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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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Perenti
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Drilling Services Division Will Benefit From Increased Exploration Activity In FY '25
Key Takeaways Successful acquisition and integration in Drilling Services are set to enhance revenue, margins, and earnings growth amid increasing exploration activity. Contract negotiations and strong project pipeline in Mining Services and North America promise revenue growth and improved margins, enhancing cash flow stability.
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AU$1.65
FV
15.4% overvalued
intrinsic discount
4.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
15 days ago
author updated this narrative
IDT
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Net2Phone's AI Agent Will Transform Customer Interactions And Lower Costs
Key Takeaways New features in IDT's NRS and net2phone's AI agent could enhance market penetration and improve revenue and net margins. Share repurchase and dividend increase plans suggest strong cash flow and potential earnings per share growth.
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US$85.60
FV
30.2% undervalued
intrinsic discount
0.72%
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
15 days ago
author updated this narrative
XIFR
XPLR Infrastructure
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Redeploying Cash Flows Will Drive Attractive Future Returns In Renewable Energy Investments
Key Takeaways Strategic shift to financing growth through retained earnings and debt, suspending distributions to invest in high-return opportunities, and enhancing long-term value for unitholders. Partnership with NextEra offers expertise and access to lucrative markets, enhancing revenue potential and ensuring disciplined capital allocation for sustainable growth.
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US$11.54
FV
22.3% undervalued
intrinsic discount
2.94%
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
15 days ago
author updated this narrative
29Metals
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Global Electrification Will Increase Copper Demand Despite Setbacks
Key Takeaways Optimistic forecasts may overlook operational, regulatory, and environmental challenges that could restrict revenue growth and margin improvement in the near to medium term. Production stability, capital execution risks, and rising compliance costs could pressure earnings, exposing the company to greater volatility than implied by current market expectations.
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AU$0.28
FV
2.9% overvalued
intrinsic discount
8.05%
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
15 days ago
author updated this narrative
Nuvama Wealth Management
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Entry Into Dubai's DIFC And SEBI Mutual Funds Will Broaden Market Reach
Key Takeaways Strategic expansion into new markets and products could drive revenue growth and create a broader client base. Investments in technology and a focus on recurring revenue streams may enhance efficiency and improve margin predictability.
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₹8.70k
FV
20.2% undervalued
intrinsic discount
10.10%
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
15 days ago
author updated this narrative
Dicker Data
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Into Cybersecurity And AI Will Shape A Promising Future
Key Takeaways Strategic focus on cybersecurity and AI could drive higher-margin sales and significantly impact future earnings. Increased inventory levels indicate readiness for future PC sales growth, potentially boosting overall revenue.
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AU$10.29
FV
12.5% undervalued
intrinsic discount
21.95%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
27
users have followed this narrative
15 days ago
author updated this narrative
North American Construction Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Australian And US Operations Will Broaden Business Horizons
Key Takeaways Diversification into Australia and infrastructure projects is expected to improve profit margins and sustain revenue growth. Strategic capital allocation focused on debt reduction and acquisitions could enhance financial leverage and boost shareholder returns.
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CA$33.94
FV
38.5% undervalued
intrinsic discount
7.20%
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
15 days ago
author updated this narrative
WashTec
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Solutions And Process Optimization Will Improve Efficiency
Key Takeaways Strategic shifts to digital solutions and sustainability may enhance revenue growth through improved service offerings and increased customer retention. Operational restructuring and strategic partnerships are expected to boost margins and earnings by reducing costs and expanding recurring revenue streams.
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€52.88
FV
24.3% undervalued
intrinsic discount
4.64%
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
15 days ago
author updated this narrative
Rai Way
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
New Media Distribution And Digital Infrastructure Will Unlock Opportunities
Key Takeaways Rai Way's plan focuses on diversifying services like CDN and Edge Data Centers to enhance revenue predictability and growth. Strong cost management and operational focus are expected to protect net margins despite higher energy costs.
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€7.12
FV
17.0% undervalued
intrinsic discount
4.24%
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
15 days ago
author updated this narrative
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