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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
66
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
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
20.6% 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
14
users have followed this narrative
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Real Matters
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Mortgage Market Will Benefit From Expanding Client Wins
Key Takeaways Accelerating client wins, scalable operations, and tech-driven market shifts are powering top-line growth and positioning for outperformance as mortgage volumes rebound. Strong cash reserves and no debt support diversification into data-driven services, enhancing long-term stability and industry leadership.
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CA$7.18
FV
24.8% undervalued
intrinsic discount
19.60%
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
Updated
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TUI
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Mounting Regulatory And Weather Challenges Will Strain Profit Margins
Key Takeaways Mounting environmental regulations, climate risks, and labor shortages threaten increased costs and volatile profitability for TUI's core travel operations. High debt levels, limited financial flexibility, and intensified digital competition could constrain revenue growth and hinder meaningful balance sheet recovery.
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€7.30
FV
7.1% overvalued
intrinsic discount
2.53%
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
Aritzia
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Digital, Experiential And Sustainable Trends Will Expand US Boutique Footprint
Key Takeaways Exceptional execution in U.S. expansion, digital initiatives, and supply chain adaptation positions Aritzia for outsized revenue and margin gains ahead of market expectations. Strong brand differentiation and financial flexibility enable continued investment, fostering sustained growth, higher margins, and increasing customer loyalty.
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CA$93.23
FV
22.1% undervalued
intrinsic discount
14.55%
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 1 month ago
author updated this narrative
Riyadh Cables Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Mega Projects And Renewable Initiatives Will Secure Future Value
Key Takeaways High backlog, capacity expansion, and focus on advanced cable solutions ensure strong revenue visibility, superior margins, and increased resilience amid infrastructure growth and modernization. Export growth, diversification toward high-margin products, and operational efficiencies reduce regional dependence and enhance opportunities for sustained top-line growth and capital returns.
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ر.س131.68
FV
5.9% 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
3 days ago
author updated this narrative
nVent Electric
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digitalization, AI And Renewables Will Redefine Electrical Infrastructure
Key Takeaways Strategic acquisitions and focus on high-growth infrastructure markets drive sustained revenue and margin expansion amid global electrification and digitalization trends. Strong execution, capacity investments, and innovative offerings enable resilience against cost pressures and position nVent for long-term earnings visibility.
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US$96.50
FV
8.1% undervalued
intrinsic discount
10.43%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
Updated
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Swissquote Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Interest Rate Cuts And European Competition Will Pressure Profits Yet AI Investments Will Sustain Performance
Key Takeaways Anticipated revenue pressure from decreased interest rates and limited growth in competitive trading environments may constrain Swissquote's net margins and revenue growth. Planned technology investments and rising compliance costs could increase expenses, challenging Swissquote's profitability goals in a highly competitive market.
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CHF 424.75
FV
33.4% overvalued
intrinsic discount
6.26%
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
Updated
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Siam Cement
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Inflated ASEAN Expectations Will Erode Margins Amid Risks
Key Takeaways Over-optimism about sustained growth and green investments overlooks regulatory, competitive, and demographic challenges that may restrain revenue, margins, and market share. Persistent risks from input volatility, capex needs, and limited long-term demand could constrain profitability and challenge the company's valuation assumptions.
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฿202.71
FV
0.1% overvalued
intrinsic discount
6.03%
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
Updated
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WEG
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Global Grid Modernization And Automation Will Fuel Market Opportunities
Key Takeaways Expansion into electrification, automation, and global infrastructure is driving steady growth, resilience, and improved profit margins across diverse markets. Strategic investments and supply chain agility enhance WEG's ability to manage volatility, maintain pricing power, and protect earnings amid shifting trade conditions.
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R$50.82
FV
25.0% undervalued
intrinsic discount
11.30%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
3 days ago
author updated this narrative
Impala Platinum Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Smelter And Refinery Upgrades Will Expand Platinum Production Capacity By 20%
Key Takeaways Sustained demand for platinum from the hydrogen economy could lead to revenue growth and future deficits. Strategic changes and cost management could enhance margins, profitability, and cash flow through increased capacity and operational improvements.
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R152.50
FV
15.2% overvalued
intrinsic discount
12.81%
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
Updated
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