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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
25
users have liked this narrative
7
users have commented on this narrative
56
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
88
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
20.8% 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
13
users have followed this narrative
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Mr Price Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Profitable Market Share Gains And Supply Chain Innovations Propel Retail Earnings
Key Takeaways Focus on strategic market share gains has improved gross profit margins, potentially enhancing net margins. Expansion and supply chain initiatives could drive revenue growth and improve operational efficiency.
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R313.15
FV
33.8% undervalued
intrinsic discount
7.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
1 day ago
author updated this narrative
Tate & Lyle
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integrating CP Kelco And Partnering With Manus Will Drive Growth And Enhance Profitability
Key Takeaways Expansion through CP Kelco enhances specialty solutions, driving revenue growth and improving profitability via anticipated cost synergies and EBITDA margin uplift. Strong cash flow and disciplined financial management fuel share buybacks, increasing EPS, while innovation drives new revenue streams and strengthens market position.
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UK£7.28
FV
26.3% undervalued
intrinsic discount
10.07%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
1 day ago
author updated this narrative
Syngene International
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Dedicated Peptide Lab And Global Facilities Will Unlock Biopharma Potential
Key Takeaways Expansion in biologics, digitalization, and new manufacturing assets enhances revenue growth, margin improvement, and market share in both Indian and US markets. Deep industry partnerships, outsourcing trends, and regulatory credibility ensure sustained growth momentum, robust client wins, and long-term business stability.
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₹722.22
FV
9.3% undervalued
intrinsic discount
13.96%
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
1 day ago
author updated this narrative
Nikon
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquisition Of RED And Growth In Cell Therapy Propel Revenue And Margins In Imaging And Healthcare
Key Takeaways Nikon's acquisition of RED enhances its video strategy, potentially boosting revenue in the Imaging Products Business. Nikon's pivot in the CDMO business, focusing on cell therapy, may solidify new revenue streams in the Healthcare sector.
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JP¥1.43k
FV
2.4% undervalued
intrinsic discount
2.15%
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
1 day ago
author updated this narrative
Embassy Office Parks REIT
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Shrinking Margins And Overvaluation Will Haunt Indian Offices
Key Takeaways Strong demand from multinational tenants and limited premium office supply support expectations of robust rental growth, stable occupancy, and margin expansion for Embassy. Market confidence is underpinned by sector formalization, institutional investment, and Embassy's sustainability focus, driving superior earnings prospects and higher valuations.
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₹427.65
FV
10.7% undervalued
intrinsic discount
12.50%
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
1 day ago
author updated this narrative
Contact Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Ongoing Renewable Energy Projects Will Expand Future Capacity And Revenue
Key Takeaways Investments in renewable projects and strategic acquisitions will boost capacity, market position, and earnings growth through operational synergies and economies of scale. Long-term deals and innovative retail offerings aim to secure stable revenue and improve profit margins by enhancing customer engagement and energy efficiency.
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NZ$10.15
FV
9.8% undervalued
intrinsic discount
-0.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
25
users have followed this narrative
1 day ago
author updated this narrative
Nomura Real Estate Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Tokyo 23 Wards Developments And Overseas Ventures Will Ignite Progress
Key Takeaways Focus on urban land banking, senior housing, and redevelopment projects supports stable revenues, margin resilience, and premium asset growth. Overseas expansion and growth in fee-based management businesses diversify risk and drive long-term earnings and margin improvement.
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JP¥969.33
FV
5.3% undervalued
intrinsic discount
8.08%
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
1 day ago
author updated this narrative
Getinge
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Advanced Digital Health And Infection Control Will Drive Future Markets
Key Takeaways Strong demand in core healthcare segments and increasing digital adoption support resilient revenue streams and margin improvement. Strategic acquisitions and operational efficiencies broaden product offerings and global presence, driving sustained top-line growth and profitability.
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SEK 233.33
FV
16.5% undervalued
intrinsic discount
4.80%
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
1 day ago
author updated this narrative
NKT
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
SolidAl Integration And High-Voltage Investments Will Expand Future Capabilities
Key Takeaways Expansion in the Solutions segment and acquisition integration are poised to enhance revenue and margins, driven by a high-voltage backlog and improved production capabilities. Sustainability efforts and investments in high-voltage facilities solidify market positioning and aim to boost future revenue capacity and efficiency.
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DKK 599.51
FV
7.6% undervalued
intrinsic discount
7.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
1 day ago
author updated this narrative
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