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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
71
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
35
users have liked this narrative
6
users have commented on this narrative
94
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
15
users have followed this narrative
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Orla Mining
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Acquisition Of Musselwhite Mine Will Increase Production Capacity
Key Takeaways The transformational acquisition of the Musselwhite Mine is expected to significantly enhance production and future revenues. Successful integration and cost efficiencies from the Musselwhite Mine could improve operating margins and boost earnings.
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CA$18.55
FV
25.1% undervalued
intrinsic discount
38.64%
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
3 days ago
author updated this narrative
Wonderla Holidays
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Chennai Park Opening And Digital Efficiency Will Unlock Leisure Trends
Key Takeaways Expansion into new geographies and ancillary offerings is set to boost growth, diversify revenue streams, and reduce reliance on mature parks. Operational efficiencies and favorable government support position the company for sustainable, long-term gains in footfall and earnings across markets.
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₹836.00
FV
29.2% undervalued
intrinsic discount
24.74%
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
3 days ago
author updated this narrative
Freightways Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Express Package And Business Mail Will Gain Market Share Via Improved Service Quality
Key Takeaways Strategic enhancements in air fleet and automated facilities should lower costs, boost efficiencies, and improve earnings. Market gains and operational optimizations in various divisions are likely to increase revenue, margins, and overall earnings.
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NZ$11.48
FV
2.4% undervalued
intrinsic discount
5.35%
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
3 days ago
author updated this narrative
Varroc Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Merger And EV Investments Will Streamline Operations And Improve Future Efficiency
Key Takeaways Streamlining operations via company consolidation is expected to boost efficiency and net margins. New business wins and EV focus are set to drive significant revenue and earnings growth.
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₹596.40
FV
14.3% undervalued
intrinsic discount
10.79%
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
3 days ago
author updated this narrative
CreditAccess Grameen
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Rural Incomes And Government Focus Will Expand Microfinance Market
Key Takeaways Strong rural demand, digital investments, and retail finance expansion drive revenue growth, efficiency gains, and loan book diversification. Improved funding access and asset quality normalization support stable margins and earnings growth amidst favorable macroeconomic conditions.
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₹1.33k
FV
6.7% undervalued
intrinsic discount
55.86%
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
3 days ago
author updated this narrative
SDOT
Sadot Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Agri-Commodities Expansion And Pet Food Ventures May Boost Prospects Amid Execution And Market Risks
Key Takeaways Expansion into agri-commodities and new markets aims to drive revenue growth and operational efficiency improvements through internal restructuring. Diversification into high-margin markets like pulses and pet food trading seeks to boost EBITDA and support long-term profitability.
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US$15.00
FV
93.8% undervalued
intrinsic discount
1.14%
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
3 days ago
author updated this narrative
PNVL
Dimed Distribuidora de Medicamentos
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Strategy And AI Investments Will Improve Efficiency In Pharma Retail
Key Takeaways Panvel's digital strategy and investment in AI tools boost sales and improve margins through increased efficiencies and tech-savvy customer engagement. Expansion through new store openings and a retail-focused approach is set to drive revenue growth and enhance EBITDA and margins.
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R$11.90
FV
14.2% undervalued
intrinsic discount
13.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
3 days ago
author updated this narrative
Select Harvests
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Carina West Expansion Will Increase Processing Capacity To 40,000 Tonnes
Key Takeaways Strengthened balance sheet and strategic investments could improve net margins and reduce interest expenses amid cost management initiatives. Anticipated almond price increases and expanded processing capacity may boost revenues and enable greater economies of scale.
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AU$5.14
FV
28.8% undervalued
intrinsic discount
3.30%
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
3 days ago
author updated this narrative
BGEO
Lion Finance Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Ameriabank Acquisition Will Expand Digital Banking In Georgia And Armenia, Reducing Costs And Improving Customer Engagement
Key Takeaways Expansion into Armenia and digital banking solutions are expected to drive growth, increase revenue, and improve margins. Favorable economic conditions, digitalization of products, and disciplined capital return policy are set to enhance profits and shareholder value.
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UK£73.70
FV
6.9% overvalued
intrinsic discount
12.74%
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
3 days ago
author updated this narrative
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