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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
19
users have liked this narrative
4
users have commented on this narrative
46
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
25
users have liked this narrative
5
users have commented on this narrative
68
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
5
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Jupiter Fund Management
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Key Team Exits And European Underperformance Will Impair Global Prospects
Key Takeaways Departures and fund underperformance may negatively impact revenue growth and client retention, emphasizing the need for new inflows and improved investment performance. Squeezed fee margins and rising costs could pressure net margins, affecting future profitability unless AUM growth is achieved and strategic initiatives succeed.
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UK£1.16
FV
7.1% overvalued
intrinsic discount
2.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
narrative
Aarti Industries
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Expansion Into US And Japan Markets And New Recycling Venture Will Improve Future Prospects
Key Takeaways Geographic expansion and product diversification efforts in major markets aim to boost future revenue and enhance earnings growth. Strategic backward integration and renewable energy adoption are expected to improve net margins and reduce operational expenses.
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₹467.09
FV
17.3% undervalued
intrinsic discount
17.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
Updated
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BW Offshore
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New FPSO Projects May Strengthen Operations Despite Earnings Decline
Key Takeaways Strategic FPSO project expansion and emerging floating wind initiatives could drive long-term revenue growth and diversification into low-carbon energy solutions. A strong balance sheet and targeted capital allocation enhance financial flexibility and potentially increase net margins and shareholder returns.
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NOK 34.80
FV
6.8% overvalued
intrinsic discount
-11.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
Bank of Ireland Group
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Ireland Demographics And Digital Banking Will Enable Strong Future Performance
Key Takeaways Strong retail lending growth and market leadership in mortgages position the bank well amid favorable economic and demographic trends. Digital adoption, wealth management expansion, and robust capital discipline underpin sustained efficiency, earnings resilience, and shareholder value.
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€13.22
FV
7.3% undervalued
intrinsic discount
3.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
7 days ago
author updated this narrative
Core Lithium
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
BP33, Shoobridge And Blackbeard Drilling Will Improve Lithium Extraction
Key Takeaways Optimizing BP33 and enhancing processing efficiencies may boost future revenue and earnings through improved recoveries and reduced operating costs. Significant cash reserves and no debt allow for strategic investments in exploration, potentially expanding production capacity and enhancing future profitability.
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AU$0.11
FV
10.7% undervalued
intrinsic discount
18.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
7 days ago
author updated this narrative
Valmont Industries
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Energy Transition And Digital Trends Will Unlock Enduring Market Value
Key Takeaways Elevated infrastructure and energy transition demand, paired with automation and AI investments, are set to strengthen earnings and operational efficiency. Expansion in digital infrastructure and global agricultural markets is fueling higher-margin revenue growth and recurring earnings through technology-enabled solutions.
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US$393.33
FV
6.6% undervalued
intrinsic discount
3.55%
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
Updated
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Oscar Health
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
AI Integration And ICHRA Enrollment Will Improve Efficiency And Long-Term Success
Key Takeaways Strategic pricing, product innovation, and AI integration drive market share gains, enhance efficiency, and contribute to strong revenue growth and profitability. Expansion into new markets and diverse membership growth bolster long-term sustainability and revenue prospects.
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US$11.29
FV
22.5% overvalued
intrinsic discount
7.07%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
83
users have followed this narrative
Updated
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APR
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Achieving CPMP Certification Will Unlock Access To 27 EU Nations
Key Takeaways APR's expansion into the U.S. market and Japan aims to boost revenue and enhance international brand presence through aggressive B2B sales and offline retail strategies. Product lineup expansion and European certification could significantly increase sales, while planned share buybacks aim to enhance shareholder value and financial attractiveness.
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₩152.28k
FV
36.9% overvalued
intrinsic discount
35.66%
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
14 days ago
author updated this narrative
1508
China Reinsurance (Group)
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Transformation And EV Insurance Will Open New Markets
Key Takeaways Innovative products in climate change and EV insurance could enhance revenue by addressing unmet demand and emerging risks. Focus on digital transformation and global expansion may improve operational efficiency and boost revenue growth in strategic regions.
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HK$1.21
FV
13.4% overvalued
intrinsic discount
5.21%
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
Updated
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