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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
20
users have liked this narrative
6
users have commented on this narrative
49
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
28
users have liked this narrative
5
users have commented on this narrative
77
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
10
users have followed this narrative
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Alimak Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Urbanization And Digitalization Will Expand Recurring Service Opportunities
Key Takeaways Growing demand for industrial solutions and workplace safety is driving recurring, higher-margin revenues and strengthening earnings stability. Strategic acquisitions, digital innovation, and cost efficiency efforts are positioning Alimak for sustained margin expansion and enhanced market presence.
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SEK 161.75
FV
2.8% overvalued
intrinsic discount
3.55%
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
Odfjell Drilling
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Carbon Storage Projects Will Open New Revenue Streams And Improve Utilization
Key Takeaways Contract extension and future higher day rates ensure revenue growth, earnings stability, and boost EBITDA margins. Incremental demand from carbon storage projects and reduced debt obligations enhance revenue streams and cash flow, benefiting shareholder distributions.
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NOK 83.43
FV
12.3% undervalued
intrinsic discount
6.74%
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
7 days ago
author updated this narrative
Envipco Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
European DRS Focus Will Fuel New Market Expansion
Key Takeaways Envipco's positioning to leverage European DRS legislation and invest in greenfield markets like Poland and the UK could drive significant revenue growth. Strategic focus on improving gross margins and operational efficiency, alongside working capital management, may enhance profitability and net earnings growth.
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€9.38
FV
23.2% undervalued
intrinsic discount
51.29%
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
National Energy Services Reunited
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into Jafurah Field And ROYA Drilling Will Strengthen Future Prospects
Key Takeaways NESR's expansion into unconventional gas projects in the Middle East and new market entries are poised to drive future revenue growth. Technological advances and decarbonization projects offer revenue diversification and margin improvement opportunities, while strong cash flow supports growth investments.
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US$12.00
FV
45.2% undervalued
intrinsic discount
4.23%
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
GrainCorp
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
I Expect Expansion Into Agri-Energy And Animal Nutrition Sectors Will Enhance Operational Efficiency And Open New Markets
Key Takeaways Record oilseed crush volumes and Animal Nutrition expansion enhance efficiency, potentially boosting future revenue. Strategic partnerships and diversification efforts in energy and port operations could significantly improve revenue streams and utilization rates.
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AU$8.83
FV
14.5% undervalued
intrinsic discount
-1.44%
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
7 days ago
author updated this narrative
Krsnaa Diagnostics
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Government Investment And AI Diagnostics To Transform Healthcare Services By 2026
Key Takeaways Expansion into the retail segment and AI-enabled solutions could unlock new revenue streams and improve margins. Government healthcare investments and an asset-light model may drive sustainable earnings growth and reduce capital expenditures.
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₹1.05k
FV
20.5% undervalued
intrinsic discount
21.08%
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
7 days ago
author updated this narrative
Aspo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
EcoVadis Platinum And Green Vessel Investments Will Strengthen Future Sustainability
Key Takeaways Investments in green vessels and ESG initiatives aim to improve cost efficiencies and brand perception, boosting margins and competitiveness. Strategic acquisitions and focus on organic growth are set to significantly enhance future earnings and operational efficiencies.
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€6.00
FV
11.0% undervalued
intrinsic discount
4.01%
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
7 days ago
author updated this narrative
Harsha Engineers International
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Securing New Global Contracts And Benefiting From Strong USD Will Strengthen Future Prospects
Key Takeaways Strong growth in the Bronze Bushing segment and a new long-term contract will enhance future revenue and profitability. The China Plus One strategy and USD strength are expected to drive increased international demand and long-term earnings growth.
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₹404.67
FV
3.4% overvalued
intrinsic discount
11.24%
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
Balco Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Nordic And Maritime Expansion Will Ignite Sustainable Recovery
Key Takeaways Order growth, geographic expansion, and product portfolio diversification position Balco for future revenue gains and reduced regional concentration risk. Operational efficiency improvements and focus on sustainable, innovative solutions are expected to boost margins as renovation demand rises.
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SEK 36.00
FV
32.8% undervalued
intrinsic discount
7.00%
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
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