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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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Milbon
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Expansion And Global Reach Will Define Future Leadership
Key Takeaways Expansion in global markets and emphasis on premium, innovative beauty products are accelerating revenue growth and strengthening brand differentiation. Investments in digital platforms, salon training, and sustainable product development are boosting customer retention, margins, and long-term earnings potential.
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JP¥2.95k
FV
12.4% undervalued
intrinsic discount
5.66%
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
3 days ago
author updated this narrative
Borouge
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Excess Capacity In Asia And Regulation Will Erode Pricing
Key Takeaways Optimistic market expectations may not account for risks from overcapacity, competition, regulatory pressures, and shifts toward alternative materials that threaten demand and margins. Expansion strategies and portfolio innovation face challenges from evolving sustainability standards and potential demand erosion for virgin polyolefins, limiting revenue and earnings growth.
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د.إ2.78
FV
4.6% undervalued
intrinsic discount
1.57%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
3 days ago
author updated this narrative
Sanderson Design Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
North America Focus And Digital Platforms Will Transform Operations
Key Takeaways Restructuring and strategic investments in North America, including talent acquisition and partnerships, aim to drive revenue growth and enhance market presence. Digital transformation and manufacturing improvements are expected to boost margins and profitability through customer engagement and operational efficiency.
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UK£0.94
FV
45.0% undervalued
intrinsic discount
3.69%
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
3 days ago
author updated this narrative
SiriusPoint
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Rising Global Reinsurance Demand Will Unlock Specialty Potential
Key Takeaways Strategic focus on specialty lines, disciplined underwriting, and technology-driven efficiencies position the company for stable margins and profitable growth amid evolving industry risks. Diversified MGA partnerships and prudent capital management provide structural advantages, supporting sustained market share and earnings growth in an increasingly regulated environment.
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US$25.33
FV
28.2% undervalued
intrinsic discount
7.16%
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
3 days ago
author updated this narrative
Keppel REIT
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Premium Singapore Office Demand Will Deliver Future Rental Strength
Key Takeaways Strong demand and limited new supply in premium office markets, coupled with high occupancy and rental uplifts, drive resilient income and property value growth. Lower interest costs, diversified assets, and proactive leasing strategies support stable cash flows and mitigate earnings risks.
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S$0.99
FV
3.9% undervalued
intrinsic discount
-6.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 days ago
author updated this narrative
Nyab
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Scandinavian Infrastructure Spending Will Unlock Future Opportunities
Key Takeaways Expansion in energy and infrastructure, plus high-value projects, positions Nyab for sustained growth driven by public and private sector investment. Improving operational efficiency and the Dovre acquisition boost profitability and diversification, reducing dependence on any single market or sector.
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SEK 6.98
FV
0.4% undervalued
intrinsic discount
16.30%
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
3 days ago
author updated this narrative
We Buy Cars Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
South African Digital Growth Will Drive Affordable Mobility
Key Takeaways Strong digital focus, network expansion, and value-oriented strategy position the company for outperformance amid rising demand for affordable used vehicles. Investments in technology, capital-light formats, and national reach drive operational efficiency, market consolidation, and sustained earnings growth.
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R59.29
FV
8.9% undervalued
intrinsic discount
16.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
Atkore
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Tariffs And Onshoring Will Expand US Infrastructure Markets
Key Takeaways Tariff policies and onshoring trends are reducing foreign competition and boosting demand for Atkore's domestically-produced conduit and cable management systems. Product innovation and operational improvements are supporting margin stability and enhancing Atkore's competitive positioning in expanding infrastructure sectors.
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US$66.60
FV
17.4% undervalued
intrinsic discount
0.48%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
Updated
narrative
Gujarat Mineral Development
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Coal And Copper Expansion Will Bring Risks And Upsides
Key Takeaways Reliance on aggressive growth and diversification strategies is threatened by execution risks, regulatory hurdles, and potential shortfalls in market demand for key minerals. Financial projections may be overly optimistic, as rising costs, competition, and decarbonization could pressure margins and delay anticipated returns from new projects.
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₹231.00
FV
74.0% overvalued
intrinsic discount
18.70%
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
3 days ago
author updated this narrative
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