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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
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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
2
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
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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
users have followed this narrative
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Altus Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Asset-based Pricing For ARGUS Intelligence Will Expand Client Base
Key Takeaways The restructuring program post-property tax sale aims to enhance profitability and EBITDA margins, while strategic liquidity use targets increased EPS and EBITDA. Focus on high-margin recurring revenue and asset-based pricing for ARGUS Intelligence is intended to boost overall revenue and cash flow conversion.
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CA$59.43
FV
2.3% undervalued
intrinsic discount
7.38%
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
5 days ago
author updated this narrative
NRW Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
South Walker Creek $16 Billion Contract And Magnetite Operations Will Strengthen Future Prospects
Key Takeaways Strong contract acquisitions and extensions across segments suggest sustained revenue growth and potential margin improvement from high-revenue projects. A robust pipeline and strong demand underscore future revenue potential, contingent on successful tender conversions.
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AU$3.52
FV
8.0% undervalued
intrinsic discount
3.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
5 days ago
author updated this narrative
Laxmi Organic Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Dahej Capacity And Green Chemistry Will Expand Global Reach
Key Takeaways Expansion in specialty chemicals and premium value-added segments positions the company for improved margins and broader product offerings. Structural demand growth, cost optimization, and sustainability initiatives create strong opportunities for long-term revenue and earnings quality.
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₹204.25
FV
6.6% undervalued
intrinsic discount
21.40%
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
5 days ago
author updated this narrative
MFE-Mediaforeurope
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Integrated Media Efforts Will Unify Italy And Spain Markets
Key Takeaways Integration of traditional and digital media in Italy and Spain drives revenue growth via cross-media campaigns and advertising market synergy. Focus on local content and content production enhances market share and net margins, while strong cash flow management enables debt reduction and strategic investments.
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€4.50
FV
12.5% undervalued
intrinsic discount
1.20%
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
5 days ago
author updated this narrative
Sarana Menara Nusantara
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Expanding Fiber Connectivity In Sumatra And Sulawesi Will Boost Prospects
Key Takeaways Sarana Menara Nusantara is leveraging non-tower segment growth and industry consolidation to drive revenue through increased infrastructure demand despite potential churn. Expansion into Sulawesi and Sumatra alongside strategic acquisitions like Remala Abadi aims to boost long-term revenue, connectivity capabilities, and margins.
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Rp896.07
FV
30.8% undervalued
intrinsic discount
3.73%
Revenue growth p.a.
Set Fair Value
1
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
Arise
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
European Expansion And Battery Projects Will Fuel Renewable Momentum
Key Takeaways Expansion into new markets and focus on battery and hybrid projects position Arise to capitalize on rising demand for renewable energy and recurring, higher-margin revenues. Vertical integration and a maturing project pipeline support more predictable, stable income streams and boost long-term revenue visibility amidst favorable market dynamics.
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SEK 78.50
FV
56.3% undervalued
intrinsic discount
30.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
5 days ago
author updated this narrative
Careium
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
European B2C Expansion And New Contracts Will Deliver Future Results
Key Takeaways Growth in B2C markets in the U.K. and Netherlands, along with strategic R&D investments, are positioned to boost revenue and profitability. New contracts in Norway and France's fixed alarms signify potential market penetration and expansion, enhancing revenue and net margins.
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SEK 30.50
FV
7.9% undervalued
intrinsic discount
9.38%
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
5 days ago
author updated this narrative
SmartCraft
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into The UK And Spark Initiative Will Reshape Future Operations
Key Takeaways SmartCraft's UK expansion and Spark initiative in the electrician sector promise substantial revenue growth through a larger market and higher ARPU. Acquisitions and strategic focus on customer success aim to boost recurring revenue, enhance earnings, and stabilize margins despite market challenges.
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NOK 31.25
FV
20.6% undervalued
intrinsic discount
11.82%
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
5 days ago
author updated this narrative
AstraZeneca
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Breakthrough Pipeline Therapies And Emerging Markets Will Create Lasting Success
Key Takeaways Strong late-stage drug pipeline, emerging market expansion, and investment in transformative technologies are set to drive sustained, above-industry revenue growth and earnings expansion. Focus on cost discipline and operational efficiencies is expected to enhance margins, cash flow generation, and long-term earnings resilience.
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UK£136.43
FV
17.8% undervalued
intrinsic discount
5.61%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
137
users have followed this narrative
5 days ago
author updated this narrative
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