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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
22
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% 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
84
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
11
users have followed this narrative
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Bytes Technology Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In AI And Cloud Expansion Will Drive Future Growth
Key Takeaways Strategic investment in AI and cloud technologies positions Bytes Technology Group for significant revenue growth as demand increases. Expansion in cybersecurity offerings aims to capture market share, benefiting from higher-margin services to enhance net margins.
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UK£4.95
FV
26.7% undervalued
intrinsic discount
7.92%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
7 days ago
author updated this narrative
First National Financial
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Bank Of Canada Cuts And CMHC Support Will Sustain Demand
Key Takeaways Revenue growth is bolstered by increased mortgage originations from government incentives and rate cuts, particularly in high-cost urban areas. Technology upgrades entail initial costs but promise long-term efficiency and margin improvements.
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CA$48.00
FV
0.4% overvalued
intrinsic discount
23.76%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
Enel Américas
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Investments In Grids And Renewables Will Improve Future Prospects
Key Takeaways Increasing investment in grids and expanding renewable capacity could enhance network resilience, service quality, and revenue growth. Debt reduction through asset sales and strategic focus on Brazil could improve financial stability, net margins, and earnings.
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CL$110.54
FV
12.4% undervalued
intrinsic discount
2.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
Allos
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Integration With SAP Will Boost Operational Efficiency And Cut Costs
Key Takeaways Integration with SAP is set to boost operational efficiency and net margins, alongside sustainability-driven revenue increases from new EV charging spots. Strengthened by expanded media initiatives and loyalty programs, Allos's revenue growth will be supported by shareholder returns via buybacks and dividends.
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R$27.81
FV
21.1% undervalued
intrinsic discount
2.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
7 days ago
author updated this narrative
Archean Chemical Industries
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion Into Semiconductors And Bromine Derivatives Will Strengthen Future Prospects
Key Takeaways Strategic investments in semiconductors and bromine derivatives are anticipated to drive significant long-term revenue opportunities and increased profit contributions. Diversification through acquired units and renewable energy investments positions the company for growth and improved margins amid challenging conditions.
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₹681.43
FV
7.9% undervalued
intrinsic discount
33.14%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
7 days ago
author updated this narrative
Orthex Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Our European Expansion And Sustainability Efforts Will Make Us The Leading Storage Brand
Key Takeaways Strategic focus on European expansion and new product innovation may drive revenue and improve margins. Investments in sustainability and strengthened retail presence could enhance brand value and attract more consumers.
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€5.70
FV
20.9% undervalued
intrinsic discount
4.57%
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
7 days ago
author updated this narrative
Surgical Science Sweden
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Subscription Model With Intuitive And Asian Expansion Will Strengthen Future Prospects
Key Takeaways Strategic expansion into Asia and implementing a subscription-based model for recurring revenue could drive significant growth in revenue and net margins. Acquisitions and enhanced R&D and sales capabilities could position the company as a market leader with opportunities for synergistic revenue growth.
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SEK 182.00
FV
24.2% undervalued
intrinsic discount
21.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
7 days ago
author updated this narrative
Compugen
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Partnerships With AstraZeneca And Gilead Will Open New Market Opportunities
Key Takeaways Strategic collaborations with major pharmaceutical companies could significantly boost Compugen’s future revenue through milestone payments and potential royalties. Developing innovative treatments like COM701 and COM902 could open lucrative market opportunities and enhance revenue if they prove clinically successful.
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US$5.50
FV
73.5% undervalued
intrinsic discount
10.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
7 days ago
author updated this narrative
Canacol Energy
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Magdalena And Bolivia Drilling Will Unlock Future Potential
Key Takeaways Strategic drilling and capital investments aim to enhance revenue growth, reserves, and long-term production stability. Reducing debt with free cash flow management is expected to boost net margins and financial health.
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CA$3.58
FV
42.8% undervalued
intrinsic discount
-5.36%
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
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