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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
24
users have liked this narrative
6
users have commented on this narrative
55
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
31
users have liked this narrative
6
users have commented on this narrative
87
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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Softcat
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AI And Cybersecurity Investments Will Improve Productivity And Deepen Customer Relationships
Key Takeaways Expansion in cybersecurity and data center services is expected to drive revenue growth, with emphasis on internally delivered services and technological advancements. Global expansion and strategic customer relationship initiatives aim to increase international market share and customer lifetime value.
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UK£17.90
FV
11.3% undervalued
intrinsic discount
12.18%
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 16 hours ago
author updated this narrative
Vedant Fashions
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Wedding Demand And Digital Marketing Will Drive Lasting Success
Key Takeaways Strong consumer demand, digital expansion, and diversified brands support robust revenue growth and higher market share in premium and festive wear. Asset-light franchise strategy and technology investments are expected to drive operating efficiencies, margin stability, and sustainable free cash flow.
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₹852.80
FV
14.2% undervalued
intrinsic discount
10.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 16 hours ago
author updated this narrative
EFG International
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Asia-Pacific And Latin America Expansion Will Create Private Banking Value
Key Takeaways Strong international asset growth, platform expansion, and acquisitions position EFG to capture rising global wealth and benefit from new client segments. Digital transformation, operational efficiency, and robust compliance capabilities drive improved margins and greater resilience amid changing industry dynamics.
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CHF 16.65
FV
2.7% undervalued
intrinsic discount
4.84%
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
about 16 hours ago
author updated this narrative
Fibra UNO
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Joint Venture And Asset Consolidation Will Drive Industrial Expansion
Key Takeaways Expansion in logistics and industrial assets positions the company for growth through increased rental income and strong tenant demand in key markets. Proactive financial management and retail recovery strengthen balance sheet health and support ongoing earnings and margin improvements.
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Mex$31.60
FV
15.6% undervalued
intrinsic discount
3.48%
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 16 hours ago
author updated this narrative
Clariant
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
China Expansion And Sustainable Solutions Will Boost Long-Term Appeal
Key Takeaways Expansion in China and a focus on specialty, sustainable chemicals position Clariant to benefit from growing local demand and regulatory trends. Ongoing digitalization, efficiency measures, and a premium product portfolio underpin cost savings, resilient margins, and long-term earnings growth despite slow sales growth.
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CHF 11.16
FV
27.4% undervalued
intrinsic discount
3.41%
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 16 hours ago
author updated this narrative
Aurizon Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Acquisition Of Flinders Logistics Will Expand Supply Chain Solutions In South Australia
Key Takeaways Investments in freight capacity and strategic acquisitions aim to enhance logistics, increase revenue streams, and improve supply chain solutions. Operational improvements and capital management strategies could boost efficiency, margins, and stock valuation through savings and share buybacks.
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AU$3.37
FV
6.1% undervalued
intrinsic discount
2.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
about 16 hours ago
author updated this narrative
Kingdee International Software Group
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Cosmic And Galaxy AI Solutions Will Improve Operational Efficiency And Profitability
Key Takeaways Focus on enhanced cloud services and AI-powered solutions aims to drive revenue, improve cash flows, and enhance net margins and profitability. Shift to cloud-based SaaS models and AI integration seeks to expand customer base, reduce R&D costs, and boost earnings growth.
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HK$18.12
FV
3.3% overvalued
intrinsic discount
14.69%
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 16 hours ago
author updated this narrative
Dalmia Bharat
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Indian Urbanization And Premium Mix Will Unlock Sustainable Value
Key Takeaways Expansion into high-growth regions, premium product focus, and brand investments are driving stronger revenue growth, improved pricing power, and higher margins. Sustainability initiatives and cost-control measures enhance resilience, ensure ESG leadership, and position the company for long-term market and margin advantages.
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₹2.30k
FV
1.6% undervalued
intrinsic discount
11.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 16 hours ago
author updated this narrative
LIC Housing Finance
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Lower Rates And Urbanization In India Will Drive Mortgage Demand
Key Takeaways Lower funding costs, government support, and ongoing digitization are expected to drive margin stability, recurring income, and future profitability. Asset quality improvement and expansion into affordable housing suggest stronger long-term growth potential despite current competition.
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₹666.00
FV
13.2% undervalued
intrinsic discount
8.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 16 hours ago
author updated this narrative
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