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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
5
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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
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
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
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Equinox Gold
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Greenstone Ramp-Up And Castle Mountain Expansion Will Transform Gold Operations By 2025
Key Takeaways Greenstone, Piaba, and Castle Mountain projects set to enhance gold output, boost revenues, and strengthen earnings. Operational efficiencies from Bahia complex promise cost reductions and improved net margins.
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CA$11.01
FV
24.2% undervalued
intrinsic discount
45.64%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
5 days ago
author updated this narrative
Fourlis Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Store Remodels And Digital Upgrades Will Expand Market Presence
Key Takeaways Expansion of IKEA stores and partnership with Foot Locker are key to revenue growth and geographical diversification, enhancing market reach. Advancements in logistics and digital transformation are set to boost efficiency, profitability, and support growth in both revenue and net margins.
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€5.70
FV
19.8% undervalued
intrinsic discount
10.27%
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
5 days ago
author updated this narrative
Vivara Participações
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
New Life Stores And Lab Diamonds Will Expand Market Presence
Key Takeaways Expansion strategy targets new store openings and product line innovation to boost market presence and revenue growth. Efficiency initiatives and production capacity increases enhance margins and earnings through cost reduction and productivity improvements.
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R$30.54
FV
12.8% 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
8
users have followed this narrative
5 days ago
author updated this narrative
Ujjivan Small Finance Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Platforms And Diversified Lending Will Shape Future Expansion
Key Takeaways Strategic expansion into diverse lending segments and digital investments enables risk diversification, revenue growth, and improved margin prospects through operational efficiencies. Enhanced capital allocation flexibility and improved funding costs, alongside stable asset quality, position the bank for sustained profitability and stronger earnings quality.
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₹54.20
FV
18.8% undervalued
intrinsic discount
27.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
5 days ago
author updated this narrative
G R Infraprojects
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Government Infrastructure Spend May Create Opportunities, While Margin Pressures Persist
Key Takeaways Diversification into highways and non-road sectors, coupled with government infrastructure spending, should propel G R Infraprojects' revenue growth. Liquidity boost from asset monetization and focus on higher-margin projects may enhance G R Infraprojects' earnings and margin recovery.
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₹1.49k
FV
15.9% undervalued
intrinsic discount
9.69%
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
5 days ago
author updated this narrative
SeSa
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Transformation In Italy And Europe Will Accelerate Success
Key Takeaways Strategic focus on digital, AI, and cybersecurity services positions SeSa for long-term margin expansion and stable recurring revenue growth amid evolving market demands. Emphasis on value-added services, operational efficiency, and selective acquisitions supports profitability, cash generation, and resilience against increased competition.
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€109.70
FV
39.6% undervalued
intrinsic discount
5.98%
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
5 days ago
author updated this narrative
Plus500
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Diversifying Into Futures Will Expand Product Offerings
Key Takeaways Plus500's strategic focus on diversifying products and geographic markets is driving revenue growth and expanding its customer base. Enhancements in customer retention and engagement through proprietary technology support higher revenue, net margins, and sustained earnings growth.
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UK£33.51
FV
2.6% overvalued
intrinsic discount
-0.16%
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
5 days ago
author updated this narrative
VA Tech Wabag
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Emerging Markets Focus And Major Contracts Will Fuel Future Prospects
Key Takeaways Expanding into international markets, especially the Middle East and Africa, is expected to drive revenue growth and create new revenue streams. Strategic focus on high-margin contracts and divesting low-margin European units enhance operational efficiency and support improved net margins.
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₹1.84k
FV
16.2% undervalued
intrinsic discount
16.59%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
5 days ago
author updated this narrative
Caledonia Mining
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Motapa Mineralization And Bilboes Export Will Secure Future Opportunities
Key Takeaways Exploration and efficiency improvements could increase resources, stabilize output, and positively impact revenue and margins. Strategic decisions on expenditures and project optimization aim to reduce costs and enhance profitability and earnings.
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US$24.38
FV
13.6% undervalued
intrinsic discount
4.12%
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
5 days ago
author updated this narrative
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