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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
58
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
32
users have liked this narrative
6
users have commented on this narrative
89
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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Mega Lifesciences
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion In Indonesia And Vietnam Will Fuel Emerging Wellness Markets
Key Takeaways Strategic expansion in high-growth markets and local manufacturing reduce operational risks and support sustainable revenue and margin growth. Diversified product pipeline and focus on preventive healthcare align with rising demand, driving consistent earnings momentum and unlocking higher value per unit.
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฿32.14
FV
5.1% undervalued
intrinsic discount
1.05%
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 20 hours ago
author updated this narrative
Nampak
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Recyclable Packaging Trends Will Transform African Markets
Key Takeaways Rising demand for recyclable metal cans and sustainability trends position Nampak to gain market share and capture premium pricing as plastic alternatives decline. Operational restructuring, capacity expansion, and manufacturing modernization support margin growth, improved earnings, and a stronger balance sheet with potential for shareholder returns.
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R710.00
FV
30.0% undervalued
intrinsic discount
10.14%
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
about 20 hours ago
author updated this narrative
BRD - Groupe Société Générale
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Banking And Green Financing Will Shape Romania's Resilient Future
Key Takeaways Rapid digital banking adoption and branch optimization are projected to increase efficiency, lower costs, and support stronger profit margins and returns. Strategic lending growth and investments in green financing position the company to benefit from macroeconomic trends and drive sustained topline and earnings expansion.
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RON 19.89
FV
2.3% overvalued
intrinsic discount
3.82%
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 20 hours ago
author updated this narrative
Atresmedia Corporación de Medios de Comunicación
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Fragmenting TV Audiences And Tech Rivalry Will Undermine Revenue
Key Takeaways Reliance on traditional TV ad revenue and slow digital growth exposes the company to market shifts, audience fragmentation, and margin pressure. Larger global platforms' dominance limits Atresmedia's digital revenue potential, increasing earnings risk and threatening market share and long-term profitability.
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€5.37
FV
8.6% undervalued
intrinsic discount
4.21%
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 19 hours ago
author updated this narrative
Oceana Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Vessel Upgrades And Sourcing Shifts Will Expand Export Markets
Key Takeaways Upgraded operations and strategic stockpiling have boosted efficiency, enabled steady production, and positioned Oceana for higher margins and future revenue growth. Expanding export markets and strong demand for sustainable seafood support international growth, while value chain integration drives profitability in fishmeal and fish oil.
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R60.00
FV
11.9% undervalued
intrinsic discount
4.93%
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 19 hours ago
author updated this narrative
Gujarat Mineral Development
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Coal And Copper Expansion Will Bring Risks And Upsides
Key Takeaways Reliance on aggressive growth and diversification strategies is threatened by execution risks, regulatory hurdles, and potential shortfalls in market demand for key minerals. Financial projections may be overly optimistic, as rising costs, competition, and decarbonization could pressure margins and delay anticipated returns from new projects.
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₹231.00
FV
74.0% overvalued
intrinsic discount
18.70%
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 19 hours ago
author updated this narrative
We Buy Cars Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
South African Digital Growth Will Drive Affordable Mobility
Key Takeaways Strong digital focus, network expansion, and value-oriented strategy position the company for outperformance amid rising demand for affordable used vehicles. Investments in technology, capital-light formats, and national reach drive operational efficiency, market consolidation, and sustained earnings growth.
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R59.29
FV
8.9% undervalued
intrinsic discount
16.42%
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
about 19 hours ago
author updated this narrative
Nyab
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Scandinavian Infrastructure Spending Will Unlock Future Opportunities
Key Takeaways Expansion in energy and infrastructure, plus high-value projects, positions Nyab for sustained growth driven by public and private sector investment. Improving operational efficiency and the Dovre acquisition boost profitability and diversification, reducing dependence on any single market or sector.
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SEK 6.98
FV
1.4% undervalued
intrinsic discount
16.30%
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
about 19 hours ago
author updated this narrative
Sanderson Design Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
North America Focus And Digital Platforms Will Transform Operations
Key Takeaways Restructuring and strategic investments in North America, including talent acquisition and partnerships, aim to drive revenue growth and enhance market presence. Digital transformation and manufacturing improvements are expected to boost margins and profitability through customer engagement and operational efficiency.
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UK£0.94
FV
45.0% undervalued
intrinsic discount
3.69%
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 19 hours ago
author updated this narrative
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