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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
6
users have commented on this narrative
48
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
5
users have commented on this narrative
76
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
19.2% 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
8
users have followed this narrative
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Shine Justice
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Strong Pipeline Of US Class Actions Poised To Drive Future Success
Key Takeaways The company's strategic focus on personal injury and class actions may boost revenue and margins through effective resource allocation. Transitioning to a portfolio-based funding approach for class actions could enhance future earnings and cash flow significantly.
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AU$0.81
FV
19.8% undervalued
intrinsic discount
4.29%
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
7 days ago
author updated this narrative
DGL Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
ERP Integration And Manufacturing Expansion Will Improve Operational Efficiency
Key Takeaways DGL is enhancing operational efficiency through ERP integration, asset optimization, and logistics software upgrades to improve margins and earnings. Expansion in crop protection, automotive, and environmental divisions aims to drive revenue and market share growth.
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AU$0.45
FV
11.2% undervalued
intrinsic discount
4.16%
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
7 days ago
author updated this narrative
EMBL
Embla Medical hf
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Portfolio Expansion And Reimbursement Coverage Will Strengthen Medtech Future
Key Takeaways Product innovation, strategic acquisitions, and expanded reimbursement coverage position Embla Medical for long-term revenue growth and increased market share in advanced medical devices. Efficiency improvements, operating leverage, and rebranding are expected to enhance margins, earnings growth, and profitability despite near-term external challenges.
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DKK 34.28
FV
12.8% undervalued
intrinsic discount
9.04%
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
7 days ago
author updated this narrative
Air New Zealand
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Trials For Onboard Wi-Fi And Fleet Upgrades Will Improve Customer Experience
Key Takeaways Strategic initiatives in digital enhancements, aircraft retrofitting, and infrastructure investments aim to boost revenue, improve margins, and enhance operational reliability. Confidence in long-term profitability is demonstrated by a buyback program, indicating potential undervaluation and shareholder value enhancement.
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NZ$0.71
FV
18.8% undervalued
intrinsic discount
3.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
7 days ago
author updated this narrative
Ströer SE KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Out-of-Home Advertising And Data Integration Will Expand Market Reach
Key Takeaways Strategic focus on leveraging existing infrastructure and digital advancements is boosting margins and free cash flow through reduced capital expenditure. Strong positioning in the German advertising market and growing DOOH segment drive revenue growth and potential margin improvements.
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€69.39
FV
32.0% undervalued
intrinsic discount
6.88%
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
7 days ago
author updated this narrative
Advance Residence Investment
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Property Reinvestments And Unit Remodels Will Secure Future Market Strength
Key Takeaways Remodeling investments and rising urban demand could enhance profitability, margins, and long-term earnings through improved rent rates and revenue growth potential. Strategic financial management, property reinvestment, and investor base expansion are designed to enhance liquidity, capital efficiency, and earnings stability.
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JP¥160.69k
FV
0.2% overvalued
intrinsic discount
0.75%
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
7 days ago
author updated this narrative
Triveni Turbine
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
CO2-based Energy Storage System Will Open New Revenue Streams In Renewable Energy Market
Key Takeaways Record order book and international demand in renewable energy suggest potential revenue growth from new markets and applications. Diversification in products, digital integration, and strategic collaborations may enhance margins and earnings through innovation and efficiency.
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₹726.67
FV
27.1% undervalued
intrinsic discount
13.95%
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
7 days ago
author updated this narrative
CEWE Stiftung KGaA
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Investments In Photofinishing And Marketing Will Attract Customers Despite Margin Challenges
Key Takeaways CEWE's focus on premiumization and marketing, including Christmas campaigns, is expected to drive revenue growth and enhance future revenue streams. Strategic expansions in production and new product innovations are likely to improve margins, engagement, and support ongoing growth in Europe.
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€139.00
FV
28.6% undervalued
intrinsic discount
3.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
Standard Chartered
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Fit For Growth Program Will Improve Efficiencies And Margins By 2026
Key Takeaways Strategic partnerships in infrastructure and renewable energy position Standard Chartered to benefit from global sustainability trends, potentially boosting revenue and enhancing earnings. Investment focus on affluent client segments in Wealth and Retail Banking is targeted for substantial income growth, positively influencing overall earnings.
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UK£13.00
FV
5.5% overvalued
intrinsic discount
4.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
7 days ago
author updated this narrative
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