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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
23
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% 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
86
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
19.2% 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
12
users have followed this narrative
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Ser Educacional
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Medical And Law Courses Will Secure Robust Future Stability
Key Takeaways Strategic focus on high-priced health and law courses and expanding medical education boosts enrollments, revenue, and financial stability. Operational optimization increases EBITDA and reduces debt, enhancing future financial leverage and margins.
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R$9.14
FV
2.9% undervalued
intrinsic discount
7.54%
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
8 days ago
author updated this narrative
CCEC
Capital Clean Energy Carriers
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
ESG Compliant LNG Carriers Will Redefine Clean Shipping
Key Takeaways Long-term policy support and a diversified charter portfolio enhance revenue stability, reduce risk, and support steady dividend payments and cash flows. Investment in next-generation, ESG-compliant carriers and market leadership in specialized vessels position the company for premium rates and expanded investor access.
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US$25.80
FV
11.0% undervalued
intrinsic discount
17.25%
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
Updated
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Impala Platinum Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Smelter And Refinery Upgrades Will Expand Platinum Production Capacity By 20%
Key Takeaways Sustained demand for platinum from the hydrogen economy could lead to revenue growth and future deficits. Strategic changes and cost management could enhance margins, profitability, and cash flow through increased capacity and operational improvements.
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R152.50
FV
13.9% overvalued
intrinsic discount
12.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
Updated
narrative
Solaria Energía y Medio Ambiente
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
15 GW Solar Capacity In Spain Will Drive Future Success
Key Takeaways Diversification into renewable real estate and data centers is a major growth catalyst, expected to boost revenue and expand margins. Increased solar capacity and hybridization will enhance energy production, driving revenue growth and improving net margins.
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€11.42
FV
0.7% overvalued
intrinsic discount
12.87%
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
9 days ago
author updated this narrative
Precious Shipping
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
China's Steel Demand Will Boost Dry Bulk Shipping, But Oversupply Risks May Impact Earnings
Key Takeaways Strategic fleet upgrades and long-term charters enhance efficiency, reduce costs, and ensure steady revenue growth for Precious Shipping. Favorable supply-demand dynamics and geopolitical developments could further boost Precious Shipping's revenue and earnings potential.
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฿5.75
FV
13.9% overvalued
intrinsic discount
-2.17%
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
8 days ago
author updated this narrative
nVent Electric
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Digitalization, AI And Renewables Will Redefine Electrical Infrastructure
Key Takeaways Strategic acquisitions and focus on high-growth infrastructure markets drive sustained revenue and margin expansion amid global electrification and digitalization trends. Strong execution, capacity investments, and innovative offerings enable resilience against cost pressures and position nVent for long-term earnings visibility.
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US$96.50
FV
6.5% undervalued
intrinsic discount
10.43%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
Updated
narrative
Brookfield Renewable
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Investments In Neoen And Microsoft Partnership Will Leverage AI-driven Energy Demand
Key Takeaways Investment in Neoen and asset recycling enhances position in grid stability and profitability, supporting revenue growth and margin expansion. Landmark agreement with Microsoft and strategic liquidity usage set the stage for stable, long-term earnings and growth opportunities.
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US$34.33
FV
0.9% undervalued
intrinsic discount
19.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
Updated
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RFG Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Investments In Efficiency And Sustainability Will Strengthen Future Market Position
Key Takeaways Strategic focus on product innovation and category expansions is set to drive organic revenue growth in both regional and international markets. Debt reduction has improved financial leverage, enabling higher dividend payouts, potentially boosting investor confidence and increasing earnings per share.
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R24.20
FV
35.7% undervalued
intrinsic discount
7.48%
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
Updated
narrative
Robert Walters
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Investing In AI And Expanding Into Japan Will Drive Future Success
Key Takeaways Emphasis on operational efficiencies and strategic investments are poised to improve margins and profitability by reducing costs and enhancing productivity. Expansions in Japan and high-margin service areas offer significant growth opportunities, potentially boosting revenue and earnings.
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UK£2.90
FV
55.3% undervalued
intrinsic discount
0.94%
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
Updated
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