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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
58
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
89
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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Mayr-Melnhof Karton
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Investments And Cost Reductions Will Improve Future Margins In Pharma And Healthcare Packaging
Key Takeaways The successful turnaround in Pharma and Healthcare Packaging and closure of a small mill enhance operational efficiency, pricing power, and net margins. Strategic sales and cost reduction measures improve profitability, focusing on core segments and positively impacting future earnings and revenue growth.
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€93.90
FV
18.3% undervalued
intrinsic discount
0.54%
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
about 21 hours ago
author updated this narrative
Boyd Group Services
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Greenfield Expansion And Tech Upgrades Will Strengthen Market Presence By 2025
Key Takeaways Boyd Group Services' Project 360 is set to enhance margins and earnings through cost savings and operational efficiencies by 2025. Focusing on greenfield locations and acquisitions, Boyd aims for significant revenue growth and increased market share with future earnings impacts.
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CA$258.71
FV
27.4% undervalued
intrinsic discount
9.21%
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
about 21 hours ago
author updated this narrative
KDDL
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Re-launching Favre Leuba And Expanding High-End Offerings Will Boost Future Prospects
Key Takeaways KDDL's expansion in higher-end watch components and precision engineering could boost revenue and long-term growth. New divisions in bracelets and packaging, alongside strategic brand relaunches, are expected to enhance revenue and net margins.
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₹3.24k
FV
19.4% undervalued
intrinsic discount
16.77%
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
about 21 hours ago
author updated this narrative
Prevas
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Transformation And Hexagon Partnership Will Unlock Future Potential
Key Takeaways Strategic focus on automation, AI, and cybersecurity for defense and industrial sectors enhances margin potential and supports recurring contract growth. Integration of acquisitions and partnerships drives operational efficiency, market expansion, and sustained profitability despite talent scarcity.
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SEK 132.50
FV
44.9% undervalued
intrinsic discount
4.98%
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
about 21 hours ago
author updated this narrative
Currys
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Cost Discipline, Automation, And Shareholder Returns Will Improve Future Prospects In GB Specialty Retail
Key Takeaways Strategic investments and cost discipline could enhance future profitability, EBIT margins, and support earnings growth. Market share gains in the UK and Nordics indicate revenue growth potential despite difficult market conditions.
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UK£1.48
FV
23.2% undervalued
intrinsic discount
2.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
about 21 hours ago
author updated this narrative
TAT Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New APU And MRO Capabilities Will Expand Future Markets
Key Takeaways Launch of new capabilities and increased backlog position TAT Technologies for potential revenue growth in upcoming years. Expansion in trading, leasing, and strategic inventory buildup aims to enhance profitability and operational efficiency.
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US$35.50
FV
4.3% overvalued
intrinsic discount
17.68%
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
about 21 hours ago
author updated this narrative
Sif Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New Maasvlakte Factory Ramp-Up Will Increase Production Capacity And Efficiency
Key Takeaways New factory ramp-up and improved safety culture are set to increase production capacity, reduce costs, and enhance revenue and margins. Strong order book and supply chain management may stabilize revenue, support EBITDA guidance, and protect against cost fluctuations.
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€14.50
FV
40.9% undervalued
intrinsic discount
24.77%
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
about 21 hours ago
author updated this narrative
Lindab International
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Urbanization And Green Building Adoption Will Fuel European Ventilation Demand
Key Takeaways Urbanization, regulatory trends, and sustainability focus are expected to drive higher demand for Lindab's advanced, energy-efficient ventilation systems and premium products. Strategic acquisitions and operational improvements should enhance scale, margins, and earnings resilience as construction market conditions normalize.
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SEK 221.00
FV
4.1% undervalued
intrinsic discount
4.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 21 hours ago
author updated this narrative
Belysse Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US Interest Rate Cuts May Stimulate Consumer Durables Demand, But European Declines And High Net Debt Pose Future Risks
Key Takeaways Belysse's focus on higher-margin products in Europe and success in reducing emissions could enhance profitability and market appeal. Reduced net leverage enhances financial stability, while U.S. market recovery may boost demand and revenue growth.
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€1.60
FV
55.9% undervalued
intrinsic discount
0.56%
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
about 21 hours ago
author updated this narrative
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