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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
50
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
30.9% 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
85
users have followed this narrative
New
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
19.2% 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
11
users have followed this narrative
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Honasa Consumer
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Derma Co's Growth And Distributor Expansion Will Strengthen Future Prospects
Key Takeaways Honasa Consumer's focus on distributor expansion and younger brand growth could boost revenue and improve net margins. Strategic marketing efforts and enhanced partner incentives may increase profitability and drive revenue through innovative channel growth.
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₹288.62
FV
8.8% undervalued
intrinsic discount
15.11%
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
Ricegrowers
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Middle East Expansion And Agritech Investment Will Open New Horizons
Key Takeaways Expanding into high-growth international markets and diversifying product offerings positions the company for stronger revenue and higher-margin branded sales. Investments in innovation, automation, and ESG initiatives are expected to boost cost efficiency, product quality, and resilience across core and adjacent segments.
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AU$14.00
FV
5.1% undervalued
intrinsic discount
3.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
7 days ago
author updated this narrative
AMP
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expansion Into Niche Markets And AI Initiatives Will Diversify Revenue Streams
Key Takeaways Continued cost reductions and focus on efficiencies are anticipated to enhance net margins and earnings moving forward. Expansion in wealth management and digital propositions is expected to boost revenue and market share through improved customer experience.
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AU$1.67
FV
4.9% overvalued
intrinsic discount
-21.72%
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
7 days ago
author updated this narrative
Jumbo Interactive
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Daily Winners Premium Tier And B2C Focus Will Increase Future Player Engagement Worldwide
Key Takeaways Strategic cost management and a new loyalty program aim to boost engagement and revenue, even in low jackpot periods. Expansion in international markets and a focus on B2C opportunities are set to drive future revenue and growth.
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AU$12.63
FV
13.1% undervalued
intrinsic discount
6.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
7 days ago
author updated this narrative
West African Resources
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Kiaka Gold And Sanbrado Transition Will Increase Long-Term Production
Key Takeaways Expansion of gold production and efficiency improvements position the company for sustained revenue growth and stronger operating margins. Exposure to strong gold prices and robust ESG performance enhances investor appeal and supports long-term financial stability.
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AU$3.85
FV
30.9% undervalued
intrinsic discount
40.39%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
7 days ago
author updated this narrative
Semperit Holding
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition And Investments Will Upgrade Engineered Technology Capabilities
Key Takeaways Strategic acquisitions and innovations are enhancing revenue and earnings, with operational improvements boosting net margins. Investments and digital transformation efforts lay groundwork for organic growth and cost efficiencies, positively impacting margins.
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€16.76
FV
22.4% undervalued
intrinsic discount
6.49%
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
7 days ago
author updated this narrative
Österreichische Post
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding The Parcel Network Into Eastern Europe And Türkiye Will Increase Future Market Share
Key Takeaways Product and price reform in the mail division may boost revenue and margins despite declining volumes, stabilizing financial performance. International parcel network expansion in Eastern Europe and Türkiye offers significant growth opportunities potentially enhancing revenues and market share.
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€30.60
FV
0.5% overvalued
intrinsic discount
3.35%
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
GMO internet group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Launch Of Net Security Project Will Address Global Cybersecurity Needs
Key Takeaways The transition to a holding structure and security project launch can drive revenue growth by enhancing operational efficiency and creating new revenue streams. Synergies from mergers, combined with consistent shareholder returns, are set to bolster earnings and attract further investment.
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JP¥3.67k
FV
7.8% overvalued
intrinsic discount
8.45%
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
7 days ago
author updated this narrative
Sensys Gatso Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US, Australia And Ghana Expansion Will Deliver Recurring TRaaS Value
Key Takeaways Expansion into U.S., Australia, and Ghana could boost revenue with a strong order intake and market growth. High-margin TRaaS business and strategic partnerships ensure stable, predictable revenues, enhancing net margins and future earnings.
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SEK 55.50
FV
22.0% undervalued
intrinsic discount
17.12%
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
7 days ago
author updated this narrative
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