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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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McMillan Shakespeare
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Simply Stronger And Oly Initiatives Poised To Drive Future Success
Key Takeaways Strategic growth initiatives, including Onboard Finance expansion and Oly brand introduction, are set to drive revenue growth and open new markets. Investments in digital platforms and productivity enhancements through the Simply Stronger program are expected to boost net margins and operational efficiency.
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AU$18.11
FV
1.7% undervalued
intrinsic discount
2.92%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
about 1 hour ago
author updated this narrative
Bilfinger
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Shift Towards Higher-Margin Projects Expected To Improve Earnings Stability
Key Takeaways Strategic expansion in energy and pharma shows potential revenue and margin growth from higher demand and contract renewals. Geographical diversification and acquisitions, like Stork, drive revenue growth and margin expansion through enhanced services and operational scale.
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€94.67
FV
0.8% overvalued
intrinsic discount
4.48%
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
about 1 hour ago
author updated this narrative
UACJ
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030
Key Takeaways Strategic investments in capacity and recycling technology are expected to boost operational efficiency, leading to improved net margins. Growth in the automotive and lithium-ion battery foil sectors is anticipated to significantly drive revenue and enhance profitability.
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JP¥6.12k
FV
9.3% undervalued
intrinsic discount
2.33%
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 hour ago
author updated this narrative
Amara Raja Energy & Mobility
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Recycling Plant And Giga-Factory Developments Set To Improve Future Operations
Key Takeaways Localizing production and expanding offerings could boost revenue and net margins by improving capacity and market reach. Export growth and recycling plant efficiencies are expected to significantly enhance revenue and margins, contributing to long-term earnings growth.
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₹1.19k
FV
21.3% undervalued
intrinsic discount
7.72%
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 1 hour ago
author updated this narrative
Cera Sanitaryware
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
India's Urbanization And Premium Channels Will Drive Future Market Success
Key Takeaways Diversified brand strategy and premium positioning allow Cera to capture emerging demand trends and boost margins through urbanization and shifting consumer preferences. Strategic investments in B2B channels, automation, and distribution strengthen scale, pricing power, and operational efficiency, supporting sustained revenue and profit growth.
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₹7.13k
FV
12.5% undervalued
intrinsic discount
12.30%
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 1 hour ago
author updated this narrative
StarHub
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Strong Q4 Performance In Cybersecurity Segment Will Strengthen Future Prospects
Key Takeaways StarHub's focus on cybersecurity and enterprise segments is driving revenue and net profit growth through improved efficiencies and ROI. Strong free cash flow and strategic acquisitions bolster financial health and future revenue, supported by a successful multi-brand mobile strategy.
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S$1.24
FV
1.1% undervalued
intrinsic discount
2.28%
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
about 1 hour ago
author updated this narrative
Emeco Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Contract Extensions And Digitization Investments Will Strengthen Future Earnings Stability
Key Takeaways Simplified business model and disciplined capital management could improve margins, earnings growth, and reduce the need for capital expenditure. Strong cash flow and reduced leverage enhance financial flexibility, supporting debt refinancing and future earnings growth.
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AU$1.10
FV
17.5% undervalued
intrinsic discount
2.79%
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
about 1 hour ago
author updated this narrative
Anand Rathi Wealth
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
UK And Bahrain Expansion Will Shape Future Markets
Key Takeaways Expansion into the U.K. and Bahrain is expected to boost international presence by accessing new client bases and increasing revenue streams. Growing client acquisition and digital platform enhancements indicate scalable growth, potentially leading to higher future earnings and improved operational efficiency.
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₹2.28k
FV
14.2% overvalued
intrinsic discount
21.30%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 1 hour ago
author updated this narrative
I G Petrochemicals
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Into Advanced Plasticizers And Renewable Energy Will Strengthen Future Operations
Key Takeaways Focus on cost optimization and renewable energy integration enhances net margins by reducing operating expenses. Expanding product portfolio and strategic location optimize revenue growth and logistics efficiency across diverse industries.
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₹944.00
FV
51.3% undervalued
intrinsic discount
15.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 1 hour ago
author updated this narrative
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