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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
40
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
22
users have liked this narrative
4
users have commented on this narrative
62
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
8
users have followed this narrative
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PCBL Chemical
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
India Hub And Clean Solutions Will Shape Global Markets
Key Takeaways Expansion into specialty products and focus on sustainability positions PCBL to capture higher-margin opportunities amid global market shifts and regulatory changes. Capacity growth, integration efforts, and exposure to sectors benefiting from electrification ensure stable demand, improved efficiency, and enhanced long-term profitability.
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₹465.90
FV
17.5% undervalued
intrinsic discount
12.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
Rallis India
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Favorable Kharif Season And New Agrochemicals Will Expand Market Presence
Key Takeaways Favorable kharif season and strategic new product launches may boost domestic revenue and market share in crop care and seed segments. Digital transformation and operational efficiency efforts could enhance cost competitiveness, potentially improving margins and profitability.
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₹292.64
FV
27.4% overvalued
intrinsic discount
10.89%
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
6 days ago
author updated this narrative
Organización Soriana S. A. B. de C. V
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Transformation And Mexico Urban Expansion Will Drive Future Value
Key Takeaways Accelerating e-commerce growth, increased private label penetration, and successful regional strategies are strengthening customer loyalty and enhancing long-term profitability potential. Diversified business lines and growing real estate income provide new revenue sources, supporting recurring earnings and operational resilience amid shifting consumer trends.
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Mex$23.43
FV
8.2% overvalued
intrinsic discount
5.18%
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
6 days ago
author updated this narrative
JS Global Lifestyle
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Southeast Asia Expansion Will Unlock New Market Opportunities
Key Takeaways Regional expansion into Southeast Asia and strategic partnerships with local distributors are set to drive significant revenue growth. Focus on high-margin innovative products and enhancing direct sales channels aims to increase gross margins and market share.
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HK$2.14
FV
15.9% undervalued
intrinsic discount
10.85%
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
6 days ago
author updated this narrative
Pason Systems
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Integration Of Intelligent Wellhead Systems Will Expand Revenue But May Impact Margins
Key Takeaways Strategic acquisitions and technological advancements in Completions, drilling, and analytics are key drivers for revenue growth and margin expansion. Diversifying revenue streams through growth in Solar, Energy Storage, and Mud Analyzer technology contributes to overall financial stability and shareholder value.
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CA$15.00
FV
21.8% undervalued
intrinsic discount
3.23%
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
6 days ago
author updated this narrative
Frasers Centrepoint Trust
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Suburban Retail Demand In Singapore Will Unlock Hidden Value
Key Takeaways Strong demand for suburban retail space and favorable demographics support high occupancy, stable rental income, and consistent earnings growth. Focus on necessity-driven malls, active asset enhancements, and disciplined capital management provide income resilience and opportunities for future expansion.
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S$2.52
FV
11.9% undervalued
intrinsic discount
3.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 days ago
author updated this narrative
TGS
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digitalization And Expanded Datasets Will Enable Global Exploration
Key Takeaways Expansion into high-potential regions, digital transformation, and recurring revenue streams are positioning TGS for resilient growth and greater earnings stability. Cost optimization efforts and focus on high-margin businesses are expected to lift profitability and support margin expansion as market conditions improve.
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NOK 136.51
FV
46.3% undervalued
intrinsic discount
-4.42%
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
6 days ago
author updated this narrative
Imdex
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisitions Like Devico And Technologies Like OMNIx Will Strengthen Future Market Position
Key Takeaways Imdex's innovation-driven growth strategy, supported by R&D, is boosting revenues and margins through high-margin products and technologies like OMNIx and LOGRx. Expansion into SaaS and acquisitions enhance market share and competitive position, driving high-margin revenue growth and earnings stability. Declines in global exploration activity and geopolitical tensions could hinder Imdex's revenue growth, despite R&D investments, due to dependency on mining cycles and tech costs.
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AU$2.95
FV
9.7% overvalued
intrinsic discount
7.47%
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
6 days ago
author updated this narrative
Wiz Co Participações e Corretagem de Seguros
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Technology And Diversification Will Improve Operational Performance
Key Takeaways Investment in Wiz Pro platform and product diversification aims to boost revenue and engage a broader customer base. Debt restructuring and fiscal discipline target enhanced profitability and potential shareholder returns.
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R$9.67
FV
22.8% undervalued
intrinsic discount
-5.92%
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
6 days ago
author updated this narrative
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