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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
62
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
34
users have liked this narrative
6
users have commented on this narrative
93
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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Sif Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New Maasvlakte Factory Ramp-Up Will Increase Production Capacity And Efficiency
Key Takeaways New factory ramp-up and improved safety culture are set to increase production capacity, reduce costs, and enhance revenue and margins. Strong order book and supply chain management may stabilize revenue, support EBITDA guidance, and protect against cost fluctuations.
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€14.50
FV
40.9% undervalued
intrinsic discount
24.77%
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
1 day ago
author updated this narrative
JSE
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Infrastructure Upgrades And African Market Expansion Will Boost Efficiency
Key Takeaways Expansion of digital infrastructure and innovative product offerings are expected to boost operational efficiency, market participation, and earnings growth. Increased focus on sustainable investing and diversification into high-margin recurring revenues position JSE for stronger long-term performance.
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R146.33
FV
8.4% undervalued
intrinsic discount
7.24%
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
1 day ago
author updated this narrative
Medistim
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
R&D Investments May Impact Margins, But New Products Could Boost Future Revenue
Key Takeaways Significant investments in R&D and product launches might strain profitability if they don't lead to expected revenue gains. Expansion and strategic goals face challenges, which could impact net margins and future revenue growth if not effectively managed.
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NOK 230.00
FV
3.9% undervalued
intrinsic discount
8.04%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
1 day ago
author updated this narrative
Docebo
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
FedRAMP Status And Deloitte Partnership Will Open New Markets And Expand Opportunities
Key Takeaways Docebo's AI-driven transformation and recent product releases are expected to boost revenue, enhance customer engagement, and improve net margins. Achieving FedRAMP status and partnerships with integrators aim to expand market access and drive predictable revenue growth.
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CA$49.63
FV
15.3% undervalued
intrinsic discount
9.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
1 day ago
author updated this narrative
Piaggio & C
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Product Launches And EV Expansion Will Revitalize Markets Globally
Key Takeaways Expansion in high-growth Asian markets and electric vehicle offerings positions Piaggio for revenue recovery, market share gains, and enhanced brand relevance. Operational efficiency and premium brand strategy support strong margins, pricing power, and earnings resilience despite competitive pressures.
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€2.46
FV
20.7% undervalued
intrinsic discount
3.76%
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
1 day ago
author updated this narrative
Atea
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Frame Agreements In Denmark And Finland Will Drive AI Investment
Key Takeaways Market expansion and strategic agreements in Nordic countries expected to drive significant revenue growth and positively impact net margins. Increased AI demand and strategic vendor partnerships sustain hardware margins, bolstering profit potential amidst industry challenges.
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NOK 151.00
FV
6.6% undervalued
intrinsic discount
10.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
1 day ago
author updated this narrative
Mayr-Melnhof Karton
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Investments And Cost Reductions Will Improve Future Margins In Pharma And Healthcare Packaging
Key Takeaways The successful turnaround in Pharma and Healthcare Packaging and closure of a small mill enhance operational efficiency, pricing power, and net margins. Strategic sales and cost reduction measures improve profitability, focusing on core segments and positively impacting future earnings and revenue growth.
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€93.90
FV
18.3% undervalued
intrinsic discount
0.54%
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
1 day ago
author updated this narrative
Boyd Group Services
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Greenfield Expansion And Tech Upgrades Will Strengthen Market Presence By 2025
Key Takeaways Boyd Group Services' Project 360 is set to enhance margins and earnings through cost savings and operational efficiencies by 2025. Focusing on greenfield locations and acquisitions, Boyd aims for significant revenue growth and increased market share with future earnings impacts.
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CA$258.71
FV
27.4% undervalued
intrinsic discount
9.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
1 day ago
author updated this narrative
Crompton Greaves Consumer Electricals
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Next-generation Motor And Solar Investments Will Capture Emerging Markets
Key Takeaways Focus on advanced motor technology, premiumization, and new segments drives revenue diversification, margin improvement, and positions Crompton for long-term growth in energy-efficient appliances. Brand strength, expanded distribution, and new manufacturing capability enable Crompton to capitalize on regulatory shifts and rising demand, enhancing pricing power and recurring earnings.
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₹424.34
FV
24.7% undervalued
intrinsic discount
11.53%
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
1 day ago
author updated this narrative
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