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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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Aegon
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expansion In Insurance Distribution Network Will Extend Annuity And Life Insurance Reach
Key Takeaways Transforming Transamerica and expanding the U.S. insurance distribution network could boost sales and enhance profitability in annuities and life insurance. Strengthened performance in the U.K. and strong U.S. retirement plans growth signal potential revenue diversification and earnings stability.
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€6.77
FV
6.1% undervalued
intrinsic discount
-7.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
1 day ago
author updated this narrative
CCL Industries
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
New Plants In Vietnam And Germany Will Expand Future Production Capabilities
Key Takeaways Expansion into Vietnam and Germany is likely to drive revenue growth through strategic location and innovation in label production. Consolidation of ventures and reduced corporate expenses could enhance net earnings and margins, ensuring financial stability and growth.
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CA$91.70
FV
14.4% undervalued
intrinsic discount
3.52%
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
1 day ago
author updated this narrative
Samsung Fire & Marine Insurance
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Expanding Through Re In Singapore And Risk Focus Will Boost Future Prospects
Key Takeaways Developing innovative products and strengthening sales channels could drive future revenue growth and profitability through improved CSM. Diversification in global business and asset management strategies could enhance revenue and earnings through new market expansion and higher investment returns.
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₩490.58k
FV
11.6% undervalued
intrinsic discount
-30.25%
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
HELLA GmbH KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Electronics Order Wins And Cost Hurdles Will Shape Future Prospects
Key Takeaways Overly optimistic growth and margin expectations may overlook flat sales, operational pressures, and persistent volatility in key regions and product segments. Execution risks, restructuring costs, and reliance on ongoing innovation could constrain profitability and earnings despite widespread market enthusiasm.
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€70.00
FV
25.7% overvalued
intrinsic discount
1.05%
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
Solar Industries India
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Aatmanirbhar Bharat And Pinaka Rockets Contracts Will Strengthen Future Prospects
Key Takeaways Strong growth in the Defence sector and strategic government initiatives enhance Solar Industries India's competitive edge and net margins. Strategic investments and international expansion position the company for sustained revenue growth and improved earnings.
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₹15.94k
FV
9.3% undervalued
intrinsic discount
28.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
1 day ago
author updated this narrative
Shree Cement
AN
AnalystConsensusTarget
Consensus Narrative from 42 Analysts
Focusing On Value And Sustainability Initiatives Will Reduce Costs And Improve Reputation
Key Takeaways Shree Cement's focus on high EBITDA and premium products enhances net margins by prioritizing value over volume and maintaining pricing discipline. Progress in sustainability initiatives, including green power capacity expansion, may reduce energy costs and improve brand reputation.
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₹30.77k
FV
1.2% undervalued
intrinsic discount
8.65%
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
Emera
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Capital Reallocation Will Strengthen Balance Sheet And Reduce Cost Of Capital
Key Takeaways Strategic capital reallocation and asset sales aim to optimize financial structure, boost credit ratings, and improve net margins. Investments in solar, grid reliability, and decarbonization are expected to enhance operational efficiency and expand net margins.
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CA$63.17
FV
5.9% overvalued
intrinsic discount
3.35%
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
Swedish Orphan Biovitrum
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Altuvoct Adoption And Gamifant Launches Will Unlock European Opportunities
Key Takeaways Successful Altuvoct launch in Europe and expanding regulatory approvals for Aspaveli and Gamifant could significantly boost revenue through market share growth and new entries. Strategic operational efficiency, cost management, and increased Beyfortus royalties are expected to enhance margins and stabilize earnings.
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SEK 344.50
FV
20.8% undervalued
intrinsic discount
10.41%
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
1 day ago
author updated this narrative
Lotus Bakeries
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Mondelez Partnership And Thailand Facility Will Expand Global Reach
Key Takeaways Strategic partnerships and new facilities in Asia and Europe could enhance market penetration and improve revenue through product expansion and cost-effectiveness. Focused expansion in better-for-you snacks and increased marketing efforts aim to drive future growth and strengthen brand presence globally.
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€9.82k
FV
14.0% undervalued
intrinsic discount
10.21%
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
1 day ago
author updated this narrative
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