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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
24
users have liked this narrative
6
users have commented on this narrative
55
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
87
users have followed this narrative
Updated
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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
20.8% 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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AKVA group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Nautilus Technology And AI Integration Will Improve Sustainability In Aquaculture
Key Takeaways Innovations in sea-based and post-smolt technology are expected to drive revenue and efficiency through reduced mortality and enhanced production. Strategic expansion in land-based systems and digital segment synergy integration positions AKVA for enhanced revenue and market reach.
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NOK 100.67
FV
15.2% undervalued
intrinsic discount
12.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 2 hours ago
author updated this narrative
HEG
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Decarbonization Policies And EAF Expansion Will Drive Demand
Key Takeaways Global shift to electric arc furnace steelmaking and emerging market investments favor HEG's growth in graphite electrodes and export market share. Supply chain shifts and capacity expansions enhance HEG's cost advantage, margins, and resilience against input price volatility.
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₹560.00
FV
7.2% undervalued
intrinsic discount
28.46%
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
about 2 hours ago
author updated this narrative
TransUnion
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Digital Transformation And India Expansion Will Drive Future Opportunities
Key Takeaways Strategic innovation in AI, analytics, and cloud platforms is strengthening efficiency, customer retention, and expanding high-margin product lines beyond core credit bureau services. Growing demand for predictive data, compliance solutions, and global expansion is supporting sustained revenue growth, greater pricing power, and improved long-term profitability.
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US$113.16
FV
19.9% undervalued
intrinsic discount
7.33%
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 2 hours ago
author updated this narrative
BWP Trust
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Suburban Retail Will Stumble Amid E-Commerce And Bunnings Challenges
Key Takeaways BWP Trust faces risks from reliance on Bunnings, limited diversification, and shifts toward e-commerce and smaller retail formats reducing demand for its properties. Rising interest rates, increased capital expenditures, and changing retailer strategies threaten earnings stability, net margins, and long-term asset values.
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AU$3.86
FV
4.6% undervalued
intrinsic discount
3.31%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
about 2 hours ago
author updated this narrative
SPG
SP Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Completion Of Atlanta Factory Will Expand Presence In North American Healthcare Market
Key Takeaways Strong growth in proprietary products and a new factory in Atlanta suggest potential for increased revenue and improved margins. Commitment to sustainability and a share buyback program may boost eco-conscious customer appeal and shareholder value.
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DKK 390.00
FV
29.9% undervalued
intrinsic discount
5.12%
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 2 hours ago
author updated this narrative
Supriya Lifescience
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion Into Regulated Markets And CMO/CDMO Opportunities To Strengthen Future Prospects
Key Takeaways Supriya Lifescience's product launches and market penetration in regulated regions aim to enhance revenue growth and net margins. Strategic capacity expansion and decreased reliance on China signal potential long-term earnings and margin stability.
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₹843.00
FV
21.5% undervalued
intrinsic discount
19.45%
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
about 2 hours ago
author updated this narrative
Mahindra Holidays & Resorts India
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Indian Tourism Investment And Digital Platforms Will Drive Leisure Travel
Key Takeaways Long-term growth is supported by rising domestic demand, digital customer acquisition, and capital-light expansion strategies to boost both recurring revenues and profitability. Focus on sustainability, quality upgrades, and curated experiences is expected to improve customer retention and increase member lifetime value, enhancing margins.
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₹510.00
FV
31.3% undervalued
intrinsic discount
-10.39%
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
about 2 hours ago
author updated this narrative
Orbia Advance Corporation. de
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Global Facility Expansion And Advanced Materials Will Shape Future Markets
Key Takeaways Investments in new products, facility expansions, and advanced materials position Orbia to benefit from global infrastructure, digital connectivity, and energy storage trends. Cost efficiencies, sustainability initiatives, and regulatory protections enhance margins, earnings resilience, and competitive advantage in core and specialty businesses.
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Mex$27.83
FV
55.9% undervalued
intrinsic discount
4.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 2 hours ago
author updated this narrative
1Spatial
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
1Streetworks And NG9-1-1 SaaS Solutions Poised To Expand Market Presence
Key Takeaways Strategic focus on SaaS solutions and recurring revenue is expected to drive growth and improve earnings with high margins. Expansion in the U.S. and regulatory opportunities may increase market share and enhance new revenue streams.
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UK£1.03
FV
52.6% undervalued
intrinsic discount
7.55%
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 2 hours ago
author updated this narrative
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