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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
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
31.1% 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
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
12
users have followed this narrative
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Photocure
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Adoption Of ForTec’s Mobile Strategy Will Increase Market Penetration In The US
Key Takeaways Expanding blue light cystoscopy in Europe and the U.S. through strategic initiatives is expected to enhance market access and drive revenue growth. Success in partnerships and technology launches is likely to fuel growth, while regulatory reclassification and approvals could unlock new revenue streams.
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NOK 82.50
FV
26.9% undervalued
intrinsic discount
7.69%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
8 days ago
author updated this narrative
Manappuram Finance
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Operational Revamp And Regulatory Changes Will Improve Efficiency
Key Takeaways Focus on online lending and secured finance diversifies revenue and boosts operational leverage, enhancing earnings stability and potential growth. Easing regulations and improved microfinance processes contribute to market expansion and collection efficiency, positively impacting future revenue and credit cost stability.
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₹248.08
FV
5.0% overvalued
intrinsic discount
26.49%
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
Alfa Financial Software Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
System 6 Launch And Expansion Into US Auto Originations Will Broaden Market Reach And Strengthen Competitive Position
Key Takeaways Transition to SaaS and new product launches enhance recurring revenues, market leadership, and competitive position, positively impacting margins and future growth. Expansion into new functionalities and strong sales pipeline broaden addressable market, boost revenues, and support revenue and earnings stability.
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UK£2.83
FV
18.3% undervalued
intrinsic discount
9.61%
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
Energean
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Mediterranean Expansion And West Africa Initiatives Will Open New Markets
Key Takeaways Energean's expansion in the Mediterranean and strategic gas contracts promise steady cash flow, boosting future revenue and earnings. Reduced leverage and high-return growth projects enhance financial stability, enabling investments and supporting dividend policies for investor confidence.
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UK£10.83
FV
13.7% undervalued
intrinsic discount
18.13%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
8 days ago
author updated this narrative
Arjo
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Patient Handling Demand And North America Trends Will Open Opportunity
Key Takeaways Expansion in Patient Handling, rental, and new markets supports revenue growth and reduces reliance on mature regions. Demographic shifts and cost efficiency measures strengthen stable, recurring earnings and improve margins.
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SEK 38.00
FV
13.9% undervalued
intrinsic discount
2.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
8 days ago
author updated this narrative
Solwers Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Poland Expansion And Green Transition Projects Will Unlock Future Opportunities
Key Takeaways Acquisitions and cross-selling initiatives could drive revenue growth and improve efficiency, positively impacting net margins. Strategic initiatives like market expansion and engagement in green trends enhance long-term demand and credibility, boosting future earnings.
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€2.65
FV
12.5% undervalued
intrinsic discount
3.37%
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
Hibiscus Petroleum Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Brunei Projects Will Expand Production Amid Tax And Market Uncertainties
Key Takeaways Strategic asset acquisitions and production enhancements are set to elevate revenue and profit margins through increased operational efficiency and production capacity. Shareholder value is being prioritized through tax optimization, share buybacks, and dividend increases, potentially enhancing investor returns and EPS.
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RM 2.15
FV
29.8% undervalued
intrinsic discount
-3.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
8 days ago
author updated this narrative
Macfarlane Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisition Of Pitreavie Will Strengthen Future Presence In Scotland's Food And Drink Sector
Key Takeaways Strategic acquisitions and sector diversification are set to enhance revenue, market position, and long-term financial growth. In-house supply and innovative client services could improve margins and differentiation from competitors.
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UK£1.33
FV
24.8% undervalued
intrinsic discount
7.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
8 days ago
author updated this narrative
NBCC (India)
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Significant Order Inflow From Amrapali Phase 2 And Supertech Will Strengthen Future Prospects
Key Takeaways Significant order inflow and redevelopment projects are expected to substantially boost revenue and margin growth. Successful resolution of stressed real estate projects and aggressive order execution indicate strong earnings and profit margin potential.
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₹143.00
FV
23.3% undervalued
intrinsic discount
12.50%
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
8 days ago
author updated this narrative
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