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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
25
users have liked this narrative
7
users have commented on this narrative
56
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
88
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
20.8% 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
13
users have followed this narrative
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GlobalWafers
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
12-Inch Wafer Expansion Will Fuel Global Semiconductor Momentum
Key Takeaways Ongoing global expansion and specialty product growth position GlobalWafers to benefit from rising AI, high-performance computing, and green energy demand, boosting future margins. Geographically diverse manufacturing and government subsidies enhance revenue stability, reduce costs, and strengthen resilience against trade and geopolitical risks.
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NT$396.88
FV
5.5% undervalued
intrinsic discount
7.41%
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
1 day ago
author updated this narrative
Canadian Tire Corporation
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expected Tariffs Will Increase Costs And Shrink Margins In Canadian Retail
Key Takeaways Tariffs pose a risk to revenue and margins, requiring strategic sourcing adaptations that may increase operational costs. Weather-dependent sales and promotional efforts expose Canadian Tire to margin volatility and cost pressures.
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CA$179.45
FV
7.8% undervalued
intrinsic discount
0.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
1 day ago
author updated this narrative
Air Canada
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
International Travel Expansion And Rising Costs Will Define Future Prospects
Key Takeaways Strong global travel demand, international network growth, and premium cabin focus are driving sustained revenue gains and competitive market positioning. Fleet modernization and digital initiatives are boosting efficiency, ancillary income, and loyalty, supporting margin expansion and recurring earnings growth.
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CA$25.62
FV
25.7% undervalued
intrinsic discount
5.57%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
94
users have followed this narrative
1 day ago
author updated this narrative
Companhia Energética de Minas Gerais - CEMIG
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Heavy Infrastructure Investment Will Boost Energy Efficiency Despite Market Risks
Key Takeaways Strategic divestments and focus on core activities could improve net margins by enhancing operational efficiency and cost management. Investments in infrastructure and technology, alongside sustainability initiatives, are poised to boost revenue growth and attract socially conscious investors.
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R$11.44
FV
7.5% undervalued
intrinsic discount
-9.00%
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
1 day ago
author updated this narrative
SEEK
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Advanced AI And Freemium Strategy Will Expand Market Share In Asia
Key Takeaways Expansion in various markets via innovation and AI improves placement share and market penetration, boosting revenues with increased job postings. Personalized job recommendations and a freemium model enhance user experience and ad volumes, supporting revenue growth and market share capture.
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AU$27.29
FV
9.8% undervalued
intrinsic discount
9.86%
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
1 day ago
author updated this narrative
Croda International
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Sustainable Bio-Based Chemicals Will Expand In Asia And Latin America
Key Takeaways Leadership in sustainable, bio-based chemicals and ongoing green R&D positions Croda to capture higher-margin market share amid rising eco-friendly product demand. Strategic expansion into emerging markets and partnerships with local brands drive sales growth, geographic diversification, and enhance revenue stability.
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UK£36.00
FV
27.9% undervalued
intrinsic discount
5.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
1 day ago
author updated this narrative
Sekisui Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Sustainable Housing And Advanced Materials Will Transform Markets
Key Takeaways Product innovation and premium offerings across housing, materials, and healthcare support greater margin potential and resilience to global sustainability and demographic shifts. Strategic expansion in Europe and investments in advanced technologies drive geographical diversification and align the company with rising demand for sustainable infrastructure and building materials.
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JP¥2.84k
FV
4.3% undervalued
intrinsic discount
3.59%
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
1 day ago
author updated this narrative
Schroders
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
ESG Investments And Pension Reforms Will Redefine Global Asset Management
Key Takeaways Strength in sustainability, ESG, and private assets positions the company to benefit from long-term shifts in global investment and retirement savings trends. Cost reduction, operational efficiencies, and strategic investments drive improved margins and enable above-market growth in targeted global regions and product segments.
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UK£3.96
FV
0.2% overvalued
intrinsic discount
-6.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
1 day ago
author updated this narrative
Schaeffler India
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Make In India And Capacity Expansion Will Unlock Future Opportunities
Key Takeaways Expanded manufacturing capacity and localization initiatives are set to strengthen margins, competitiveness, and market share through cost savings and greater scale. Investments in e-mobility, export growth, and diverse end-market exposure position the company for sustained revenue growth and reduced dependence on domestic cycles.
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₹4.33k
FV
9.6% undervalued
intrinsic discount
12.78%
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
1 day ago
author updated this narrative
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