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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
39
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
21
users have liked this narrative
4
users have commented on this narrative
57
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
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Usio
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Unified Branding And AI Will Improve Customer Retention
Key Takeaways Usio One initiative simplifies service integration, driving cross-selling, customer retention, and recurring revenue. AI strategies and PayFac growth enhance operational efficiency, profitability, and market presence expansion.
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US$5.75
FV
67.0% undervalued
intrinsic discount
14.85%
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
6 days ago
author updated this narrative
TVS Supply Chain Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Upcoming Project Launches And Cost Reductions Will Boost Future Profitability
Key Takeaways Delays in transformational projects affect current earnings, but expected to contribute to future revenue growth once resolved. Strategic initiatives on cost reduction and operational efficiency are set to improve margins and drive future profitability.
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₹136.00
FV
9.7% undervalued
intrinsic discount
10.71%
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
6 days ago
author updated this narrative
Blue Jet Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Advanced Manufacturing And Diversified Sourcing Will Secure Future Stability
Key Takeaways Expansion into high-margin specialties and backward integration enhances Blue Jet's cost efficiency, product portfolio, and margin stability. Strong global pharma trends and long-term client relationships support robust, sustained demand and recurring earnings growth.
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₹931.67
FV
18.4% undervalued
intrinsic discount
18.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
Phison Electronics
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
aiDAPTIV And 7Nm Chips Will Expand Market Offerings In AI Storage Solutions
Key Takeaways aiDAPTIV software licensing is set to drive gross margin improvements and positively impact future earnings. Strategic investments in R&D and advanced chip technology aim to enhance innovation and revenue growth.
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NT$574.90
FV
9.0% undervalued
intrinsic discount
16.87%
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
6 days ago
author updated this narrative
Cebu Landmasters
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Luzon Acquisitions And Diversification Will Open New Markets
Key Takeaways Strategic land acquisitions and project diversification into hotels and leasing position Cebu Landmasters for steady revenue growth and improved margins. Strong sell-out rates and a dual-focus on monetizing and expanding investments indicate potential for accelerated growth and enhanced shareholder value.
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₱2.90
FV
13.8% undervalued
intrinsic discount
7.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
6 days ago
author updated this narrative
Man Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
ESG And Data Analytics Will Transform Global Markets
Key Takeaways Strong institutional demand and product diversification are driving sustainable asset growth, recurring fee income, and resilience against market cyclicality. Investment in technology and operational efficiency is expanding scalable offerings and improving margins, supporting long-term profitability and strategic expansion.
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UK£2.10
FV
21.1% undervalued
intrinsic discount
3.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
59
users have followed this narrative
6 days ago
author updated this narrative
REN - Redes Energéticas Nacionais SGPS
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Future Energy Transition Investments May Erode Earnings Amid Regulatory Uncertainty
Key Takeaways Significant CapEx in hydrogen and electricity grids may impact net margins if regulated returns do not increase proportionally. Regulatory shifts and renewable energy reliance could pressure revenue and cash flow, affecting investor confidence and stock valuation.
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€3.03
FV
1.6% undervalued
intrinsic discount
2.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
6 days ago
author updated this narrative
Marksans Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into US And UK Markets Will Strengthen Future Prospects
Key Takeaways Strategic expansion in the U.S. and U.K., supported by new product launches, aims for long-term growth and improved earnings. Focus on operational efficiencies and stable costs is expected to enhance profit margins and positively impact earnings.
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₹301.00
FV
28.3% undervalued
intrinsic discount
18.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
6 days ago
author updated this narrative
Salmones Camanchaca
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Lower Net Debt And Efficient Atlantic Salmon Operations May Boost Financial Stability In 2025
Key Takeaways Improved net margins and potentially higher earnings expected due to cost-saving initiatives and reduced risks. Enhanced financial health and lower leverage may support growth initiatives and lower interest expenses.
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CL$2.95k
FV
0.3% undervalued
intrinsic discount
5.46%
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
6 days ago
author updated this narrative
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