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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
7
users have commented on this narrative
56
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
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
88
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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Wärtsilä Oyj Abp
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Decarbonization Pressure And Supply Challenges Will Erode Margins
Key Takeaways Regulatory and competitive pressures threaten to erode demand and margins for Wärtsilä's legacy and core marine and energy solutions. Supply chain disruptions, project delays, and global economic instability risk undermining profitability and long-term revenue growth.
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€11.00
FV
118.4% overvalued
intrinsic discount
5.25%
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
15 days ago
author updated this narrative
Banco de Sabadell
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Digital Rivalry And Demographic Challenges Will Weaken Profitability
Key Takeaways Increased digital competition and regulatory demands threaten the bank's revenue growth, margin stability, and long-term profitability. Overdependence on the Spanish market exposes Sabadell to demographic risks and limited expansion opportunities.
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€2.30
FV
42.1% overvalued
intrinsic discount
4.25%
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
15 days ago
author updated this narrative
JSL
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Urbanization And E-commerce Will Drive Efficient Digital Logistics
Key Takeaways Rapid growth in asset-light contracts, digital innovations, and sector expansion positions JSL for significant margin and revenue gains beyond prevailing analyst expectations. Strong strategic advantages in labor, infrastructure, and technology enable JSL to outpace competitors in capturing new demand, ensuring lasting earnings resilience.
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R$18.00
FV
70.3% undervalued
intrinsic discount
10.99%
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
15 days ago
author updated this narrative
Siltronic
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Accelerating Digitalization And EV Trends Will Boost Premium Wafer Demand
Key Takeaways Long-term agreements and advanced fab capacity give Siltronic strong earnings resilience, pricing power, and share in high-growth semiconductor sectors like AI and advanced memory. Strategic focus on premium wafers, innovation, and exiting low-margin products supports sustained revenue growth and structurally higher margins across market cycles.
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€63.11
FV
42.5% undervalued
intrinsic discount
8.64%
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
15 days ago
author updated this narrative
Updater Services
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Rapid Urbanization And Digital Tools Will Reshape Integrated Service Delivery
Key Takeaways Rapid execution, client wins, and tech adoption position Updater Services for outsized margin and revenue growth amid India's formalizing business landscape. Strong integration of acquired businesses, proprietary AI platforms, and a scalable workforce support higher client retention, superior margins, and structurally higher returns on capital.
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₹571.00
FV
54.2% undervalued
intrinsic discount
11.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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15 days ago
author updated this narrative
Ashtead Group
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Infrastructure Renewal And Rental Model Shift Will Ignite Secular Demand
Key Takeaways Accelerating demand from mega projects, market shifts to rentals, and climate adaptation needs position Ashtead for prolonged growth and increased market share. Proprietary tech integration and specialty business expansion drive structural margin gains, enhancing earnings stability and supporting higher valuation potential.
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UK£67.00
FV
25.2% undervalued
intrinsic discount
6.43%
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
15 days ago
author updated this narrative
Instone Real Estate Group
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Urbanization And Digital Progress Will Drive Sustainable Housing
Key Takeaways Robust financial strength and strategic land acquisitions position Instone to benefit from urban housing demand and capture market share from weaker competitors. Upcoming policy incentives and digital construction methods could further boost margins and revenue growth beyond current analyst expectations.
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€16.00
FV
38.8% undervalued
intrinsic discount
24.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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15 days ago
author updated this narrative
Air New Zealand
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Booming Asia-Pacific Travel And Digital Transformation Will Spur Premiumization
Key Takeaways Operational transformation, digital innovation, and premium offerings position Air New Zealand for sustained margin growth, pricing power, and reduced earnings volatility. Strategic sustainability investments and market share expansion in Asia-Pacific are expected to boost brand value, attract ESG capital, and drive outsized revenue growth.
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NZ$0.90
FV
35.6% undervalued
intrinsic discount
6.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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15 days ago
author updated this narrative
Ströer SE KGaA
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Out-of-Home Transformation Will Benefit Urbanization And Privacy Trends
Key Takeaways Strong client retention and expanding digital advertising reinforce stable, SaaS-like revenue streams, supporting sustained growth and superior margins underestimated by the market. Shifting ad budgets and unique local strengths enhance pricing power and cash flows, while asset sales could unlock hidden value and boost shareholder returns.
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€93.55
FV
49.9% undervalued
intrinsic discount
9.15%
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
15 days ago
author updated this narrative
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