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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
6
users have commented on this narrative
81
users have followed this narrative
New
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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
19.2% 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
10
users have followed this narrative
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Awfis Space Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Hybrid Work Models And GCC Expansion Will Drive Market Growth
Key Takeaways Expansion into underserved cities and tech-enabled upgrades are increasing occupancy, tapping new markets, and strengthening margins through higher asset utilization and pricing power. Diversifying high-margin services and leveraging an asset-light model boosts revenue, improves earnings predictability, and supports sustainable, low-risk growth.
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₹932.80
FV
38.7% undervalued
intrinsic discount
15.13%
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
14 days ago
author updated this narrative
EVI Industries
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Acquisitions And Digital Platforms Will Expand Geographic Reach
Key Takeaways Strategic acquisitions and digital integration are enhancing EVI's scale, operational efficiency, and ability to capture new growth opportunities in key end-markets. Heightened sector standards and demand for efficient equipment position EVI to benefit from sustained product upgrades and margin expansion.
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US$28.00
FV
16.8% undervalued
intrinsic discount
13.92%
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
14 days ago
author updated this narrative
Vale Indonesia
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Indonesia Nickel Ore Sales And HPAL Projects Will Shape Opportunities
Key Takeaways Diversification into saprolite ore sales and extensive nickel resources position the company for revenue growth and long-term sustainability. Cost efficiency improvements and accelerated project developments enhance production capacity, potentially boosting net margins and earnings.
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Rp3.70k
FV
5.1% overvalued
intrinsic discount
15.92%
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
14 days ago
author updated this narrative
Vertu Motors
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Unified Dealership Integration And Digitalization Will Drive Efficiency
Key Takeaways Unified brand strategy, digitalization, and AI investments aim to reduce costs and enhance margins, bolstering future earnings. Partnerships with Chinese EV brands and optimized capital allocations offer potential growth in electric vehicle revenues and improved returns.
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UK£0.80
FV
23.8% undervalued
intrinsic discount
3.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
14 days ago
author updated this narrative
Azad Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Mitsubishi And GE Vernova Orders Will Fuel Global Capacity Expansion
Key Takeaways Expanding capacity and order visibility, with a strong export-oriented pipeline, supports multi-year recurring growth and earnings stability from global supply chain shifts. Diversification into high-margin sectors and upgraded operations is set to boost net margins, pricing power, and long-term competitiveness in advanced engineering markets.
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₹2.12k
FV
25.2% undervalued
intrinsic discount
33.06%
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
14 days ago
author updated this narrative
Proximus
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Fiber Network Expansion Will Attract Customers, But Competition From Digi May Squeeze Margins
Key Takeaways Expansion of the fiber network and strategic partnerships are expected to boost revenue and enhance earnings growth. Cost-efficiency measures, asset sales, and digitization are anticipated to improve net margins and support cash flow during investment phases.
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€8.36
FV
12.9% undervalued
intrinsic discount
2.82%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
17
users have followed this narrative
9 days ago
author updated this narrative
Pets at Home Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Platforms And Vet Business Will Create New Opportunities Ahead
Key Takeaways Investing in digital platforms and own-label products is expected to enhance margins, drive online sales, and boost earnings through superior quality and lower costs. Strong growth in the vet business and focus on cost efficiencies aim to increase revenues and mitigate inflationary pressures.
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UK£2.76
FV
18.3% undervalued
intrinsic discount
2.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
Updated
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Flight Centre Travel Group
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Investing In Cruiseabout And Automation Will Shape Future Success
Key Takeaways Investments in high-margin luxury and cruising sectors aim to enhance revenue and strengthen market position in profitable segments. Implementation of AI and automation is expected to boost productivity, enhance cost efficiency, and improve net margins.
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AU$15.67
FV
18.7% undervalued
intrinsic discount
5.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
Updated
narrative
Hindustan Unilever
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Premium Products And Digital Platforms Like Shikhar Will Strengthen Future Prospects
Key Takeaways Strategic pricing and premium product innovations aim to maintain margins, tapping into trends like digital sales for enhanced revenue growth. Expanding distribution in rural areas and investing in health and wellbeing diversifies growth sources and strengthens market penetration.
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₹2.67k
FV
5.3% undervalued
intrinsic discount
8.02%
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
Updated
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