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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
3
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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
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
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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
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Mankind Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Integration Of BSV Will Diversify Portfolio And Open Niche Markets
Key Takeaways Strategic partnerships and diversification into niche markets are anticipated to drive revenue and margin growth through high entry barrier portfolios. Efficiency enhancements and financial management may boost margin improvements and earnings through productivity gains and reduced finance costs.
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₹2.72k
FV
3.6% undervalued
intrinsic discount
15.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
13 days ago
author updated this narrative
Grupo Bimbo. de
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Efficiency Improvements And South American Acquisitions Will Expand Future Market Access
Key Takeaways Strategic acquisitions in South America and EAA are enhancing market access and driving revenue growth and margin expansion. Efficiency improvements, including closing older bakeries, are optimizing costs and boosting profitability via record EBITDA margins aided by favorable commodity costs.
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Mex$62.83
FV
14.1% undervalued
intrinsic discount
4.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
13 days ago
author updated this narrative
OMV
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Diversifying Gas Supplies And Polyolefin Expansion Will Strengthen Future Resilience
Key Takeaways OMV's diversified gas portfolio and strategic investments in growth projects enhance resilience, stability, and long-term revenue diversification. Polyolefin sales growth and operational efficiencies from new plants and potential joint ventures boost earnings and margins.
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€49.32
FV
10.3% undervalued
intrinsic discount
-0.39%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
13 days ago
author updated this narrative
EcoPro BM
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Expansion Into Electric Vehicles And Nickel Refining Will Drive Future Success
Key Takeaways Ecopro BM's sales volume is projected to increase significantly, enhancing revenue and profitability, driven by electric vehicle launches and improved inventory management. Strategic investments in productivity and expansion into new markets aim to boost revenue, reduce costs, and strengthen the company's profitability and competitive position.
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₩104.17k
FV
19.5% overvalued
intrinsic discount
42.17%
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
13 days ago
author updated this narrative
Metro
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expanding E-Commerce And Local Products Will Shape Future Success
Key Takeaways Growth in online and local product sales could enhance future revenue, driven by e-commerce expansion and consumer preference for Canadian products. Investments in supply chain efficiency and pharmacy growth may boost net margins and earnings, while share repurchases enhance EPS and stock price support.
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CA$104.36
FV
1.0% overvalued
intrinsic discount
3.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
13 days ago
author updated this narrative
Qatar Islamic Bank (Q.P.S.C.)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
LNG Projects And Digitalization Will Shape Sustainable Islamic Banking
Key Takeaways Increased infrastructure investment and global acceptance of Islamic finance are driving demand and expanding QIB's customer base, supporting market share and income diversification. Ongoing digitalization, robust risk management, and strong liquidity are enhancing operational efficiency, reducing volatility, and enabling sustainable, long-term growth.
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ر.ق24.39
FV
0.03% overvalued
intrinsic discount
-12.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
13 days ago
author updated this narrative
Lifco
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Systems Solutions And Demolition Tools Will Open New Opportunities
Key Takeaways Strong organic growth in Systems Solutions is driving revenue, despite near-term margin pressures, supported by improved efficiencies in Demolition & Tools. Disciplined management and strategic acquisitions are enhancing earnings growth, with potential for long-term margin expansion through targeted high-value niche markets.
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SEK 395.50
FV
12.9% undervalued
intrinsic discount
10.94%
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
13 days ago
author updated this narrative
Adani Energy Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Mumbai HVDC And Smart Metering Will Expand Market Presence
Key Takeaways Strong project pipeline and smart meter expansion signal potential revenue growth and improved operational efficiency, enhancing future earnings. Significant capital expenditure in transmission and distribution projects and reduced T&D losses are set to improve profitability and net margins.
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₹1.31k
FV
39.0% undervalued
intrinsic discount
12.99%
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
13 days ago
author updated this narrative
bioMérieux
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Continued Innovation And Market Leadership Will Ensure Future Success
Key Takeaways Strong cross-selling and innovation strategies are driving revenue growth and expanding market leadership in panel and instrument installations. Profitability improvements through automation and R&D investment are enhancing margins and supporting sustainable long-term growth.
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€123.54
FV
1.6% overvalued
intrinsic discount
7.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
13 days ago
author updated this narrative
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