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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
24
users have liked this narrative
6
users have commented on this narrative
55
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
28.9% 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
87
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
20.8% 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
13
users have followed this narrative
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Tofas Türk Otomobil Fabrikasi Anonim Sirketi
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Intensifying EV Competition Will Worsen Production Hurdles With Minor Recovery
Key Takeaways Limited progress in electric vehicle development and ongoing dependency on outdated models threaten market share and profitability amid global industry changes and rising competition. Strategic benefits from Stellantis partnership and capacity investments are offset by heavy external reliance, domestic market pressures, and uncertainty in future project execution.
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₺220.00
FV
5.7% overvalued
intrinsic discount
50.42%
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
15 days ago
author updated this narrative
Domain Holdings Australia
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Aging Australian Demographics And Mounting Costs Will Pressure Margins
Key Takeaways Weak demographic trends and worsening affordability may stall property transactions and reduce Domain's core revenue growth in residential listings and advertising. High costs, competitive pressures, and uncertain uptake of premium products risk shrinking margins and threaten Domain's pricing power and long-term profitability.
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AU$2.70
FV
63.7% overvalued
intrinsic discount
5.34%
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
15 days ago
author updated this narrative
Petroreconcavo
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Operational Costs And Brazilian Field Declines Will Hamper Prospects
Key Takeaways Continued profitability relies on fossil fuel demand and operational improvements, but regulatory and ESG pressures threaten costs, funding access, and long-term margins. Heavy dependence on mature fields and limited scale could heighten margin risks and undermine competitiveness as market and policy landscapes evolve.
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R$14.80
FV
10.1% undervalued
intrinsic discount
-1.45%
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
15 days ago
author updated this narrative
Dreamfolks Services
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Persistent Lounge Dependence Will Restrict Revenues But Uncover Niche Opportunities
Key Takeaways Dependence on airport lounge services and limited diversification exposes the company to risks from changes in travel patterns, regulations, and client relationships. Rising industry automation and shifting consumer trends threaten long-term relevance and margin expansion, despite current digital investments and new client additions.
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₹280.00
FV
55.4% undervalued
intrinsic discount
19.87%
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
15 days ago
author updated this narrative
Mega Lifesciences
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Myanmar Scrutiny And FX Risks Will Dampen Prospects With Upside
Key Takeaways Reliance on traditional products and lack of innovation risk shrinking market relevance and long-term growth opportunities amid evolving consumer preferences. Regulatory, geopolitical, and competitive pressures are likely to drive up costs, increase earnings volatility, and compress margins, challenging overall profitability.
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฿26.00
FV
17.3% overvalued
intrinsic discount
-0.74%
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
15 days ago
author updated this narrative
Vistry Group
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Declining UK Housing Demand Will Limit Revenues But Provide Stability
Key Takeaways Greater reliance on affordable housing makes Vistry vulnerable to shifts in government policies and funding, impacting revenue stability. Increased regulatory compliance costs and operational risks from recent acquisitions threaten net margins and future profitability.
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UK£4.55
FV
35.7% overvalued
intrinsic discount
0.17%
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
15 days ago
author updated this narrative
Corbion
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising Regulation And Costs Will Pressure Bioplastics With Fleeting Upsides
Key Takeaways Regulatory and input cost pressures, market concentration, and sector competition risk compressing Corbion's margins, increasing volatility, and limiting revenue growth opportunities. Shifting consumer preferences and aggressive competitor expansion may weaken demand for legacy products and challenge Corbion's pricing power and innovation leadership.
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€14.00
FV
17.1% overvalued
intrinsic discount
0.15%
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
15 days ago
author updated this narrative
Hansen Technologies
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Compliance Burdens Will Constrain Utilities And Telecom Expansion
Key Takeaways Stricter regulations and rapid technological changes are driving up compliance and R&D costs, squeezing operational margins and challenging long-term profitability. Reliance on volatile contracts and upfront licensing, along with growing competition, threatens revenue stability and weakens market positioning.
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AU$4.91
FV
25.3% overvalued
intrinsic discount
6.29%
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
15 days ago
author updated this narrative
Billerud
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Price Erosion And Overcapacity Will Plague European Markets
Key Takeaways Declining demand for paper products and rising competition are eroding Billerud's market share, compressing margins, and threatening long-term revenue growth. Higher input costs, supply chain disruptions, and diminishing environmental advantages will depress profitability and limit the company's pricing power.
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SEK 84.00
FV
3.8% overvalued
intrinsic discount
0.42%
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
15 days ago
author updated this narrative
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