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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
2
users have liked this narrative
0
users have commented on this narrative
6
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
3
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
New
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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Perseus Mining
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Tier One Projects Will Expand Future Gold Production
Key Takeaways Major new asset developments, robust cost discipline, and financial strength are set to drive long-term growth, resilient margins, and flexibility for strategic projects. Emphasis on ethical practices and community engagement positions the company for increased investor appeal and higher valuation in a supportive gold price environment.
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AU$3.97
FV
14.2% undervalued
intrinsic discount
15.86%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
6 days ago
author updated this narrative
CI&T
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
AI And Global Expansion Will Drive Future Success
Key Takeaways Strategic focus on AI and global expansion strengthens market position, driving sustained client engagement and potential revenue growth. Efficient cost management and AI-driven initiatives enhance profitability and financial stability amidst legislative changes and market challenges.
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US$7.75
FV
30.9% undervalued
intrinsic discount
13.07%
Revenue growth p.a.
Set Fair Value
2
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
AerSale
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AerAware's Flight Vision System Expected To Offer High Margins Upon Market Acceptance
Key Takeaways Expansion of the lease pool and MRO facilities is anticipated to drive stable revenue growth and improved net margins. New product and program monetization, such as 757 P2F and AerAware, are expected to boost earnings and revenue significantly.
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US$6.50
FV
6.0% undervalued
intrinsic discount
9.74%
Revenue growth p.a.
Set Fair Value
1
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
Ultra Clean Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Investment And Advanced Fabs Will Unlock Enduring Value
Key Takeaways Expansion in advanced fab markets and AI-driven investment is set to drive long-term revenue growth and strengthen exposure to semiconductor industry trends. Cost reduction, vertical integration, and business diversification initiatives are improving operational efficiency, margin stability, and reducing customer risk.
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US$31.25
FV
28.5% undervalued
intrinsic discount
7.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
Santos
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Securing Long-Term LNG Agreements Will Sustain Cash Flows Beyond 2029
Key Takeaways Santos's production is set to increase significantly with new projects, boosting revenue and lowering costs. Long-term LNG agreements and strategic reserves position Santos for strong cash flow, supporting growth and shareholder returns.
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AU$8.26
FV
5.1% undervalued
intrinsic discount
7.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
66
users have followed this narrative
6 days ago
author updated this narrative
TBC Bank Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Banking Expansion Will Unlock Opportunities In Georgia And Uzbekistan
Key Takeaways Strong digital adoption and expansion into underbanked Central Asian markets drive long-term growth, diversified revenues, and higher margins. Macroeconomic stability and product innovation ensure earnings resilience while reducing dependence on traditional interest income and the Georgian market.
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UK£57.27
FV
14.9% undervalued
intrinsic discount
25.73%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
27
users have followed this narrative
6 days ago
author updated this narrative
Aramex PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Nearshoring Trends And Warehouse Optimization Will Improve Future Supply Chain Resilience
Key Takeaways Nearshoring and warehousing capabilities could boost regional sales, decreasing transit times and enhancing supply chain resilience. Volume growth in Domestic Express and freight optimization may improve profitability through economies of scale and targeting profitable routes.
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د.إ3.01
FV
8.1% undervalued
intrinsic discount
5.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
Peoplein
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Project UNITE And Sector Diversification Will Strengthen Future Prospects
Key Takeaways Strategic client mix shift and cost efficiencies enhance profitability despite fewer billed hours, optimizing revenue growth. Expansion into high-margin permanent recruitment and strategic projects strengthen future revenue growth and diversification.
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AU$1.05
FV
38.8% undervalued
intrinsic discount
1.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
6 days ago
author updated this narrative
BILL Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
AI Platform Upgrades And New Products Will Strengthen Fintech's Market Position
Key Takeaways Strategic partnerships and AI-enhanced platforms aim to boost revenue and margins through improved customer acquisition, retention, and core revenue growth. Product launches and mid-market expansion target increased monetization and transaction volume, enhancing revenue and earnings potential.
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US$60.19
FV
30.7% undervalued
intrinsic discount
16.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
6 days ago
author updated this narrative
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