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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
49
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
84
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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Mr Price Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Profitable Market Share Gains And Supply Chain Innovations Propel Retail Earnings
Key Takeaways Focus on strategic market share gains has improved gross profit margins, potentially enhancing net margins. Expansion and supply chain initiatives could drive revenue growth and improve operational efficiency.
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R313.15
FV
33.8% undervalued
intrinsic discount
7.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
about 4 hours ago
author updated this narrative
DEME Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Advanced Fleet Expansion Will Boost Future Offshore Energy Efficiency
Key Takeaways DEME's strong order book and technological investments in Offshore Energy suggest continued revenue growth, stability, and enhanced profitability margins. Solid free cash flow and strategic investment decisions provide a robust financial base for future earnings and growth opportunities.
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€175.71
FV
25.7% undervalued
intrinsic discount
3.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
about 4 hours ago
author updated this narrative
ASMPT
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Advanced Packaging And AI Will Expand Semiconductor Markets
Key Takeaways Strong demand for advanced packaging in AI and differentiated technologies is driving long-term growth, higher margins, and expanding market opportunities for ASMPT. Diversification strategies and operational efficiencies are increasing revenue resilience, reducing risk, and supporting sustainable improvements in earnings and profitability.
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HK$79.15
FV
12.3% undervalued
intrinsic discount
12.67%
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
about 4 hours ago
author updated this narrative
Tate & Lyle
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integrating CP Kelco And Partnering With Manus Will Drive Growth And Enhance Profitability
Key Takeaways Expansion through CP Kelco enhances specialty solutions, driving revenue growth and improving profitability via anticipated cost synergies and EBITDA margin uplift. Strong cash flow and disciplined financial management fuel share buybacks, increasing EPS, while innovation drives new revenue streams and strengthens market position.
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UK£7.28
FV
25.8% undervalued
intrinsic discount
10.07%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
about 4 hours ago
author updated this narrative
RTL Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Operational Efficiencies And Tech Savings Will Drive Profitability By 2026
Key Takeaways RTL Group's strategic investments in streaming and technology platforms drive profitability through increased revenues, operational efficiencies, and reduced costs. Successful acquisitions and asset sales are positioned to enhance Fremantle's margins, boost shareholder returns, and positively impact earnings and net margins.
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€36.74
FV
7.7% undervalued
intrinsic discount
3.60%
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
about 4 hours ago
author updated this narrative
TUI
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Dynamic Packaging And Global Expansion Will Drive Future Success
Key Takeaways Dynamic packaging and technology investments could drive growth by leveraging airline capacity and improving operational efficiency without increased fixed costs. Expansion into global markets and enhanced cruise and Musement offerings are expected to boost occupancy, rates, and overall revenue growth.
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€10.52
FV
25.9% undervalued
intrinsic discount
5.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
about 4 hours ago
author updated this narrative
Aalberts
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Southeast Asia And Sustainable Solutions Will Drive Expansion
Key Takeaways Strategic expansion and portfolio optimization position Aalberts for long-term growth by focusing on high-margin, sustainable solutions in emerging and established markets. Operational improvements and innovation in energy-efficient and modular technologies enhance profitability, resilience, and financial flexibility.
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€41.55
FV
31.1% undervalued
intrinsic discount
4.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
about 4 hours ago
author updated this narrative
LIC Housing Finance
AN
AnalystConsensusTarget
Consensus Narrative from 28 Analysts
Lower Rates And Urbanization In India Will Drive Mortgage Demand
Key Takeaways Lower funding costs, government support, and ongoing digitization are expected to drive margin stability, recurring income, and future profitability. Asset quality improvement and expansion into affordable housing suggest stronger long-term growth potential despite current competition.
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₹666.00
FV
13.2% undervalued
intrinsic discount
8.08%
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
about 4 hours ago
author updated this narrative
Dalmia Bharat
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Indian Urbanization And Premium Mix Will Unlock Sustainable Value
Key Takeaways Expansion into high-growth regions, premium product focus, and brand investments are driving stronger revenue growth, improved pricing power, and higher margins. Sustainability initiatives and cost-control measures enhance resilience, ensure ESG leadership, and position the company for long-term market and margin advantages.
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₹2.30k
FV
1.6% undervalued
intrinsic discount
11.46%
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
about 4 hours ago
author updated this narrative
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