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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
24
users have liked this narrative
6
users have commented on this narrative
54
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
87
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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Turners Automotive Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Retail Network And My Auto Shop Acquisition To Boost Future Prospects
Key Takeaways Growth in premium lending and finance originations targets high-quality customers, improving net interest margins and driving finance revenue growth. Retail and acquisition strategies are expanding market share and cross-selling opportunities, enhancing future revenue in auto, finance, and services segments.
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NZ$6.65
FV
3.9% overvalued
intrinsic discount
6.61%
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
8 days ago
author updated this narrative
Eastnine
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Office Demand In Poland Will Secure A Promising Future
Key Takeaways Strategic focus on Poland and strong demand for office spaces boost rental revenue and enhance net margins. Sustainability initiatives and high occupancy rates ensure stable income and attract investors, increasing long-term equity value.
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SEK 58.00
FV
19.0% undervalued
intrinsic discount
8.22%
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
MTAR Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding Into Clean Energy And Aerospace Will Drive Future Success
Key Takeaways Strategic expansion into Clean Energy and aerospace, along with new customer bases, supports strong revenue growth and margin improvements. Increased production capacity and robust order book across high-demand sectors enhance future revenue visibility and operating leverage.
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₹1.93k
FV
22.7% undervalued
intrinsic discount
25.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
8 days ago
author updated this narrative
ForFarmers
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Upcoming Integrations And Sustainable Focus Will Strengthen Position In European Feed Market
Key Takeaways Strategic acquisitions and partnerships in Poland and Germany are set to boost market position, expand revenue, and improve margins via increased market presence and synergies. Focus on sustainability and cost control efforts, including in organic feed production, aligns with market trends, potentially driving improved net margins and earnings growth.
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€5.15
FV
18.5% undervalued
intrinsic discount
4.07%
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
8 days ago
author updated this narrative
Action Construction Equipment
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion, CEV 5 Norms, And KATO JV Will Unlock Future International Opportunities
Key Takeaways Favorable government policies and anti-dumping duties are set to boost market demand and competitive positioning, positively affecting sales and margins. Expansion plans and compliance with CEV 5 norms may open new revenue streams in global markets, enhancing long-term earnings potential.
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₹1.36k
FV
18.7% undervalued
intrinsic discount
14.20%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
8 days ago
author updated this narrative
ReadyTech Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Acquisition Of CouncilWise Will Accelerate Cloud Transitions And Improve Efficiency
Key Takeaways The acquisition of CouncilWise is set to accelerate cloud adoption, enhancing revenue growth in the Government segment. AI-driven efficiencies are expected to improve productivity and margins, potentially boosting earnings through optimized costs across operations.
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AU$3.62
FV
36.7% undervalued
intrinsic discount
11.66%
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
Ramelius Resources
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Gold Exploration At Mt Magnet Will Unlock Upside Despite Risks
Key Takeaways Strategic acquisitions and exploration focus position the company for increased resource scale, production, and revenue, supporting long-term growth and valuation upside. Operational efficiency, strong balance sheet, and improved ESG profile provide resilience, financial flexibility, and access to capital, enhancing profitability and investor appeal.
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AU$3.19
FV
12.3% undervalued
intrinsic discount
-0.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
28
users have followed this narrative
8 days ago
author updated this narrative
Reliance Worldwide
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Integration With Holman And SharkBite Rollout To Unlock Future Opportunities
Key Takeaways Successful integration and supply chain improvements aim to boost revenue, margins, and operational efficiency. Financial flexibility enables strategic acquisitions and capital initiatives, supporting future earnings growth.
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AU$5.17
FV
15.3% undervalued
intrinsic discount
4.79%
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
8 days ago
author updated this narrative
Superior Plus
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
The 'The Company Delivers' Program Will Drive Operational Improvements And Future Profitability
Key Takeaways Superior Delivers initiative is projected to boost operational efficiency and customer growth, enhancing both revenue and profitability long term. Strategic focus on performance optimization at Certarus and capital allocation is likely to improve earnings and margins as market conditions get better.
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CA$10.03
FV
31.4% undervalued
intrinsic discount
6.47%
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
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