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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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Vale Indonesia
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Indonesia Nickel Ore Sales And HPAL Projects Will Shape Opportunities
Key Takeaways Diversification into saprolite ore sales and extensive nickel resources position the company for revenue growth and long-term sustainability. Cost efficiency improvements and accelerated project developments enhance production capacity, potentially boosting net margins and earnings.
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Rp3.99k
FV
0.5% overvalued
intrinsic discount
22.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
about 21 hours ago
author updated this narrative
Northern Star Resources
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
De Gray Integration And KCGM Expansion Will Boost Efficiency
Key Takeaways Acquisition of De Gray and KCGM expansions could enhance growth, efficiency, and future earnings through strategic mineralization and increased mining output. Reduced hedging costs and increased exploration expenditures are likely to improve long-term revenue and strengthen cash flow alignment with market prices.
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AU$19.27
FV
6.2% undervalued
intrinsic discount
16.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
56
users have followed this narrative
1 day ago
author updated this narrative
Vertu Motors
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Unified Dealership Integration And Digitalization Will Drive Efficiency
Key Takeaways Unified brand strategy, digitalization, and AI investments aim to reduce costs and enhance margins, bolstering future earnings. Partnerships with Chinese EV brands and optimized capital allocations offer potential growth in electric vehicle revenues and improved returns.
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UK£0.80
FV
22.8% undervalued
intrinsic discount
3.66%
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
about 21 hours ago
author updated this narrative
Platform Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Acquisitions And Industry Expansion Will Unlock New Markets
Key Takeaways Diversification into new industries, partners, and strategic acquisitions boosts sustained revenue growth while reducing dependence on any single vertical. Enhanced logistics, fintech offerings, and scalable operations drive margin expansion and unlock new revenue streams as customer and transaction volumes rise.
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€17.75
FV
54.0% undervalued
intrinsic discount
18.89%
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 21 hours ago
author updated this narrative
POSCO Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Investments In Electronic Furnaces And Lithium Ventures Will Strengthen Future Prospects
Key Takeaways Strategic investments in electronic furnaces and global steel markets promise improved revenues, operating efficiencies, and enhanced margins through increased capacity and optimization. Energy Materials business expansion in lithium assets and restructuring efforts are set to boost cash flow, financial performance, and future growth potential.
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₩398.17k
FV
25.8% undervalued
intrinsic discount
3.11%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
Updated
narrative
TBO Tek
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
International Expansion And Digitalization Will Expand Global Reach
Key Takeaways Expansion into underpenetrated international markets and focus on digitalization are boosting customer growth and supporting strong long-term revenue and operating leverage potential. Shifting business mix to higher-margin hotel and ancillary segments, plus platform enhancements, are expected to drive margin expansion and greater earnings diversification.
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₹1.58k
FV
13.6% undervalued
intrinsic discount
19.07%
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 21 hours ago
author updated this narrative
Teck Resources
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Rising Copper Production And ESG Focus Will Create Opportunities
Key Takeaways Strategic copper expansion and optimization projects position the company to capitalize on electrification trends and achieve superior volume growth compared to peers. Emphasis on strong balance sheet, ESG leadership, and stable jurisdictions supports sustained earnings, premium customer access, and resilience against market and regulatory risks.
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CA$57.68
FV
21.2% undervalued
intrinsic discount
4.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
1 day ago
author updated this narrative
Stylam Industries
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
New Manufacturing Facility And ESG Focus Will Expand International Exports
Key Takeaways Expanded production capacity and focus on international markets are set to drive sustained revenue growth, improved earnings stability, and margin enhancement. Strategic innovation in sustainable, value-added products and strong financial discipline position the company for premium market capture and lasting competitiveness.
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₹2.11k
FV
20.0% undervalued
intrinsic discount
16.21%
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
about 21 hours ago
author updated this narrative
Nokia Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Expanding Fiber Networks And Hyperscaler Demand Will Drive Future Opportunity
Key Takeaways Robust network infrastructure demand and regulatory support are fueling multi-year growth in high-margin product and service revenues, especially in Fixed and Optical Networks. Strategic innovation, disciplined operations, and IP monetization are boosting recurring revenues, expanding net margins, and supporting long-term profitability.
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€4.43
FV
20.3% undervalued
intrinsic discount
3.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
52
users have followed this narrative
1 day ago
author updated this narrative
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