost optimization, and investment in technology strengthen market position, operational efficiency, and recurring income globally.
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€12.28
FV
27.9% undervalued
intrinsic discount
9.59%
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
3 days ago
author updated this narrative
Enel Chile
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Battery Storage And Digitalization Will Drive Chilean Renewable Transformation
Key Takeaways Expansion in battery storage, grid resilience, and digitalization positions Enel Chile to benefit from growing renewable demand and improved operational efficiency. A strong, diversified portfolio and enhanced cash flow visibility support risk management, revenue stability, and potential for increased shareholder returns.
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CL$74.33
FV
13.5% undervalued
intrinsic discount
3.77%
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
3 days ago
author updated this narrative
Whitehaven Coal
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Diversification Into Metallurgical Coal And Cost Reductions Will Strengthen Future Prospects
Key Takeaways Acquisitions and diversified coal sales may boost revenue while cost-out initiatives are set to improve margins through reduced expenses. Share buyback resumption could increase EPS and enhance shareholder value, improving overall investor sentiment.
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AU$7.25
FV
4.0% undervalued
intrinsic discount
2.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
47
users have followed this narrative
3 days ago
author updated this narrative
Gujarat Gas
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Restructuring And CNG Expansion Will Simplify Structure And Boost Future Efficiency
Key Takeaways Restructuring aims to simplify corporate operations and enhance value, potentially leading to improved margins and earnings. Aggressive CNG infrastructure expansion and strategic pricing advantage are expected to boost sales and revenue growth.
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₹480.19
FV
10.4% undervalued
intrinsic discount
11.98%
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
3 days ago
author updated this narrative
AIAE
AIA Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Setting Up Modular Plants In China And Ghana Will Reduce Costs And Expand Market Reach
Key Takeaways Establishing modular plants in key markets reduces costs and improves profitability by serving regional demand efficiently. Adoption of manufacturing technology and strategic facility positioning will drive revenue growth and enhance margins.
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₹3.68k
FV
16.0% undervalued
intrinsic discount
8.22%
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
3 days ago
author updated this narrative
Tomra Systems
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Deposit Systems And EU Mandates Will Expand Circular Economy Markets
Key Takeaways Expansion into new markets and tighter EU regulations are driving strong demand and recurring revenue growth in reverse vending, recycling, and sorting solutions. Strategic innovation and cost control position Tomra for earnings growth and margin improvement despite recent macroeconomic challenges and delayed customer investment.
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NOK 172.18
FV
12.2% undervalued
intrinsic discount
16.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
3 days ago
author updated this narrative
J.K. Cement
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Government Programs And Urbanization Will Expand Indian Cement Markets
Key Takeaways Expansion into new markets and increased capacity positions the company to benefit from strong infrastructure demand and capture greater market share. Strategic focus on product diversification and energy efficiency strengthens margins and helps insulate earnings against cyclical downturns.
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₹6.65k
FV
5.9% overvalued
intrinsic discount
12.18%
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
3 days ago
author updated this narrative
PGE Polska Grupa Energetyczna
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Offshore Wind And Photovoltaics Investments Will Boost Operational Efficiency
Key Takeaways Focus on renewable energy investments and modernization could increase revenue streams and improve margins through lower production costs and enhanced efficiency. Restructuring and decarbonization efforts align with regulatory trends, improving financial flexibility, stabilizing earnings, and potentially enhancing future profitability.
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zł9.53
FV
23.7% overvalued
intrinsic discount
3.99%
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
3 days ago
author updated this narrative
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