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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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Gujarat Gas
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Restructuring And CNG Expansion Will Simplify Structure And Boost Future Efficiency
Key Takeaways Restructuring aims to simplify corporate operations and enhance value, potentially leading to improved margins and earnings. Aggressive CNG infrastructure expansion and strategic pricing advantage are expected to boost sales and revenue growth.
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₹480.19
FV
11.6% undervalued
intrinsic discount
11.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 14 hours ago
author updated this narrative
AIAE
AIA Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Setting Up Modular Plants In China And Ghana Will Reduce Costs And Expand Market Reach
Key Takeaways Establishing modular plants in key markets reduces costs and improves profitability by serving regional demand efficiently. Adoption of manufacturing technology and strategic facility positioning will drive revenue growth and enhance margins.
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₹3.68k
FV
14.3% undervalued
intrinsic discount
8.22%
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 14 hours ago
author updated this narrative
Tomra Systems
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Deposit Systems And EU Mandates Will Expand Circular Economy Markets
Key Takeaways Expansion into new markets and tighter EU regulations are driving strong demand and recurring revenue growth in reverse vending, recycling, and sorting solutions. Strategic innovation and cost control position Tomra for earnings growth and margin improvement despite recent macroeconomic challenges and delayed customer investment.
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NOK 172.18
FV
12.4% undervalued
intrinsic discount
16.65%
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 14 hours ago
author updated this narrative
J.K. Cement
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Government Programs And Urbanization Will Expand Indian Cement Markets
Key Takeaways Expansion into new markets and increased capacity positions the company to benefit from strong infrastructure demand and capture greater market share. Strategic focus on product diversification and energy efficiency strengthens margins and helps insulate earnings against cyclical downturns.
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₹6.65k
FV
3.3% overvalued
intrinsic discount
12.18%
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
PGE Polska Grupa Energetyczna
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Offshore Wind And Photovoltaics Investments Will Boost Operational Efficiency
Key Takeaways Focus on renewable energy investments and modernization could increase revenue streams and improve margins through lower production costs and enhanced efficiency. Restructuring and decarbonization efforts align with regulatory trends, improving financial flexibility, stabilizing earnings, and potentially enhancing future profitability.
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zł9.53
FV
25.1% overvalued
intrinsic discount
3.99%
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 14 hours ago
author updated this narrative
Sopra Steria Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
European Cybersecurity And Digital Transformation Will Fuel Resilience
Key Takeaways Expansion in defense, cybersecurity, and AI-powered services is boosting high-margin revenue streams and positioning the company for resilient, long-term earnings growth. Operational improvements and strategic M&A in key sectors are expected to enhance profitability, drive recurring revenue, and improve cash flow over the medium term.
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€222.00
FV
17.6% undervalued
intrinsic discount
2.66%
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 14 hours ago
author updated this narrative
Krones
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digitalization And Eco-Friendly Packaging Will Accelerate Global Expansion
Key Takeaways Strong demand in emerging markets and investments in sustainability and digitalization position Krones for long-term growth and margin expansion. Cost management, automation, and stable liquidity support operational efficiency, recurring revenues, and resilience against regulatory or market volatility.
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€160.33
FV
19.3% undervalued
intrinsic discount
6.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
about 14 hours ago
author updated this narrative
BBB Foods
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
500 New Stores And Four Regions Will Expand Retail Reach
Key Takeaways Aggressive store expansion and new regional operations in 2025 will drive significant revenue growth and operational efficiency. Increased private label penetration and efficient cost management will enhance profit margins despite short-term rise in SG&A expenses.
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US$33.84
FV
24.8% undervalued
intrinsic discount
26.29%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
about 14 hours ago
author updated this narrative
Acom
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
GeNiE's Money Lamp And Overseas Expansion Will Power Future Profitability
Key Takeaways Strong loan and credit demand and strategic international growth could significantly boost Acom's future revenues and earnings. Effective financial strategies, including cost management and innovative services, are expected to support profit growth and net margin stability.
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JP¥452.50
FV
1.1% overvalued
intrinsic discount
4.37%
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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