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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
35
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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Fasadgruppen Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Cost Savings Of SEK 20 Million Will Improve Operational Efficiency
Key Takeaways Successful integration and strategic acquisitions enhance future revenue growth prospects, improve margins, and position Fasadgruppen well in professional markets. Focus on deleveraging and operational efficiency should strengthen the financial structure and improve profitability metrics.
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SEK 34.00
FV
16.3% undervalued
intrinsic discount
12.91%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
1 day ago
author updated this narrative
GQG Partners
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Rebranding To Quality Value And Abu Dhabi Expansion Will Open New Market Opportunities
Key Takeaways Rebranding to Quality Value targets broader market opportunities and increased revenue through expanded client interest in value branding. New strategic investments in Abu Dhabi and PCS expansion enhance diversity, revenue growth, and operational efficiency.
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AU$2.85
FV
39.4% undervalued
intrinsic discount
9.96%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
71
users have followed this narrative
1 day ago
author updated this narrative
Pearl Global Industries
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Capacity In Bangladesh And Guatemala Will Optimize Production And Profitability
Key Takeaways Expanding operations in Bangladesh and Vietnam aims to optimize production and enhance earnings growth, leveraging multi-country presence and client relationships. Increasing production capacity via organic growth and partnerships seeks to boost revenue and impact earnings positively, tapping into new growth opportunities.
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₹2.09k
FV
36.1% undervalued
intrinsic discount
16.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
1 day ago
author updated this narrative
Mrs. Bectors Food Specialities
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
New Facilities And Products Will Expand Market Reach
Key Takeaways Strategic pricing and cost-saving measures are expected to enhance profitability despite elevated commodity prices, improving margins by the end of FY '25. New facilities, product line expansion, and quick commerce growth aim to boost revenue and market penetration, reflecting positively on domestic and international earnings.
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₹1.68k
FV
13.7% undervalued
intrinsic discount
15.03%
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
Star Cement
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Silchar And Jorhat Projects Will Expand Capacity And Improve Future Earnings Potential
Key Takeaways Increased clinker capacity and infrastructure demand in the Northeast will boost revenue and support sustained volume growth. Efficiency improvements in clinker production and energy costs will enhance net margins and future earnings potential.
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₹237.91
FV
9.2% overvalued
intrinsic discount
12.58%
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
1 day ago
author updated this narrative
Swedencare
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Channels And Retail Partnerships Will Improve Premium Pet Healthcare
Key Takeaways Expanding digital and retail channels, product innovation, and acquisitions are set to drive growth, premium pricing, and broader market reach in pet healthcare. Operational efficiencies from process improvements and integration are expected to enhance margins and support scalability as consumer demand continues to rise.
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SEK 49.67
FV
27.6% undervalued
intrinsic discount
10.93%
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
1 day ago
author updated this narrative
ZIM Integrated Shipping Services
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New Port Charges On Chinese Vessels Will Increase Operational Costs And Impact Margins
Key Takeaways Projected new port charges and potential U.S. trade wars could increase costs and disrupt revenue due to logistical challenges and reduced shipping volumes. Declining freight rates and overcapacity, coupled with uncertain geopolitical conditions, threaten to reduce earnings and strain cash flow despite fuel-efficient fleet upgrades.
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US$14.51
FV
6.8% overvalued
intrinsic discount
-17.68%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
77
users have followed this narrative
1 day ago
author updated this narrative
Navigator Company
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Sustainable Packaging Expansion Will Unlock Future Opportunity
Key Takeaways Expansion into sustainable packaging and tissue, backed by innovation and regulatory alignment, secures premium pricing and supports long-term revenue and margin growth. Strong ESG ratings and operational efficiencies enable lower financing costs, competitive advantage, and resilience despite market and energy sector volatility.
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€4.55
FV
26.7% undervalued
intrinsic discount
3.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
1 day ago
author updated this narrative
NICE
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
AI Leadership With CXone Mpower And Global Expansion Will Drive Future Success
Key Takeaways Leadership in AI through CXone Mpower positions NICE to capitalize on burgeoning demand for AI in customer service, boosting future revenue growth. Strategic international expansion and partnerships are set to amplify revenue streams and drive substantial long-term earnings growth.
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₪750.55
FV
29.7% undervalued
intrinsic discount
8.63%
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
1 day ago
author updated this narrative
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