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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
19
users have liked this narrative
6
users have commented on this narrative
48
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
5
users have commented on this narrative
76
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
8
users have followed this narrative
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African Rainbow Minerals
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Phased Bokoni Expansion And Water Strategies At Khumani Will Ensure Future Stability
Key Takeaways Strategic project expansions, phased production increases, and cost optimizations at Bokoni hinge on favorable PGM prices, aiming for higher revenues and improved margins. Reallocating capital through asset sales and phasing out costly operations enhance financial flexibility, operational efficiency, and margin improvements.
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R197.33
FV
6.2% undervalued
intrinsic discount
15.42%
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
7 days ago
author updated this narrative
Can Fin Homes
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Rapid Urbanization And Digital Transformation Will Reshape India's Housing Market
Key Takeaways Leveraging supportive housing policies, digital upgrades, and aggressive branch expansion to boost operational efficiency, market share, and revenue growth. Focus on affordable salaried segments with strong credit quality ensures low risk, high collection efficiency, and sustained long-term earnings visibility.
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₹887.73
FV
16.2% undervalued
intrinsic discount
14.47%
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
Ador Welding
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion Into US And Australia Markets And Launch Of Battery-Operated Welding Equipment Will Drive Future Success
Key Takeaways Expansion into international markets and innovative product introductions are expected to drive revenue growth and enhance competitive positioning. The merger with Ador Fontech and large project executions are anticipated to improve efficiencies and earnings visibility through cost synergies and strategic focus.
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₹1.25k
FV
21.9% undervalued
intrinsic discount
10.72%
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
7 days ago
author updated this narrative
SAF-Holland
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Trailer Rebound In EMEA 2025 Will Spur Expansion
Key Takeaways Anticipated EMEA trailer market rebound and infrastructure investment in Germany and Ukraine could drive growth in SAF-Holland's revenues. Strategic positioning amid emission regulations, coupled with robust aftermarket business and cost management, could stabilize revenue and enhance profitability.
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€21.84
FV
28.3% undervalued
intrinsic discount
4.93%
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
7 days ago
author updated this narrative
Link and Motivation
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Motivation Cloud Expansion And AI Integration Will Improve Future Business Efficiency
Key Takeaways Expanding the Consulting and Cloud business and Motivation Cloud services will likely drive substantial revenue growth and improved net margins. Investments in human capital management and competitive recruiting strategies will enhance employee retention, boosting sales capacity and earnings stability.
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JP¥810.00
FV
35.8% undervalued
intrinsic discount
10.96%
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
7 days ago
author updated this narrative
Motus Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Introducing Tata Brand And FAI Pro Launch Will Strengthen International Market Position
Key Takeaways Strategic diversification and acquisitions, like the Tata brand and Toyota dealership, aim to boost international market share and revenue growth. Disposing of underperforming segments and investing in high-margin areas focuses on optimizing net margins and return on investment.
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R127.41
FV
27.2% undervalued
intrinsic discount
4.78%
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
7 days ago
author updated this narrative
New Wave Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
US And Canada Expansion And Teamwear Will Shape Future Markets
Key Takeaways Expansion into new markets and strengthening teamwear and sports segments may drive significant revenue growth and increase operating profits. Technological advancements in operations, including automation and a new ERP system, are expected to enhance efficiencies and potentially improve net margins.
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SEK 140.00
FV
15.5% undervalued
intrinsic discount
8.45%
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
7 days ago
author updated this narrative
Scanfil Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Reshoring And Tensions Will Challenge EMS While Sectors Kindle Hope
Key Takeaways Global supply chain shifts, trade tensions, and rising environmental regulations could reduce sales growth and increase Scanfil's operating costs. Heavy reliance on a few large customers and sector pricing pressures may undermine revenue stability and future profitability.
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€9.90
FV
6.7% overvalued
intrinsic discount
11.08%
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
7 days ago
author updated this narrative
Banco Pan
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
App Improvements And Centralized Funding With BTG Pactual Will Reduce Costs And Expand Market In 2025
Key Takeaways Enhancing the app and centralizing funding with BTG Pactual aim to reduce costs and improve customer engagement, boosting revenue and net interest margins. Anticipated payroll loan growth and cost control measures could enhance net margins and earnings, tapping into new customer segments.
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R$9.81
FV
23.6% undervalued
intrinsic discount
25.14%
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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