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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
19
users have liked this narrative
6
users have commented on this narrative
48
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
27
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
8
users have followed this narrative
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Vince Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Men's Expansion And New Stores Aim To Boost Growth, But Sales Declines And Asian Challenges Loom
Key Takeaways Strategic pullback on promotions and focus on full-price sales could enhance margins and stabilize long-term revenue. Expansion in new markets and targeted customer strategies aim to drive growth and improve margins through geographical and demographic diversification.
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US$3.25
FV
51.7% undervalued
intrinsic discount
2.58%
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
Data Storage
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
CloudFirst Europe And Subscription Revenue Will Create Future Stability
Key Takeaways Shift to subscription-based models enhances revenue stability and provides a more reliable earnings outlook. European market entry and infrastructure expansion boost international diversification and support scalable growth.
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US$9.00
FV
47.8% undervalued
intrinsic discount
11.78%
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
Taiwan Semiconductor Manufacturing
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Advanced Process Nodes Will Power A Vibrant Semiconductor Future
Key Takeaways Surging AI and advanced chip demand, strategic partnerships, and geographic expansion ensure robust growth, earnings stability, and strong pricing power. Continuous innovation and operational efficiency improvements strengthen cost control, gross margins, and position the company for lasting market leadership.
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NT$1.36k
FV
17.0% undervalued
intrinsic discount
14.88%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
247
users have followed this narrative
7 days ago
author updated this narrative
Saudi Arabian Oil
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Investments In AI And Gas Expansion Will Increase Operational Efficiency By 2030
Key Takeaways Investment in AI and digital solutions enhances operational efficiencies, boosting net margins through reduced operating costs. Expansion in gas and downstream integration in Asia aims to stabilize returns, boosting earnings and cash flow.
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ر.س29.08
FV
16.3% undervalued
intrinsic discount
-4.36%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
110
users have followed this narrative
7 days ago
author updated this narrative
Broadwind
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into Aerospace And Defense Will Open New High-Value Markets
Key Takeaways Broadwind’s expansion into higher-margin markets and enhancements in production efficiency could improve revenues and net margins. Investment in certifications and new markets like aerospace could boost revenues and earnings growth.
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US$4.33
FV
38.2% undervalued
intrinsic discount
6.45%
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
Pyxis Tankers
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion Into Dry-Bulk Will Diversify Revenue But Economic Risks May Impact Earnings
Key Takeaways Expansion into dry-bulk with modern vessels diversifies revenue and stabilizes against market fluctuations, supporting growth. Limited MR2 fleet growth and ongoing buybacks enhance margins and increase EPS, potentially boosting stock valuation.
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US$9.50
FV
68.4% undervalued
intrinsic discount
1.14%
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
LVMH Moët Hennessy - Louis Vuitton Société Européenne
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Experiential Retail In Asia-Pacific Will Unlock Future Potential
Key Takeaways Expansion in Asia-Pacific and digital retail, alongside operational efficiencies, positions LVMH for revenue growth and improved margins as economic conditions recover. Investments in innovation, sustainability, and brand diversification strengthen long-term resilience, meeting evolving luxury consumer preferences and reinforcing brand loyalty.
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€559.96
FV
18.3% undervalued
intrinsic discount
4.10%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
228
users have followed this narrative
7 days ago
author updated this narrative
Heritage Global
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanded Warehouse Capacity Will Capitalize On Rising Demand For Used Equipment
Key Takeaways Predicted plant closures and layoffs are expected to drive industrial asset auction growth and revenue. Strategic investments and M&A in the bio sector can expand market reach and boost earnings.
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US$3.83
FV
43.1% undervalued
intrinsic discount
8.45%
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
Tencent Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 46 Analysts
HunYuan AI And GPU Purchases Will Transform Cloud Services
Key Takeaways Strategic AI investments in infrastructure, gaming, and advertising aim to enhance revenue and user engagement across multiple segments, boosting growth prospects. Share buybacks and higher dividends underscore Tencent's focus on shareholder returns, potentially increasing earnings per share.
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HK$637.13
FV
10.8% undervalued
intrinsic discount
9.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
98
users have followed this narrative
7 days ago
author updated this narrative
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