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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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SoftwareOne Holding
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Crayon Integration And New Partnerships Expected To Drive Future Growth
Key Takeaways Strategic partnerships and market strategy transformations are set to fuel revenue growth across various sectors and regions. Cost synergies and efficiency improvements aim to significantly enhance earnings and profitability in the near future.
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CHF 9.41
FV
30.4% undervalued
intrinsic discount
23.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Logistea
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion And Refinancing Initiatives Will Improve Future Prospects Through Portfolio Growth And Cost Reductions
Key Takeaways Strategic refinancing and cost reductions enhance net margins and improve financial flexibility for growth. Expansion through acquisitions and Nordic investments is expected to boost revenue and long-term earnings growth.
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SEK 20.33
FV
20.3% undervalued
intrinsic discount
12.75%
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
3 days ago
author updated this narrative
Synsam
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
EyeView Rollout To Reduce Waiting Times And Costs By 2025
Key Takeaways Synsam's subscription model and store expansion in new regions can drive growth, improve revenues, and enhance customer retention. Investments in technology and store upgrades aim to reduce costs and enhance customer experience, potentially boosting profitability and earnings.
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SEK 66.33
FV
19.0% undervalued
intrinsic discount
6.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
3 days ago
author updated this narrative
Radiant Logistics
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Navegate And Acquisitions Will Improve Operational Efficiency In Logistics
Key Takeaways Strategic acquisitions and technology integration aim to boost revenue, enhance margins, and improve operational efficiency through synergies and expanded capabilities. Strong financial position and potential stock buybacks could stabilize earnings and provide shareholder value amidst market challenges.
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US$9.33
FV
36.6% undervalued
intrinsic discount
5.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Renew Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Focusing On Engineering Services Will Capitalize On Expanding Onshore Wind Markets
Key Takeaways Strategic focus on engineering services and expansion into new markets enhances revenue growth opportunities in onshore wind and transmission sectors. Robust M&A strategy and operational improvements position Renew Holdings for increased profitability and enhanced earnings through innovation and efficiency.
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UK£12.63
FV
32.6% undervalued
intrinsic discount
6.01%
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
3 days ago
author updated this narrative
Tegma Gestão Logística
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Warehousing Expansion And Logistics Automation Will Drive Future Efficiency
Key Takeaways Strategic acquisitions, technology upgrades, and infrastructure investment position Tegma for multi-segment growth and operational efficiency across Brazil's expanding auto and logistics market. Strong cash flow, disciplined capital allocation, and accelerating ESG progress provide flexibility for future acquisitions, enhanced shareholder returns, and new business opportunities.
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R$39.85
FV
9.6% undervalued
intrinsic discount
9.80%
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
3 days ago
author updated this narrative
Ibstock
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
UK Housing Investment And Sustainable Materials Will Transform Construction
Key Takeaways Investments in automation, digitalization, and innovative low-carbon products will improve margins and position the company for growth as market demand recovers. Diversification into sustainable and modern building solutions reduces earnings volatility, supports free cash flow growth, and enables greater returns to shareholders.
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UK£1.92
FV
22.8% undervalued
intrinsic discount
10.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this narrative
Net Insight
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Media Streaming And 5G Sync Will Unlock New Markets
Key Takeaways Accelerated adoption of IP and cloud-based solutions, alongside growth in software and service revenues, is expanding the company's addressable market and boosting margins. Strategic R&D, innovation, and targeted cost reductions are improving competitiveness, profitability, and diversification across media and telecom infrastructure markets.
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SEK 7.25
FV
44.8% undervalued
intrinsic discount
15.11%
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
3 days ago
author updated this narrative
oOh!media
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Partnerships With Petbarn, Officeworks, And Australia Post Will Unlock New Revenue Streams
Key Takeaways Structural growth in Out of Home advertising and new partnerships are expected to drive oOh!media's revenue growth and unlock new streams. Cost reduction and restructuring efforts are projected to improve margins and enhance market share through efficient asset deployment.
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AU$1.81
FV
0.3% undervalued
intrinsic discount
6.48%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
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