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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
25
users have liked this narrative
7
users have commented on this narrative
56
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
28.9% 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
88
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
20.8% 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
13
users have followed this narrative
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Boreo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Acquisitions And Investments Will Expand Europe's Automation And Digital Distribution
Key Takeaways Acquisitions and strong organic sales in automation and electronics are driving revenue growth and enhancing Boreo's position in key digitalization and industrial trends. Improved balance sheet and strategic investments enable increased M&A activity and margin expansion, supporting long-term earnings resilience and higher operational profitability.
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€18.00
FV
8.3% undervalued
intrinsic discount
7.01%
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
Updated
narrative
Medexus Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
US Launch Of GRAFAPEX Will Provide Seven Years Of Exclusive Market Access
Key Takeaways FDA exclusivity for GRAFAPEX boosts revenue stability and reduces competitive pressure, enhancing margins. Strategic investments from public offering support GRAFAPEX's commercialization and drive future earnings growth.
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CA$7.11
FV
61.6% undervalued
intrinsic discount
9.74%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
Kaveri Seed
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Entering New Markets And Commercializing New Hybrids Will Drive Future Success
Key Takeaways Growth in non-cotton products like rice and maize, and success in cotton hybrids, should drive future revenue and earnings gains. Export market expansion and strategic investments aim to counter challenges and improve margins by stabilizing supply and passing costs to customers.
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₹1.32k
FV
18.6% undervalued
intrinsic discount
12.56%
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
24 days ago
author updated this narrative
Alkyl Amines Chemicals
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Ethylamine Plant Will Support Growing Market Demand
Key Takeaways Developing higher-grade acetonitrile and specialty chemicals could improve pricing, net margins, and revenue streams in emerging markets. Process improvements and the ethylamines market expansion may enhance operational efficiencies, margins, and earnings growth potential.
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₹2.42k
FV
14.6% undervalued
intrinsic discount
20.31%
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
Updated
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NewPrinces
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Princes Integration Will Falter Amid Margin Woes
Key Takeaways Post-acquisition operational goals may not achieve expected synergies, potentially impacting net margins and earnings negatively. High net debt versus EBITDA could strain future profitability, posing a risk to earnings.
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€25.35
FV
4.1% undervalued
intrinsic discount
13.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
Updated
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AMG Critical Materials
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Brazil And Germany Expansions Will Fuel Rising EV Demand
Key Takeaways Expanded lithium capacity and new agreements strengthen AMG's regional leadership, supporting revenue stability, margin gains, and greater supply chain resilience. Strategic recycling initiatives and geographic diversification increase access to raw materials, positioning AMG for improved profitability and lower cost volatility.
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€25.83
FV
9.7% undervalued
intrinsic discount
3.71%
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
Updated
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Strabag
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Declining Residential Construction In Europe Will Hurt Future Earnings
Key Takeaways Heavy reliance on public sector contracts creates risk of revenue volatility with potential shifts in public spending priorities. Investment in decarbonization could strain short-term earnings, despite its alignment with future energy transition trends.
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€89.30
FV
7.6% undervalued
intrinsic discount
6.20%
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
8 days ago
author updated this narrative
Close Brothers Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Divestment And Tech Upgrade Will Improve Capital And Efficiency, But Regulatory Challenges Lie Ahead
Key Takeaways Sale of Asset Management division enhances capital and focuses on core lending, potentially driving future growth. Technology investments and strategic acquisitions enhance efficiency, geographic reach, and resilience, supporting margin improvement and potential earnings stability.
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UK£4.63
FV
15.1% overvalued
intrinsic discount
-5.97%
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
Updated
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Comet Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Synertia And CA20 Will Expand Market Presence In The Semiconductor Industry
Key Takeaways Expansion in Malaysia and strategic advancements aim to enhance manufacturing efficiency and operational resilience, potentially boosting profitability and reducing production costs. Investment in new products and technologies like Synertia and CA20 targets high-growth semiconductor sectors, driving revenue growth and strengthening customer relationships.
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CHF 287.17
FV
32.3% undervalued
intrinsic discount
13.08%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
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