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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
67
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
35
users have liked this narrative
6
users have commented on this narrative
94
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
15
users have followed this narrative
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Carlyle Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Products And Partnerships Will Strengthen Global Wealth Segment
Key Takeaways Strategic expansion in Global Credit and Investment Solutions drives robust revenue, while investment diversification boosts future margins. Share buybacks and Global Wealth growth strengthen EPS and revenue through capital returns and increased management fees.
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US$65.88
FV
5.5% undervalued
intrinsic discount
-5.41%
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
Updated
narrative
Bumble
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Investments In Safety Features And AI Tools Will Improve User Engagement
Key Takeaways Focused strategy on user engagement and safety features aims to enhance user retention, boosting conversion rates and revenue growth. Streamlining resources towards core offerings and optimizing monetization strategies supports operational efficiency and improved earnings potential.
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US$6.22
FV
1.6% overvalued
intrinsic discount
-4.48%
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
12 days ago
author updated this narrative
Guaranty Trust Holding
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
HabariPay And East Africa Expansion Will Bring Opportunities And Risks
Key Takeaways Strategic capital raising and regional expansion initiatives are poised to enhance earnings growth through investment and market penetration. A diversified earnings base and improved loan portfolio offer stability and potential for enhanced profitability.
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₦83.61
FV
19.6% overvalued
intrinsic discount
20.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
12 days ago
author updated this narrative
BigBear.ai Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
International Expansion And Alliances Will Shape Our Future
Key Takeaways Strategic focus on international expansion and regional partnerships aims to boost revenue and global presence through successful pilots and enduring programs. Targeting defense and security sectors, alongside AI-driven solutions and acquisitions, could support sustainable growth and improved margins.
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US$5.83
FV
22.4% overvalued
intrinsic discount
9.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
153
users have followed this narrative
12 days ago
author updated this narrative
KB Home
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Faster Homes And Vegas Land Buys Will Yield Mixed Results
Key Takeaways Improved build times and strategic land acquisitions enhance sales opportunities and revenue, while efficient inventory management bolsters net margins. Focus on pricing strategy and cost management drives demand and boosts gross margins, supporting shareholder value through strategic capital returns.
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US$62.00
FV
3.9% 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
11
users have followed this narrative
12 days ago
author updated this narrative
Asana
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
The Launch Of AI Studio Will Accelerate Multiproduct Transformation And Market Reach
Key Takeaways AI Studio's anticipated adoption is expected to drive revenue growth and support Asana's transformation into a multiproduct company amidst macroeconomic challenges. Operational efficiency measures and strategic pricing are aimed at improving profitability and driving increased market reach and adoption of AI Studio.
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US$16.42
FV
17.5% undervalued
intrinsic discount
9.39%
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
12 days ago
author updated this narrative
InnoCare Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Orelabrutinib Commercialization And ADC Pipeline Will Open New Markets
Key Takeaways Strong progress in drug commercialization and pipeline development suggests significant potential for future revenue growth and enhanced earnings. Strategic global expansion and innovative therapies aim to improve net margins and drive long-term revenue stability.
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HK$13.51
FV
29.0% overvalued
intrinsic discount
31.49%
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
12 days ago
author updated this narrative
RENK Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
European Defense Budgets And NXP R&D Will Unlock Future Opportunities
Key Takeaways Increased European defense budgets could boost RENK Group's revenue through new and expanded contracts. RENK's R&D efforts and collaborations may drive innovation, resulting in new revenue streams and long-term earnings growth.
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€69.24
FV
11.6% undervalued
intrinsic discount
18.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
12 days ago
author updated this narrative
Akeso
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Cadonilimab And Ivonescimab Trials Will Broaden Market Access
Key Takeaways Akeso's strategic focus on bispecific antibodies and NRDL inclusion could drive significant revenue growth and expand market access. Collaborations and a robust R&D pipeline signal long-term growth and potential market expansion, bolstering future earnings and global positioning.
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HK$118.36
FV
35.5% overvalued
intrinsic discount
56.67%
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
12 days ago
author updated this narrative
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