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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.
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
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1
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0
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6
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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
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
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2
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0
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2
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Tikehau Capital
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
New Partnerships And Market Expansion Will Strengthen Future Prospects
Key Takeaways Strategic geographic and segment expansion is driving revenue growth by tapping into new investor markets, particularly in Asia and underrepresented regions. Increasing focus on high-margin private equity and operational efficiencies is enhancing net margins and improving profitability through innovative investment strategies.
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€24.79
FV
22.5% undervalued
intrinsic discount
19.63%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
5 days ago
author updated this narrative
Krones
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Local Manufacturing And Emerging Markets Will Boost Sustainable Packaging Expansion
Key Takeaways Expansion in emerging markets and investments in local capacity strengthen revenue growth and resilience to global risks. Focus on innovation, automation, and recurring services drives higher margins and secures long-term competitive advantage.
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€160.44
FV
21.0% undervalued
intrinsic discount
6.18%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
5 days ago
author updated this narrative
Acom
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
GeNiE's Money Lamp And Overseas Expansion Will Power Future Profitability
Key Takeaways Strong loan and credit demand and strategic international growth could significantly boost Acom's future revenues and earnings. Effective financial strategies, including cost management and innovative services, are expected to support profit growth and net margin stability.
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JP¥450.00
FV
1.0% undervalued
intrinsic discount
4.39%
Revenue growth p.a.
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0
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0
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0
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5 days ago
author updated this narrative
Hapvida Participações e Investimentos
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Acquisitions And BRL2 Billion Investment Will Upgrade Health Care Services
Key Takeaways Successful acquisition integrations and infrastructure investments improve service quality, operational efficiency, and capacity, enhancing revenue and net margins through expanded and improved service offerings. Stable financial position and verticalization strategy support growth through increased patient intake, higher-margin revenues, and investments in technology and facilities.
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R$59.77
FV
43.2% undervalued
intrinsic discount
8.11%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
4
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5 days ago
author updated this narrative
Mahindra & Mahindra Financial Services
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Rural Growth And Digital Transformation Will Expand Market Reach
Key Takeaways Rising rural prosperity and strong distribution are driving robust loan and revenue growth, especially in vehicle and equipment finance. Digitization and diversification into new business lines are improving operational efficiencies, reducing risk, and supporting stable, long-term earnings growth.
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₹288.53
FV
10.4% undervalued
intrinsic discount
16.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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4
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5 days ago
author updated this narrative
CD Projekt
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Witcher Four Delay Will Raise Costs Yet Cyberpunk Will Excite
Key Takeaways Delayed Witcher 4 release and strategic franchise management could affect near-term revenue and net margins. Increased R&D investment and team restructuring may compress margins and extend project timelines.
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zł209.89
FV
17.8% overvalued
intrinsic discount
49.22%
Revenue growth p.a.
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0
users have liked this narrative
0
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35
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5 days ago
author updated this narrative
ASMPT
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Advanced Packaging And AI Will Expand Semiconductor Markets
Key Takeaways Strong demand for advanced packaging in AI and differentiated technologies is driving long-term growth, higher margins, and expanding market opportunities for ASMPT. Diversification strategies and operational efficiencies are increasing revenue resilience, reducing risk, and supporting sustainable improvements in earnings and profitability.
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HK$79.15
FV
14.7% undervalued
intrinsic discount
12.67%
Revenue growth p.a.
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0
users have liked this narrative
0
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2
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5 days ago
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Vienna Insurance Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
CEE Expansion And Life Insurance Will Create Future Opportunities
Key Takeaways Strong growth potential in CEE markets through strategic focus and favorable macroeconomic conditions enhances revenue and profit in non-motor insurance lines. Expansion in life and health segments, coupled with geographic diversification, leverages higher interest rates and GDP growth for increased demand and profitability.
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€41.13
FV
11.2% overvalued
intrinsic discount
5.39%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
8
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5 days ago
author updated this narrative
TUI
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Dynamic Packaging And Global Expansion Will Drive Future Success
Key Takeaways Dynamic packaging and technology investments could drive growth by leveraging airline capacity and improving operational efficiency without increased fixed costs. Expansion into global markets and enhanced cruise and Musement offerings are expected to boost occupancy, rates, and overall revenue growth.
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€10.52
FV
26.9% undervalued
intrinsic discount
4.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
5 days ago
author updated this narrative
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