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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
23
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
31.1% 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
86
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
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
12
users have followed this narrative
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Greencore Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Making Business Easier Program Will Streamline Operations And Improve Future Efficiency
Key Takeaways Operational excellence and technology transformation drive cost reductions, margin improvements, and enhanced future earnings potential through efficiency and standardization. Renewed contracts and product innovation underpin stable revenue growth and better pricing strategies, while a stronger balance sheet offers financial flexibility.
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UK£2.56
FV
0.3% undervalued
intrinsic discount
3.76%
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
8 days ago
author updated this narrative
BFF Bank
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Reinforced Sales Teams And Legal Strategies Will Improve Future Operations
Key Takeaways Strengthened sales leadership and enhanced legal processes are expected to boost loan growth, revenue, net margins, and reduce provisioning risks. New deposit activities in Greece and regulatory changes could optimize capital, increasing capital ratios and supporting earnings growth.
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€10.59
FV
5.8% overvalued
intrinsic discount
2.48%
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
8 days ago
author updated this narrative
Renishaw
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Neuro And Additive Manufacturing Investments Will Boost Future Prospects
Key Takeaways Strong semiconductor market performance and aerospace investments are expected to boost Renishaw's revenue and future growth. Strategic focus on emerging markets and innovative technologies aims to increase market share and enhance profitability.
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UK£31.30
FV
5.9% undervalued
intrinsic discount
4.94%
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
8 days ago
author updated this narrative
Volution Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Acquisition Of Fantech Will Provide New Opportunities For Cross-Selling And Product Introductions
Key Takeaways The acquisition of Fantech strengthens Volution's market position in Australia and New Zealand, offering opportunities for revenue and margin enhancements. Emphasis on sustainability and management development aims to boost operational efficiency and capture customer demand, supporting potential earnings growth.
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UK£6.64
FV
0.6% overvalued
intrinsic discount
13.73%
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
8 days ago
author updated this narrative
Serco Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
International Expansion And Defense Focus Will Boost Future Prospects
Key Takeaways Strategic growth initiatives in the defense sector and North America are expected to drive revenue and profit, boosted by key acquisitions. Operational efficiency and technological improvements are enhancing margins, supporting sustainable financial growth amidst global efficiency pressures.
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UK£2.21
FV
2.4% undervalued
intrinsic discount
3.19%
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
8 days ago
author updated this narrative
Step One Clothing
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
UK Partnerships With John Lewis Will Strengthen Future Brand Credibility
Key Takeaways Strategic focus on efficient customer acquisition and marketing reduces costs and could enhance net margins and profitability. Expansion across indirect channels and international markets is set to boost revenue and market presence.
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AU$1.38
FV
48.0% undervalued
intrinsic discount
6.64%
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
8 days ago
author updated this narrative
Doha Bank Q.P.S.C
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Transformation And Lending Expansion Will Unlock Robust Long-Term Potential
Key Takeaways Accelerated digital transformation and expansion into new international markets enhance operational efficiency, diversify income streams, and boost long-term resilience. Strong housing loan growth and proactive asset quality management position the bank for medium-term earnings growth and improved profitability.
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ر.ق2.79
FV
9.9% undervalued
intrinsic discount
17.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
8 days ago
author updated this narrative
Greenpanel Industries
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Upcoming MDF Expansion And BIS Import Restrictions Will Support Future Operations
Key Takeaways Expansion in MDF capacity and favorable import restrictions could enhance revenue, production efficiency, and margins. Restructuring and network revamp in plywood business may boost volumes and earnings despite past cost pressures.
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₹309.18
FV
12.9% undervalued
intrinsic discount
20.26%
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
8 days ago
author updated this narrative
Region Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Tenant Remixing And Sustainability Initiatives Will Strengthen Future Operations
Key Takeaways Tenant mix strategy focusing on nondiscretionary essentials and capital recycling are expected to drive revenue and earnings growth. Sustainable investments and technology improvements aim to enhance net margins and earnings predictability through cost efficiencies and stable financial management.
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AU$2.42
FV
2.8% undervalued
intrinsic discount
6.26%
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
8 days ago
author updated this narrative
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