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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
65
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
14
users have followed this narrative
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Endurance Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Acquisition Of Stöferle And AURIC Shendra Plant Expected To Open New Opportunities In EV And German Markets
Key Takeaways Strategic acquisitions and expansions, including the German acquisition and AURIC Shendra plant, are expected to enhance revenue and profitability across multiple segments. Focus on partnerships, R&D expansion, and aftermarket revamp aims to boost revenue growth and competitive positioning in key markets.
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₹2.62k
FV
3.6% undervalued
intrinsic discount
15.01%
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
3 days ago
author updated this narrative
ACE
ACEA
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Regulated Infrastructure Focus Will Drive A Resilient, Cautious Future
Key Takeaways Pivoting to regulated infrastructure and divesting non-core assets enhances earnings stability, predictability, and supports a peer-leading regulated utility profile. Accelerated investment in renewables, grids, and digital transformation positions the company to benefit from decarbonization trends and regulatory incentives, driving sustainable growth.
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€22.65
FV
13.8% undervalued
intrinsic discount
3.83%
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
3 days ago
author updated this narrative
Sumitomo Chemical Company
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Global Agriculture And Advanced Materials Will Define Future Markets
Key Takeaways Improved operational efficiency, portfolio optimization, and innovation are driving higher margins and positioning Sumitomo Chemical for expanded long-term profitability. Strategic action in international markets, green materials, and streamlining initiatives enhance growth opportunities and strengthen future earnings potential.
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JP¥437.00
FV
8.5% undervalued
intrinsic discount
0.27%
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
Bucher Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Sustainable Agriculture And Urban Expansion Will Drive Demand
Key Takeaways Rising demand for sustainable, high-tech farming and municipal solutions, driven by global trends, is fueling Bucher's revenue and margin growth. Strategic R&D investments, product innovation, and expansion in emerging markets position Bucher for premium pricing and long-term profitability.
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CHF 424.50
FV
7.2% undervalued
intrinsic discount
6.14%
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
Gulf Bank K.S.C.P
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Kuwaiti Infrastructure And Digital Banking Will Unlock Future Potential
Key Takeaways Strategic focus on digital innovation, regulatory readiness, and potential mergers positions the bank for expanded market share and diversified growth opportunities. Demographic trends and robust risk management support stable revenue streams, strong asset quality, and long-term financial resilience.
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د.ك0.38
FV
10.3% undervalued
intrinsic discount
17.91%
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
3 days ago
author updated this narrative
DEME Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Advanced Fleet Expansion Will Boost Future Offshore Energy Efficiency
Key Takeaways DEME's strong order book and technological investments in Offshore Energy suggest continued revenue growth, stability, and enhanced profitability margins. Solid free cash flow and strategic investment decisions provide a robust financial base for future earnings and growth opportunities.
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€175.71
FV
24.9% undervalued
intrinsic discount
3.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
13
users have followed this narrative
3 days ago
author updated this narrative
Aalberts
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Southeast Asia And Sustainable Solutions Will Drive Expansion
Key Takeaways Strategic expansion and portfolio optimization position Aalberts for long-term growth by focusing on high-margin, sustainable solutions in emerging and established markets. Operational improvements and innovation in energy-efficient and modular technologies enhance profitability, resilience, and financial flexibility.
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€41.55
FV
28.3% undervalued
intrinsic discount
4.50%
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
3 days ago
author updated this narrative
RTL Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Operational Efficiencies And Tech Savings Will Drive Profitability By 2026
Key Takeaways RTL Group's strategic investments in streaming and technology platforms drive profitability through increased revenues, operational efficiencies, and reduced costs. Successful acquisitions and asset sales are positioned to enhance Fremantle's margins, boost shareholder returns, and positively impact earnings and net margins.
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€36.74
FV
4.7% undervalued
intrinsic discount
3.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
3 days ago
author updated this narrative
Eneva
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Parnaiba VI TPP And LNG Expansion Will Drive Operational Excellence
Key Takeaways New contracts and operational efficiency initiatives are set to boost revenue, improve margins, and optimize gas consumption. Debt reduction and planned strategic expansions in LNG and gas markets are likely to enhance growth and shareholder value.
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R$16.03
FV
12.1% undervalued
intrinsic discount
-3.15%
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
3 days ago
author updated this narrative
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