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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
25
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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Sandstorm Gold
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Ramping Up At Greenstone And Platreef Will Boost Future Production
Key Takeaways Anticipated production growth and completion of key projects could significantly enhance Sandstorm Gold's revenue stream and operational efficiency. Focused capital allocation strategies, including share buybacks, aim to optimize shareholder returns and improve earnings per share.
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CA$15.90
FV
12.0% undervalued
intrinsic discount
11.66%
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
15 days ago
author updated this narrative
Medical Facilities
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Future Earnings Will Shrink As Temporary Cash Boost From Black Hills Sale Fades
Key Takeaways Recent asset sale boosts cash but may mislead on sustainable growth, impacting future revenue perceptions and valuation. Resource allocation to shareholder returns limits growth funds, potentially dampening future earnings and investment opportunities.
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CA$16.26
FV
12.1% undervalued
intrinsic discount
0.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
15 days ago
author updated this narrative
M.P. Evans Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding Plantations In Indonesia And Weather Risks Will Determine Output
Key Takeaways Expansion in North Sumatra and East Kalimantan increases production capacity and potentially future revenues through land acquisition and sustainable practices. Record financial results enable higher dividends and share buybacks, potentially enhancing earnings per share growth and shareholder value.
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UK£14.02
FV
6.2% undervalued
intrinsic discount
3.04%
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
15 days ago
author updated this narrative
Matrix Composites & Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Subsea And Renewable Energy Sectors Will Offer Potential, But Cash Flow Fluctuations May Challenge Operations
Key Takeaways Strong revenue growth is driven by demand for subsea products, diversification in advanced materials, and opportunities in renewable energies. Strategic positioning in global deepwater projects and offshore wind markets enhances market share and supports long-term revenue gains.
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AU$0.29
FV
1.4% overvalued
intrinsic discount
2.57%
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
15 days ago
author updated this narrative
Mader Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expansion Into Energy And Transport Logistics Will Diversify Future Revenue Streams
Key Takeaways Mader Group aims for geographical and industry diversification with a strategic focus on energy and transport logistics for increased revenue streams. The company's financial strategy includes a net cash goal within 12 months for growth investments and expansion in North America and other key markets.
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AU$6.56
FV
19.1% overvalued
intrinsic discount
11.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
15 days ago
author updated this narrative
Cool
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New LNG Projects Will Drive Shipping Demand, But Low Rates And Geopolitical Risks Persist
Key Takeaways Strategic growth through fleet expansion is supported by a $1 billion backlog and increased LNG project demand, enhancing revenue and margins. Financial flexibility from withheld dividends allows opportunistic growth and acquisitions, improving future earnings potential and strategic positioning.
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NOK 82.37
FV
7.1% undervalued
intrinsic discount
-0.96%
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
15 days ago
author updated this narrative
Bavarian Nordic
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
VIMKUNYA Launch Will Open Markets, But Approval Delays Could Impact Revenues
Key Takeaways Expansion in public preparedness and successful vaccine launches could significantly enhance revenue streams through government contracts and new territories. Advancements in new vaccine candidates indicate promising pipeline potential, supporting future revenue growth and market expansion.
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DKK 234.50
FV
1.5% overvalued
intrinsic discount
-2.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
15 days ago
author updated this narrative
Biotage
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Bioprocessing And Peptide System Capacity Improvements Will Create Future Opportunities
Key Takeaways Bioprocessing expansion and improved cost management are driving revenue growth while enhancing operational efficiency and profitability. Focus on pipeline management and capacity expansion could boost visibility and unlock significant future revenue opportunities.
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SEK 143.00
FV
0.1% overvalued
intrinsic discount
0.50%
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
15 days ago
author updated this narrative
FIBRA Macquarie México
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
New Industrial Properties Will Attract Tenants, But Margins May Decline Due To Macro Risks
Key Takeaways Strong leasing performance and low lease expiration schedule ensure stable revenue and upward pressure on rents, enhancing net operating income. Strategic land acquisitions and favorable macroeconomic factors position the company for long-term growth in industrial space development and revenue potential.
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Mex$36.42
FV
15.0% undervalued
intrinsic discount
6.89%
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
15 days ago
author updated this narrative
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