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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
58
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
33
users have liked this narrative
6
users have commented on this narrative
89
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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AECI
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
International Expansion And Cost Optimization Will Drive Future Success In Mining And Chemicals
Key Takeaways Strategic expansion into international mining markets and focus on growth initiatives are projected to enhance revenue and earnings. Operational optimization and transformation programs expected to improve cost efficiency, positively impacting EBITDA and net margins.
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R126.00
FV
13.3% undervalued
intrinsic discount
4.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
about 19 hours ago
author updated this narrative
doValue
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Focus On Cost Management And Gardant Integration Will Improve Operational Efficiency
Key Takeaways Gardant acquisition and strategic expansion into non-NPL assets drive revenue growth and diversification, enhancing net margins and earnings stability. Strong client trust, operational efficiencies, and a solid capital structure bolster market share, ensuring increased future revenues and financial flexibility.
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€2.57
FV
8.5% overvalued
intrinsic discount
12.09%
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
about 19 hours ago
author updated this narrative
AcadeMedia
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisition Of Touhula And Adult Education Expansion Will Strengthen Future Prospects
Key Takeaways Strategic international expansions, including in Germany and Finnish acquisitions, are expected to enhance revenue and profitability, driving future growth. Strong performance in Adult Education and adaptation to Swedish voucher changes highlight potential sustained revenue growth and operational stability.
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SEK 92.50
FV
6.9% undervalued
intrinsic discount
6.06%
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
about 19 hours ago
author updated this narrative
AIA Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Expansion Into Mainland China Will Increase Customer Base And Strengthen Long-Term Prospects
Key Takeaways Strategic expansion and partnerships in China and Hong Kong diversify channels and enhance high-margin revenue growth. Technology investments and enhanced digital tools boost productivity and operational efficiency, reducing costs and expanding margins.
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HK$91.82
FV
19.8% undervalued
intrinsic discount
3.61%
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
about 19 hours ago
author updated this narrative
Beijer Alma
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Industrial Automation And Smart Manufacturing Will Expand Global Reach
Key Takeaways Expansion into automation, sustainability, and new markets boosts Beijer Alma's growth, pricing power, and diversification across high-value sectors. Operational streamlining and flexible manufacturing enhance productivity, cost efficiency, and supply chain resilience, driving margin and earnings improvements.
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SEK 283.33
FV
7.0% undervalued
intrinsic discount
5.06%
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
about 19 hours ago
author updated this narrative
Napier Port Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Port's Recovery And KiwiRail Partnership To Boost Future Supply Chain Efficiency
Key Takeaways Recovery from Cyclone Gabrielle and rising cargo volumes, especially log exports, could drive future revenue growth. Strategic investments and partnerships aim to enhance operational efficiency, boosting supply chain capabilities and long-term earnings.
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NZ$3.27
FV
3.7% undervalued
intrinsic discount
7.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 19 hours ago
author updated this narrative
Bank Danamon Indonesia
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Transformation And MUFG Integration Will Expand Future Markets
Key Takeaways Aggressive digitalization and fintech partnerships aim to boost non-interest revenue and increase efficiency by capturing Indonesia's growing digital banking market. MUFG integration and SME lending expansion are set to diversify revenue streams, lower funding costs, and drive long-term profit growth.
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Rp2.75k
FV
8.7% undervalued
intrinsic discount
17.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
about 19 hours ago
author updated this narrative
Gibson Energy
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Terminal Expansions Will Open New North American Export Opportunities
Key Takeaways New infrastructure projects and strategic supply connections are boosting terminal capacity, enhancing revenue growth and increasing business visibility through stronger customer commitments. Long-term contracts and rising North American energy and export demand provide stable cash flows, while efficiency efforts support margin expansion and greater shareholder returns.
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CA$26.19
FV
3.3% undervalued
intrinsic discount
-3.81%
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
about 19 hours ago
author updated this narrative
Arvind SmartSpaces
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Urban Launches In Bengaluru And Mumbai Will Redefine Real Estate
Key Takeaways Expansion in key cities and a focus on appealing to young buyers aim to drive growth, premium pricing, and sustained sales momentum. Asset-light strategies, leadership changes, and digital transformation are expected to boost margins, execution speed, and financial resilience.
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₹955.00
FV
37.1% undervalued
intrinsic discount
25.79%
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
about 19 hours ago
author updated this narrative
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