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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
62
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
33
users have liked this narrative
6
users have commented on this narrative
90
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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Paradox Interactive
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisitions Of Haemimont Games And Alien Dawn Will Diversify Portfolio
Key Takeaways Expanding into new game segments and strategic DLC packaging aim to boost player engagement and drive diverse revenue growth. Improved development efficiency and strategic release scheduling during sales periods could enhance cash flow and bolster future earnings growth.
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SEK 192.80
FV
15.1% undervalued
intrinsic discount
10.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
9 days ago
author updated this narrative
Guararapes Confecções
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Fashion Democratization Will Boost Operational Efficiency
Key Takeaways Strengthening fashion through organizational changes could accelerate revenue growth via better brand perception and e-commerce expansion. Record EBITDA growth and debt reduction underscore strong cash generation, indicating potential future earnings growth from improved financial health.
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R$9.80
FV
8.2% undervalued
intrinsic discount
6.86%
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
9 days ago
author updated this narrative
Keppel Infrastructure Trust
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Trends And Acquisitions Will Diminish Future Margins
Key Takeaways Rapid earnings growth expectations from digital and green infrastructure may be overestimated due to integration, competition, legacy exposure, and regulatory risks. Reliance on asset recycling and acquisitions faces execution and market headwinds, while funding and refinancing challenges could constrain future income and margins.
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S$0.48
FV
10.8% undervalued
intrinsic discount
-0.45%
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
9 days ago
author updated this narrative
Haypp Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
FDA Approvals And Warehouse Automation Will Improve Future Prospects
Key Takeaways Enhanced regulatory outcomes and product offerings in the U.S. market are poised to increase Haypp's revenue and market share. Operational efficiencies and supply chain improvements could significantly boost Haypp's margins and profitability.
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SEK 146.67
FV
4.0% undervalued
intrinsic discount
16.21%
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
9 days ago
author updated this narrative
C&A Modas
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integrating AI And Omnichannel Strategies Will Boost Future Retail Success
Key Takeaways Commercial intelligence with AI for pricing and product management can improve sales forecasts and inventory efficiency, boosting revenue and margins. Strategic focus on profitable product categories and operational efficiency supports improved profitability and financial stability.
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R$21.70
FV
24.0% undervalued
intrinsic discount
9.27%
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
9 days ago
author updated this narrative
ADENTRA
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Acquisition Of Woolf Distributing Will Expand Geographic Presence And Strengthen Competitiveness
Key Takeaways Strategic acquisitions and digital engagement strengthen ADENTRA's market position, driving revenue growth while enhancing resilience against market fluctuations. Effective balance sheet management and focus on talent development support operational stability, earnings growth, and customer loyalty.
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CA$40.35
FV
19.3% undervalued
intrinsic discount
2.89%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
9 days ago
author updated this narrative
Krispy Kreme
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
McDonald's Partnership Expansion Will Broaden Distribution, But Margins May Decline
Key Takeaways Expanded partnerships and distribution networks are poised to boost revenue and brand awareness in both domestic and international markets. Restructuring and modernization initiatives are focused on improving profit margins, efficiency, and earnings over the next few years.
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US$5.23
FV
41.2% undervalued
intrinsic discount
0.87%
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
9 days ago
author updated this narrative
Lundin Gold
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Plant Expansion Will Increase Throughput To 5,000 Tonnes Per Day, Improving Future Production
Key Takeaways Plant expansion and exploration efforts could boost revenue, profit margins, and production consistency, signaling robust growth potential. Dividend increases and strategic investments in self-generation reveal strong cash flow expectations, enhancing shareholder value and operational efficiency.
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CA$66.08
FV
19.4% overvalued
intrinsic discount
6.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
9 days ago
author updated this narrative
Taseko Mines
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Florence Start-Up And Gibraltar Upgrades Are Set To Improve Future Production
Key Takeaways The advancement of projects and operational improvements are set to boost Taseko Mines' revenue growth and enhance its production capabilities. Strategic initiatives, including leveraging high molybdenum prices, are aimed at reducing costs and improving operating margins.
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CA$5.47
FV
20.5% undervalued
intrinsic discount
29.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
9 days ago
author updated this narrative
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