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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
23
users have liked this narrative
6
users have commented on this narrative
52
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
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
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
12
users have followed this narrative
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Wiit
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion In Germany And Acquisitions Like Econis And Edge&Cloud Will Strengthen Future EBITDA And Margins
Key Takeaways Continued expansion in Germany is projected to drive revenue and EBITDA growth, with strategic acquisitions enhancing margins. Stable recurrent revenue and upsell opportunities improve future revenue predictability and growth prospects.
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€23.62
FV
21.8% undervalued
intrinsic discount
5.82%
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
Surya Roshni
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Urbanization In India And Exports To USA Will Fuel Expansion
Key Takeaways Urbanization, infrastructure growth, and product innovation position the company for sustainable revenue and margin expansion across domestic and export markets. Operational efficiencies, value-added products, and new facilities are expected to boost profitability and protect margins from cost fluctuations.
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₹312.00
FV
1.5% overvalued
intrinsic discount
16.08%
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
8 days ago
author updated this narrative
Cash Converters International
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
AI Lending And Spain Expansion To Improve Global Reach
Key Takeaways Strategic reacquisition and inventory shifts are poised to bolster margins and profitability through operational integration and high-value retail focus. Expansion in lending and international networks could spurt future growth by tapping into new demand and strategic global opportunities.
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AU$0.42
FV
21.4% undervalued
intrinsic discount
10.99%
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
8 days ago
author updated this narrative
Senior
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Selling Aerostructures Will Create A Pure-Play Fluid Conveyance And Thermal Management Business
Key Takeaways The divestment of Aerostructures positions Senior as a focused business, enhancing margins by concentrating on high-margin segments with intellectual property. Efficiency improvements and strong order intake in key divisions promise robust revenue growth and earnings potential, notably from Spencer Aerospace's impressive sales increase.
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UK£1.98
FV
5.9% undervalued
intrinsic discount
1.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
8 days ago
author updated this narrative
Plover Bay Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Collaboration With Starlink And Expansion Into Edge Computing Will Unlock New Opportunities
Key Takeaways Collaboration with Starlink is enhancing brand presence and expanding the reseller network, leading to increased sales and future revenue growth. Expansion in multiyear projects and focus on edge computing could lead to more stable revenue streams and enhanced net margins.
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HK$7.13
FV
2.0% undervalued
intrinsic discount
18.04%
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
8 days ago
author updated this narrative
Bird Construction
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion Into Nuclear And Civil Infrastructure Will Improve Future Outlook
Key Takeaways Strategic acquisitions and a strong backlog are driving national growth and improving margin stability in Infrastructure and Industrial sectors. Focus on high-demand sectors supports consistent growth, while balanced capital allocation ensures returns to shareholders and funds for expansion.
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CA$34.38
FV
16.4% undervalued
intrinsic discount
12.03%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
130
users have followed this narrative
8 days ago
author updated this narrative
Nanosonics
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
European Expansion And CORIS System Launch Will Strengthen Market Position
Key Takeaways North American and European market expansions, with new installations and service upgrades, drive increased revenue and profitability through capital sales and annuity growth. Establishing a manufacturing site in Indianapolis reduces costs, improving margins, while the commercialization of the CORIS system offers future revenue growth opportunities.
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AU$4.64
FV
13.3% undervalued
intrinsic discount
10.97%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
8 days ago
author updated this narrative
Friedrich Vorwerk Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Hydrogen And Gas Conversion Projects Will Weigh Challenges And Promises
Key Takeaways Aggressive hydrogen sector expansion could strain resources with upfront investments, impacting cash flow and delaying proportional revenue growth due to project adjustments. Dependency on converting existing infrastructure poses technical challenges and delays, affecting revenue recognition and compressing margins with potential cost overruns.
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€67.44
FV
25.1% overvalued
intrinsic discount
10.99%
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
8 days ago
author updated this narrative
Grupa Kety
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
CBAM Introduction And SELT Acquisition Will Improve Future Competitiveness
Key Takeaways Acquisition and integration strategies could drive revenue growth and improve margins through product expansion and cost synergies. Strategic focus on value-added products and renewable energy may boost exports and open new revenue streams.
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zł885.80
FV
1.5% overvalued
intrinsic discount
10.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
8 days ago
author updated this narrative
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