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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
62
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
33
users have liked this narrative
6
users have commented on this narrative
90
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
14
users have followed this narrative
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Elanders
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Cost Savings And Asian Site Launches Will Boost Efficiency
Key Takeaways Structural cost savings and debt reduction are set to improve financial stability and enhance future earnings. Growth in electronics and expansions in Asia and North America could drive revenue increases amidst strong customer demand.
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SEK 98.33
FV
41.8% undervalued
intrinsic discount
0.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
1 day ago
author updated this narrative
Omani Qatari Telecommunications Company SAOG
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Commitment To 5G And Fiber Optics Will Expand B2B And Wholesale Market Potential In Oman
Key Takeaways Continued investment in 5G and fiber optics infrastructure could boost revenue growth in B2B and international wholesale markets. Focus on cost efficiency and high-margin business lines is expected to improve net margins and profitability.
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ر.ع0.31
FV
19.1% undervalued
intrinsic discount
0.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
1 day ago
author updated this narrative
Infosys
AN
AnalystConsensusTarget
Consensus Narrative from 43 Analysts
AI And Cloud Transformation Will Unlock Future Markets
Key Takeaways Strong positioning in AI, cloud, and digital services enables Infosys to capture larger, higher-margin deals and expand recurring revenue streams. Investments in automation and digital transformation drive earnings stability, while ongoing demand supports sustained growth and improved efficiency.
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₹1.75k
FV
18.7% undervalued
intrinsic discount
5.65%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
76
users have followed this narrative
1 day ago
author updated this narrative
Befesa
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Decarbonization And Circular Economy Will Expand Recycling Demand
Key Takeaways Growth driven by global decarbonization trends, regulatory pressures, and expansion into US and Chinese markets, positioning Befesa for higher volumes and improved margins. Strong zinc hedging, process efficiencies, and long-term contracts enhance margin stability, recurring revenues, and cash flow resilience despite market fluctuations.
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€35.44
FV
24.6% undervalued
intrinsic discount
5.93%
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
1 day ago
author updated this narrative
Moltiply Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Mavriq And BPO Divisions Will Expand Global Reach
Key Takeaways New product launches and market entries, along with acquisitions, are set to drive revenue growth in the coming years. Regulatory changes could offer significant revenue opportunities for the E-Commerce Price Comparison business in a fairer online market landscape.
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€57.33
FV
24.1% undervalued
intrinsic discount
21.01%
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
1 day ago
author updated this narrative
Trisura Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion Into US Surety Market Will Strengthen Future Operations
Key Takeaways Expansion into U.S. Surety market and strategic exits from underperforming lines point to potential significant revenue and margin growth. Investment income growth and inorganic growth opportunities could boost earnings, enhance shareholder equity and improve operational focus.
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CA$53.38
FV
21.0% undervalued
intrinsic discount
5.56%
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
1 day ago
author updated this narrative
Flexible Solutions International
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Food-Grade And Pharma Initiatives Will Drive Opportunity
Key Takeaways Relocating manufacturing to Panama and expanding Illinois capacity are strategic moves to reduce costs and increase production, boosting revenue and market share. Diversification with new food-grade and pharmaceutical ventures may drive future revenue, contingent upon successful operationalization and partnerships.
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US$9.00
FV
38.6% undervalued
intrinsic discount
34.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
1 day ago
author updated this narrative
Gentian Diagnostics
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Into $18 Billion Diagnostics Market Will Boost Prospects Despite Potential Risks
Key Takeaways Expansion of PETIA technology and product portfolio is anticipated to drive substantial future revenue and earnings growth. Strategic contract acquisitions and market expansion for key products are expected to enhance revenues, margins, and overall profitability.
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NOK 67.00
FV
16.1% undervalued
intrinsic discount
34.44%
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
1 day ago
author updated this narrative
Xtep International Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
National Fitness Boom And Saucony's DTC Strategy Will Strengthen Future Market Position
Key Takeaways Focus on national fitness and running sports, alongside rapid growth in high-end brands, positions Xtep for sustained revenue increases and margin enhancement. Strategic DTC operations and e-commerce investments aim to boost revenue, improve margins, and optimize profitability through better distribution control and operational efficiency.
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HK$7.04
FV
17.3% undervalued
intrinsic discount
6.62%
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
1 day ago
author updated this narrative
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