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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
16
users have liked this narrative
4
users have commented on this narrative
37
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
20
users have liked this narrative
3
users have commented on this narrative
49
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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Nexteer Automotive Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Expansion Into China And India Will Strengthen Future Market Position With Advanced Automotive Technologies
Key Takeaways Nexteer is capitalizing on electrification by expanding in China and India, aiming to significantly enhance revenue and profitability through new electric vehicle systems. Strategic cost optimizations and partnerships are set to improve net margins and diversify product offerings, supporting earnings growth through expansions and alliances.
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HK$6.66
FV
7.8% undervalued
intrinsic discount
6.46%
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
6 days ago
author updated this narrative
Xtep International Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
National Fitness Boom And Saucony's DTC Strategy Will Strengthen Future Market Position
Key Takeaways Focus on national fitness and running sports, alongside rapid growth in high-end brands, positions Xtep for sustained revenue increases and margin enhancement. Strategic DTC operations and e-commerce investments aim to boost revenue, improve margins, and optimize profitability through better distribution control and operational efficiency.
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HK$7.07
FV
18.4% undervalued
intrinsic discount
6.62%
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
6 days ago
author updated this narrative
GFT Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
AI And Global Expansion Will Unlock Future Value
Key Takeaways Strategic focus on high-value AI, SAP migration, and proprietary platforms positions the company for margin expansion, recurring revenues, and long-term growth. Global expansion and operational turnarounds are set to reduce regional risk and boost profitability through revitalized underperforming units and broader market reach.
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€30.40
FV
42.5% undervalued
intrinsic discount
4.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
6 days ago
author updated this narrative
STV Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
International Expansion And Acquisitions Like Hello Halo Will Strengthen Future Prospects
Key Takeaways Diversification in broadcast, streaming, and production enhances growth potential despite challenging conditions, with notable success in expanding revenue from returning series and new commissions. Focused international expansion and digital strategy, including acquisitions and increased streaming revenue, underpin projected earnings and net margin improvements.
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UK£2.80
FV
53.9% undervalued
intrinsic discount
3.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
Great Eastern Shipping
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Falling Shipping Asset Prices Will Create Opportunities Amid Market Oversupply Risk
Key Takeaways GE Shipping's strong cash position enables timely acquisitions of undervalued assets, enhancing future growth and earnings potential. Strategic purchasing of discounted ships and in-chartering positions the company to capitalize on future market upswings, boosting long-term profitability.
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₹1.36k
FV
31.7% undervalued
intrinsic discount
2.29%
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
SMU
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
E-commerce Expansion And New Stores Will Strengthen Future Performance
Key Takeaways SMU's focus on expansion and digital growth aims to increase revenue and improve profit margins with new stores and rising e-commerce penetration. Efficiency improvements and cost-saving initiatives, including energy cost reductions, are designed to enhance net margins and boost long-term earnings.
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CL$211.67
FV
26.1% undervalued
intrinsic discount
6.17%
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
6 days ago
author updated this narrative
Orient Electric
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Urbanization And Rural Electrification Will Unlock Broader Market Reach
Key Takeaways Expansion into new markets and product premiumization are driving revenue growth, improved margins, and broader customer reach through both traditional and digital channels. Investments in manufacturing efficiency and cost reduction, combined with leadership in lighting and switchgear, are enhancing productivity and ensuring sustained profitability.
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₹274.69
FV
24.9% 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
4
users have followed this narrative
6 days ago
author updated this narrative
AKVA group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Nautilus Technology And AI Integration Will Improve Sustainability In Aquaculture
Key Takeaways Innovations in sea-based and post-smolt technology are expected to drive revenue and efficiency through reduced mortality and enhanced production. Strategic expansion in land-based systems and digital segment synergy integration positions AKVA for enhanced revenue and market reach.
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NOK 100.67
FV
13.2% undervalued
intrinsic discount
12.12%
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
AMAG Austria Metall
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Green Aluminum And Flexible Production Will Shape Future Markets
Key Takeaways Expansion in green technology and recycling capacity positions AMAG to benefit from rising demand for sustainable aluminum and strengthens its access to ESG-focused capital. Flexible operations and secure energy agreements support stable margins and enable AMAG to capture growth in recovering high-demand sectors like automotive and aerospace.
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€25.60
FV
7.0% undervalued
intrinsic discount
-1.22%
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
6 days ago
author updated this narrative
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