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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
7
users have commented on this narrative
56
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
88
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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Netmarble
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
High-Speed Internet And New Games Will Expand Global Audience
Key Takeaways Regional expansion, new game launches, and live-service updates are increasing Netmarble's global user base and supporting sustained revenue and earnings growth. Greater focus on self-developed IP and improved cost efficiencies are driving down expenses and strengthening profitability and margins over time.
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₩62.07k
FV
10.4% undervalued
intrinsic discount
3.67%
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 11 hours ago
author updated this narrative
H.G. Infra Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Robust Order Book And Renewables Focus Will Strengthen Future Outlook
Key Takeaways Strong order book and government infrastructure commitments signal robust future revenue potential and long-term growth opportunities. Expansion into renewable energy and strategic capital moves aim to optimize margins and enhance operational efficiency.
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₹1.66k
FV
41.9% undervalued
intrinsic discount
23.00%
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 11 hours ago
author updated this narrative
KLDV
Kaldvik
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Seyðisfjörður License Will Increase Production Capacity And Reduce Risks
Key Takeaways Strategic investments in new facilities enhance production efficiency and reduce mortality rates, likely improving future margins and earnings. Initiating refinancing processes seeks better financing terms, reducing interest expenses and enhancing net earnings potential.
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NOK 25.00
FV
44.0% undervalued
intrinsic discount
29.63%
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 11 hours ago
author updated this narrative
Essentra
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
E-commerce And Sustainability Will Drive Global Packaging Expansion
Key Takeaways Strategic positioning in high-growth, sustainability-focused markets and innovation in eco-friendly products strengthen revenue prospects and margin potential. Operational efficiencies, digital pricing tools, and targeted M&A enhance cost control and support long-term earnings growth and geographic expansion.
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UK£2.07
FV
50.2% undervalued
intrinsic discount
4.30%
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 11 hours ago
author updated this narrative
K-Bro Linen
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
A 2-Year Hedge And Acquisitions Will Secure Future Stability
Key Takeaways Strategic acquisitions and cost management improve K-Bro Linen's growth, revenue, and EBITDA margins despite challenging market conditions. Recovering travel trends and stabilized UK operations position the company for enhanced growth and profitability.
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CA$49.83
FV
33.0% undervalued
intrinsic discount
16.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
about 11 hours ago
author updated this narrative
FleetPartners Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Accelerate Transformation Will Increase Operational Efficiencies
Key Takeaways The Strategic Pathways and Accelerate programs aim to capture new market growth and improve margins through operational consolidation and efficiency. Share buybacks and balance sheet financing transitions are expected to enhance EPS and net interest margins, ensuring sustainable long-term earnings.
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AU$3.71
FV
26.3% undervalued
intrinsic discount
2.76%
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 11 hours ago
author updated this narrative
HusCompagniet
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expanding B2B Market Activities And New Concepts Like MORROW And FORMIUM Will Strengthen Future Prospects
Key Takeaways Expansion into the B2B market and innovative housing concepts promote revenue growth, margin improvement, and better production facility utilization. Strong order backlog and efficient execution support financial stability and potential margin expansion, benefiting from increased consumer demand.
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DKK 68.50
FV
31.4% undervalued
intrinsic discount
20.50%
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 11 hours ago
author updated this narrative
Esprinet
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Investments In AI And Solar Will Strengthen Future Prospects
Key Takeaways Esprinet's growth in Solutions & Services outpaces market growth, highlighting potential for significant revenue and margin improvement in this high-margin segment. Investments in infrastructure and strategic cost controls enhance operational efficiency, supporting future earnings growth and financial stability.
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€6.17
FV
29.7% undervalued
intrinsic discount
2.97%
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
about 11 hours ago
author updated this narrative
JK Lakshmi Cement
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Multi-year Expansions And Cost Optimizations Will Drive Cement Demand
Key Takeaways Geographic expansion and project execution reduce risk and strengthen market share, supporting steadier revenue and profit growth. Cost optimization, premium offerings, and sustainability initiatives boost margins and enhance long-term competitive positioning.
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₹972.38
FV
5.6% undervalued
intrinsic discount
9.97%
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 11 hours ago
author updated this narrative
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