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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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Usha Martin
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion At Ranchi And Thailand Plants Will Improve Market Position And Margins
Key Takeaways Centralizing procurement and logistics through One Usha Martin is expected to unlock cost savings and improve net margins. Expansion projects and digitalization initiatives are anticipated to enhance market position and revenue growth.
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₹541.00
FV
33.8% undervalued
intrinsic discount
13.04%
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
Etteplan Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Integration And Automotive Electrification Will Improve Customer Value And Operational Efficiency
Key Takeaways Integration of AI and technology-enhanced services is expected to improve competitive offerings, drive growth, and enhance profitability through operational efficiencies. Geographic diversification and strategic investments in electrification projects are poised to bolster revenue growth and stabilize earnings in emerging markets.
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€11.00
FV
4.5% undervalued
intrinsic discount
4.03%
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
NFON
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI And Technology Appointments Will Improve Operational Scalability In 2025
Key Takeaways NFON's strengthened leadership and AI-driven initiatives are anticipated to enhance innovation, sales strategies, and profitability. Strategic acquisitions and operational focus are expected to improve efficiencies, margins, and revenue growth in core markets and customer segments.
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€10.20
FV
36.8% undervalued
intrinsic discount
10.55%
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
DNO
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Othello Discovery And Trym Restart Will Expand North Sea Operations
Key Takeaways Strategic focus on North Sea operations and gas resources positions DNO to capitalize on high market prices and grow future earnings. Reopening of strategic pipelines and a strong financial position enable further acquisitions, driving long-term revenue and margin improvements.
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NOK 16.13
FV
11.8% undervalued
intrinsic discount
8.42%
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
Boozt
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding European Reach And AI Adoption Will Drive Success
Key Takeaways Geographic expansion and strategic multi-category diversification on Boozt.com and Booztlet suggest potential long-term revenue growth and market resilience. Efficiency improvements through AI and cost reduction strategies are expected to enhance profitability and support margin expansion.
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SEK 91.67
FV
1.2% undervalued
intrinsic discount
6.38%
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
Super Retail Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Investment In Rebel Active Loyalty Program And Digital Transformation Will Boost Customer Engagement
Key Takeaways Loyalty programs and digital transformations aim to enhance customer engagement and boost future revenue and net margins through improved customer loyalty. Expansion and operational strategies, including new stores and automation, focus on improving sales capacity and logistics for increased revenue and efficiency.
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AU$14.47
FV
9.5% overvalued
intrinsic discount
4.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
7 days ago
author updated this narrative
Conduit Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Excess Loss Focus And Digital Analytics Will Secure Stability
Key Takeaways Shifting toward excess of loss business and investing in technology aims to reduce loss volatility, improve margins, and drive scalable, efficient growth. Enhanced risk protection and disciplined underwriting position Conduit to benefit from rising specialty reinsurance demand and market consolidation.
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UK£5.67
FV
45.7% undervalued
intrinsic discount
7.09%
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
7 days ago
author updated this narrative
Genuit Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Acquisitions In Underfloor Heating And Stormwater Management Will Fuel Future Growth
Key Takeaways Strategic acquisitions in growing markets and successful implementation of the Genuit Business System position the company for future margin and earnings growth. Favorable regulatory conditions and increased spending on stormwater management support potential revenue and demand increases for Genuit Group's products.
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UK£4.89
FV
21.6% undervalued
intrinsic discount
4.68%
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
Swiss Re
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Rigorous Measures Will Strengthen Resilience And Reduce Volatility In P&C And Life & Health Segments
Key Takeaways Strong pricing environment and disciplined underwriting in P&C Re segment drive revenue growth, despite volatility in markets. Strategic cost reduction initiatives and robust dividend growth signal confidence in enhancing shareholder value and future profitability.
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CHF 141.53
FV
8.3% overvalued
intrinsic discount
4.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
48
users have followed this narrative
7 days ago
author updated this narrative
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