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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
60
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
33
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
20.6% 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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Akoya Biosciences
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Reagent Offerings And Diagnostics Will Widen Platform Adoption
Key Takeaways Expansion of reagent offerings and diagnostics partnerships aim to boost revenue growth and improve margins significantly. Operational efficiencies and strategic collaborations enhance platform utilization, positioning Akoya for sustainable growth and profitability.
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US$2.58
FV
50.0% undervalued
intrinsic discount
9.69%
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 1 month ago
author updated this narrative
Douglas Emmett
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Redevelopment And New Ventures Expected To Improve Occupancy And Earnings Stability
Key Takeaways Redevelopment and acquisitions at key locations are anticipated to enhance occupancy and revenue growth, improving net margins and income stability. Joint ventures and strategic debt management could stabilize financial performance, positively impacting earnings and free cash flow.
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US$21.66
FV
33.4% undervalued
intrinsic discount
1.12%
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 1 month ago
author updated this narrative
Total Energy Services
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Acquisition Of Saxon And Upgraded Rigs Will Improve Future Operations In Canada And Australia
Key Takeaways The acquisition and equipment upgrades hint at bolstered revenue and improved margins, especially in Canadian and Australian markets. Increased dividends and strong free cash flow underscore a disciplined capital strategy, enhancing earnings and potential shareholder returns.
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CA$18.13
FV
34.1% undervalued
intrinsic discount
4.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
about 1 month ago
author updated this narrative
Kolibri Global Energy
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Longer Lateral Wells And Expanding Reserves Will Fuel 2025 Performance
Key Takeaways Drilling longer lateral wells and expanding crude reserves are expected to enhance production efficiency, supporting future revenue and production growth. Effective cost management and the share buyback program are set to improve net margins and increase earnings per share, benefiting investors.
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CA$16.22
FV
48.8% undervalued
intrinsic discount
27.81%
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 1 month ago
author updated this narrative
Megaport
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Expanding Network Capacity And Launching AI And Financial Services Exchanges Will Drive Future Growth
Key Takeaways Strategic expansions in network and product offerings, including increased data center locations, enhance revenue potential and market presence globally. Investments in customer success and new services target higher revenue retention and strong positioning in high-demand sectors.
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AU$12.07
FV
26.7% overvalued
intrinsic discount
14.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
about 1 month ago
author updated this narrative
Deterra Royalties
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Expansions At MAC And Thacker Pass May Shape Future Prospects Amid Analyst Skepticism
Key Takeaways Expansion at Mining Area C and Thacker Pass promises potential revenue growth through increased production and supportive lithium royalty frameworks. Commencement of material processing at La Preciosa and gold offtake performance could enhance earnings with new and stable revenue streams.
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AU$4.21
FV
3.7% overvalued
intrinsic discount
-0.70%
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 1 month ago
author updated this narrative
Principal Financial Group
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Market Volatility Will Pressure Fee Revenues While Expense Discipline Will Support Margins
Key Takeaways Persistent market volatility and economic uncertainties may squeeze growth in retirement and asset management, impacting revenue and profitability. Increased competition and pricing pressures could weaken specialty benefits sales, potentially diminishing future premium and fees growth.
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US$67.00
FV
14.3% overvalued
intrinsic discount
1.50%
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
Platinum Investment Management
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Leadership Changes And New Fund Launches Will Attract Future Inflows
Key Takeaways Leadership changes and enhanced investment processes are set to improve the International Fund's performance and increase future revenue inflows. Strategic fund launches and operational efficiencies aim to diversify revenue and strengthen net margins, supporting sustained earnings growth.
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AU$0.54
FV
34.5% overvalued
intrinsic discount
-15.49%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 1 month ago
author updated this narrative
Crayon Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Focus On Cybersecurity And Cloud Modernization Will Strengthen Future Prospects
Key Takeaways Crayon's focus on international growth and strategic renewals in public sector deals is expected to boost revenue despite initial low margins. Emphasis on CSP business integration and high-growth areas like cybersecurity could enhance revenue, margins, and earnings through strategic partnerships and service expansions.
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NOK 133.67
FV
7.7% overvalued
intrinsic discount
12.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 1 month ago
author updated this narrative
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