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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
15
users have liked this narrative
4
users have commented on this narrative
32
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
19
users have liked this narrative
3
users have commented on this narrative
44
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
6
users have followed this narrative
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Inogen
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Yuwell Collaboration Will Open Chinese Respiratory Market
Key Takeaways Strategic partnerships and product innovation in China and digital health are expected to drive growth and improve earnings potential. Operational efficiencies and cost management are likely to enhance profitability and strengthen Inogen's balance sheet.
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US$11.67
FV
45.7% undervalued
intrinsic discount
5.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
5
users have followed this narrative
13 days ago
author updated this narrative
HomeToGo
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Interhome Acquisition And Eight Market Expansion Will Unlock Opportunity
Key Takeaways HomeToGo's strategic expansion into new markets and increased emphasis on direct bookings aim to enhance revenue and reduce marketing costs, boosting net margins. Investments in AI technology and strategic acquisitions are expected to drive revenue growth and strengthen EBITDA margins by improving operational efficiencies and brand recognition.
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€4.10
FV
61.3% undervalued
intrinsic discount
31.11%
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
13 days ago
author updated this narrative
Star Entertainment Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
A $300 Million Investment Will Secure Gold Coast Consolidation
Key Takeaways Strategic investments and asset consolidation are expected to enhance liquidity, integrated offerings, and profitability through increased revenues and stable operations. Cost-saving initiatives and improved customer management could boost net margins and revenue growth by regaining market share and promoting safer gambling environments.
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AU$0.13
FV
31.7% undervalued
intrinsic discount
-5.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
13 days ago
author updated this narrative
ITM Power
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
EU Renewable Hydrogen Demand Will Spur Electrolyzer Capacity Expansion
Key Takeaways EU hydrogen strategy could boost ITM's revenues due to increased demand for their technology as electrolyzer capacity expands. Operational improvements and strategic initiatives enhance margins, revenue growth, and competitiveness while preserving cash flow.
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UK£0.84
FV
20.5% undervalued
intrinsic discount
68.84%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
13 days ago
author updated this narrative
Innoviz Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
LiDAR, Mobileye And NVIDIA Integration Will Unlock Future Markets
Key Takeaways Strategic partnerships and production expansion will bolster customer base and revenue potential through increased demand in autonomous vehicle platforms. Diversification efforts in non-automotive sectors may open new revenue opportunities, supporting long-term growth and financial stability.
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US$2.68
FV
39.9% undervalued
intrinsic discount
129.97%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
13 days ago
author updated this narrative
Canopy Growth
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Medical Cannabis And Vaporizer Offerings Will Expand Global Markets
Key Takeaways Growth in the medical cannabis sector and product innovation in adult-use and premium vaporizers position Canopy for revenue and market share expansion. Acquisitions and operational efficiencies in the U.S. and international markets aim to drive profitability through cost synergies and improved net margins.
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CA$3.31
FV
55.3% undervalued
intrinsic discount
4.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
13 days ago
author updated this narrative
Synthomer
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Chemical Realignment And Adhesives Expansion Will Build A Resilient Future
Key Takeaways Shift to high-margin specialty chemicals and divestment of non-core operations are expected to enhance profitability. Expansion into specialty adhesives and sustainability initiatives aim to drive revenue and demand for value-added products.
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UK£1.71
FV
63.2% undervalued
intrinsic discount
3.19%
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
13 days ago
author updated this narrative
Aquestive Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
FDA Approval And Anaphylm Launch Will Expand Global Reach
Key Takeaways Success in FDA approval for Anaphylm and Libervant expansion could significantly boost revenue and market penetration. Targeting international markets and developing new treatments offer potential revenue diversification and growth opportunities.
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US$8.42
FV
53.2% undervalued
intrinsic discount
27.67%
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
13 days ago
author updated this narrative
Capricorn Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Egypt Concessions And North Sea Assets Will Create Mixed Outcomes
Key Takeaways Extended concession agreements in Egypt could unlock reserves, improve production, and drive future revenue growth. Acquiring high-value assets in the U.K. North Sea without liabilities offers revenue diversification and incremental earnings opportunities.
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UK£3.31
FV
34.7% undervalued
intrinsic discount
0.94%
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
13 days ago
author updated this narrative
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