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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
23
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% 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
86
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
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
12
users have followed this narrative
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D. B
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Digital Engagement And New Market Entries Will Strengthen Future Market Position
Key Takeaways Strategic digital investments and market expansion efforts may enhance future revenue streams and market penetration. Effective cost controls and stable costs have led to significant margin improvements, suggesting potential earnings growth.
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₹300.00
FV
9.3% undervalued
intrinsic discount
8.15%
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
7 days ago
author updated this narrative
Nine Entertainment Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Olympics Will Increase Stan's Subscriber Base And Engagement
Key Takeaways Strategic investment in digital revenue streams and data enhancements positions Nine Entertainment for growth despite declining traditional media revenues. Leveraging major events and synergies with Domain are key strategies to boost engagement, subscriptions, and advertising revenue.
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AU$1.91
FV
9.6% undervalued
intrinsic discount
2.05%
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
Godrej Agrovet
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
CDMO Expansion And Branded Poultry Products Will Boost Future Potential
Key Takeaways Strong pricing and operational improvements in the Animal Feed and Vegetable Oil segments are poised to enhance future earnings and revenue growth. Strategic shifts in Poultry and Dairy segments aim to improve profitability and stabilize margins through focus on branded products and value-added offerings.
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₹862.83
FV
5.9% undervalued
intrinsic discount
10.23%
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
Ecora Resources
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Voisey's Bay, Mimbula And Mantos Blancos Will Empower Base Metals
Key Takeaways Expected volume growth from key assets will substantially boost future revenue, supported by low operating costs and production expansions. Shifting revenue from Kestrel to lower-tax jurisdictions in the base metals portfolio is anticipated to increase net margins due to a lower effective tax rate.
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UK£1.20
FV
45.2% undervalued
intrinsic discount
-3.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
7 days ago
author updated this narrative
Springfield Properties
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Debt Reduction And Durieshill Village Project Will Strengthen Future Prospects
Key Takeaways Decreased debt enhances net margins and profitability, while profitable land sales boost liquidity and financial leverage. Strategic partnerships and infrastructure investments position the company for long-term revenue growth and market expansion in Northern Scotland.
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UK£1.43
FV
29.5% undervalued
intrinsic discount
-1.62%
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
Lojas Quero-Quero
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Ongoing Store Expansion In Mato Grosso Do Sul And Paraná Will Broaden Market Presence
Key Takeaways Strong same-store sales growth and expansion in key regions indicate potential for revenue and market presence improvement. Conservative credit strategies enhance financial stability, while tax credits improve cash flow and net margins.
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R$4.24
FV
38.4% undervalued
intrinsic discount
9.78%
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
Dunelm Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Investments In Automation And Store Expansion Will Strengthen Market Position In Homewares And Furniture
Key Takeaways Dunelm's strategic expansion and product innovation are poised to boost market share and revenue in the homewares sector. Investments in automation and vertical integration aim to enhance operational efficiency and net margins through better cost and supply chain management.
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UK£12.83
FV
6.6% undervalued
intrinsic discount
4.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
7 days ago
author updated this narrative
Rubis
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Renewable Energy Projects And African Expansion Will Support Future Operations
Key Takeaways Rubis' expansion in Africa and investments in low-carbon energy, particularly solar, highlight potential for revenue and earnings growth. Strong performance in the Caribbean, alongside operational efficiencies, supports steady revenue expansion and sustained profitability.
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€34.89
FV
18.6% undervalued
intrinsic discount
3.66%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
7 days ago
author updated this narrative
Sword Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Ambitious 2029 Vision Will Drive Expansion Into AI, Cybersecurity, And Data Management
Key Takeaways Sword Group's focus on high-growth areas like AI and cybersecurity, along with strategic acquisitions, drives significant revenue and enhances market position. Ambitious growth plans via organic and acquisition strategies in distinct geographic regions bolster earnings and enterprise value.
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€43.00
FV
13.1% undervalued
intrinsic discount
11.57%
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
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