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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
4
users have commented on this narrative
30
users have followed this narrative
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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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
3
users have commented on this narrative
42
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
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Life Healthcare Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding NeuraCeq Sales And Southern Africa Hospitals Will Improve Future Market Position
Key Takeaways Expansion in Southern Africa and investments in high-margin imaging services are expected to significantly boost revenue and future earnings. An under-leveraged balance sheet positions the company well to fund growth opportunities, enhancing return on equity.
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R15.68
FV
16.5% undervalued
intrinsic discount
2.40%
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
13 days ago
author updated this narrative
Telecom Plus
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Efficiencies And New Offerings Like Ultrafast Broadband Will Expand Future Market Presence
Key Takeaways Telecom Plus's multiservice model and innovation in product offerings aim to drive customer growth and enhance EBITDA per customer. Focusing on AI-driven efficiency and disciplined capital policy supports operating margins and earnings stability, appealing to income-focused investors.
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UK£25.54
FV
26.7% undervalued
intrinsic discount
6.93%
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
13 days ago
author updated this narrative
Costain Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
GBP 54 Billion In Secured Contracts Will Ensure Future Stability
Key Takeaways A robust secured work pipeline indicates a stable, long-term revenue stream, bolstering confidence in growth and profitability. Strategic focus on expanding markets and key contracts in various sectors drives anticipated revenue and profit increases by 2027.
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UK£1.53
FV
8.4% overvalued
intrinsic discount
3.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
13 days ago
author updated this narrative
CJ Cheiljedang
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Focus On Taste & Nutrition And Specialty Amino Acids Will Strengthen Product Portfolio
Key Takeaways Expansion into new markets and online sales is set to drive significant revenue growth and market share increase, especially in mainstream retail channels. Investment in U.S. and European manufacturing improves production efficiency, capacity, and operational margins, with strategic focus areas boosting earnings and investor appeal.
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₩342.21k
FV
27.2% undervalued
intrinsic discount
3.41%
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
13 days ago
author updated this narrative
PVA TePla
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expanding Metrology And Silicon Carbide Solutions Will Strengthen Operations
Key Takeaways Focus on high-margin metrology business and silicon carbide innovation could enhance net margins and revenue stability. Expanding market presence in Asia and North America may drive growth and diversify revenue streams.
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€21.75
FV
3.4% undervalued
intrinsic discount
8.88%
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
13 days ago
author updated this narrative
Addiko Bank
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Lending Expansion Will Unlock Balkan And Central European Markets
Key Takeaways Digital-first lending growth and market expansion increase customer acquisition, cost efficiency, and revenue potential, particularly in digitally mature and underpenetrated markets. Strategic SME initiatives and strong capital position support loan growth, improved earnings quality, and provide headroom for further balanced expansion.
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€20.40
FV
7.8% overvalued
intrinsic discount
9.26%
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
13 days ago
author updated this narrative
SKAN Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Global Expansion And R&D Will Drive Success In 2026
Key Takeaways SKAN Group's strong order growth and substantial backlog suggest increased future revenues and visibility for the coming year. Investments in R&D, international expansion, and new AI services are positioned to enhance growth, improve margins, and increase profitability.
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CHF 86.50
FV
19.9% undervalued
intrinsic discount
20.81%
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
13 days ago
author updated this narrative
Cyrela Brazil Realty Empreendimentos e Participações
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Share Buyback And Land Bank Will Drive Future Project Launches
Key Takeaways Cyrela's strong sales performance and project launches indicate robust revenue potential, despite macroeconomic uncertainties. Management's confidence, shown through share buybacks and stable margins, suggests future growth and profitability.
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R$33.08
FV
26.8% undervalued
intrinsic discount
9.71%
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
13 days ago
author updated this narrative
Orora
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Saverglass Modernization And Australasian Expansion Will Improve Future Operational Efficiency
Key Takeaways Strategic divestitures and facility optimizations aim to enhance operational efficiency and net margins, supporting revenue growth and earnings improvement. Expansion and modernization initiatives in glass and cans segments drive potential revenue growth through enhanced production capabilities and market positioning.
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AU$2.33
FV
10.4% undervalued
intrinsic discount
-22.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
13 days ago
author updated this narrative
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