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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
narrative
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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Parkland
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Ontario Alcohol Sales And Caribbean Investments Will Strengthen Future Prospects
Key Takeaways Strategic review and potential restructuring aim to unlock value and optimize the business, impacting revenue and earnings. Market share gains through rewards and partnerships could enhance customer loyalty and convenience store revenue.
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CA$43.17
FV
11.1% undervalued
intrinsic discount
2.57%
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
about 8 hours ago
author updated this narrative
Mitsubishi Motors
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Intensifying US Competition Will Shrink Profit Margins To 27%
Key Takeaways Intensifying competition in the U.S. and rising sales expenses might compress net margins despite efforts to increase inventory turnover. Currency fluctuations and restructuring costs could significantly impact profit, with negative effects on sales and overall earnings anticipated.
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JP¥423.33
FV
6.8% 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
0
users have followed this narrative
about 8 hours ago
author updated this narrative
Bechtle
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In Cloud And AI Technologies May Improve Operational Efficiency Amid Market Uncertainties
Key Takeaways Bechtle's internationalization and M&A strategy in Europe aims to enhance revenue through geographic diversification and market penetration. Reorganization focusing on multichannel expansion and internationalization seeks to improve efficiency and net margins.
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€42.05
FV
12.3% undervalued
intrinsic discount
5.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
about 8 hours ago
author updated this narrative
Jyske Bank
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Danish Central Bank Rate Cuts Will Adversely Impact Net Interest Income
Key Takeaways Lower deposit margins from expected rate cuts and strategic investments may compress net interest income and profitability. Normalizing value adjustments and stabilized asset growth could moderate short-term gains and fee income, impacting revenue streams.
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DKK 631.75
FV
5.1% overvalued
intrinsic discount
-4.65%
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
about 8 hours ago
author updated this narrative
IG Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digitalization And Global Rollouts Will Expand Market Reach
Key Takeaways Product innovation and digital expansion are driving customer growth, improved retention, and upselling, positioning IG Group for multi-year revenue growth and margin expansion. Ongoing geographic diversification and operational efficiencies are reducing market risk, supporting stronger profitability, and sustaining long-term market share gains.
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UK£12.45
FV
8.8% undervalued
intrinsic discount
6.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
49
users have followed this narrative
about 8 hours ago
author updated this narrative
Wendel
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Transformation And Asset Rebalancing Will Unlock Future Value
Key Takeaways Expansion in asset management and digital transformation initiatives is driving higher earnings, revenue growth, and improved margins through new products and increased global capital inflows. Strategic portfolio rebalancing and a strengthened ESG focus are enhancing liquidity, reinvestment capacity, and access to institutional capital, boosting growth and valuation.
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€117.00
FV
28.5% undervalued
intrinsic discount
3.42%
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
about 8 hours ago
author updated this narrative
Coca-Cola Içecek Anonim Sirketi
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Emerging Market Expansion And Fuse Tea's Growth To Continue Boosting Revenues And Margins
Key Takeaways Strategic focus on low per capita markets and diverse product portfolio aims to boost volume growth and revenue streams. Investment in operational efficiency and adapting to consumer trends enhances distribution and revenue per unit.
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₺77.89
FV
33.6% undervalued
intrinsic discount
28.44%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
about 8 hours ago
author updated this narrative
Contact Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Ongoing Renewable Energy Projects Will Expand Future Capacity And Revenue
Key Takeaways Investments in renewable projects and strategic acquisitions will boost capacity, market position, and earnings growth through operational synergies and economies of scale. Long-term deals and innovative retail offerings aim to secure stable revenue and improve profit margins by enhancing customer engagement and energy efficiency.
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NZ$10.15
FV
10.4% undervalued
intrinsic discount
-0.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
25
users have followed this narrative
about 8 hours ago
author updated this narrative
L&T Finance
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
India's Rural Demand And Digital Lending Will Unlock Potential
Key Takeaways Expanding digital initiatives, partnerships, and AI-driven credit processes are driving down costs, growing new customer segments, and enhancing profitability. Strengthening rural demand, successful gold loan integration, and improved global funding access are supporting diversified, stable loan growth and earnings.
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₹219.68
FV
8.8% undervalued
intrinsic discount
30.68%
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
about 8 hours ago
author updated this narrative
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