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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
61
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
33
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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Ambev
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Expansion And Premium Trends Will Secure Success
Key Takeaways Expansion of digital platforms and premium product lines is boosting direct consumer engagement, higher margins, and revenue diversification. Cost optimization and supply chain improvements are enhancing margins and cash flow stability amid challenging market conditions.
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R$14.24
FV
13.2% undervalued
intrinsic discount
5.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
2 days ago
author updated this narrative
Thales
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
European Defense And Cybersecurity Trends Will Fuel Aerospace And Space Opportunities
Key Takeaways Surging defense budgets and robust cybersecurity demand will amplify Thales' revenue growth, margin expansion, and order intake across segments. Strategic investments in innovation, operational efficiency, and cross-business synergies will solidify Thales' market leadership and support resilient, long-term profitability.
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€279.21
FV
18.0% undervalued
intrinsic discount
7.53%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
73
users have followed this narrative
2 days ago
author updated this narrative
Henkel KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Vidal Sassoon Integration And Cost Savings Will Strengthen Future Position
Key Takeaways Accelerated cost savings and strengthened supply chain measures are set to enhance net margins and financial performance. Strategic growth in Asia and Adhesive Technologies advances positions Henkel to capitalize on megatrends, boosting revenue potential.
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€80.76
FV
13.6% undervalued
intrinsic discount
0.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
2 days ago
author updated this narrative
Intact Financial
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
AI Underwriting And Global Expansion Will Strengthen Future Resilience
Key Takeaways Expansion of technology, geographic reach, and product offerings enhances operational efficiency, diversification, and earnings stability. Strong M&A activity, climate resiliency investments, and hard market conditions support lasting growth in market share, revenue, and margins.
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CA$329.92
FV
15.4% undervalued
intrinsic discount
-6.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
2 days ago
author updated this narrative
Adani Ports and Special Economic Zone
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expansion Into Tanzania And Haifa Will Improve Operational Efficiency
Key Takeaways International expansions and projects like Haifa and Colombo promise to boost volumes, revenues, and margins. Logistics advancements, including a new Trucking Management Solution, may enhance operational efficiencies and net margins.
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₹1.70k
FV
21.9% undervalued
intrinsic discount
16.47%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
2 days ago
author updated this narrative
Power Grid Corporation of India
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Nationwide Electrification And 500GW Renewable Policy Will Expand Transmission Infrastructure
Key Takeaways Expanding electrification, renewable integration, and technology adoption are driving Power Grid's sustained revenue growth, operational efficiency, and long-term asset expansion. Diversification into telecom, consultancy, and sector liberalization is reducing business risk and unlocking new, more stable revenue streams.
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₹319.00
FV
10.7% undervalued
intrinsic discount
5.57%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
2 days ago
author updated this narrative
CITIC
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Belt And Road Expansion And Tech Investment Will Boost Resilience
Key Takeaways CITIC's focus on international expansion and high-growth segments aims to boost global presence and future revenue streams, enhancing earnings potential. Increased dividend payouts and investments in technology and R&D are designed to improve profitability and attract income-seeking investors.
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HK$11.15
FV
5.0% overvalued
intrinsic discount
-6.29%
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
2 days ago
author updated this narrative
2328
PICC Property and Casualty
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Finance And Belt And Road Expansion Will Boost Efficiency
Key Takeaways Emphasis on strategy and innovation is set to drive revenue, expand product offerings, and strengthen competitive positioning. International expansion and tech integration aim to enhance efficiency, profitability, and long-term growth.
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HK$16.46
FV
1.4% overvalued
intrinsic discount
4.15%
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
2 days ago
author updated this narrative
ASSA ABLOY
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
North American Construction And Digital Access Will Redefine Markets
Key Takeaways Growth in non-residential construction and rising demand for digital access solutions are fueling resilient revenue and margin expansion. Targeted acquisitions, operational efficiencies, and service-driven recurring revenue streams are reducing cyclicality and supporting long-term earnings quality.
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SEK 349.81
FV
6.1% undervalued
intrinsic discount
5.02%
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
2 days ago
author updated this narrative
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