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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
42
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
62
users have followed this narrative
New
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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MIXI
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Chiba Jets' New Arena And Monster Strike Collaborations May Improve Future Prospects Despite Challenges
Key Takeaways International expansion and strategic collaborations are expected to drive revenue growth, enhancing profitability in the Sports and Digital Entertainment segments. Investments in product improvements and user acquisition are anticipated to boost future revenue, despite short-term EBITDA declines.
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JP¥3.30k
FV
3.0% undervalued
intrinsic discount
2.53%
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
Updated
narrative
Ramkrishna Forgings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Independent Inquiry Into Inventory Discrepancies Will Secure Future Stability
Key Takeaways Strong promoter support and financial measures are in place to manage inventory discrepancies, enhancing liquidity and potentially improving net margins and earnings. Management's focus on corporate governance and safeguarding stakeholders' interests may strengthen investor confidence and stabilize earnings per share.
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₹747.83
FV
25.0% undervalued
intrinsic discount
7.41%
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
Updated
narrative
LG Energy Solution
AN
AnalystConsensusTarget
Consensus Narrative from 30 Analysts
North American Battery Localization And Grid Electrification Will Reshape Markets
Key Takeaways Favorable policy tailwinds and rapid electrification in North America are driving strong growth and margin improvements for LG Energy Solution's energy storage business. Product and customer diversification, along with cost innovation and investment in advanced battery technologies, underpin stable long-term earnings and resilience.
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₩418.17k
FV
8.2% undervalued
intrinsic discount
15.61%
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
Updated
narrative
CureVac
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
GSK Milestones And Tech Focus Will Shape Oncology Amid Risks
Key Takeaways Strategic focus on innovation and R&D in oncology and infectious diseases positions CureVac for potential high-growth opportunities and revenue enhancement. Strong intellectual property, promising GSK licensing agreements, and a solid cash position bolster competitive edge and future revenue prospects.
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US$5.35
FV
2.3% overvalued
intrinsic discount
-33.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
8 days ago
author updated this narrative
Shelf Drilling
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Contracts With Equinor Will Keep Rigs Operational But Analysts Expect Lower Earnings
Key Takeaways Strategic contracts and alliances with key partners in high-demand regions boost revenue stability, enhance market presence, and support substantial future earnings growth. Selling less competitive units improves cost efficiency, while increased demand and contract awards drive revenue and profitability across various strategic regions.
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NOK 7.31
FV
89.3% overvalued
intrinsic discount
-2.75%
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
7 days ago
author updated this narrative
Fluor
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Urban Solutions And LNG Canada Will Shape Outlook Amid Risks
Key Takeaways The company's new strategy focusing on cash generation and earnings growth is likely to improve net margins and enhance earnings. Expansion into strategic markets, coupled with project completions and acquisitions, is expected to increase revenue and enhance shareholder value.
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US$51.94
FV
20.6% undervalued
intrinsic discount
7.39%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
8 days 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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€17.33
FV
51.4% undervalued
intrinsic discount
17.70%
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
6 days ago
author updated this narrative
TBO Tek
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
15 New Markets And Digital Integration Will Expand Future Horizons
Key Takeaways Expansion into new regions and strengthening of international sales teams are set to drive broader market reach and increase revenue per customer. Focus on high-margin services, digitalization, and value-added programs is improving profitability and supporting long-term earnings growth.
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₹1.51k
FV
9.4% undervalued
intrinsic discount
18.68%
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
6 days ago
author updated this narrative
Maple Leaf Foods
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
High-protein Food Trends And Automation Will Shape Future Success
Key Takeaways Rising global demand for high-protein and sustainable foods, alongside Maple Leaf's innovation and brand strength, supports sustained revenue growth and margin expansion. Efficiency gains from automation and supply chain improvements, as well as a planned business spin-off, position the company for enhanced profitability and shareholder value.
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CA$34.79
FV
16.4% undervalued
intrinsic discount
4.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
6 days ago
author updated this narrative
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