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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
23
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% 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
86
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
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
12
users have followed this narrative
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Marui Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Leveraging Retail And FinTech Synergy Will Capture New Growth Areas In The Individual Interests Economy
Key Takeaways Marui Group aims to enhance revenue growth by expanding premium Epos Card offerings and leveraging retail-FinTech synergies for profitability. Innovative ventures and efficient space utilization strategies are expected to diversify income sources and improve long-term earnings and profit margins.
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JP¥3.23k
FV
1.8% undervalued
intrinsic discount
7.19%
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
8 days ago
author updated this narrative
DFDS
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Advancing Mediterranean And Logistics Projects Will Unlock Future Value
Key Takeaways Strategic acquisitions and network initiatives, including Mediterranean competitive improvements and Logistics Boost, aim to drive organic growth and revenue by 2025. Efforts to deleverage and optimize the balance sheet through asset disposals and pricing strategies enhance financial stability and future margins.
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DKK 128.20
FV
6.2% undervalued
intrinsic discount
4.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
8 days ago
author updated this narrative
Van Elle Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
UK Energy And Housing Trends Will Reinvigorate Infrastructure Markets
Key Takeaways Strong positioning in energy and public infrastructure, coupled with specialist acquisitions, drives margin expansion and long-term revenue visibility across diverse markets. Recovery in housing construction and focus on operational efficiency enhance earnings growth, capital returns, and risk diversification.
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UK£0.57
FV
29.4% undervalued
intrinsic discount
6.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
8 days ago
author updated this narrative
Jubilee Metals Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Zambia Waste And South Africa Chrome Projects Will Boost Mining
Key Takeaways Expanding waste projects and strategic investments in Zambia signal potential future revenue growth and increased copper production capacity. Chrome operations in South Africa and PGM processing initiatives suggest further margin improvement and enhanced profitability opportunities.
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UK£0.09
FV
68.9% undervalued
intrinsic discount
19.62%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
8 days ago
author updated this narrative
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Crop Diversification And Ethanol Demand Will Strengthen Stability Amid Market Risks
Key Takeaways Diversifying crop portfolio and strategic real estate ventures are expected to stabilize revenues and drive future earnings growth. Rising ethanol demand and operational efficiencies in sugarcane cultivation likely enhance net margins and boost revenue.
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R$29.00
FV
29.8% undervalued
intrinsic discount
3.56%
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
8 days ago
author updated this narrative
Zotefoams
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Vietnam, US And UK Investments Will Reshape Our Future
Key Takeaways Strategic investments in the U.S. and Vietnam aim to boost capacity and revenue, particularly in high-performance polymers and footwear markets. Focus on innovation and fiscal discipline supports long-term revenue growth and improved margins, along with reduced debt for reinvestment.
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UK£5.48
FV
31.1% undervalued
intrinsic discount
5.27%
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
8 days ago
author updated this narrative
Cliq Digital
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Fit For Future Program Will Improve Profitability Through Cost Efficiency And Digital Expansion
Key Takeaways Fit for Future program and balanced marketing spend aim to enhance cost efficiency and profitability, potentially improving net margins and earnings. Diversification of sales channels and digital products, along with leveraging customer data, is expected to drive customer acquisition, revenue growth, and broaden the customer base.
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€8.00
FV
59.8% undervalued
intrinsic discount
0.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
8 days ago
author updated this narrative
Tracsis
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Rail Technology Investments And International Diversification Will Drive Success
Key Takeaways Tracsis seeks to grow recurring software and transactional revenues, especially in Rail Technology, for future growth. Strategic acquisitions and R&D investments aim to expand market reach and improve productivity, potentially enhancing earnings and margins.
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UK£6.95
FV
43.9% undervalued
intrinsic discount
1.52%
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
8 days ago
author updated this narrative
RateGain Travel Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Investments In AI And New Products Like Demand Booster Will Improve Operational Efficiencies And Client Offerings
Key Takeaways Strategic partnerships and AI-driven solutions are set to drive revenue growth, enhancing operational efficiency and expanding client services. New products and increased marketing resources aim to optimize client ad spending and accelerate revenue growth.
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₹549.75
FV
20.1% undervalued
intrinsic discount
12.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
8 days ago
author updated this narrative
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