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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
20
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
28
users have liked this narrative
5
users have commented on this narrative
77
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
10
users have followed this narrative
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Mips
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
European Expansion And Product Launches Will Drive Market Presence
Key Takeaways Solid organic growth in Europe and strategic Moto expansion could boost Mips' market share and revenue, despite tariff challenges. Product innovation in the Safety category is driving substantial demand and revenue growth, reinforcing its competitive market position.
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SEK 556.00
FV
26.7% undervalued
intrinsic discount
27.75%
Revenue growth p.a.
Set Fair Value
1
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
Fevertree Drinks
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Reshoring Partnership Will Improve U S Operational Efficiency
Key Takeaways Strategic partnership with Molson Coors boosts revenue, reduces volatility, and strengthens balance sheet, optimizing U.S. operational efficiencies and supply chain. Innovation pipeline and share buyback program drive revenue growth and shareholder returns, expanding product portfolio and indicating future earnings potential.
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UK£8.92
FV
5.9% overvalued
intrinsic discount
7.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
7 days ago
author updated this narrative
Attendo
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Demand Shifts Will Expand Elderly Care Capacity In Scandinavia
Key Takeaways Accelerated capacity expansion, regulatory tailwinds, and strong brand positioning are driving sustained revenue growth, market share gains, and higher contract win rates. Ongoing efficiency initiatives and increased financial flexibility are supporting margin improvements, strategic investments, and stable long-term earnings.
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SEK 75.00
FV
8.1% undervalued
intrinsic discount
2.31%
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
7 days ago
author updated this narrative
Pharma Mar
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
ZEPZELCA's EMA Submission Will Broaden Cancer Treatment Availability In Europe
Key Takeaways Successful approval of ZEPZELCA in Europe and new markets could significantly boost PharmaMar’s future revenues, leveraging positive trial results. PharmaMar's strong cash position and robust pipeline support reinvestment and potential long-term revenue growth, with a stable cost structure enhancing margins.
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€104.60
FV
25.7% undervalued
intrinsic discount
40.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this narrative
Südzucker
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expected Sugar Market Shift And Positive Fruit Trends May Improve Future Margins
Key Takeaways Sugar market deficit could increase prices, benefiting Südzucker's revenue and margins long-term. EU-Mercosur agreement introduces gradual competitive pressures, allowing strategic adaptation to protect net margins.
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€11.06
FV
10.0% undervalued
intrinsic discount
1.14%
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
Sea1 Offshore
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Viking Deals And Offshore Builds Will Boost Fleet Amid Risks
Key Takeaways Revenue growth is anticipated through new agreements, vessel expansions, and positive market forecasts in the subsea vessel segment. Strong contract backlog and asset sales contribute to stable cash flows and enhanced profitability.
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NOK 30.90
FV
8.3% undervalued
intrinsic discount
-5.11%
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
7 days ago
author updated this narrative
TCI Express
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expanding Air Express And Multimodal Services Will Boost Customer Reach And Service Levels
Key Takeaways Expansion of delivery networks and multimodal services aims to diversify revenue streams and improve margins through higher-margin offerings. Investments in automation and IT infrastructure, supported by government initiatives, are set to enhance operational efficiency and reduce costs.
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₹838.45
FV
20.7% undervalued
intrinsic discount
7.92%
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
Verve Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
ID-less Targeting And AI Investments Will Drive Future Success In Privacy-Focused Advertising
Key Takeaways Verve Group's ID-less targeting solutions and expansion into digital channels position it for revenue growth in a privacy-focused advertising market. Integration of Jun Group and investment in AI-driven solutions are expected to improve operational efficiencies and enhance net margins.
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€6.22
FV
58.6% undervalued
intrinsic discount
11.69%
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
7 days ago
author updated this narrative
Novartis
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
China Expansion And Advanced Therapies Will Drive Future Upside
Key Takeaways Strong demand for innovative therapies and expansion in emerging markets support growth, while operational efficiency boosts margins and long-term profitability. Advancements in advanced therapies and substantial shareholder returns position the company for accelerated earnings and enhanced equity performance.
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CHF 98.85
FV
6.6% undervalued
intrinsic discount
2.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
82
users have followed this narrative
7 days ago
author updated this narrative
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