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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
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
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
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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Olectra Greentech
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Electric Bus Manufacturer Will Ramp Up Production To 10,000 Units With Blade Battery Tech
Key Takeaways Technological advancements and increased production capacity position Olectra Greentech for future revenue growth in the electric bus market. Diversification into BESS and operational efficiencies could boost long-term earnings and improve margins.
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₹1.49k
FV
2.4% undervalued
intrinsic discount
37.25%
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
about 2 hours ago
author updated this narrative
Resimac Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Westpac Portfolio Integration And Digital Transformation Will Drive Future Profitability
Key Takeaways Strategic acquisitions and automation initiatives are driving Resimac's growth, efficiency, and revenue, enhancing overall financial performance. Successful loan campaigns and favorable interest rate conditions are boosting application volumes and net interest margins, improving profitability.
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AU$0.94
FV
5.8% undervalued
intrinsic discount
120.98%
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
Luceco
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New EV Products And Acquisitions Will Unveil Opportunities In Energy Management
Key Takeaways New product launches in EV solutions are expected to drive revenue growth by expanding into residential and commercial markets. Acquisitions and manufacturing efficiencies are projected to enhance margins, contributing to overall earnings strength.
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UK£1.89
FV
32.7% undervalued
intrinsic discount
5.40%
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
about 2 hours ago
author updated this narrative
JTC
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
The Citi Trust Acquisition Will Extend US Market Presence
Key Takeaways Strategic acquisitions and market expansion in the U.S. are driving significant revenue and earnings growth, establishing it as JTC's largest market. Focus on operational efficiencies and technology investments aims to improve margins and enhance long-term earnings visibility.
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UK£12.44
FV
27.0% undervalued
intrinsic discount
18.11%
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
Stratec
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Efficiency Measures And Acquisitions Like Natech Will Boost Future Market Presence
Key Takeaways Efficiency measures and cost discipline initiatives could enhance net margins as market conditions stabilize. Strategic acquisitions and market recovery optimism are expected to drive future revenue growth, especially in immunoassay and immune hematology segments.
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€40.50
FV
32.8% undervalued
intrinsic discount
6.34%
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
about 2 hours ago
author updated this narrative
Knights Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding Premium Client Base And Successful Acquisitions Will Strengthen Future Prospects
Key Takeaways Strategic expansion into premium service offerings and client base may drive revenue growth through better pricing and higher-margin projects. Effective M&A strategy and operational efficiencies boost profitability and enable geographic expansion, supporting long-term growth and competitiveness.
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UK£1.83
FV
6.0% undervalued
intrinsic discount
13.95%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
about 2 hours ago
author updated this narrative
Coor Service Management Holding
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Structure Will Optimize Facility Management In Norway And Denmark
Key Takeaways Coor's new structure and CEO focus on operational efficiency and strategic growth aim to improve margins and drive long-term earnings. Strong contract wins and a robust sales pipeline suggest stable revenue growth, enhancing liquidity and maintaining competitiveness in facility management.
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SEK 55.50
FV
14.0% undervalued
intrinsic discount
2.42%
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
IFGL Refractories
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Joint Venture With Marvels Group Will Expand Product Portfolio
Key Takeaways Focus on the Indian domestic market and joint ventures support growth in market share, product portfolio, and long-term revenue. Operational restructuring and technological upgrades aim to improve efficiency, margins, and positioning across international subsidiaries.
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₹292.50
FV
19.2% undervalued
intrinsic discount
17.60%
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
Asset Plus
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Zero Debt Paves The Way For Future Opportunities At Munroe Lane
Key Takeaways Eliminating debt from asset divestments may improve net margin, while competitive leasing incentives could boost future revenue growth. Strategic leasing and potential property sale at Munroe Lane could enhance shareholder value through increased earnings and special dividends.
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NZ$0.23
FV
6.7% undervalued
intrinsic discount
-3.04%
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
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