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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
42
users have followed this narrative
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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
65
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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Rainbow Children's Medicare
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Expansion Into Tier Two And Three Markets Will Improve Healthcare
Key Takeaways Expansion into smaller cities and a focus on advancing specialties position the company for long-term growth and margin improvement. Rising insurance penetration, asset-light execution, and technological integration support stable cash flow and operational efficiency.
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₹1.69k
FV
12.0% undervalued
intrinsic discount
18.11%
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
Ventia Services Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
New Contracts With Telstra And Defense Will Provide Future Revenue Stability
Key Takeaways Strategic contract wins, including with Telstra and in firefighting, improve revenue stability and visibility into future earnings growth. Diversification across sectors and focus on high-margin infrastructure services position Ventia well for sustained growth and stronger EBITDA margins.
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AU$4.99
FV
4.6% overvalued
intrinsic discount
5.48%
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
6 days ago
author updated this narrative
Archer
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Acquisitions Of Wellbore Fishing & Rental Tools And Iceland Drilling Will Strengthen Earnings
Key Takeaways Strategic acquisitions and increased ownership are set to enhance revenue, net margins, and financial consolidation, supported by strong investor confidence. Projected revenue growth and reduced leverage could improve earnings, interest costs, and support future dividend distribution plans.
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NOK 38.67
FV
36.0% undervalued
intrinsic discount
12.03%
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
6 days ago
author updated this narrative
Arvind
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
India And UK Shifts Will Expand Global Market Access
Key Takeaways Robust international demand, capacity expansion, and trade agreements are set to drive revenue growth and margin improvement for Arvind. Strategic focus on high-margin segments, automation, and sustainability is accelerating earnings stability and access to premium markets.
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₹430.80
FV
28.2% undervalued
intrinsic discount
12.07%
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
6 days ago
author updated this narrative
NPK International
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Shift To High-Value Rentals Will Strengthen Customer Relationships
Key Takeaways Geographic expansion and fleet investment in high-return rental business aim to enhance revenue and operational leverage by servicing major infrastructure projects. Strategic focus on high-value rental opportunities and composite matting solutions is expected to improve sales mix, net margins, and gross margin growth.
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US$11.25
FV
21.0% undervalued
intrinsic discount
8.18%
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
6 days ago
author updated this narrative
GMM Pfaudler
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Diversification Into Oil, Gas, And Semiconductors Will Strengthen Future Outlook
Key Takeaways Diversifying into new segments is set to drive revenue growth and decrease dependence on chemical and pharma sectors. Cost optimization and international expansion aim to enhance margins through increased efficiency and reduced expenses.
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₹2.10k
FV
37.6% undervalued
intrinsic discount
8.45%
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
6 days ago
author updated this narrative
Saregama India
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into Live Events And New Content Will Support Future Success
Key Takeaways Transition from free to paid streaming may boost revenue as remaining users shift to paid subscriptions. Strategic content diversification into new music trends and international collaborations is set to drive revenue growth by engaging younger demographics.
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₹592.00
FV
17.8% undervalued
intrinsic discount
9.52%
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
Neuland Laboratories
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Enhancing Peptide Capacity Will Tap Into Expanding Market For Peptide Therapies
Key Takeaways Strategic investments in capital expenditure and peptide capacity aim to boost future revenues, profitability, and operational margins. Focus on high-value and complex chemistry positions Neuland for higher-margin opportunities and revenue growth from FY '26 onwards.
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₹16.01k
FV
20.0% undervalued
intrinsic discount
24.57%
Revenue growth p.a.
Set Fair Value
1
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
Aussie Broadband
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Fibre Expansion And Symbio Acquisition Will Strengthen Future Market Position
Key Takeaways Expansion of the Aussie Fibre network and Symbio acquisition are poised to enhance revenue, margins, and diversify income through cost efficiencies and high-margin services. Technological investments and strong capital management support operational efficiencies, shareholder value, and growth in high-speed broadband connections.
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AU$4.54
FV
1.3% overvalued
intrinsic discount
9.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
6 days ago
author updated this narrative
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