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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
58
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
32
users have liked this narrative
6
users have commented on this narrative
89
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
14
users have followed this narrative
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LTIMindtree
AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
BlueVerse And NextEra JV Will Fuel IT Transformation
Key Takeaways Investments in AI-led digital transformation, proprietary platforms, and global expansion are driving revenue growth, client retention, and differentiation in next-generation technologies. Merger synergies and operational transformation are boosting margins, while broad-based IT outsourcing demand supports sustainable, profitable long-term growth.
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₹5.36k
FV
6.6% undervalued
intrinsic discount
9.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
1 day ago
author updated this narrative
REA Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Transformation And Urban Demand Will Fuel Global Expansion
Key Takeaways Accelerated digital transformation and innovative premium offerings are driving user engagement, increased product adoption, and expanding margins. Diversification into financial services and international markets is boosting recurring revenue streams and reducing reliance on cyclical local market conditions.
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AU$250.81
FV
2.0% undervalued
intrinsic discount
6.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
1 day ago
author updated this narrative
Fresenius SE KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Global Elderly Demand And Biosimilars Will Transform Healthcare
Key Takeaways Strong demand and digital innovation in healthcare services are driving sustainable growth and margin improvements for Fresenius across core business segments. Strategic restructuring, biosimilar expansion, and favorable regulatory trends bolster operational efficiency, earnings stability, and future revenue opportunities.
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€48.83
FV
10.4% undervalued
intrinsic discount
4.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
1 day ago
author updated this narrative
Geberit
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
New Products And AI Investments May Boost Future Prospects Despite Efficiency Concerns From Site Closure
Key Takeaways Introducing innovative products and expanding AI and digital efforts are expected to drive market share growth and improve operational efficiency and net margins. Site consolidation and emphasis on manufacturing automation are anticipated to enhance efficiency, stabilize expenses, and positively impact net margins and earnings.
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CHF 540.65
FV
18.9% overvalued
intrinsic discount
4.16%
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
1 day ago
author updated this narrative
Panasonic Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Generative AI And EV Trends Will Expand Energy Markets
Key Takeaways Strength in energy storage and automotive battery technology, supported by continued investment, secures recurring revenues and operating leverage as electrification trends persist. Operational efficiency gains from cost controls, automation, and targeted segment growth drive improvements in profitability and earnings quality across key business lines.
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JP¥2.08k
FV
26.5% undervalued
intrinsic discount
0.34%
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
Power Corporation of Canada
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Buybacks, 9% Dividend Increase And Platforms Will Unlock Capital
Key Takeaways Anticipated earnings growth at key subsidiaries and strong cash generation could lead to future earnings stability and increased investor confidence. Strategic actions like increased dividends, share buybacks, and new partnerships are expected to boost earnings per share and profitability.
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CA$55.38
FV
3.3% overvalued
intrinsic discount
8.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
63
users have followed this narrative
1 day ago
author updated this narrative
Kaspi.kz
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Kazakhstan And Turkey Markets Will Unlock Digital Opportunity
Key Takeaways Expanding digital ecosystem and super-app engagement are driving cross-selling, increased user integration, and sustained long-term revenue growth. Innovation, successful international entry, and new financial products are enabling recovery from disruptions and supporting future earnings diversification.
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US$110.22
FV
13.8% undervalued
intrinsic discount
19.03%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
3
users have commented on this narrative
79
users have followed this narrative
1 day ago
author updated this narrative
ASE Technology Holding
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Global Data Centers And AI Applications Will Drive Expansion
Key Takeaways Diversified growth in advanced packaging, automation, and new technologies is driving higher-margin potential and positioning ASE as a key industry player for next-generation demands. Margin pressures from costs and foreign exchange are expected to ease as automation ramps and value-added services enable more stable, resilient, and diversified earnings.
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NT$172.76
FV
13.8% undervalued
intrinsic discount
10.27%
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
Astellas Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Oncology And Rare Diseases Trends Will Unlock Global Potential
Key Takeaways Strategic brands and pipeline momentum, especially in oncology and rare diseases, are driving revenue growth, supported by global demand in expanding and aging populations. Cost optimization and accelerated R&D productivity are enhancing profitability, with partnerships and emerging market uptake offering further upside to future earnings.
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JP¥1.69k
FV
4.6% undervalued
intrinsic discount
-1.87%
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
1 day ago
author updated this narrative
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