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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
58
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
33
users have liked this narrative
6
users have commented on this narrative
89
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
14
users have followed this narrative
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Synthomer
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Sustainable Specialty Polymers Will Unlock New Global Opportunities
Key Takeaways Focus on specialty polymers, cost-reduction, and global diversification positions Synthomer to achieve better margins, stable earnings, and long-term growth in sustainable markets. Expansion into eco-friendly products and high-growth regions leverages regulatory trends and urbanization, supporting multi-year revenue and margin improvement.
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UK£1.57
FV
60.6% undervalued
intrinsic discount
4.19%
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
Updated
narrative
Inter Cars
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
International Expansion And Automation Investments Will Strengthen Market Position In Europe's Automotive Aftermarket
Key Takeaways Inter Cars' significant sales growth and market consolidation in Europe suggest successful organic expansion, enhancing future revenue prospects. Strategic investments in automation and international expansion could optimize processes, increase market share, and improve overall earnings.
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zł664.48
FV
13.6% undervalued
intrinsic discount
9.50%
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
about 20 hours ago
author updated this narrative
IRB-Brasil Resseguros
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Risk Management And ESG Integration Will Support Stability Amid Revenue Decline
Key Takeaways Advanced risk management and actuarial processes are expected to improve underwriting decisions, enhancing financial stability and net margins. Strategic focus on Non-Life international expansion and improved capital allocation is likely to drive premium growth, profitability, and overall earnings.
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R$52.57
FV
11.8% undervalued
intrinsic discount
-6.47%
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
9 days ago
author updated this narrative
RHI Magnesita
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
US Production And Recycling Will Unlock Future Opportunities
Key Takeaways Investment in local capacity, recycling, and cost optimization strengthens market position, increases margins, and reduces exposure to supply chain and raw material risks. Circular economy leadership and delayed industrial projects support revenue growth, while global trends in infrastructure drive long-term demand for the company's products.
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UK£35.70
FV
37.0% undervalued
intrinsic discount
2.75%
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
Updated
narrative
Service Properties Trust
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Rising Labor Costs And Inflation Will Squeeze Hotel Margins
Key Takeaways Rising costs, subdued business travel, and heavy tenant concentration are constraining earnings growth and margin expansion for SVC's hotel portfolio. Required property upgrades, high leverage, and limited financial flexibility threaten long-term cash flow and resilience against sector headwinds.
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US$2.50
FV
8.8% undervalued
intrinsic discount
-6.89%
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
about 18 hours ago
author updated this narrative
Banco BBVA Argentina
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Argentina's Expected 55% GDP Growth Will Open Up Banking Opportunities
Key Takeaways Economic recovery in Argentina and digital shifts enhance BBVA Argentina's revenue and net margins through increased banking demand and operational efficiency. Strategic focus on market share and asset quality, along with treasury management, stabilizes net interest margins and boosts profitability.
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AR$10.02k
FV
26.9% undervalued
intrinsic discount
18.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
23 days ago
author updated this narrative
Iluka Resources
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
Key Takeaways Strategic investments in rare earths and zircon projects enhance Iluka's growth prospects amid high demand and supply constraints, boosting revenue potential. Cost optimization and favorable tariff conditions improve Iluka's net margins, increase demand for titanium products, and support financial stability.
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AU$6.02
FV
0.2% undervalued
intrinsic discount
8.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
44
users have followed this narrative
11 days ago
author updated this narrative
Bank Polska Kasa Opieki
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Falling Interest Rates And Rising Costs Will Pressure Margins
Key Takeaways Vulnerability to decreasing interest rates may negatively impact earnings, necessitating adjustments in Bank Polska Kasa Opieki's rate strategy. Emphasis on online platforms requires costly IT investments, potentially pressuring operating costs and margins.
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zł206.88
FV
7.4% overvalued
intrinsic discount
3.45%
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
11 days ago
author updated this narrative
boohoo group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital-first Model Will Yield Cost Savings And Streamlined Operations
Key Takeaways The digital marketplace model's expansion and cost-cutting measures enhance future revenue, profitability, and net margins across brands. Leadership changes and strategic initiatives pave the way for market expansion, operational efficiency, and improved shareholder perception.
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UK£0.25
FV
36.6% undervalued
intrinsic discount
-3.54%
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
Updated
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