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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
20
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
28
users have liked this narrative
5
users have commented on this narrative
77
users have followed this narrative
New
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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
10
users have followed this narrative
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Amadeus FiRe
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
CRM And IT Overhaul Will Reinvent Training And Services
Key Takeaways Strategic focus on B2C and B2G training and interim management could drive revenue growth amid economic stabilization. Investment in technology and cost management aims to improve margins and operational efficiency over time.
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€96.00
FV
35.4% undervalued
intrinsic discount
-1.65%
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
Updated
narrative
Strategic Education
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Best Buy's All-Inclusive Degree Program Will Attract Future Students
Key Takeaways Strong enrollment growth through corporate partnerships and education technology services could drive significant revenue and earnings increases. Robust free cash flow and disciplined cost management support improved net margins and enhance shareholder returns via dividends and share repurchases.
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US$102.67
FV
23.9% undervalued
intrinsic discount
4.36%
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
9 days ago
author updated this narrative
Wesfarmers
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Investments In Lithium And Digitization Will Position For Future Success
Key Takeaways Focused productivity initiatives and integration efforts are driving operational efficiency, reducing costs, and boosting potential earnings and margin growth across divisions. Strategic investments in lithium production and digital growth enhance long-term revenue potential and earnings, despite near-term restructuring costs.
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AU$72.97
FV
21.8% overvalued
intrinsic discount
3.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
72
users have followed this narrative
Updated
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tinyBuild
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Data Driven Game Investments Will Secure Future Momentum
Key Takeaways Focus on cash generation and high-potential games enhances cost management and strengthens the game pipeline, boosting future revenue and earnings. Diversified revenue through own IP development and multimedia expansions supports stable growth and improved margins.
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UK£0.096
FV
34.9% undervalued
intrinsic discount
5.52%
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
Grupo Energía Bogotá E.S.P
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Decarbonization Pressures Will Shrink Margins And Raise Risks
Key Takeaways Growing regulatory, ESG pressures, and competition from renewables threaten to erode margins and challenge the long-term viability of traditional gas and grid operations. High capital requirements, policy uncertainty, and regional instability increase financial risks and could weaken cash flow sustainability and shareholder value.
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Col$2.90k
FV
1.4% overvalued
intrinsic discount
2.05%
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 1 month ago
author updated this narrative
iFAST
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Banking And ePension Initiatives Will Drive Future Market Expansion
Key Takeaways Effective cost management and digital banking growth continue to drive iFAST Global Bank's profitability and boost future earnings. Expansion in ePension and tech solution initiatives could enhance revenue streams and market expansion opportunities.
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S$9.79
FV
6.1% undervalued
intrinsic discount
18.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
narrative
Koninklijke Vopak
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Energy Transition Will Erode Conventional Oil Storage Margins
Key Takeaways Accelerating energy transition and regulatory pressures threaten the long-term viability of Vopak's hydrocarbon storage business and may compress margins and earnings. Expiring legacy contracts and costly aging assets could increase revenue volatility, maintenance spending, and risk of stranded terminals.
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€40.00
FV
7.2% overvalued
intrinsic discount
1.89%
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 1 month ago
author updated this narrative
Bachem Holding
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Costly Expansions And Pricing Challenges Will Hinder Outlook
Key Takeaways Prolonged, costly expansion projects and rising inventories risk sustained pressure on cash flow, margins, and efficient revenue recognition. Exposure to client concentration, pricing pressure, and shifting industry trends could erode profitability and undermine growth as new drug modalities gain momentum.
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CHF 55.00
FV
19.9% overvalued
intrinsic discount
24.28%
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 1 month ago
author updated this narrative
Riyadh Cables Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding Markets In Saudi Arabia And Renewables Will Fuel Risks
Key Takeaways Expansion into new market segments and strategic growth initiatives could raise operating costs and affect earnings and net margins due to increased expenditures. Heavy reliance on mega projects in Saudi Arabia poses risks to future sales growth if new contracts aren't secured, especially if demand fluctuations affect capacity utilization.
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ر.س131.68
FV
3.7% overvalued
intrinsic discount
6.57%
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
9 days ago
author updated this narrative
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