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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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Aroundtown
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Hotel And Office Conversions Will Drive Future Resilience
Key Takeaways Strategic actions have strengthened financial position, reducing future costs and enhancing liquidity, which could improve net margins. Diversified asset focus on residential and hotel portfolios supports demand, boosting revenue growth and potentially improving net income.
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€2.90
FV
14.4% overvalued
intrinsic discount
2.09%
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
9 days ago
author updated this narrative
Instalco
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Smart Building Services And Digital Automation Will Boost Germany Expansion
Key Takeaways Growing focus on service, maintenance, and smart building technology drives higher-margin recurring revenues and positions Instalco for future market shifts. Expansion into Germany and operational efficiency initiatives open new growth channels while supporting cost control and improved profitability.
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SEK 40.50
FV
34.3% undervalued
intrinsic discount
5.24%
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 23 hours ago
author updated this narrative
GRP
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Sustainable Materials And Renewable Energy Will Empower Future Success
Key Takeaways Expansion into sustainable materials and advanced eco-friendly technologies is improving margins and aligning with rising demand for green auto components. Investments in renewable energy, process automation, and circular recycling businesses are driving cost efficiencies and diversifying revenue streams for greater stability.
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₹3.48k
FV
40.9% undervalued
intrinsic discount
26.13%
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
about 23 hours ago
author updated this narrative
Yubico
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Global Expansion And Partnerships With Okta And Microsoft Will Strengthen Future Market Position
Key Takeaways Opportunities in existing and new markets could boost revenue through expansion and strategic partnerships, enhancing market share and positioning. Strong financial health and high gross margins support strategic investments and potential earnings growth.
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SEK 202.50
FV
31.5% undervalued
intrinsic discount
15.88%
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
about 23 hours ago
author updated this narrative
Resolute Mining
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
De-dollarization And West African Urbanization Will Unlock Robust Gold Demand
Key Takeaways Expansion in West Africa and operational improvements position Resolute for stronger margins, higher profitability, and more predictable earnings amid favorable gold market conditions. Disciplined capital allocation and a robust financial position enhance the company's ability to withstand market volatility and support long-term shareholder value.
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AU$1.13
FV
40.2% undervalued
intrinsic discount
2.29%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
about 23 hours ago
author updated this narrative
Wilh. Wilhelmsen Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion In Maritime Services And New Energy Will Drive Future Opportunities
Key Takeaways Strategic expansion in Maritime Services and New Energy could drive revenue growth, supported by strong contracts and market performance. Solid balance sheet and increased ownership in key investments bolster stability and potential earnings growth.
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NOK 628.05
FV
20.9% undervalued
intrinsic discount
2.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
about 23 hours ago
author updated this narrative
Glanbia
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Transformation And Supply Chain Efficiencies Will Deliver $50 Million Savings By 2027
Key Takeaways Glanbia's strategic transformation and segmentation efforts are expected to drive revenue growth and improve profit margins through specialization in high-growth markets. Strategic capital allocation, including brand divestments and acquisitions, aims to enhance focus on core high-margin products and expand the natural flavors market.
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€16.18
FV
23.8% undervalued
intrinsic discount
3.36%
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
about 23 hours ago
author updated this narrative
Smiths News
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Securing Publisher Revenues Will Provide Stability Until 2029, But Declining News Industry Will Pose Future Risks
Key Takeaways Long-term revenue stability achieved by securing major publisher revenues until the end of the decade. Strategic growth initiatives in early morning services and recycling are expected to boost future earnings and profitability.
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UK£0.85
FV
33.2% undervalued
intrinsic discount
-5.65%
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 23 hours ago
author updated this narrative
G8 Education
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Government Investment In Kindergarten Programs Will Drive Higher Occupancy Rates
Key Takeaways Planned optimizations, including exiting underperforming centers and boosting employee retention, aim to improve operating margins and net profit. Increased revenue is anticipated from inflationary fee rises and government investments, with sustainability-linked debt refinancing enhancing financial flexibility.
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AU$1.36
FV
30.4% undervalued
intrinsic discount
3.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
about 23 hours ago
author updated this narrative
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