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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
71
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
35
users have liked this narrative
6
users have commented on this narrative
94
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
15
users have followed this narrative
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Contact Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Ongoing Renewable Energy Projects Will Expand Future Capacity And Revenue
Key Takeaways Investments in renewable projects and strategic acquisitions will boost capacity, market position, and earnings growth through operational synergies and economies of scale. Long-term deals and innovative retail offerings aim to secure stable revenue and improve profit margins by enhancing customer engagement and energy efficiency.
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NZ$10.15
FV
9.8% undervalued
intrinsic discount
-0.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
3 days ago
author updated this narrative
Nomura Real Estate Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Tokyo 23 Wards Developments And Overseas Ventures Will Ignite Progress
Key Takeaways Focus on urban land banking, senior housing, and redevelopment projects supports stable revenues, margin resilience, and premium asset growth. Overseas expansion and growth in fee-based management businesses diversify risk and drive long-term earnings and margin improvement.
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JP¥969.33
FV
5.3% undervalued
intrinsic discount
8.08%
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
3 days ago
author updated this narrative
Getinge
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Advanced Digital Health And Infection Control Will Drive Future Markets
Key Takeaways Strong demand in core healthcare segments and increasing digital adoption support resilient revenue streams and margin improvement. Strategic acquisitions and operational efficiencies broaden product offerings and global presence, driving sustained top-line growth and profitability.
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SEK 233.33
FV
15.3% undervalued
intrinsic discount
4.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
NKT
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
SolidAl Integration And High-Voltage Investments Will Expand Future Capabilities
Key Takeaways Expansion in the Solutions segment and acquisition integration are poised to enhance revenue and margins, driven by a high-voltage backlog and improved production capabilities. Sustainability efforts and investments in high-voltage facilities solidify market positioning and aim to boost future revenue capacity and efficiency.
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DKK 599.51
FV
7.0% undervalued
intrinsic discount
7.28%
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
3 days ago
author updated this narrative
Wendel
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Transformation And Asset Rebalancing Will Unlock Future Value
Key Takeaways Expansion in asset management and digital transformation initiatives is driving higher earnings, revenue growth, and improved margins through new products and increased global capital inflows. Strategic portfolio rebalancing and a strengthened ESG focus are enhancing liquidity, reinvestment capacity, and access to institutional capital, boosting growth and valuation.
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€117.00
FV
29.0% undervalued
intrinsic discount
3.42%
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
3 days ago
author updated this narrative
IG Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digitalization And Global Rollouts Will Expand Market Reach
Key Takeaways Product innovation and digital expansion are driving customer growth, improved retention, and upselling, positioning IG Group for multi-year revenue growth and margin expansion. Ongoing geographic diversification and operational efficiencies are reducing market risk, supporting stronger profitability, and sustaining long-term market share gains.
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UK£12.45
FV
8.5% undervalued
intrinsic discount
6.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
3 days ago
author updated this narrative
659
CTF Services
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Life Insurance And Logistics Acquisitions Will Diversify Future Income Streams
Key Takeaways Strategic acquisitions and expansions in logistics are expected to enhance revenue and margins through value-accretive growth in insurance and logistics sectors. Improved financial management and sustainable dividend policies indicate strong shareholder value focus and optimized cost of capital strategy.
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HK$9.47
FV
17.9% undervalued
intrinsic discount
7.49%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
Cleanaway Waste Management
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
CustomerConnect Implementation Will Improve Efficiencies And Customer Service By FY '28
Key Takeaways Strategic focus on operational excellence and strategic infrastructure investments aims to enhance margins and boost long-term earnings and revenue growth. High-value contracts and landfill gas processing present sustainable multi-decade growth opportunities, driving revenue and operational improvements.
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AU$3.13
FV
7.7% undervalued
intrinsic discount
8.33%
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
3 days ago
author updated this narrative
Neoenergia
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Brazil Renewables Will Drive Growth Amid Operational Risks
Key Takeaways Neoenergia's focus on renewable expansion and grid modernization aligns with global decarbonization trends, supporting long-term growth and improved operational efficiency. Regulatory clarity, organic customer growth, and disciplined deleveraging strengthen earnings predictability and enhance shareholder returns.
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R$31.80
FV
15.7% undervalued
intrinsic discount
-3.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
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