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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
23
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
28.9% 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
86
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
12
users have followed this narrative
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Quilter
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Dual Distribution And Digital Platforms Like NuWealth Will Reinforce Competitive Advantage
Key Takeaways Quilter's growth strategy involves capturing market share through increased business flows and net inflows, driven by dual distribution and digital propositions. Investments in digital capabilities and enhanced adviser productivity are projected to support long-term profitability through improved margins and revenue growth.
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UK£1.67
FV
4.4% undervalued
intrinsic discount
-47.72%
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
8 days ago
author updated this narrative
Indian Energy Exchange
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
India Economic Expansion And Energy Transition Will Drive Market Activity
Key Takeaways Policy-driven energy transition and regulatory reforms increase market activity, supporting sustained growth in revenue, trading volumes, and operational leverage. Expansion into new market segments and strong network effects reinforce dominant market share, aiding margin defense amid rising competition.
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₹161.00
FV
17.1% undervalued
intrinsic discount
-4.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
8 days ago
author updated this narrative
JDC Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Integrating TopTen And AI Automation Will Streamline Future Operations
Key Takeaways Expanding partnerships, digital transformation, and AI-driven automation are set to enhance revenue growth, operational efficiency, and net margins. Diversified revenue streams through investment growth and strategic M&A reduce risk and support stable earning growth, with projected EBITDA increases.
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€31.32
FV
4.5% undervalued
intrinsic discount
14.09%
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
TCM Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
ARC1 Launch And Celebert Acquisition Will Redefine Kitchen Industry
Key Takeaways Planned acquisition and product launches, like ARC1 by Svane Køkkenet, are set to drive revenue growth through increased sales and consumer interest. Investments in production efficiency and deleveraging efforts will enhance profitability, allowing for further growth investments and better investor confidence.
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DKK 98.33
FV
25.2% undervalued
intrinsic discount
9.00%
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
Subsea 7
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Sakarya Field And UK Wind Market Will Drive Future Opportunities
Key Takeaways Strategic project developments and alliances enhance Subsea 7's revenue potential and earnings stability through long-term, cost-advantaged projects and integrated contracts. Focus on long-duration, deepwater, and renewable projects ensures resilience to market volatility, sustaining project acquisition and promoting revenue growth.
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NOK 223.64
FV
11.4% undervalued
intrinsic discount
2.62%
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
8 days ago
author updated this narrative
Antin Infrastructure Partners SAS
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Embracing Electrification And Data Growth Will Expand Future Infrastructure Investments
Key Takeaways Antin's strategic focus on electrification, decarbonization, and data growth aligns with long-term trends, enhancing infrastructure investment returns and revenue streams. Successful fundraising and expansion into North America and Asia Pacific boost capital deployment ability and create substantial growth opportunities for earnings and margins.
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€13.62
FV
14.3% undervalued
intrinsic discount
12.06%
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
8 days ago
author updated this narrative
Knights Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding Premium Client Base And Successful Acquisitions Will Strengthen Future Prospects
Key Takeaways Strategic expansion into premium service offerings and client base may drive revenue growth through better pricing and higher-margin projects. Effective M&A strategy and operational efficiencies boost profitability and enable geographic expansion, supporting long-term growth and competitiveness.
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UK£1.83
FV
6.0% undervalued
intrinsic discount
13.95%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
8 days ago
author updated this narrative
Jindal Saw
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Government Water Infrastructure Funding Will Spur Market Momentum
Key Takeaways Enhanced government and global infrastructure spending, coupled with water scarcity, underpin strong long-term demand and market expansion for Jindal Saw’s pipe segments. Capacity upgrades, cost-cutting measures, and premium product focus drive margin resilience and position the company for sustainable profitability and growth.
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₹395.67
FV
47.0% undervalued
intrinsic discount
4.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
8 days ago
author updated this narrative
CVS Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Expanding Into Australia And Improving Services Will Advance Future Veterinary Offerings
Key Takeaways Expansion into the Australian market aims to boost revenue and EBITDA through strategic acquisitions and synergies. Improvement in customer engagement and service delivery is expected to enhance client retention and increase sales.
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UK£15.44
FV
21.0% undervalued
intrinsic discount
5.19%
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
8 days ago
author updated this narrative
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