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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
22
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
30.9% 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
85
users have followed this narrative
New
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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
11
users have followed this narrative
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Inox Wind
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Wind Tenders And Solar Ventures Will Boost Operational Efficiency By FY '26
Key Takeaways Expansion into solar and ambitious infrastructure plans are anticipated to drive significant revenue growth and open new revenue streams. Improved credit ratings are expected to lower financing costs, enhancing net earnings and financial stability.
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₹235.57
FV
38.2% undervalued
intrinsic discount
46.36%
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
7 days ago
author updated this narrative
NetDragon Websoft Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AP10 Launch And AI Integration Will Cut Costs
Key Takeaways Strategic AI integration in gaming and education is expected to reduce costs and improve net margins. International expansion through partnerships and new product launches aims to drive revenue growth and enhance earnings.
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HK$14.88
FV
24.0% undervalued
intrinsic discount
-0.23%
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
7 days ago
author updated this narrative
Skellerup Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New Product Launches And European Expansion Will Create Future Market Opportunities
Key Takeaways Anticipated growth in Australia due to new specifications and strong demand in the U.K. suggest future revenue growth across various segments. Expansion efforts in Europe and new product launches in international markets could boost future revenue and enhance operational efficiency.
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NZ$5.55
FV
14.4% undervalued
intrinsic discount
6.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
dotdigital Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Global Expansion And Emerging Channel Integrations Will Increase Future Customer Engagement
Key Takeaways Dotdigital's focus on expanding geographically and enhancing product innovation may drive revenue growth and increase average revenue per user. Strategic cross-selling and acquisitions aim to boost recurring revenues, customer retention, and long-term earnings growth.
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UK£1.28
FV
45.1% undervalued
intrinsic discount
7.62%
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
7 days ago
author updated this narrative
SHAPE Australia
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Diversifying Into Health And Education Sectors Will Open Future Opportunities
Key Takeaways Significant project wins and backlog orders indicate strong future revenue potential, with expanded operations driving geographic growth across new markets. Diversified sector focus and enhanced service offerings are expected to diversify revenue streams and improve net and gross margins.
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AU$5.04
FV
23.5% undervalued
intrinsic discount
6.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
Prosus
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI Investments And Ecosystem Leverage Will Strengthen Future Operations
Key Takeaways Leveraging ecosystem synergies and AI investments will drive operational efficiencies, potentially boosting revenue and net margins. Strategic acquisitions and upcoming IPOs, particularly in India, could enhance liquidity, revenue growth, and profitability.
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€57.77
FV
12.6% undervalued
intrinsic discount
16.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
60
users have followed this narrative
7 days ago
author updated this narrative
C&A Modas
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integrating AI And Omnichannel Strategies Will Boost Future Retail Success
Key Takeaways Commercial intelligence with AI for pricing and product management can improve sales forecasts and inventory efficiency, boosting revenue and margins. Strategic focus on profitable product categories and operational efficiency supports improved profitability and financial stability.
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R$21.70
FV
14.1% undervalued
intrinsic discount
9.27%
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
7 days ago
author updated this narrative
Mullen Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
North American Trade And E-Commerce Will Transform Logistics
Key Takeaways Strategic acquisitions and a shift toward asset-light logistics set the stage for sustainable revenue growth and improved profitability through integration and efficiency gains. Industry trends like e-commerce, supply chain reshoring, and infrastructure projects position the company to capture increasing freight volumes and secure long-term contracts.
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CA$16.57
FV
19.3% undervalued
intrinsic discount
7.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
Rusta
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Upcoming Store Expansion And Supply Chain Investments Will Increase Future Market Reach
Key Takeaways Expansion into new markets, including Germany, and a store format update are positioned to drive revenue growth and improve net margins. Strong self-financed growth strategy and supply chain investments enhance financial stability, gross margins, and overall earnings.
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SEK 83.33
FV
9.9% undervalued
intrinsic discount
9.57%
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
7 days ago
author updated this narrative
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