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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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
32
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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Anupam Rasayan India
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Pharma And Polymer Segments To Drive Future Success
Key Takeaways Pharma and Polymer growth, energy cost cuts, and a robust pipeline with new molecules will drive future revenue growth and improve net margins. Strengthened fluorination chemistry portfolio targets Japan and U.S. partnerships, boosting international sales and earnings significantly.
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₹795.43
FV
40.9% overvalued
intrinsic discount
26.48%
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
about 18 hours ago
author updated this narrative
S4 Capital
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Restructuring, AI Services And NVIDIA Partnership Will Transform Operations
Key Takeaways Restructuring efforts and improved operational efficiency aim to boost margins and drive increased profitability for S4 Capital. AI-driven services and strategic client wins enhance revenue growth through innovation and expanded market engagements.
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UK£0.39
FV
45.4% undervalued
intrinsic discount
-2.87%
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
about 18 hours ago
author updated this narrative
TFI International
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Cross-Border Freight And Digital Efficiency Will Drive Long-term Value
Key Takeaways Expansion in North American freight and operations efficiency initiatives are expected to enhance growth, margins, and free cash flow as economic conditions improve. Regained high-margin clients and disciplined capital use position the company for long-term earnings gains and strategic consolidation opportunities.
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CA$136.15
FV
12.6% undervalued
intrinsic discount
3.57%
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
about 17 hours ago
author updated this narrative
Haivision Systems
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Transition To Manufacturing And Defense Tech Investments Will Drive Future Opportunities
Key Takeaways Transitioning to a manufacturer enables focus on high-margin proprietary business, enhancing future revenue growth and positioning in the 5G market. Strategic partnerships and AI investments boost defense sector presence, while U.S. Navy contracts and product pipelines promise long-term revenue growth.
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CA$4.96
FV
2.7% undervalued
intrinsic discount
10.90%
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
about 18 hours ago
author updated this narrative
Select Harvests
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Carina West Expansion Will Increase Processing Capacity To 40,000 Tonnes
Key Takeaways Strengthened balance sheet and strategic investments could improve net margins and reduce interest expenses amid cost management initiatives. Anticipated almond price increases and expanded processing capacity may boost revenues and enable greater economies of scale.
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AU$5.14
FV
28.8% undervalued
intrinsic discount
3.30%
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
about 18 hours ago
author updated this narrative
Region Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Tenant Remixing And Sustainability Initiatives Will Strengthen Future Operations
Key Takeaways Tenant mix strategy focusing on nondiscretionary essentials and capital recycling are expected to drive revenue and earnings growth. Sustainable investments and technology improvements aim to enhance net margins and earnings predictability through cost efficiencies and stable financial management.
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AU$2.42
FV
2.4% undervalued
intrinsic discount
6.26%
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 18 hours ago
author updated this narrative
BGEO
Lion Finance Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Ameriabank Acquisition Will Expand Digital Banking In Georgia And Armenia, Reducing Costs And Improving Customer Engagement
Key Takeaways Expansion into Armenia and digital banking solutions are expected to drive growth, increase revenue, and improve margins. Favorable economic conditions, digitalization of products, and disciplined capital return policy are set to enhance profits and shareholder value.
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UK£73.70
FV
6.9% overvalued
intrinsic discount
12.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
about 18 hours ago
author updated this narrative
Stealth Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Product Launches And Digital Initiatives Will Boost Market Share In Fragmented Industry
Key Takeaways Expansion via new product launches and customer acquisitions is set to boost Stealth Group's market share in its large, fragmented industry. Digitalization and enhanced exclusive product offerings are improving the company's margins and operational efficiencies, driving earnings growth.
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AU$1.23
FV
45.5% undervalued
intrinsic discount
26.79%
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
about 18 hours ago
author updated this narrative
CreditAccess Grameen
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Rural Incomes And Government Focus Will Expand Microfinance Market
Key Takeaways Strong rural demand, digital investments, and retail finance expansion drive revenue growth, efficiency gains, and loan book diversification. Improved funding access and asset quality normalization support stable margins and earnings growth amidst favorable macroeconomic conditions.
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₹1.33k
FV
6.7% undervalued
intrinsic discount
55.86%
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
about 18 hours ago
author updated this narrative
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