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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
6
users have commented on this narrative
55
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
28.9% 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
87
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
20.8% 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
13
users have followed this narrative
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EQT Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
NavOne Launch And Market Expansion Will Drive Future Operational Efficiencies
Key Takeaways Strategic technology integrations and platform launches are projected to increase cost savings and operational efficiencies, boosting net margins and earnings. Strong FUMAS growth and market expansion, including new investment schemes, indicate promising revenue growth and an improved financial outlook.
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AU$40.00
FV
18.5% undervalued
intrinsic discount
5.87%
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
8 days ago
author updated this narrative
Dr. Martens
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Cost Savings Ahead Of Schedule Will Improve Profitability By FY '26
Key Takeaways Strategic focus on premium positioning, demand planning, and cost reductions aims to enhance revenue, margins, and profitability. Stronger balance sheet with reduced debt supports future growth and financial stability through improved cash flow and inventory management.
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UK£0.88
FV
11.4% undervalued
intrinsic discount
5.07%
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
8 days ago
author updated this narrative
Dynavox Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding Global Presence Will Unlock Untapped Market Demand
Key Takeaways Expanding into new international markets and investing in R&D are driving growth, greater revenue stability, and a shift toward recurring software revenue. Increased awareness and insurance coverage are accelerating adoption, while operational improvements and winding down of one-off costs are set to boost profitability.
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SEK 120.50
FV
6.1% overvalued
intrinsic discount
18.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
8 days ago
author updated this narrative
Maharashtra Seamless
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Telangana Facility Will Boost Seamless Pipes Production From FY26
Key Takeaways Improved dispatches and a new facility are expected to boost margins and future revenue growth, aiding earnings. Strong oil and gas demand with a healthy order book suggests sustained revenue and stable financial performance.
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₹790.00
FV
15.8% undervalued
intrinsic discount
6.06%
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
8 days ago
author updated this narrative
Sandhar Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
EV Battery Chargers And Pune Expansion Will Support Future Success
Key Takeaways Successful joint ventures and strategic expansion efforts are enhancing business synergies and have the potential to significantly boost future earnings. Entry into the EV segment and diversification of the product portfolio are expected to drive long-term revenue growth and profitability.
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₹592.00
FV
24.8% undervalued
intrinsic discount
14.70%
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
8 days ago
author updated this narrative
Charter Hall Retail REIT
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Diversifying With HPI Acquisition Will Strengthen Future Income Streams
Key Takeaways Diversifying its convenience-based portfolio and strategic acquisitions are expected to drive revenue growth and secure inflation-linked long-term income. High occupancy rates and strategic asset management optimize rental income, supporting robust revenue and earnings increases.
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AU$4.10
FV
3.7% undervalued
intrinsic discount
-2.59%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
8 days ago
author updated this narrative
Cobram Estate Olives
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Maturing Olive Groves And US Expansion Will Boost Future Production
Key Takeaways Strategic expansion and infrastructure improvements in the U.S. and Australia are set to significantly boost production capacity and revenue. Increased competitiveness in the U.S. market and strategic partnerships are expected to drive sustained revenue growth and market share expansion.
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AU$2.62
FV
3.4% overvalued
intrinsic discount
20.35%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
8 days ago
author updated this narrative
Judges Scientific
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Luciol And Allied Acquisitions Will Expand Scientific Instrument Capabilities
Key Takeaways Robust acquisition strategy and increased banking facilities support growth in revenue and earnings through strategic alignments. Focus on converting EBIT into cash increases financial flexibility, positively impacting net margins and debt repayment.
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UK£87.56
FV
31.0% undervalued
intrinsic discount
3.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
8 days ago
author updated this narrative
Smartgroup
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Novated Leasing Will Meet Future Electric Vehicle Demand
Key Takeaways Targeted digital transformation and enhanced services aim to boost customer acquisition, retention, and revenue from existing clients. Expanding corporate segment and focus on novated leasing, including electric vehicles, offer significant growth opportunities and efficiency.
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AU$8.91
FV
9.0% undervalued
intrinsic discount
4.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
8 days ago
author updated this narrative
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