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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
1
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
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Konecranes
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Smart Manufacturing And Sustainability Will Transform Global Ports
Key Takeaways Leadership in automation, sustainability, and innovation positions Konecranes for sustained revenue growth, premium pricing, and higher margins as industries modernize and decarbonize. Expansion of high-margin service contracts and favorable regulatory dynamics support increased recurring revenue, reduced volatility, and potential market share gains in the long term.
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€73.33
FV
1.4% undervalued
intrinsic discount
1.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
5 days ago
author updated this narrative
AU Small Finance Bank
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Branch Expansion And Digital Rollout Will Drive India's Banking Evolution
Key Takeaways Expansion into underserved markets and new regions, combined with digital initiatives and tailored offerings, positions the bank for strong growth in customers, revenue, and market share. Focus on secured lending, operational efficiency, and cost discipline is expected to boost margins, enhance resilience, and support sustained improvement in profitability.
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₹785.67
FV
5.5% undervalued
intrinsic discount
28.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
5 days ago
author updated this narrative
Clicks Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Store And Digital Upgrades Will Create New Opportunities
Key Takeaways Expansion of the Clicks Group's store network and loyalty program is poised to boost revenue through increased market penetration and customer engagement. Tech investments and focus on private labels aim to enhance efficiency, differentiation, and margins, supporting favorable capital management outcomes.
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R423.14
FV
10.0% undervalued
intrinsic discount
9.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
5 days ago
author updated this narrative
Ayvens
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
European Investment Bank Partnership And EV Financing Will Unlock Opportunities
Key Takeaways Strategic focus on profitable growth and EV market dynamics is driving revenue growth and enhancing net margins through synergies. Plans to expand product offerings and partnerships indicate potential for increased revenue and improved profit margins.
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€10.81
FV
12.0% undervalued
intrinsic discount
4.53%
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
5 days ago
author updated this narrative
GoTo Gojek Tokopedia
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Premium Services And AI Integration Will Empower Future Success
Key Takeaways Focusing on high-spending users and expanding premium services is expected to enhance net margins and drive revenue growth. Leveraging AI for operational efficiencies aims to reduce expenses and potentially increase net margins over time.
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Rp98.40
FV
36.0% undervalued
intrinsic discount
15.70%
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
Sweco
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Operational Efficiency And Acquisitions Will Drive Future Success
Key Takeaways Operational efficiency and strategic pricing enhancements are set to boost Sweco's margins and profitability, supporting higher future earnings. Sweco's acquisitions and project wins in growth segments like energy and infrastructure ensure future revenue stability and expansion potential.
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SEK 180.60
FV
15.4% undervalued
intrinsic discount
5.92%
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
5 days ago
author updated this narrative
SPIE
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Leveraging Carbon Capture And Electric Charging Technologies Will Strengthen Future Sustainability Efforts
Key Takeaways SPIE's focus on sustainable technologies and strategic acquisitions positions it to capitalize on global decarbonization trends and grow revenue through inorganic means. Strong financial performance with high free cash flow conversion and improved margins supports growth initiatives and potential shareholder returns.
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€45.65
FV
10.4% overvalued
intrinsic discount
5.22%
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
5 days ago
author updated this narrative
Fuchs
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
New Acquisitions And Mercedes-Benz Partnership Will Expand North American Reach
Key Takeaways Strategic acquisitions and partnerships in various sectors are driving substantial sales growth and enhancing brand presence in key markets. Local production and efficient cash management position Fuchs to navigate economic challenges, protect margins, and improve EPS.
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€50.40
FV
19.8% undervalued
intrinsic discount
2.65%
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
0022
Goldwind Science&Technology
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Wind Turbine Orders And Green Policies Will Create An Opportunity
Key Takeaways Strong order backlog and external sales growth signal a robust revenue pipeline, driven by demand for renewable energy in China and abroad. Enhanced operational efficiency and reduced interest-bearing debt are expected to optimize cash flow, improve solvency, and boost profitability.
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CN¥11.37
FV
14.0% undervalued
intrinsic discount
18.27%
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
5 days ago
author updated this narrative
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