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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
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
20.8% 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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Laureate Education
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Campus Expansion In Mexico And Peru Will Elevate Digital Learning
Key Takeaways Expansion in Latin America and digital learning initiatives are driving enrollment growth and diversifying Laureate's student base. Operational efficiency and stronger brand recognition enable improved margins, increased market share, and support for premium pricing.
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US$28.00
FV
11.6% undervalued
intrinsic discount
8.36%
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
Kakao Pay
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Finance In Korea Will Face Headwinds Yet Show Promise
Key Takeaways Growth may be hampered by regulatory challenges, rising costs, and macroeconomic uncertainty across both domestic and international business lines. Heavy reliance on ecosystem synergies and user growth could cap diversification, risking stagnation in active users, transaction frequency, and overall profitability.
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₩43.37k
FV
47.1% overvalued
intrinsic discount
13.57%
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
Updated
narrative
BW Offshore
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New FPSO Projects May Strengthen Operations Despite Earnings Decline
Key Takeaways Strategic FPSO project expansion and emerging floating wind initiatives could drive long-term revenue growth and diversification into low-carbon energy solutions. A strong balance sheet and targeted capital allocation enhance financial flexibility and potentially increase net margins and shareholder returns.
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NOK 34.80
FV
6.3% overvalued
intrinsic discount
-11.64%
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
9 days ago
author updated this narrative
Jupiter Fund Management
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Fee Compression And Rising Costs Will Erode Asset Management Value
Key Takeaways Ongoing client outflows, industry fee compression, and rising preference for passive products threaten Jupiter's revenue growth and long-term earnings outlook. Integration and regulatory costs, plus shifting client preferences, could limit profitability and operational efficiency despite efforts to launch higher-fee products.
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UK£1.19
FV
4.4% overvalued
intrinsic discount
3.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
about 9 hours ago
author updated this narrative
Camtek
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Advanced Packaging And HPC Will Expand Market Opportunities
Key Takeaways Expansion into advanced packaging and metrology workflows, supported by AI-driven innovation, is boosting Camtek's technology differentiation and enabling higher-margin growth. Strong customer adoption and deeper industry relationships are increasing revenue visibility, customer diversification, and long-term growth prospects.
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US$99.10
FV
17.6% undervalued
intrinsic discount
12.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
Updated
narrative
Bumrungrad Hospital
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Massachusetts General Brigham And Siemens CT Will Improve Patient Access
Key Takeaways Strategic partnerships and advanced technology are enhancing service offerings, potentially driving revenue growth through increased patient admissions and advanced diagnostic services. International outreach and improved e-visa processes are likely to expand the patient base and increase revenue from medical tourists and expatriates.
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฿209.00
FV
9.1% undervalued
intrinsic discount
5.03%
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
Updated
narrative
A042
Hanwha Ocean
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
New US LNG Exports And Eco-Friendly Vessels Will Unlock Opportunities
Key Takeaways Growing demand for LNG and eco-friendly vessels, along with defense contracts, is driving an improved order backlog and expanding margins for Hanwha Ocean. Operational efficiencies, better product mix, and integration benefits are supporting sustainable cost reductions and predictable long-term earnings growth.
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₩106.54k
FV
10.5% overvalued
intrinsic discount
8.16%
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
Updated
narrative
New India Assurance
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Digital Challenges And Climate Risks Will Limit Future Performance
Key Takeaways Intensifying competition from tech-driven insurers and persistent legacy inefficiencies threaten New India Assurance's market share, operational agility, and long-term revenue growth. High exposure to climate risks and low-margin, government-mandated schemes continues to weigh on profitability, earnings stability, and return on equity.
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₹180.00
FV
6.0% overvalued
intrinsic discount
4.69%
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
about 1 month ago
author updated this narrative
Anadolu Efes Biracilik ve Malt Sanayii Anonim Sirketi
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Tighter Regulations In Turkey And Global Shifts Will Weaken Performance
Key Takeaways Shifting consumer preferences and tighter regulations are pressuring core beer volumes and limiting revenue growth, especially in key markets. Exposure to geopolitical risks and rising input costs threaten profitability, with limited capacity to offset margin pressures through price increases.
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₺16.00
FV
7.6% overvalued
intrinsic discount
20.78%
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
about 1 month ago
author updated this narrative
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