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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
71
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
users have followed this narrative
Updated
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
20.6% 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
15
users have followed this narrative
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Gränges
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Asia 94% Sales And Shandong Production Will Drive Success
Key Takeaways Strong sales growth in Asia and regional production strategy reduce tariff risks, boosting market share and improving net margins. Sustainability focus with recycled materials and green bonds enhances brand value and profitability through cost savings.
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SEK 153.75
FV
12.6% undervalued
intrinsic discount
7.77%
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
3 days ago
author updated this narrative
TITC
Titan
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Global Infrastructure And Digitalization Will Spark Sustainable Construction Momentum
Key Takeaways Expansion in infrastructure markets, digitalization, and sustainability initiatives strengthen Titan's volume growth, pricing power, and resilience against cost pressures. International expansion and vertical integration diversify revenue streams, enhance supply chain control, and support stable, optimized profitability.
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€49.51
FV
23.3% undervalued
intrinsic discount
3.87%
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
3 days ago
author updated this narrative
Raymond
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Restructuring Will Unlock Future Value In Real Estate And Engineering
Key Takeaways Demerger allows focused growth in both real estate and engineering, unlocking value and enhancing future earnings prospects for each standalone business. Strong demand, operational discipline, and sector tailwinds position both segments for sustained revenue growth, improved margins, and lower financial risk.
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₹903.00
FV
31.5% undervalued
intrinsic discount
15.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
3 days ago
author updated this narrative
Galliford Try Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding Into Energy And Affordable Homes Will Present Opportunities But Execution Risks Remain
Key Takeaways Expansion into energy and capital maintenance markets is set to enhance revenue growth by leveraging expertise in higher-margin areas. Reentering the affordable homes market presents significant opportunities, utilizing the company's construction skills for future revenue growth.
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UK£5.05
FV
14.5% undervalued
intrinsic discount
1.86%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
SkiStar
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion In Trysil, Åre, And Sälen Will Improve Customer Experience And Brand Value
Key Takeaways Investments in infrastructure and accommodations aim to enhance customer experience and boost revenue through increased occupancy and ski pass sales. Expansion in retail and strategic partnerships could diversify and increase income streams, while sustainability efforts may enhance operational efficiency and brand value.
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SEK 191.50
FV
19.7% undervalued
intrinsic discount
7.47%
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
3 days ago
author updated this narrative
NZME
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
OneRoof Review And Digital Transformation Will Shape Future Outlook
Key Takeaways Strategic review and digital transformation could unlock value, enhance efficiencies, and improve net margins. Expansion in digital audio, podcast, and platform initiatives drives future revenue and earnings growth.
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NZ$1.27
FV
7.1% undervalued
intrinsic discount
1.27%
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
3 days ago
author updated this narrative
ABB
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Electrification And Automation Will Unlock Resilient Future Opportunities
Key Takeaways Growth driven by expanding electrification, digitalization, and automation solutions, with recurring service revenues and strong order backlogs ensuring multi-year revenue and earnings visibility. Localization, innovation, and targeted products bolster competitiveness in emerging markets, while ongoing investments reduce risks from global supply disruptions.
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CHF 50.20
FV
7.1% overvalued
intrinsic discount
5.18%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
3 days ago
author updated this narrative
Lemon Tree Hotels
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Fleur Hotels Listing And Market Expansion Will Support Future Prospects
Key Takeaways Strategic expansion through management and franchise deals and renovations is poised to enhance future revenue and earnings, emphasizing asset-light growth. The potential listing of Fleur Hotels is anticipated to reduce debt, strengthening finances and improving net margins.
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₹174.29
FV
17.8% undervalued
intrinsic discount
12.37%
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
3 days ago
author updated this narrative
Wacker Neuson
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Fit For 2025 And John Deere Partnership Will Expand Markets
Key Takeaways The Fit for 2025 program and infrastructure initiatives may enhance profitability and offer significant business expansion opportunities in the future. New product lines and innovations like emission-free machines could boost sales growth and increase future revenues.
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€26.33
FV
12.5% undervalued
intrinsic discount
8.37%
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
3 days ago
author updated this narrative
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