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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
71
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
15
users have followed this narrative
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UGRO Capital
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
RBI Rollbacks And Emerging Branch Expansion Will Create Future Opportunities
Key Takeaways Expansion into emerging markets and increased branch presence should drive significant revenue growth by tapping into underserved MSME segments. Operational efficiency improvements and innovative financing platforms are expected to enhance profitability and improve net margins for UGRO Capital.
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₹281.00
FV
41.0% undervalued
intrinsic discount
47.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
A067
Soop
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
AI Tools And Global Expansion Will Elevate Engagement
Key Takeaways Proprietary AI tools and content strategies are increasing user engagement, efficiency, and monetization, supporting sustained revenue and margin growth. Global expansion, acquisitions, and interactive content partnerships are broadening the user base and unlocking new revenue streams for long-term growth.
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₩115.79k
FV
32.2% undervalued
intrinsic discount
10.23%
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
3 days ago
author updated this narrative
Vector
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Bluecurrent's Smart Meter Rollout And DPP4 Will Create Future Opportunities
Key Takeaways Strategic adjustments in regulated pricing and smart meter installations present significant opportunities for revenue and margin growth. Revised dividend policy and capital contributions from infrastructure projects position Vector for improved shareholder returns and expanded network capacity.
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NZ$4.50
FV
2.1% undervalued
intrinsic discount
3.30%
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
3 days ago
author updated this narrative
Restore
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Bolt On Acquisitions And Digital Workflow Will Shape Service Models
Key Takeaways Acquisitions, digital expansion, and operational improvements are expected to drive higher margins, broaden the customer base, and support sustained topline growth. Rising demand for secure, compliant, and sustainable services strengthens recurring revenue, premium pricing, and long-term market differentiation.
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UK£3.85
FV
31.1% undervalued
intrinsic discount
12.25%
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
JK Lakshmi Cement
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Multi-year Expansions And Cost Optimizations Will Drive Cement Demand
Key Takeaways Geographic expansion and project execution reduce risk and strengthen market share, supporting steadier revenue and profit growth. Cost optimization, premium offerings, and sustainability initiatives boost margins and enhance long-term competitive positioning.
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₹972.38
FV
7.1% undervalued
intrinsic discount
9.97%
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
3 days ago
author updated this narrative
Esprinet
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Investments In AI And Solar Will Strengthen Future Prospects
Key Takeaways Esprinet's growth in Solutions & Services outpaces market growth, highlighting potential for significant revenue and margin improvement in this high-margin segment. Investments in infrastructure and strategic cost controls enhance operational efficiency, supporting future earnings growth and financial stability.
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€6.17
FV
29.1% undervalued
intrinsic discount
2.97%
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
3 days ago
author updated this narrative
HusCompagniet
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding B2B Market Activities And New Concepts Like MORROW And FORMIUM Will Strengthen Future Prospects
Key Takeaways Expansion into the B2B market and innovative housing concepts promote revenue growth, margin improvement, and better production facility utilization. Strong order backlog and efficient execution support financial stability and potential margin expansion, benefiting from increased consumer demand.
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DKK 68.50
FV
31.8% undervalued
intrinsic discount
20.50%
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
3 days ago
author updated this narrative
FleetPartners Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Accelerate Transformation Will Increase Operational Efficiencies
Key Takeaways The Strategic Pathways and Accelerate programs aim to capture new market growth and improve margins through operational consolidation and efficiency. Share buybacks and balance sheet financing transitions are expected to enhance EPS and net interest margins, ensuring sustainable long-term earnings.
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AU$3.71
FV
26.3% undervalued
intrinsic discount
2.76%
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
3 days ago
author updated this narrative
Netmarble
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
High-Speed Internet And New Games Will Expand Global Audience
Key Takeaways Regional expansion, new game launches, and live-service updates are increasing Netmarble's global user base and supporting sustained revenue and earnings growth. Greater focus on self-developed IP and improved cost efficiencies are driving down expenses and strengthening profitability and margins over time.
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₩62.07k
FV
10.4% undervalued
intrinsic discount
3.67%
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
3 days ago
author updated this narrative
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