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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
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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
94
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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Prudential
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Legacy, Insurtech And Climate Risks Will Drag Prospects
Key Takeaways Legacy product exposure, demographic shifts, and tighter regulations create long-term profitability and cash flow headwinds for Prudential. Intensifying digital competition and climate-related claim volatility threaten Prudential's market position, revenue growth, and earnings stability.
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UK£8.90
FV
8.1% overvalued
intrinsic discount
15.43%
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 1 month ago
author updated this narrative
Foresight Group Holdings
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Higher Interest Rates And ESG Scrutiny Will Lower Prospects
Key Takeaways Heightened regulatory scrutiny and competition may limit profitability, compress margins, and reduce recurring revenue growth for Foresight Group Holdings. Geographic and product expansion increases risks from policy changes and operational inefficiencies, potentially impacting fund flows and long-term earnings.
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UK£4.80
FV
4.8% undervalued
intrinsic discount
11.83%
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 1 month ago
author updated this narrative
JOST Werke
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Electric And Autonomous Shifts Will Undercut Traditional Revenue Streams
Key Takeaways Structural shifts to electric vehicles, sustainable freight, and new regulations threaten JOST's traditional market and expose its revenues to long-term decline. Intensifying low-cost competition and overdependence on cyclical Western markets heighten margin pressures and earnings volatility, with limited diversification to offset risks.
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€55.00
FV
6.4% undervalued
intrinsic discount
18.37%
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 1 month ago
author updated this narrative
goeasy
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Rising Regulatory Pressure And Digital Competition Will Weaken Future Prospects
Key Takeaways Regulatory changes and increased competition from fintech firms are expected to limit revenue growth and erode pricing power for goeasy's core lending products. Rising credit losses, high funding costs, and evolving consumer borrowing habits threaten future profitability and constrain opportunities for market expansion.
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CA$171.00
FV
17.3% overvalued
intrinsic discount
37.42%
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 1 month ago
author updated this narrative
Crayon Group Holding
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Accelerated Cloud Migration And AI Integration Will Expand Global Reach
Key Takeaways Accelerating APAC and MEA growth, combined with scaling AI and consulting investments, position Crayon for outsized, diversified revenue and faster-than-expected margin expansion. Strong expertise in cloud and compliance, alongside operational efficiencies, supports resilient and growing revenue streams, driving superior earnings and market share gains.
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NOK 160.00
FV
10.0% undervalued
intrinsic discount
16.39%
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 1 month ago
author updated this narrative
WH Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Cost Efficiency And New Products Will Revitalize Meat Segments
Key Takeaways WH Group's focus on cost efficiency, optimized product mix, and value products aims to regain market share and stimulate revenue growth despite weak demand. Strategies in digitalization, restructuring sales, and reducing commodity volatility are expected to enhance margins, stabilize earnings, and boost profitability.
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HK$8.63
FV
5.7% undervalued
intrinsic discount
2.27%
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
12 days ago
author updated this narrative
Camil Alimentos
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Capacity Expansion And International Markets Will Unlock Potential
Key Takeaways Strategic focus on value-added and premium products, combined with operational efficiency and brand investments, is expected to boost margins and consumer loyalty. International expansion and increased capacity utilization reduce reliance on Brazil, supporting growth while aligning with evolving consumer preferences for healthier options.
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R$7.43
FV
38.3% undervalued
intrinsic discount
5.32%
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
2 days ago
author updated this narrative
1508
China Reinsurance (Group)
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Transformation And EV Insurance Will Open New Markets
Key Takeaways Innovative products in climate change and EV insurance could enhance revenue by addressing unmet demand and emerging risks. Focus on digital transformation and global expansion may improve operational efficiency and boost revenue growth in strategic regions.
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HK$1.21
FV
17.6% overvalued
intrinsic discount
5.21%
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
Updated
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Dexterra Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
US Facility Management And Mobile Camps Will Unlock New Horizons
Key Takeaways Strategic acquisitions and service integration are expanding market reach, recurring revenue, and margin accretion across North America. Operational efficiency and a robust contract pipeline enhance earnings resiliency and support long-term revenue and cash flow stability.
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CA$12.79
FV
22.7% undervalued
intrinsic discount
7.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
Updated
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