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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
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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
20.1% 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
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Chemtrade Logistics Income Fund
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Investments In Water Chemicals And Ultrapure Acid Will Secure Future Success
Key Takeaways Investment in water chemicals and ultrapure acid aims to drive growth through improved plant reliability and capacity expansion. Strategic growth in water chemicals and acid may enhance revenue, while cost pass-through from tariffs protects margins.
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CA$14.50
FV
22.8% undervalued
intrinsic discount
2.37%
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
5 days ago
author updated this narrative
Black Diamond Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Upcoming Investments And Strong Demand Will Support Future Expansion
Key Takeaways Increased contracted rental revenue and strategic capital investments in 2025 lay a strong foundation for future earnings growth and revenue stability. Asset-based credit facility expansion and LodgeLink's growth fuel potential for diverse revenue streams and enhanced market share.
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CA$14.33
FV
18.5% undervalued
intrinsic discount
3.03%
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
5 days ago
author updated this narrative
Matrimony.com
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Vernacular Apps Will Drive User Engagement In Underpenetrated Regions
Key Takeaways Launching a vernacular-based app and updating community apps could boost user engagement and drive revenue in untapped regions. Cost optimization and personal services growth could improve net margins and future earnings substantially.
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₹485.00
FV
11.9% overvalued
intrinsic discount
7.02%
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
5 days ago
author updated this narrative
Elica
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Product Diversification And North America Expansion May Boost Brand Presence Despite Market Challenges
Key Takeaways Transitioning to a growth-focused strategy with product innovation and brand presence is expected to boost revenue and market share. Effective inventory management and strategic marketing investment are anticipated to improve cash flow and enhance net margins.
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€1.70
FV
16.5% undervalued
intrinsic discount
2.04%
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
5 days ago
author updated this narrative
SCG Packaging
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Expanding Packaging And Healthcare Supplies Will Open International Markets
Key Takeaways SCGP's strategic expansion in consumer packaging and healthcare supplies aims to bolster revenue growth and improve earnings through domestic production capabilities. Diversification into ASEAN and international markets, coupled with U.S. expansion plans, positions the company to navigate global trade volatility and enhance long-term growth.
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฿17.48
FV
3.5% overvalued
intrinsic discount
4.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
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5 days ago
author updated this narrative
Centuria Capital Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
New AI Factory And REITs Will Expand Market Presence In Undersupplied Sectors
Key Takeaways Strategic initiatives in AI and real estate aim to boost scalability, profitability, and diversify revenue, enhancing future earnings growth. Centuria's position in under-supplied markets and nonbank lending expansion anticipates revenue growth and higher net margins.
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AU$1.89
FV
0.04% undervalued
intrinsic discount
-1.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
5 days ago
author updated this narrative
Knowles
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding Medtech, Industrial And Defense Applications Will Create New Opportunities
Key Takeaways Growth in medtech, industrial, and defense markets, combined with new product lines, is broadening the addressable market and driving resilient demand. Operational efficiency, custom solutions, and strong cash flow are enhancing margins, supporting earnings momentum, and enabling value-creating capital deployment.
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US$22.50
FV
11.2% undervalued
intrinsic discount
4.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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5 days ago
author updated this narrative
InfuSystem Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
ChemoMouthpiece Launch Will Address Unmet Needs In Oral Mucositis Treatment
Key Takeaways InfuSystem anticipates revenue growth and higher cash flow by expanding wound care products and leveraging partnerships with DME companies. Launching the ChemoMouthpiece and expanding biomed services are set to create new revenue streams and improve operational efficiency.
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US$13.50
FV
56.7% undervalued
intrinsic discount
8.71%
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
5 days ago
author updated this narrative
Guararapes Confecções
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Fashion Democratization Will Boost Operational Efficiency
Key Takeaways Strengthening fashion through organizational changes could accelerate revenue growth via better brand perception and e-commerce expansion. Record EBITDA growth and debt reduction underscore strong cash generation, indicating potential future earnings growth from improved financial health.
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R$9.80
FV
19.1% undervalued
intrinsic discount
6.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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5 days ago
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