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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
59
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
33
users have liked this narrative
6
users have commented on this narrative
89
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
14
users have followed this narrative
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JSL
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Asset-light Operations And New Contracts Will Ensure Future Resilience
Key Takeaways The asset-light operations focus enhances margins and earnings via reduced capital expenditure and increased operational flexibility. Diversification and strategic financial initiatives bolster net margins, with new contracts and essential sector expansion securing future revenue growth.
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R$11.78
FV
52.7% undervalued
intrinsic discount
8.78%
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
9 days ago
author updated this narrative
Instone Real Estate Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Projects Targeting Growth Opportunities Act Will Tap Future Potential
Key Takeaways Strategic project launches in key locations and strong investor interest suggest potential for future revenue and sales growth. Innovative construction management and strong financial position enable Instone to capitalize on market opportunities and maintain profitability.
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€11.58
FV
15.3% undervalued
intrinsic discount
23.90%
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
9 days ago
author updated this narrative
Acadian Timber
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Renewable Energy And Real Estate Expansion May Help Amid Declining Timber Prices, But Production Challenges Loom
Key Takeaways Expansion into real estate and renewable energy sectors could enhance revenue and earnings growth through new revenue streams. Establishing internal harvesting operations in Maine may boost operational efficiency and positively impact net margins and earnings.
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CA$19.50
FV
8.5% undervalued
intrinsic discount
-0.48%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
9 days ago
author updated this narrative
IGG
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Frozen War And Tycoon Master Will Drive Future Markets
Key Takeaways Strong synergies in the APP business, coupled with new game launches, present robust revenue and user engagement potential, enhancing profitability prospects. Strategic use of AI for cost reduction and focused financial policies like share buybacks could attract investors and drive efficient growth.
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HK$4.75
FV
14.1% overvalued
intrinsic discount
1.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
9 days ago
author updated this narrative
Green Thumb Industries
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Partnerships With Magnolia Bakery And DoorDash Will Expand Market Reach
Key Takeaways Strategic investment in new products, partnerships, and key growth markets aims to drive revenue growth and capture new consumer demographics. Expansion in cultivation and operational capabilities in newly legalized states seeks to meet demand and improve margins through efficiencies.
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CA$17.28
FV
43.1% undervalued
intrinsic discount
4.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
9 days ago
author updated this narrative
ENCE Energía y Celulosa
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Advanced Pulp And Renewable Energy Will Drive Future Resilience
Key Takeaways Expansion into advanced pulp and renewable energy strengthens margins, diversifies revenue, and positions the company for sustained growth amid the global sustainability trend. Enhanced operational efficiency, ESG compliance, and focus on European markets bolster cost competitiveness, reduce risk exposure, and improve market access.
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€3.96
FV
25.7% undervalued
intrinsic discount
1.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
9 days ago
author updated this narrative
Australian Ethical Investment
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Integration Of Altius And Transition To GROW And State Street Will Deliver Operational Improvements
Key Takeaways Successful integration of Altius Asset Management and completion of platform initiatives are enhancing revenue growth and improving cost efficiencies. Ongoing infrastructure investment and strategic acquisitions aim to drive future revenue growth and operational scalability.
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AU$7.00
FV
16.3% overvalued
intrinsic discount
11.47%
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
9 days ago
author updated this narrative
Gujarat State Fertilizers & Chemicals
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Commissioning Of Urea-II And Sulphuric Acid V Projects Will Reduce Costs And Strengthen Future Performance
Key Takeaways Cost-effective projects and strategic sourcing improve net margins and stabilize input costs, enhancing profitability prospects. Expanded capacities and favorable conditions drive revenue growth and strengthen market presence in the fertilizer segment.
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₹180.00
FV
18.5% overvalued
intrinsic discount
5.25%
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
9 days ago
author updated this narrative
Valeura Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Wassana Redevelopment Will Define Future Prospects Despite Risks
Key Takeaways Successful drilling and production strategies are set to boost reserves and production, driving growth in revenue and cash flow. Operational efficiencies and tax integration are projected to enhance net margins and reduce costs, improving cash flow and sustainability.
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CA$12.98
FV
36.1% undervalued
intrinsic discount
-9.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
9 days ago
author updated this narrative
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