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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
42
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
62
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Instalco
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Smart Building Services And Digital Automation Will Boost Germany Expansion
Key Takeaways Growing focus on service, maintenance, and smart building technology drives higher-margin recurring revenues and positions Instalco for future market shifts. Expansion into Germany and operational efficiency initiatives open new growth channels while supporting cost control and improved profitability.
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SEK 40.50
FV
35.0% undervalued
intrinsic discount
5.48%
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
IPH
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Integration Of Bereskin & Parr And Share Buyback To Benefit Shareholders
Key Takeaways Integration of Bereskin & Parr is on track, with synergies expected to enhance earnings and net margins. Recovery in Asian markets and resolving CIPO backlogs are poised to drive revenue and earnings growth.
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AU$6.33
FV
16.5% undervalued
intrinsic discount
4.11%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
7 days ago
author updated this narrative
ABL Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Onshore Wind And Solar Expansion Will Strengthen Global Energy Transition
Key Takeaways Expansion into new renewable sectors and upgrading global energy infrastructure are set to boost recurring revenues and growth prospects amid broader energy transition trends. Strategic acquisitions and operational efficiencies are driving margin improvements, strengthening service offerings, and positioning for resilient, long-term earnings growth.
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NOK 11.84
FV
20.5% undervalued
intrinsic discount
12.18%
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
Apollo Pipes
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
PVCO Pipes And Varanasi Plant Expansion Will Strengthen Future Prospects
Key Takeaways Apollo Pipes expects growth from PVCO pipes, Window Profile products, and the Varanasi plant to boost sales and revenue in the upcoming periods. Debt-free status aids stability, while aggressive expansion and capacity investments support future market gains and margin improvement despite recent pressures.
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₹458.43
FV
12.1% undervalued
intrinsic discount
23.78%
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
Spire Healthcare Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Accelerated Efficiency Program Will Deliver Significant Savings By 2026
Key Takeaways Efficiency programs and investment in digitalization aim to expand margins, enhancing both net earnings and operational efficiency. Strategic NHS partnerships and revenue growth strategies support predictable and sustained revenue growth.
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UK£2.87
FV
27.9% undervalued
intrinsic discount
5.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
7 days ago
author updated this narrative
Restore
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Bolt On Acquisitions And Digital Workflow Will Shape Service Models
Key Takeaways Acquisitions, digital expansion, and operational improvements are expected to drive higher margins, broaden the customer base, and support sustained topline growth. Rising demand for secure, compliant, and sustainable services strengthens recurring revenue, premium pricing, and long-term market differentiation.
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UK£3.85
FV
32.3% undervalued
intrinsic discount
12.22%
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
A067
Soop
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
AI Tools And Global Expansion Will Elevate Engagement
Key Takeaways Proprietary AI tools and content strategies are increasing user engagement, efficiency, and monetization, supporting sustained revenue and margin growth. Global expansion, acquisitions, and interactive content partnerships are broadening the user base and unlocking new revenue streams for long-term growth.
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₩121.32k
FV
35.0% undervalued
intrinsic discount
12.04%
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
Ternium
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Pesqueria Center Investment And Nearshoring Will Fuel Steel Demand
Key Takeaways Stronger local market position and improved margins are expected due to government curbs on steel imports and product upgrades targeting higher-value steel. Capacity expansion and cost reduction programs position Ternium to capitalize on rising steel demand from nearshoring and infrastructure growth in Latin America.
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US$35.25
FV
12.1% undervalued
intrinsic discount
3.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
7 days ago
author updated this narrative
Redox
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Partnerships With Dow And Viva Energy Will Expand Market Access And Drive Future Growth
Key Takeaways Strategic acquisitions and partnerships expand market access and product offerings, providing potential for revenue growth and enhanced earnings. Strong financial position supports leveraging M&A opportunities and strategic expansion, driving top-line growth in diverse sectors and geographies.
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AU$3.43
FV
32.7% undervalued
intrinsic discount
11.12%
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
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