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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
22
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
30.9% 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
85
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
19.2% 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
11
users have followed this narrative
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Cogstate
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Medidata Partnership And Tech Investments Will Boost Operations And Efficiency
Key Takeaways Partnership with Medidata and intellectual property control enhancements forecast expanded operations and new revenue streams through optimized sales opportunities and technology partnerships. Technological investments in data analytics and infrastructure aim to boost market share and operational efficiency, improving margins and accelerating revenue recognition.
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AU$1.85
FV
8.6% 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
6
users have followed this narrative
7 days ago
author updated this narrative
Data#3
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Realignment Towards Cloud And Security Solutions Will Sustain Future Profitability
Key Takeaways Growth in recurring business and focus on cybersecurity is driving higher revenue and margin potential. Strategic shifts, including cloud solutions and automation, aim to protect profitability and improve operational efficiency amidst changing vendor dynamics.
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AU$8.43
FV
11.5% undervalued
intrinsic discount
67.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
7 days ago
author updated this narrative
1Spatial
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
1Streetworks And NG9-1-1 SaaS Solutions Poised To Expand Market Presence
Key Takeaways Strategic focus on SaaS solutions and recurring revenue is expected to drive growth and improve earnings with high margins. Expansion in the U.S. and regulatory opportunities may increase market share and enhance new revenue streams.
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UK£1.03
FV
52.6% undervalued
intrinsic discount
7.55%
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
7 days ago
author updated this narrative
Avalon Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Expansion In Indian Manufacturing Will Improve Future Operational Efficiency
Key Takeaways Expanding U.S. and Indian markets, with new facilities, enhance Avalon Technologies' operational efficiency and future revenue growth potential. Diversification into automotive and aerospace and vertically integrated capabilities boost revenue streams and profitability prospects.
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₹831.36
FV
15.0% overvalued
intrinsic discount
25.16%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
7 days ago
author updated this narrative
HEG
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Planned Anode Plant And Electrode Demand Will Increase Future Revenues
Key Takeaways Increased graphite electrode demand from new electric arc furnaces could boost HEG's revenue and market position. Planned diversification into electric vehicle anodes and strategic investments may enhance earnings and shareholder value through high-growth sectors and competitive advantages.
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₹560.00
FV
7.2% undervalued
intrinsic discount
23.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
Elanders
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Cost Savings And Asian Site Launches Will Boost Efficiency
Key Takeaways Structural cost savings and debt reduction are set to improve financial stability and enhance future earnings. Growth in electronics and expansions in Asia and North America could drive revenue increases amidst strong customer demand.
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SEK 98.33
FV
43.7% undervalued
intrinsic discount
0.66%
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
7 days ago
author updated this narrative
Omani Qatari Telecommunications Company SAOG
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Commitment To 5G And Fiber Optics Will Expand B2B And Wholesale Market Potential In Oman
Key Takeaways Continued investment in 5G and fiber optics infrastructure could boost revenue growth in B2B and international wholesale markets. Focus on cost efficiency and high-margin business lines is expected to improve net margins and profitability.
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ر.ع0.31
FV
19.1% undervalued
intrinsic discount
0.77%
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
7 days ago
author updated this narrative
Infosys
AN
AnalystConsensusTarget
Consensus Narrative from 43 Analysts
AI And Cloud Transformation Will Unlock Future Markets
Key Takeaways Strong positioning in AI, cloud, and digital services enables Infosys to capture larger, higher-margin deals and expand recurring revenue streams. Investments in automation and digital transformation drive earnings stability, while ongoing demand supports sustained growth and improved efficiency.
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₹1.75k
FV
17.9% undervalued
intrinsic discount
5.69%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
76
users have followed this narrative
7 days ago
author updated this narrative
Secure Trust Bank
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Project Fusion And Consumer Lending Focus Will Improve Future Operational Efficiency
Key Takeaways Growth in net lending and cost savings initiatives are expected to boost future revenue and improve net margins. Strong consumer lending focus and cost optimization efforts aim to enhance net interest margin and improve cost-to-income ratio.
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UK£17.11
FV
34.8% undervalued
intrinsic discount
21.84%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
7 days ago
author updated this narrative
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