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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
38
users have followed this narrative
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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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
21
users have liked this narrative
4
users have commented on this narrative
55
users have followed this narrative
New
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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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
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Far EasTone Telecommunications
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Focus On 5G And AI Will Improve Future Operational Efficiency
Key Takeaways Strategic 5G expansion, merger synergies, and ICT projects boost revenue growth and operational efficiency, enhancing EBITDA and net margins. Diversification into Smart Cities and AI adoption increases revenue opportunities and efficiency, improving long-term growth and financial performance.
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NT$102.00
FV
18.4% undervalued
intrinsic discount
3.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
1050
Banque Saudi Fransi
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
The 2030 Strategy Will Broaden Retail And Digital Opportunities
Key Takeaways The bank's strategy to enhance retail features and upgrade digital infrastructure aims to boost growth, improve efficiency, and strengthen revenue streams. Diversifying through nontraditional products and maintaining strong risk management practices support earnings stability and profitability.
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ر.س20.05
FV
15.5% undervalued
intrinsic discount
11.87%
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
6 days ago
author updated this narrative
Persistent Systems
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
SASVA And Hyperscalers Will Fuel Future Digital Engineering
Key Takeaways Deployment of proprietary AI and platform-driven solutions is strengthening revenue growth, expanding margins, and boosting offerings in resilient, high-growth verticals. Deepening client relationships and strong tech partnerships support a robust deal pipeline and position the company for sustained long-term expansion.
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₹5.86k
FV
13.8% undervalued
intrinsic discount
15.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
6 days ago
author updated this narrative
Alstom
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
High-Quality Orders And Restructuring Will Improve Future Prospects
Key Takeaways Focus on high-quality, margin-accretive orders in Services and Signaling is expected to boost revenue growth and future margins. Industrial restructuring and supply chain management improve operational efficiency, enhancing net margins and financial performance.
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€22.99
FV
12.5% undervalued
intrinsic discount
3.41%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
6 days ago
author updated this narrative
Ford Otomotiv Sanayi
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
1-Ton Launch, Electrification, And Craiova Upgrades Will Transform Exports
Key Takeaways Increased export volumes and new vehicle launches are set to boost revenues and enhance net margins through economies of scale. Cost management and capacity utilization improvements are projected to enhance profitability and earnings efficiency amid competitive pressures.
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₺143.37
FV
29.1% undervalued
intrinsic discount
36.92%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
115
users have followed this narrative
6 days ago
author updated this narrative
Ooredoo Q.P.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Partnerships And 5G Initiatives Will Expand Digital Services In High-Growth Markets
Key Takeaways Strategic partnerships and increasing data center capacity are set to accelerate growth in digital infrastructure and future revenue. Investment in 5G and fintech expansion in high-growth markets could drive top-line growth and improve earnings through diversification and operational efficiency.
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ر.ق14.22
FV
6.1% undervalued
intrinsic discount
1.84%
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
6 days ago
author updated this narrative
Severn Trent
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Infrastructure Investments Will Reduce Spills And Improve Efficiency
Key Takeaways Severn Trent's infrastructure investments and strategy focus on reducing spills and operational efficiency, aiming to elevate net margins and enhance performance rewards. Proactive increases in enhancement totex and insourcing design signal a strategic approach to statutory requirements, potentially boosting revenue and RCV growth.
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UK£28.46
FV
5.6% undervalued
intrinsic discount
11.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
Dixon Technologies (India)
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
Manufacturing Capacity Expansions And Global JVs Will Unlock Local Opportunities
Key Takeaways Expansion in manufacturing capacity, joint ventures, and product diversification position Dixon for long-term growth, greater earnings visibility, and improved operating margins. Backward integration, local policy support, and a strong supply chain reduce import reliance, enhance cost efficiencies, and sustain profitability despite industry challenges.
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₹17.35k
FV
4.8% undervalued
intrinsic discount
29.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
6 days ago
author updated this narrative
ARC Resources
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Kakwa Optimization And Attachie Phase I Commissioning Will Expand Operations In 2025
Key Takeaways The Attachie Phase I project and optimized well completions boost production and revenue, enhancing operating margins with cost efficiency gains. Strategic capital allocation balances moderate production growth with robust shareholder returns, driving higher EPS and long-term value through reserve expansion.
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CA$34.31
FV
20.0% undervalued
intrinsic discount
7.92%
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
6 days ago
author updated this narrative
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