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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
71
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
35
users have liked this narrative
6
users have commented on this narrative
94
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
15
users have followed this narrative
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Service Properties Trust
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Rising Labor Costs And Inflation Will Squeeze Hotel Margins
Key Takeaways Rising costs, subdued business travel, and heavy tenant concentration are constraining earnings growth and margin expansion for SVC's hotel portfolio. Required property upgrades, high leverage, and limited financial flexibility threaten long-term cash flow and resilience against sector headwinds.
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US$2.50
FV
8.8% undervalued
intrinsic discount
-6.89%
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
3 days ago
author updated this narrative
Medexus Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
US Launch Of GRAFAPEX Will Provide Seven Years Of Exclusive Market Access
Key Takeaways FDA exclusivity for GRAFAPEX boosts revenue stability and reduces competitive pressure, enhancing margins. Strategic investments from public offering support GRAFAPEX's commercialization and drive future earnings growth.
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CA$7.11
FV
63.3% undervalued
intrinsic discount
9.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
Banca Monte dei Paschi di Siena
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Italian Banks Will Face Margin Erosion And Rising Costs
Key Takeaways Declining interest rates, demographic challenges, and digital disruption threaten future profitability, loan growth, and revenue sustainability. Reliance on merger synergies and digital transformation is crucial, but scale disadvantages and rising costs may constrain long-term earnings improvement.
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€8.59
FV
n/a
intrinsic discount
4.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
Updated
narrative
Alkyl Amines Chemicals
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Ethylamine Plant Will Support Growing Market Demand
Key Takeaways Developing higher-grade acetonitrile and specialty chemicals could improve pricing, net margins, and revenue streams in emerging markets. Process improvements and the ethylamines market expansion may enhance operational efficiencies, margins, and earnings growth potential.
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₹2.42k
FV
14.6% undervalued
intrinsic discount
20.31%
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
Updated
narrative
Fibra MtyP.I. de
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Refocusing On Industrial Assets Will Streamline Operations But Market Risks Persist
Key Takeaways Strategic industrial investments and divestment of office assets aim to enhance revenue, streamline operations, and improve net margins with focus on high-yield properties. Efforts to enhance market liquidity and refinancing plans are expected to raise share prices, improve earnings per share, and optimize financial performance.
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Mex$15.07
FV
9.8% undervalued
intrinsic discount
7.92%
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
3 days ago
author updated this narrative
Peloton Interactive
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Partnering With Costco Will Expand Member Reach In The Future
Key Takeaways Innovation in products and experiences is set to boost member acquisition, engagement, and revenue growth. Operational efficiencies and strategic retail expansion are likely to enhance profitability and support revenue stability.
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US$9.78
FV
19.8% undervalued
intrinsic discount
0.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
Updated
narrative
Hutchison Port Holdings Trust
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
East Port Expansion And Greater Bay Integration Will Strengthen Future Operations
Key Takeaways Yantian port's expansion and key U.S. trade growth hint at potential revenue and throughput increases despite operational pressures. Cost-cutting measures and efficient integration could maintain steady dividends and support earnings stability despite rising interest costs.
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US$0.18
FV
14.6% overvalued
intrinsic discount
0.65%
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
11 days ago
author updated this narrative
CCEC
Capital Clean Energy Carriers
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
ESG Compliant LNG Carriers Will Redefine Clean Shipping
Key Takeaways Long-term policy support and a diversified charter portfolio enhance revenue stability, reduce risk, and support steady dividend payments and cash flows. Investment in next-generation, ESG-compliant carriers and market leadership in specialized vessels position the company for premium rates and expanded investor access.
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US$25.80
FV
7.8% undervalued
intrinsic discount
17.25%
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
Updated
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Grupo Carso. de
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Nearshoring And Oil Field Developments Will Boost Mexico's Industrial Opportunities
Key Takeaways Development of oil fields and expansion in telecom and infrastructure projects is set to enhance revenue and profitability. Nearshoring and industrial growth in Mexico bolster Grupo Condumex, driving sustained revenue and margin improvements.
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Mex$101.00
FV
31.7% overvalued
intrinsic discount
6.35%
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
13 days ago
author updated this narrative
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