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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% 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
84
users have followed this narrative
New
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
19.2% 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
11
users have followed this narrative
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Santander Bank Polska
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Acquisition, Digital Banking And Green Lending Will Expand Future Markets
Key Takeaways The upcoming acquisition and digital banking growth will boost innovation, efficiency, and customer expansion, strengthening revenue and margin prospects. Strategic focus on sustainable finance and robust credit risk management underpins long-term profitability and opens new high-margin opportunities.
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zł565.61
FV
4.6% undervalued
intrinsic discount
0.71%
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
about 6 hours ago
author updated this narrative
Fresenius Medical Care
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Aging Demographics And Home Dialysis Solutions Will Transform Care Delivery
Key Takeaways Global demographic trends and improved patient intake processes are set to drive significant long-term growth in patient volumes and revenues. Technology adoption, operational efficiencies, and value-based care expansion are expected to boost margins and provide more stable, visible earnings.
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€50.62
FV
19.9% undervalued
intrinsic discount
3.57%
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
about 6 hours ago
author updated this narrative
YPF Sociedad Anónima
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Shale Oil Production In Vaca Muerta And Pipeline Expansion Will Transform Operations
Key Takeaways YPF's strategic pivot to focus on Vaca Muerta and operational efficiencies could drive higher revenues and improved margins. Enhanced oil export capacity and optimized capital allocation are expected to boost profitability and financial stability.
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AR$53.80k
FV
10.1% undervalued
intrinsic discount
8.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
about 6 hours ago
author updated this narrative
Info Edge (India)
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Investing INR 1,000 Crores Into IE Venture Investment Fund III And AI Will Broaden Future Opportunities
Key Takeaways Investing in startups and AI-powered platform enhancements positions the company for diversified revenue growth and improved operational efficiency. Growing recruitment and niche businesses contribute to strong revenue streams, supported by a positive macro environment and potential market share gains.
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₹1.59k
FV
14.1% undervalued
intrinsic discount
13.64%
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
about 6 hours ago
author updated this narrative
HTHT
H World Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Asset-light Model And Lower-Tier Expansion Will Secure A Bright Future
Key Takeaways Expansion into lower-tier cities and asset-light transformation aim to boost revenue, market share, and sustainable cash flow. Growth in high-margin segments and strategic cost-cutting enhance profitability through brand recognition and restructuring.
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US$43.54
FV
27.6% undervalued
intrinsic discount
5.88%
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
about 6 hours ago
author updated this narrative
LG Electronics
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Subscription Services And Eco Products Will Transform Global Markets
Key Takeaways Expansion into digital services, B2B sectors, and AI solutions is driving recurring revenue growth, higher margins, and reduced reliance on traditional hardware sales. Eco-friendly innovation and global operational optimization are positioning LG for regulatory advantages, premium pricing, and resilience against market and supply chain risks.
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₩95.94k
FV
19.8% undervalued
intrinsic discount
3.33%
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
about 6 hours ago
author updated this narrative
Aeroports de Paris
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Paris Airport Modernization And Air France Collaboration Will Fuel Progress
Key Takeaways Expansion, modernization, and regulation at Paris airports are set to increase efficiency, revenue predictability, and long-term growth through capacity and sustainable infrastructure investments. Diversification into non-aeronautical businesses and global airport partnerships should reduce earnings volatility and drive sustained margin growth.
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€124.00
FV
9.9% undervalued
intrinsic discount
4.38%
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
about 6 hours ago
author updated this narrative
Insurance Australia Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Earnings Will Decrease Despite Investments In Technology And RACQ Partnership
Key Takeaways Investment in technology and alliances is enhancing customer experience and product strength, driving future growth and revenue potential. Operational efficiencies and strategic pricing in a stabilizing economy are anticipated to improve margins and revenue management.
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AU$8.95
FV
1.9% undervalued
intrinsic discount
-9.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
about 6 hours ago
author updated this narrative
Recordati Industria Chimica e Farmaceutica
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Rare Disease Expansion Will Secure International Market Opportunities
Key Takeaways Expansion in rare disease treatments and international markets strengthens revenue diversity, supporting sustained growth and margin improvement amid aging populations and broader healthcare access. Strategic acquisitions, licensing agreements, and R&D investments enhance the product pipeline, driving innovation, offsetting competitive pressures, and supporting future earnings resilience.
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€58.97
FV
14.8% undervalued
intrinsic discount
7.85%
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
about 6 hours ago
author updated this narrative
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