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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
15
users have liked this narrative
4
users have commented on this narrative
32
users have followed this narrative
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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
19
users have liked this narrative
3
users have commented on this narrative
44
users have followed this narrative
New
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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
6
users have followed this narrative
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Scout24
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
European Homeownership Decline And GDPR Scrutiny Will Weaken Prospects
Key Takeaways Dependency on the German real estate market and declining homeownership among younger Europeans threaten long-term revenue growth and increase vulnerability to local economic shocks. Regulatory pressures and disruptive technologies challenge Scout24's data monetization, competitive positioning, and ability to expand margins and sustain new service initiatives.
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€82.03
FV
45.3% overvalued
intrinsic discount
9.12%
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
13 days ago
author updated this narrative
ProCredit Holding
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Accelerated Digital Banking And Green Lending Will Unlock New Horizons
Key Takeaways Rapid digital banking expansion and financial inclusion position ProCredit for above-forecast revenue and profit growth, ahead of market expectations. Leadership in sustainable finance and cross-border scalability supports higher margins, greater pricing power, and improved access to ESG funding.
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€20.00
FV
54.2% undervalued
intrinsic discount
9.48%
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
13 days ago
author updated this narrative
Sif Holding
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
European Energy Transition And Maasvlakte Expansion Will Transform Offshore Wind
Key Takeaways Accelerated capacity ramp-up, sector tailwinds, and favorable market dynamics are poised to drive sustained revenue and margin outperformance. Structural safety, regulatory, and industry shifts have permanently improved operational efficiency, forward visibility, and resilience against supply chain or market risks.
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€19.00
FV
55.9% undervalued
intrinsic discount
30.18%
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
13 days ago
author updated this narrative
Evolution Mining
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Stricter ESG Demands And Depleting Reserves Will Erode Margins
Key Takeaways Rising costs, regulatory pressures, and declining reserve quality threaten Evolution Mining's margins, revenue growth, and long-term production stability. Expansion projects and higher capital spending raise financial risk, potentially straining cash flow and balance sheet strength if market conditions deteriorate.
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AU$4.73
FV
58.0% overvalued
intrinsic discount
0.38%
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
13 days ago
author updated this narrative
Voltas
AN
AnalystLowTarget
Consensus Narrative from 36 Analysts
Rising Input Costs And Fierce Global Rivalry Will Compress Margins
Key Takeaways Rising costs and regulatory pressures are likely to squeeze margins and require costly upgrades, hindering future earnings and product development. Heavy reliance on core segments and increased competition raise risks for market share, cash flow stability, and overall profitability.
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₹1.07k
FV
23.1% overvalued
intrinsic discount
9.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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13 days ago
author updated this narrative
OPmobility
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Accelerating EV Adoption Will Boost Premium Auto Component Demand
Key Takeaways Rapid efficiency gains from carbon neutrality and business group integration are driving structural margin improvements and enhanced free cash flow potential. Strong positioning in electric and next-gen mobility markets, backed by premium technology offerings and OEM partnerships, supports diverse, resilient, above-market revenue growth.
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€14.00
FV
7.9% undervalued
intrinsic discount
3.78%
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
13 days ago
author updated this narrative
Harbour Energy
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Vaca Muerta And Andaman Sea Will Secure Reliable Global Supply
Key Takeaways Harbour's diverse, option-rich asset base and early decarbonization moves position it for resilient growth, superior cash flow, and regulatory advantages over peers. Operational efficiencies and disciplined capital returns may drive margin expansion and downside protection beyond what consensus currently accounts for.
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UK£3.76
FV
47.4% undervalued
intrinsic discount
9.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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13 days ago
author updated this narrative
Atea
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Digital Transformation And Cloud Trends Will Unlock New Opportunities
Key Takeaways Atea's robust hardware, AI, and security solutions, along with expanded defense and EU projects, are projected to drive stronger and more sustained revenue and margin growth. Strategic shifts and green IT initiatives boost high-margin services, deepen customer partnerships, and unlock significant long-term earnings potential not reflected in consensus forecasts.
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NOK 170.00
FV
16.5% undervalued
intrinsic discount
9.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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13 days ago
author updated this narrative
Piaggio & C
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Urbanization In Asia And Europe Will Fuel Premium Two-Wheeler Momentum
Key Takeaways Accelerated restocking and urbanization trends could drive higher-than-expected revenue and margin growth, especially in rapidly urbanizing regions and legislative markets. Strong brand equity and early leadership in electric two-wheelers provide superior pricing power and significant upside in premium and urban mobility markets.
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€4.01
FV
52.6% undervalued
intrinsic discount
5.25%
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
13 days ago
author updated this narrative
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