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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
23
users have liked this narrative
6
users have commented on this narrative
50
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
28.9% 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
86
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
12
users have followed this narrative
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Bavarian Nordic
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
VIMKUNYA Launch Will Open Markets, But Approval Delays Could Impact Revenues
Key Takeaways Expansion in public preparedness and successful vaccine launches could significantly enhance revenue streams through government contracts and new territories. Advancements in new vaccine candidates indicate promising pipeline potential, supporting future revenue growth and market expansion.
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DKK 234.50
FV
1.4% overvalued
intrinsic discount
-2.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
15 days ago
author updated this narrative
Biotage
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Bioprocessing And Peptide System Capacity Improvements Will Create Future Opportunities
Key Takeaways Bioprocessing expansion and improved cost management are driving revenue growth while enhancing operational efficiency and profitability. Focus on pipeline management and capacity expansion could boost visibility and unlock significant future revenue opportunities.
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SEK 143.00
FV
0.1% overvalued
intrinsic discount
0.50%
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
15 days ago
author updated this narrative
FIBRA Macquarie México
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
New Industrial Properties Will Attract Tenants, But Margins May Decline Due To Macro Risks
Key Takeaways Strong leasing performance and low lease expiration schedule ensure stable revenue and upward pressure on rents, enhancing net operating income. Strategic land acquisitions and favorable macroeconomic factors position the company for long-term growth in industrial space development and revenue potential.
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Mex$36.42
FV
13.8% undervalued
intrinsic discount
6.89%
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
SDI Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Focusing On High-Growth Sectors And Acquisitions Will Strengthen Future Prospects
Key Takeaways Dual-pronged strategy focusing on organic growth and strategic acquisitions aims to enhance revenue and earnings through diversification and synergies. Operational improvements, cost efficiencies, and focus on high-margin segments target improved net margins and profitability.
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UK£1.40
FV
37.1% undervalued
intrinsic discount
10.41%
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
15 days ago
author updated this narrative
Garden Reach Shipbuilders & Engineers
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Operational Delays May Impact Earnings, But Rolls-Royce Partnership Could Boost Margins
Key Takeaways Potential delays in order execution and cost inflation may impact future earnings, compress margins, and pose valuation concerns. Heavy reliance on subcontracting and high capital expenditure risks could elevate operational costs and lower growth prospects.
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₹2.34k
FV
8.8% overvalued
intrinsic discount
27.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
15 days ago
author updated this narrative
IOL Chemicals and Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Facilities And Capacity Expansions Will Meet Rising Demand In Specialty Chemicals
Key Takeaways Strategic market expansion and onboarding new clients could drive substantial growth in the non-ibuprofen segment. Investments in new facilities and increased export efforts may enhance revenue and profitability through operational efficiencies.
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₹90.00
FV
8.9% overvalued
intrinsic discount
11.39%
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
15 days ago
author updated this narrative
Pacific Basin Shipping
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Freight Rate Improvements Will Boost Earnings In 2025, But Oversupply May Pose Challenges
Key Takeaways Strategic fleet renewal and energy-efficient vessels aim to enhance operating efficiencies and reduce costs, potentially boosting net margins. Strong shareholder commitment through share buybacks and dividends could increase earnings per share and enhance investor confidence.
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HK$2.02
FV
13.9% overvalued
intrinsic discount
-2.51%
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
Lovisa Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expansion Into Zambia And E-Commerce Investments Will Drive Future Success
Key Takeaways Expansion into new markets and improved supply chain efficiency signal potential revenue and margin growth, supported by physical and digital strategies. Comprehensive growth strategy focuses on both mature and emerging markets, enhancing Lovisa's ability to capture long-term earnings opportunities.
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AU$28.74
FV
21.7% overvalued
intrinsic discount
14.04%
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
15 days ago
author updated this narrative
Alpine Income Property Trust
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Barbell Investment Strategy Aims For Earnings Stability, But Tenant Bankruptcies And Interest Rate Risks May Affect Performance
Key Takeaways Strategic acquisitions and the barbell investment approach aim to provide stable cash flows and growth potential, potentially improving earnings reliability. Optimized asset management through non-core property sales and selective high-yield loans targets earnings optimization and enhanced net margins.
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US$18.32
FV
22.6% undervalued
intrinsic discount
2.90%
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
15 days ago
author updated this narrative
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