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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
7
users have liked this narrative
1
users have commented on this narrative
16
users have followed this narrative
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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
7
users have liked this narrative
1
users have commented on this narrative
22
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
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
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Global Net Lease
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Transition To Single-Tenant Net Lease Will Reduce Leverage And Simplify Operations
Key Takeaways Sale of noncore properties and focus on single-tenant strategy reduce leverage and operational complexity, enhancing earnings potential. Share repurchase, increased occupancy, and dividend reduction support EPS growth, liquidity, and revenue stability.
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US$9.42
FV
27.0% undervalued
intrinsic discount
-17.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
13 days ago
author updated this narrative
6855
Ascentage Pharma Group International
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Takeda Deal And Olverembatinib Trials Will Open Global Markets
Key Takeaways Ascentage's strategic alliances and NRDL inclusion are set to enhance market reach, boost accessibility, and drive substantial revenue growth. Successful NASDAQ IPO and promising registrational trials position the company to accelerate pipeline development, enhancing future earnings potential.
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HK$69.92
FV
18.9% overvalued
intrinsic discount
19.70%
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
13 days ago
author updated this narrative
Wave Life Sciences
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
WVE-007 And WVE-006 Will Offer New Treatment Options For Obesity And AATD
Key Takeaways Advancing innovative treatments like WVE-007 and WVE-006 could drive revenue growth by addressing current therapy limitations and capturing market share in obesity and AATD. Strategic RNA editing developments and promising clinical trials position Wave Life Sciences to expand its market presence and achieve long-term revenue growth in metabolic and liver diseases.
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US$20.07
FV
56.0% undervalued
intrinsic discount
17.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
13 days ago
author updated this narrative
Everest Medicines
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
NRDL Approval And Pipeline Efforts Will Counterbalance Potential Risks
Key Takeaways Dependence on NEFECON's success and market strategies in the IgAN space may not deliver the expected revenue, posing financial risks. Heavy investments in sales and R&D could strain margins if they fail to generate proportional revenue growth, impacting near-term earnings.
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HK$55.08
FV
28.5% overvalued
intrinsic discount
68.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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13 days ago
author updated this narrative
10x Genomics
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Chan Zuckerberg Initiative Partnership Will Drive Future Demand
Key Takeaways Strategic introduction of lower-priced products and sales reorganization are poised to drive volume growth and enhance market share in biopharma and academia. Expansion in biopharma and partnership initiatives like the Billion Cells Project present significant opportunities for long-term revenue and demand growth.
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US$13.54
FV
1.7% undervalued
intrinsic discount
3.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
13 days ago
author updated this narrative
Robosense Technology
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
ADAS LiDAR Demand And Lower Costs Will Forge Future Success
Key Takeaways Strong demand for ADAS LiDAR products and improved margins could significantly boost future revenue and earnings stability. Enhanced technological offerings and strategic expansion efforts may drive future earnings growth and investor confidence.
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HK$44.22
FV
27.3% undervalued
intrinsic discount
51.71%
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
13 days ago
author updated this narrative
Jamf Holding
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Apple-First Security Platform Will Attract Future Clients Across Industries
Key Takeaways Jamf's Apple-first security platform and mobile expansion promise significant revenue growth as industries prioritize security and mobility. Strategic international investments and partnerships, particularly in education projects, are expected to enhance sales efficiency and expand revenue outside the U.S. Declining net retention rates and challenges in revenue sources, alongside market uncertainty and funding concerns, may hinder Jamf's growth and competitive edge.
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US$15.82
FV
54.9% undervalued
intrinsic discount
9.51%
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
13 days ago
author updated this narrative
Beam Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Advancing BEAM-101 And BEAM-302 Will Transform Treatment Of Hematology And Liver Genetic Diseases
Key Takeaways Promising programs in genetic diseases and innovative technology could significantly boost market share and revenue potential. Strategic advancements in gene editing could expand patient access and drive revenue growth through broader treatment availability.
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US$44.07
FV
57.6% undervalued
intrinsic discount
2.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
13 days ago
author updated this narrative
Sprout Social
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AI And Platform Integrations Will Boost Future Customer Engagement
Key Takeaways Strong enterprise momentum and deeper platform integrations might enhance high-value customer acquisition, boosting revenue, ACV, and operational efficiency. Strategic AI shift and influencer marketing enhancements could drive differentiated growth, improving customer engagement and potentially elevating revenue and margins.
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US$27.00
FV
39.9% undervalued
intrinsic discount
12.53%
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
13 days ago
author updated this narrative
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