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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
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
30.9% 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
85
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
19.2% 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
11
users have followed this narrative
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Solid State
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
UK Manufacturing Facilities And Defense Contracts Will Secure Stability
Key Takeaways Increasing focus on UK-based manufacturing and high-value, custom solutions enhances supply chain resilience, recurring revenues, and partnership opportunities in defense and government sectors. Strategic acquisitions and sector exposure are driving higher margins, stable growth, and an improved quality of earnings by shifting away from commoditized products.
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UK£2.28
FV
27.6% undervalued
intrinsic discount
9.08%
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
8 days ago
author updated this narrative
WELL Health Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Canadian Digital Health Focus Will Unlock New Opportunities
Key Takeaways Refocusing on the Canadian market and divesting U.S. assets strengthens operational efficiency, capital deployment, and positions the company for sustainable growth amid rising healthcare demand. Expansion of digital health platforms and AI solutions, combined with disciplined acquisitions, fuels high-margin recurring revenues and supports long-term value creation.
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CA$7.65
FV
37.9% undervalued
intrinsic discount
20.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
51
users have followed this narrative
8 days ago
author updated this narrative
Zee Entertainment Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Language-focused Digital Initiatives Will Unlock India's OTT Opportunities
Key Takeaways Strong digital growth and regional content expansion position Zee to capture a larger share of India's growing streaming and advertising markets. Cost discipline and industry consolidation are improving operating efficiency, supporting higher margins and greater earnings resilience.
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₹147.71
FV
22.4% undervalued
intrinsic discount
7.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
8 days ago
author updated this narrative
Maxell
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Investment In All-Solid-State Batteries Will Drive Future Advancement In Mobility And AI
Key Takeaways Strategic focus on Energy, Functional Materials, and Optics & Systems aims to improve growth and margins by investing in core profitable areas. Investments in new technologies and shareholder value enhancements aim to drive long-term revenue growth and attract investors.
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JP¥2.19k
FV
10.9% undervalued
intrinsic discount
3.40%
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
8 days ago
author updated this narrative
Viva Wine Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Introduction Of New Products And Entry Into Finland Will Expand Nordic Market Reach
Key Takeaways Growth in the Nordic market, new product offerings, and sales channels in Finland could boost revenue and market share. Strong cash flow and working capital management facilitate strategic investments and M&A activity, enhancing revenue, margins, and financial flexibility.
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SEK 54.00
FV
28.7% undervalued
intrinsic discount
19.17%
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
8 days ago
author updated this narrative
JK Lakshmi Cement
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Launch Of Lakshmi Green+ Will Improve Pricing Positioning
Key Takeaways Anticipated demand growth and strategic CapEx investments aim to enhance revenue, sales volumes, and long-term earnings. Focus on operational efficiencies and brand repositioning is expected to improve margins and pricing power.
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₹931.63
FV
1.4% undervalued
intrinsic discount
11.26%
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
8 days ago
author updated this narrative
UGRO Capital
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
RBI Rollbacks And Emerging Branch Expansion Will Create Future Opportunities
Key Takeaways Expansion into emerging markets and increased branch presence should drive significant revenue growth by tapping into underserved MSME segments. Operational efficiency improvements and innovative financing platforms are expected to enhance profitability and improve net margins for UGRO Capital.
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₹281.00
FV
40.6% undervalued
intrinsic discount
47.81%
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
8 days ago
author updated this narrative
Vector
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Bluecurrent's Smart Meter Rollout And DPP4 Will Create Future Opportunities
Key Takeaways Strategic adjustments in regulated pricing and smart meter installations present significant opportunities for revenue and margin growth. Revised dividend policy and capital contributions from infrastructure projects position Vector for improved shareholder returns and expanded network capacity.
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NZ$4.41
FV
0.3% overvalued
intrinsic discount
3.30%
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
8 days ago
author updated this narrative
JBT Marel
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Integration With Marel Will Improve Client Solutions And Operational Efficiency
Key Takeaways Integration of JBT and Marel is projected to drive significant cost synergies and improve net margins through supply chain savings. Leveraging complementary technologies and a customer-centric strategy is anticipated to boost revenue growth, particularly in the poultry sector.
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US$129.40
FV
5.2% overvalued
intrinsic discount
29.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
8 days ago
author updated this narrative
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