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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
25
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
20.8% 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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Bloomsbury Publishing
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition Of Rowman & Littlefield Will Expand Digital Offerings But Integration Risks Remain
Key Takeaways Strategic acquisitions and digital shift are expected to boost Bloomsbury's academic sector growth and improve margins through greater digital resource sales. Increased global student numbers and blockbuster adaptations are anticipated to drive future revenue growth and diversify revenue through international expansion.
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UK£7.88
FV
38.8% undervalued
intrinsic discount
-1.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
about 13 hours ago
author updated this narrative
Empreendimentos Pague Menos
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Pharmaceutical Retail And Digital Channels Will Expand Market Reach
Key Takeaways Expanding pharmacy offerings, urbanization, and robust digital growth are driving sustained revenue increases, market expansion, and higher-value customer engagement. Operational efficiencies and industry trends are boosting earnings, margins, and positioning for greater market share and long-term profitability.
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R$4.26
FV
8.2% undervalued
intrinsic discount
9.75%
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 13 hours ago
author updated this narrative
Avia Avian
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Distribution Centers And Eco-Friendly Paints Will Transform Indonesian Markets
Key Takeaways Expansion of distribution centers, eco-friendly production, and premium product launches position Avia Avian to capitalize on urbanization and growing sustainability preferences. Integration of acquired brands and deepening retail presence enable superior market share gains, outpacing industry growth as construction formalizes across Indonesia.
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Rp535.00
FV
19.3% undervalued
intrinsic discount
7.49%
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
about 13 hours ago
author updated this narrative
Judo Capital Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Regional Expansion And New SME Products Will Drive Future Lending Opportunities
Key Takeaways Regional expansion and new business bankers are expected to drive growth by increasing lending and positively impacting future revenue. Strong Net Interest Margin and proactive portfolio management enhance earnings and reduce impairment expenses, supporting profitability and revenue growth.
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AU$2.00
FV
18.6% undervalued
intrinsic discount
24.90%
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 13 hours ago
author updated this narrative
Safilo Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Overvalued Prospects Will Encounter Regulatory And Geopolitical Headwinds
Key Takeaways Safilo faces risks from emerging market expansion, inflation, and digital disruption, which may limit future revenue and margin growth amid shifting industry dynamics. Investor optimism could be misplaced if Safilo struggles with acquisitions, license renewals, or defending premium pricing, which could hurt earnings and shareholder value.
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€1.23
FV
2.5% overvalued
intrinsic discount
3.12%
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 13 hours ago
author updated this narrative
Arabian Drilling
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
International Expansion And MENA Diversification Will Unlock Strong Rig Potential
Key Takeaways Expanding international presence and diversification beyond Saudi Arabia reduce reliance on a single client and position for long-term regional growth in drilling demand. Cost optimization, focus on unconventional rigs, and solid contract renewals strengthen margins, recurring revenue, and earnings stability despite short-term rig suspensions.
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ر.س94.45
FV
18.6% undervalued
intrinsic discount
5.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
about 13 hours 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
18.2% 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
about 14 hours ago
author updated this narrative
CES Energy Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expansion Into Permian Basin And Haynesville Will Strengthen Future Prospects
Key Takeaways Strategic tuck-in acquisitions and market share growth in key areas are set to enhance CES's revenue and market position. Focused expansion and infrastructure investments aim to capture growth opportunities and improve operational efficiencies.
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CA$9.53
FV
23.5% undervalued
intrinsic discount
3.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
about 13 hours 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
about 14 hours ago
author updated this narrative
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