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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
50
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
85
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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Grupo México. de
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Cost Controls And New Projects Will Strengthen Future Operations In The Copper Market
Key Takeaways Long-term copper market strategy and new mining projects are expected to drive revenue growth and enhance shareholder value. Clean energy initiatives and infrastructure expansion likely contribute to improved margins and sustainable growth.
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Mex$129.97
FV
7.7% undervalued
intrinsic discount
4.14%
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
Scales
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Acquisitions And Expansions Will Boost Global Proteins And Horticulture Operations In Future
Key Takeaways Strategic investments in premium apple varieties and logistics are expected to boost revenues and margins in Horticulture and Logistics segments over the coming years. Expansion and profitability in Global Proteins, including Meateor Australia and Esro Petfood, will enhance earnings and contribute to overall EBITDA growth by 2025.
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NZ$5.08
FV
7.4% undervalued
intrinsic discount
6.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
7 days ago
author updated this narrative
Burjeel Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion In UAE And Saudi Arabia Will Increase Capacity And Operational Efficiency
Key Takeaways Strategic investments in high-growth sectors like oncology and organ transplantation are set to enhance revenue and margins through higher patient returns and long-term growth. Global partnerships and facility expansion in UAE and Saudi Arabia aim to boost medical tourism, complex care services, and EBITDA margins through improved capacity and efficiency.
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د.إ2.03
FV
24.0% undervalued
intrinsic discount
10.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
7 days ago
author updated this narrative
Alembic Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Future US Launches And GLP-1 Investments Will Strengthen Market Position
Key Takeaways Aggressive U.S. product launch strategy and peptide investments to counter price erosion and drive future high-margin revenue growth. Focus on domestic market optimization and strategic R&D expense reduction to improve net margins and earnings.
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₹1.03k
FV
7.7% undervalued
intrinsic discount
11.45%
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
7 days ago
author updated this narrative
Gofore Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Investments In Digital Transformation And Talent Will Drive Future Success In Intelligent Industry And Cybersecurity Sectors
Key Takeaways Strategic client relationships and focus on digital transformation position Gofore Oyj for sustainable revenue growth and margin improvements. Investment in employee value and M&A strategy enhances operational efficiency and accelerates growth through service and geographic expansion.
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€20.75
FV
14.7% undervalued
intrinsic discount
5.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
7 days ago
author updated this narrative
Vicat
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Senegal Production And European Low-Carbon Demand Will Unlock Value
Key Takeaways Expansion in emerging markets and new capacity in Senegal boosts profitability, market share, and diversification, while phase-out of older assets improves operational efficiency. Investments in low-carbon solutions and alternative fuels enhance margins and resilience, with capital discipline and deleveraging supporting stability and flexibility for future growth.
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€63.75
FV
10.3% undervalued
intrinsic discount
1.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
RugVista Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Solid Simplicity Campaign And Efficient Operations Will Drive Future Success
Key Takeaways Strong growth potential is demonstrated by record net revenue and a rise in new customers and orders, indicating effective customer acquisition strategies. Operational improvements via better shipping cost efficiency, and an upgraded office and warehouse, aim to enhance gross and net margins.
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SEK 71.67
FV
4.6% undervalued
intrinsic discount
7.60%
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
Lassila & Tikanoja Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Efficiency Measures And Circular Economy Separation Will Streamline Operations
Key Takeaways Efficiency improvements and demerger could enhance operating margins and profitability through cost reduction and focused strategies in the Circular Economy Business. Strong performance in Facility Services and ERP system rollout provide a foundation for sustained earnings growth and improved net margins.
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€10.50
FV
11.0% undervalued
intrinsic discount
1.50%
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
Sogefi
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Operational Efficiency And Local Production Will Secure Future Success
Key Takeaways Operational restructuring and production reallocation are driving improved efficiency, margin expansion, and earnings resilience, especially within the Suspensions division. Diversification into Heavy Duty markets and local-for-local production strategies strengthen revenue stability and long-term growth prospects, while mitigating global trade risks.
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€2.58
FV
3.4% overvalued
intrinsic discount
0.51%
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
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