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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
25
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
32
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
20.8% 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
13
users have followed this narrative
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Babcock International Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Skynet Success And Global Partnerships Ignite Growth In Aerospace And Defense
Key Takeaways Strong operational performance and successful contract deliveries are expected to positively impact revenue growth and improve margins across sectors. Strategic international partnerships and improved cash flow allow for investment in new market opportunities, enhancing earnings stability and growth potential.
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UK£11.53
FV
17.8% undervalued
intrinsic discount
4.46%
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
1 day ago
author updated this narrative
IONOS Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
AI And Cloud Solutions Will Drive SMB Digital Transformation
Key Takeaways Enhanced offerings and AI integration boost IONOS's customer satisfaction, market penetration, and profitability through operational efficiency and new revenue prospects. Strategic positioning in European digital sovereignty and efficient marketing strengthens market share, reducing reliance on U.S. cloud providers and enhancing free cash flow.
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€40.40
FV
5.3% overvalued
intrinsic discount
7.94%
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
1 day ago
author updated this narrative
Aegis Logistics
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Ammonia Terminal Expansions And Liquids Capacity Growth Will Propel Revenue And Profitability
Key Takeaways Expansion in liquids and LPG storage capacity is expected to boost revenue through higher throughput and improved operational efficiency. Developing ammonia terminals and an Aegis Vopak IPO aim to leverage growth opportunities, reduce debt, and enhance profitability.
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₹753.33
FV
5.4% undervalued
intrinsic discount
10.81%
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
1 day ago
author updated this narrative
HEXPOL
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
EV Trends And Sustainability Will Expand Global Markets
Key Takeaways Expansion in advanced polymers, thermoplastics, and TPEs aligns with key industry megatrends, sustainability demands, and growing end-markets, supporting revenue and pricing power. Operational efficiency, sustainability focus, and strategic acquisitions are set to boost margins, earnings resilience, and market share through diversification and integration.
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SEK 102.60
FV
18.7% undervalued
intrinsic discount
1.56%
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
1 day ago
author updated this narrative
Laboratorios Farmaceuticos Rovi
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanded CDMO And EU Investments Will Unlock Future Injectables Markets
Key Takeaways Strong growth in specialty pharmaceuticals and expanded manufacturing capacity position Rovi to benefit from global demand for innovative treatments and enhanced contract manufacturing. Advancements in proprietary drug development and vertical integration in heparin sourcing support diversified revenue streams and improved profitability amid rising industry competition.
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€78.95
FV
32.7% undervalued
intrinsic discount
9.14%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
1 day ago
author updated this narrative
Thule Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Quad Lock And North America Focus Will Secure Future Success
Key Takeaways Strategic product focus and acquisitions, like Quad Lock, could drive revenue growth and improve net margins due to a better product mix. Enhanced North American strategy includes market shifts and price adjustments to protect revenue, thus ensuring profitable growth in challenging conditions.
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SEK 326.00
FV
17.1% undervalued
intrinsic discount
7.25%
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
1 day ago
author updated this narrative
Embracer Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Kingdom Come II And Upcoming AAA Titles Will Shape Future Prospects
Key Takeaways Successful game releases and a strong pipeline of AAA titles are expected to drive substantial future revenue growth. Strategic divestments and operational improvements strengthen financial health, with plans to optimize structure potentially enhancing profitability.
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SEK 137.00
FV
24.6% undervalued
intrinsic discount
0.21%
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
1 day ago
author updated this narrative
Persol HoldingsLtd
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Decisive AI Initiatives And Microsoft Partnership Will Propel Growth And Profitability
Key Takeaways Strategic focus on AI and digital skills enhancement is set to boost future revenue, operational efficiency, and profit margins through innovative collaborations and initiatives. Achieved high ESG rating may enhance reputation and attract ESG-focused investors, supporting long-term sustainable financial performance and investor confidence.
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JP¥295.38
FV
3.4% overvalued
intrinsic discount
5.79%
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
1 day ago
author updated this narrative
Jyoti CNC Automation
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion Into EV And Semiconductor Markets Will Drive Future Opportunities
Key Takeaways Strategic expansion into EV and semiconductor markets, alongside geographical diversification, will leverage emerging opportunities and drive revenue growth. Investment in capacity, order fulfillment, and R&D will optimize production efficiencies and support stable net margin expansion.
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₹1.32k
FV
27.7% undervalued
intrinsic discount
34.88%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
1 day ago
author updated this narrative
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