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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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GMO internet group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Launch Of Net Security Project Will Address Global Cybersecurity Needs
Key Takeaways The transition to a holding structure and security project launch can drive revenue growth by enhancing operational efficiency and creating new revenue streams. Synergies from mergers, combined with consistent shareholder returns, are set to bolster earnings and attract further investment.
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JP¥3.67k
FV
7.1% overvalued
intrinsic discount
8.45%
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
Sensys Gatso Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US, Australia And Ghana Expansion Will Deliver Recurring TRaaS Value
Key Takeaways Expansion into U.S., Australia, and Ghana could boost revenue with a strong order intake and market growth. High-margin TRaaS business and strategic partnerships ensure stable, predictable revenues, enhancing net margins and future earnings.
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SEK 55.50
FV
21.4% undervalued
intrinsic discount
17.12%
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
Bolsa Mexicana de Valores. de
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
IPO Revival And Tech Upgrades Will Modernize Equity Listings
Key Takeaways Efforts to modernize technology, expand investor access, and integrate globally are driving revenue diversification, efficiency gains, and positioning for sustained growth. Regulatory progress, new product launches, and educational initiatives are increasing transaction volumes and deepening BMV's relevance for both domestic and international investors.
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Mex$42.63
FV
4.3% undervalued
intrinsic discount
7.74%
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
6 days ago
author updated this narrative
Balrampur Chini Mills
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
PLA Production Increase Will Position For Future Success In Bioplastics Market
Key Takeaways Strategic expansion into bioplastics and government incentives are set to boost future revenue and earnings, leveraging sustainable product demand and policy support. Operational efficiency improvements, particularly in PLA production and ethanol strategy, are expected to enhance margins and competitive cost advantage.
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₹677.86
FV
19.1% undervalued
intrinsic discount
11.38%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
6 days ago
author updated this narrative
Jalles Machado S/A
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Santa Vitoria Efficiency Gains And Ethanol Prices Will Strengthen Future Prospects
Key Takeaways Anticipated ethanol price rises and strategic inventory carryover are set to boost revenue and profit margins. Operational improvements and ending major investments may enhance cash flow and net margins.
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R$7.60
FV
57.6% undervalued
intrinsic discount
7.14%
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
Newgen Software Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Cloud Adoption And AI Will Reshape BFSI And Healthcare
Key Takeaways Strong demand for AI-driven workflow and automation, combined with regulatory trends, supports recurring revenues and resilience despite macroeconomic uncertainty. Ongoing innovation, SaaS adoption, and international expansion diversify risk, enhance margins, and position the company for sustained long-term growth.
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₹1.09k
FV
14.6% undervalued
intrinsic discount
17.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
6 days ago
author updated this narrative
Forvia
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Regional Localization And Advanced Electronics Will Capture Emerging EV Markets
Key Takeaways Expansion into advanced electronics and key global markets supports higher market share and improved margins as auto tech trends accelerate. Portfolio streamlining and efficiency measures strengthen earnings quality, boost cash flow, and enhance returns through optimized operations and deleveraging.
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€13.06
FV
18.2% undervalued
intrinsic discount
1.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
Tyro Payments
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Banking Integration And Health Sector Expansion Will Shape Future Prospects Amid Challenges
Key Takeaways Tyro's focus on integrated payments and modernizing its terminal fleet aims to capture a larger card payment market and enhance customer retention. Strong growth in health transactions and improved bank integration present cross-selling opportunities, boosting margins and long-term profitability.
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AU$1.35
FV
27.2% undervalued
intrinsic discount
2.66%
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
6 days ago
author updated this narrative
African Rainbow Minerals
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Phased Bokoni Expansion And Water Strategies At Khumani Will Ensure Future Stability
Key Takeaways Strategic project expansions, phased production increases, and cost optimizations at Bokoni hinge on favorable PGM prices, aiming for higher revenues and improved margins. Reallocating capital through asset sales and phasing out costly operations enhance financial flexibility, operational efficiency, and margin improvements.
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R197.33
FV
5.2% undervalued
intrinsic discount
15.42%
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
6 days ago
author updated this narrative
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