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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
34
users have liked this narrative
6
users have commented on this narrative
91
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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Infomedia
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Intellegam Acquisition And Infodrive CX Rebuild Will Expand Global Opportunities
Key Takeaways Acquisition of Intellegam offers cross-selling opportunities and enhances existing products, promising long-term growth in revenue and earnings. Global scaling of Infodrive CX and focus on sales productivity in key regions expected to drive future growth and revenue enhancement.
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AU$1.75
FV
3.8% undervalued
intrinsic discount
6.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
1 day ago
author updated this narrative
Iren
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Infrastructure Upgrades And Renewables Will Drive Long Term Resilience
Key Takeaways Strategic investments in infrastructure, renewables expansion, and operational integration strengthen long-term growth, margin potential, and earnings stability. Alignment with ESG standards and regulatory mandates enhances financial flexibility, lowers capital costs, and supports recurring, less volatile revenue streams.
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€2.64
FV
4.4% undervalued
intrinsic discount
-1.57%
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
1 day ago
author updated this narrative
Electromed
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into New Markets And Sales Initiatives Will Strengthen Future Prospects
Key Takeaways Diversifying into hospital and DME markets and enhancing sales teams aim to boost revenue and earnings growth. Initiatives to raise bronchiectasis awareness and improve operational efficiency are expected to enhance demand, efficiency, and margins.
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US$32.00
FV
41.8% undervalued
intrinsic discount
7.90%
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
1 day ago
author updated this narrative
Rank Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Upcoming UK Casino Reforms Will Enhance Customer Experience And Retention
Key Takeaways Land-based casino reforms and facility investments are expected to significantly boost revenue by enhancing customer experience and increasing spend per visit. Digital growth, efficiency programs, and improved customer interactions aim to sustain profitability and increase earnings through personalized experiences and cost management.
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UK£1.79
FV
17.3% undervalued
intrinsic discount
6.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
1 day ago
author updated this narrative
Sendas Distribuidora
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Opening 15 New Stores In 2024 Will Expand Reach Into Affluent Brazilian Markets
Key Takeaways New store openings and maturation improve revenue growth and EBITDA margins, enhancing earnings and market presence. Focus on high-income markets and operational efficiencies boosts net margins and earnings sustainability.
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R$12.66
FV
22.2% undervalued
intrinsic discount
7.92%
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
Elders
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
System Modernization And Killara Feedlot's New Mill Will Boost Operating Efficiency In FY '25
Key Takeaways Strategic acquisitions and modernization initiatives are expected to drive revenue growth, improve efficiencies, and enhance market presence. Focus on backward integration and leverage normalization to boost profit margins and stabilize earnings.
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AU$8.02
FV
6.7% undervalued
intrinsic discount
12.19%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
1 day ago
author updated this narrative
Property Franchise Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Belvoir Group And Gildan Acquisitions And AI Will Transform Operations
Key Takeaways Strategic acquisitions and AI focus are poised to enhance revenue, operational efficiency, and customer engagement, positively impacting net margins. Strong cash flow and low leverage enable rapid debt reduction or further acquisitions, enhancing growth prospects and shareholder returns.
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UK£6.43
FV
13.0% undervalued
intrinsic discount
10.64%
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
1 day ago
author updated this narrative
Pebble Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Facilisgroup Will Launch New Products But May Face Competition From ASI
Key Takeaways Focus on cash conversion and reducing CapEx is set to enhance cash flow for reinvestment, boosting future earnings through growth areas like Facilisgroup. Operational improvements and new technology launches at Facilisgroup could drive market expansion and revenue growth, while strong client retention at Brand Addition supports sustained revenue.
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UK£0.97
FV
41.5% undervalued
intrinsic discount
3.42%
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
Mpac Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Horizon Cartoner Launches And SIGA Vision Acquisition Will Capture New Markets
Key Takeaways Acquisitions, innovation, and a focus on clean energy and operations efficiency are expected to boost revenue and earnings growth. Increased technical capabilities and service enhancements aim to improve project execution, customer trust, and net margins.
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UK£6.00
FV
43.8% undervalued
intrinsic discount
14.72%
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
1 day ago
author updated this narrative
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