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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
64
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
93
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
20.6% 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
14
users have followed this narrative
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Web Travel Group
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Demerger Into B2B And B2C Entities Will Streamline Operations And Stabilize Margins
Key Takeaways The demerger into B2B and B2C entities is expected to streamline operations, enhance core competencies, and improve revenue growth and margin stabilization. Significant technology investments and strategic buybacks aim to boost revenue growth, shareholder value, and earnings per share, supporting long-term operational stability.
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AU$6.37
FV
30.1% undervalued
intrinsic discount
15.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
2 days ago
author updated this narrative
Magazine Luiza
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expansion Into Fintech And AI Expected To Strengthen Future Prospects
Key Takeaways Diversification into 3P marketplaces, fintech, and advertising is aiming to enhance revenue, reduce cyclicality, and improve net margins. Strategic acquisitions, logistics enhancements, and AI-driven customer engagement are expected to boost market share, operating efficiencies, and revenue growth.
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R$10.30
FV
31.7% undervalued
intrinsic discount
5.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
2 days ago
author updated this narrative
Aptus Value Housing Finance India
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expansion In Maharashtra And Odisha Will Drive Affordable Housing Demand
Key Takeaways Expansion into new regions and digital adoption position Aptus for long-term growth in underserved affordable housing markets with rising demand among first-time buyers. Strong risk management, improved funding costs, and disciplined underwriting support high margins, asset quality, and sustainable earnings as scale increases.
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₹399.53
FV
16.2% undervalued
intrinsic discount
23.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
2 days ago
author updated this narrative
LOG Commercial Properties e Participações
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Delivering 2 Million Square Meters Of GLA Will Expand Capacity, Yet Inflation May Squeeze Margins
Key Takeaways Strategic expansion in GLA and efficient lease management highlight potential revenue growth and solidify market positioning. Strong financial and operational performance, including effective leverage management, enhances profitability and positions the company for sustained growth.
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R$24.70
FV
18.3% undervalued
intrinsic discount
14.98%
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
2 days ago
author updated this narrative
Globe Trade Centre
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Portfolio Expansion And Efficiency Will Strengthen Future Outlook
Key Takeaways Strategic investments in new assets and asset sales are enhancing rental revenue and cash flow, supporting overall revenue growth and earnings. Operational efficiency gains from reduced administrative expenses and strategic reinvestment improve net margins and profitability.
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zł4.65
FV
8.1% undervalued
intrinsic discount
6.03%
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
2 days ago
author updated this narrative
Relaxo Footwears
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Data Driven Retail Transformation Will Unlock Lasting Market Opportunity
Key Takeaways Data-driven retail expansion, premiumization, and e-commerce focus are driving improved efficiency, higher margins, and appeal to urban, fashion-conscious consumers. Strong balance sheet, in-house efficiencies, and industry formalization position Relaxo for sustainable market share gains and resilient long-term growth.
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₹476.58
FV
8.2% undervalued
intrinsic discount
9.52%
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
2 days ago
author updated this narrative
ZEAL Network
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Migration Will Secure Resilient Long-Term Market Positioning
Key Takeaways Expansion of proprietary products and successful online migration are driving user growth, product differentiation, and increased market share. Investments in technology and targeted marketing enhance operational efficiency and margins, while strategic focus and new initiatives support sustainable long-term profitability.
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€63.42
FV
26.0% undervalued
intrinsic discount
8.20%
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
2 days ago
author updated this narrative
Meko
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Transformation And Efficiency Overhauls Will Unlock Enduring Value
Key Takeaways Efficiency upgrades, digital investments, and sustainability focus are expected to improve margins, operational strength, and open new recurring revenue streams. Emphasis on private label brands and leveraging aging vehicle trends aim to enhance customer loyalty and support stable long-term growth.
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SEK 132.00
FV
35.6% undervalued
intrinsic discount
0.45%
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
2 days ago
author updated this narrative
Elmera Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Revenue Decline Expected Due To Intensifying Competition In Nordic Electricity Market
Key Takeaways Intensified competition and phased-out low-margin customers could pressure Elmera Group's revenue and EBIT across Consumer and Business segments. Rising costs from internal capacity building and Swedish bankruptcies may compress net margins amidst uncertain demand for spot products in the Nordic segment.
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NOK 34.33
FV
1.7% overvalued
intrinsic discount
10.25%
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
2 days ago
author updated this narrative
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