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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
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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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
13
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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SATS
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Collaborations With SF Express, Air India, And DHL Will Boost Air Cargo Logistics Efficiency
Key Takeaways Recovery in the aviation sector and increased demand for aviation meals boost SATS' revenue, enhancing earnings growth in the process. Strategic partnerships and digitalization efforts improve operational efficiency and market share, supporting margin enhancement and profitability gains.
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S$3.72
FV
13.5% undervalued
intrinsic discount
3.86%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
6 days ago
author updated this narrative
EBOS Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
MedTech Acquisitions And Store Expansion Expected To Drive Future Success
Key Takeaways Strategic acquisitions and pharmacy agreements are set to enhance revenue growth and market share in the healthcare sector. Cost-cutting and sustainability initiatives aim to improve net margins and operational efficiency in the long term.
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NZ$40.17
FV
2.7% overvalued
intrinsic discount
4.15%
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
6 days ago
author updated this narrative
PCCW
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Partnerships With Grab And Zalora Will Expand OTT Platform's Audience
Key Takeaways Partnerships with major digital players and the premium subscription tier are expected to drive user base growth and increase subscription revenue and ARPU. Event business expansion and content initiatives in Southeast Asia could significantly boost revenue and profitability through higher subscriber acquisition and advertising.
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HK$5.30
FV
2.1% overvalued
intrinsic discount
2.10%
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
6 days ago
author updated this narrative
KEI Industries
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Capacity Expansion And Renewable Investments Will Power Smart Cities
Key Takeaways Capacity expansion and innovation in renewable energy cables position KEI to capture growing infrastructure and green power demand, boosting revenue and margins. Export growth, geographic diversification, and a strengthened distribution network will stabilize earnings and enhance pricing power.
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₹4.28k
FV
10.9% undervalued
intrinsic discount
18.76%
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
6 days ago
author updated this narrative
Exide Industries
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Lithium-Ion Expansion And Global Demand Poised To Boost Earnings And Profitability
Key Takeaways Organizational realignment and leadership changes aim to enhance market strategy and drive revenue growth in B2C and B2B markets. New international product launches and lithium-ion cell facility development are expected to significantly boost profitability and future earnings.
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₹393.18
FV
2.1% undervalued
intrinsic discount
7.28%
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
6 days ago
author updated this narrative
Sojitz
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Capella And Renewable Investments To Expand Future Operations Globally
Key Takeaways Key acquisitions and expansions in infrastructure and energy sectors are expected to drive revenue growth and improve capital efficiencies. Strategic investments in consumer and agriculture segments, alongside share buybacks, are set to boost profitability and shareholder returns.
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JP¥4.12k
FV
11.9% undervalued
intrinsic discount
3.08%
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
6 days ago
author updated this narrative
Deepak Nitrite
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Upcoming Key Projects And Advanced Solvents Entry Will Strengthen Future Prospects
Key Takeaways Commissioning new projects and entering advanced solvent markets are projected to drive revenue growth and improve margins by tapping into higher-margin segments. Strategic initiatives like long-term contracts and self-reliance on materials aim to enhance cost-efficiency, stabilize production, and boost profitability.
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₹2.13k
FV
14.4% undervalued
intrinsic discount
11.25%
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
6 days ago
author updated this narrative
RS Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
AI-Driven Digital Commerce And Distrelec Integration Will Boost Profitability And Margins
Key Takeaways Integration of acquisitions and strategic tech investments are enhancing scale, operating leverage, and potential revenue growth through improved customer experiences. Expansion of RS PRO in key markets with operational efficiencies is driving revenue growth, margin improvement, and targeting high-value customer segments.
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UK£7.00
FV
21.6% undervalued
intrinsic discount
3.57%
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
6 days ago
author updated this narrative
Fomento de Construcciones y Contratas
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
US Expansion And New Acquisitions Will Drive Future Momentum
Key Takeaways Strong growth in the Environment and Water segments, driven by strategic acquisitions and rate increases, suggests potential future earnings and stable profit margins. U.S. market expansion and significant Concessions growth signal potential revenue enhancements and margin improvements, despite reductions in Construction revenues.
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€13.18
FV
19.0% undervalued
intrinsic discount
3.31%
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
6 days ago
author updated this narrative
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