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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
71
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
35
users have liked this narrative
6
users have commented on this narrative
94
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
15
users have followed this narrative
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Ashok Leyland
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
SAATHI LCV And Switch EiV 12 Launches Will Strengthen Future Market Share In EV And LCV Segments
Key Takeaways Focus on product premiumization, service reach expansion, and cost leadership is likely to boost margins and support sustainable revenue growth. New product launches and robust export growth, coupled with a strong presence in key markets and strategic cost reductions, aim to enhance revenue and net margins.
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₹134.08
FV
13.9% undervalued
intrinsic discount
-0.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
3 days ago
author updated this narrative
KT
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
AI Transformation Will Optimize Workforce And Boost Future Profitability
Key Takeaways Strategic partnerships and AI innovation are poised to boost B2B revenue and enhance profitability by optimizing operations and expanding market presence. Share buyback and focused corporate ventures aim to increase shareholder returns and strengthen overall financial performance.
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₩64.66k
FV
16.9% undervalued
intrinsic discount
2.74%
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
3 days ago
author updated this narrative
Eurobank Ergasias Services and Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Banking And Southeastern Europe Will Drive Long-Term Prosperity
Key Takeaways Regional economic growth and digital banking expansion are set to drive loan demand, revenue, and broader customer reach, enhancing long-term profitability. Effective NPE reduction and strategic diversification in Southeastern Europe support earnings stability and improved cost efficiency.
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€3.52
FV
4.1% undervalued
intrinsic discount
5.19%
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
3 days ago
author updated this narrative
PETRONAS Gas Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
AI And Infrastructure Developments Will Shape Malaysia's Energy Future
Key Takeaways Strategic investments in infrastructure projects and energy infrastructure position PGB for revenue growth in energy production and gas transportation. Focus on sustainability and efficiency, along with potential favorable tariff adjustments, may improve net margins and future earnings.
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RM 18.26
FV
2.3% overvalued
intrinsic discount
0.81%
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
3 days ago
author updated this narrative
Ayala Land
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Infrastructure Developments And International Marketing Will Strengthen Future Prospects
Key Takeaways Strategic expansion in high-demand areas and residential segments is poised to boost sales, bookings, and revenue growth. Enhanced leasing revenues, infrastructure development, and international marketing strategies are anticipated to elevate future earnings and financial stability.
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₱35.91
FV
23.8% undervalued
intrinsic discount
4.58%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
157
users have followed this narrative
3 days ago
author updated this narrative
Absa Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Improved Eskom Operations Expected To Positively Impact South African Economic Activity
Key Takeaways A unified retail franchise strategy and productivity improvements through technology are expected to drive medium-term earnings growth and enhance net margins. Growth in non-life insurance and recovery in lending businesses are set to diversify revenue and improve net interest margins.
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R211.25
FV
15.9% undervalued
intrinsic discount
10.96%
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
3 days ago
author updated this narrative
Rexel
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
North American Data Centers And Broadband Will Advance Smart Infrastructure
Key Takeaways Expansion into high-growth markets and acquisitions in adjacent segments are strengthening Rexel's access to strategic sectors and enhancing long-term earnings resilience. Digital sales adoption and emphasis on value-added services are boosting customer retention, operational efficiency, and supporting margin expansion.
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€27.95
FV
5.8% undervalued
intrinsic discount
3.39%
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
3 days ago
author updated this narrative
Centrica
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Sizewell C And Morecambe Net Zero Will Drive Energy Transformation
Key Takeaways Expanding low-carbon and regulated infrastructure investments, alongside regulatory support, strengthen revenue stability and protect earnings from market volatility. Digital transformation and growth in distributed energy and ancillary services drive cost efficiency, customer retention, and unlock higher-margin revenue opportunities.
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UK£1.85
FV
10.4% undervalued
intrinsic discount
1.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
3 days ago
author updated this narrative
Zalando
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
AI Feed And European Expansion Will Redefine E-Commerce Markets
Key Takeaways Expansion in personalization, new markets, and marketplace partnerships positions Zalando for sustained growth and higher-margin revenue streams. Integration and efficiency initiatives in logistics and operations are set to drive margin improvement and increased profitability over time.
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€38.06
FV
38.5% undervalued
intrinsic discount
10.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
3 days ago
author updated this narrative
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