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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.
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0
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2
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
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1
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0
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7
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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
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
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2
users have liked this narrative
0
users have commented on this narrative
2
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Evolution Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Acquisitions And Production Growth In SCOOP/STACK Will Strengthen Future Cash Flow
Key Takeaways Strategic acquisitions and production growth in key regions are expected to boost revenue and cash flow. Improved energy market conditions likely to enhance revenue, cash flow, and shareholder value.
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US$6.15
FV
24.4% undervalued
intrinsic discount
0.27%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
author updated this narrative
Permanent TSB Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Transformation And Green Lending Will Strengthen Future Mortgage And SME Opportunities
Key Takeaways Investment in digital channels and automation enhances customer engagement, operational efficiency, and reduces costs, potentially increasing net margins and earnings. Focus on sustainable lending and SME growth aligns with market trends, possibly boosting revenue and diversifying income streams for future expansion.
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€2.07
FV
2.3% overvalued
intrinsic discount
2.35%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
5 days ago
author updated this narrative
Westlife Foodworld
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
South India Expansion And Digital Channels Will Fuel Future Success
Key Takeaways Expanding into new regions, digital channels, and innovative store formats is driving customer engagement, revenue growth, and operational efficiency. Menu innovation and supply chain improvements are supporting profitability, broader demographic reach, and resilience against competitive pressures.
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₹750.57
FV
5.4% undervalued
intrinsic discount
15.53%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
1
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5 days ago
author updated this narrative
Belysse Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US Interest Rate Cuts May Stimulate Consumer Durables Demand, But European Declines And High Net Debt Pose Future Risks
Key Takeaways Belysse's focus on higher-margin products in Europe and success in reducing emissions could enhance profitability and market appeal. Reduced net leverage enhances financial stability, while U.S. market recovery may boost demand and revenue growth.
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€1.60
FV
51.9% undervalued
intrinsic discount
0.56%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
1
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5 days ago
author updated this narrative
MIND
Mindspace Business Parks REIT
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Tighter Vacancy And Portfolio Acquisitions Will Drive Success
Key Takeaways Strong demand for office assets and strategic acquisitions enhance revenue growth and asset value. Efforts to reduce costs and future-proof assets improve net margins and tenant retention.
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₹413.00
FV
1.8% overvalued
intrinsic discount
14.34%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
2
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5 days ago
author updated this narrative
Ipsos
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Advancements In AI And Digital Platforms Will Shape Future Success
Key Takeaways Digital innovation and AI integration drive faster insights, operational efficiency, and higher margins across Ipsos' evolving business mix. Strategic acquisitions, compliance leadership, and cost controls enhance market positioning, client retention, and set the stage for sustained revenue and profit growth.
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€63.56
FV
39.5% undervalued
intrinsic discount
4.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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11
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5 days ago
author updated this narrative
TAT Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New APU And MRO Capabilities Will Expand Future Markets
Key Takeaways Launch of new capabilities and increased backlog position TAT Technologies for potential revenue growth in upcoming years. Expansion in trading, leasing, and strategic inventory buildup aims to enhance profitability and operational efficiency.
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US$35.50
FV
1.1% overvalued
intrinsic discount
17.68%
Revenue growth p.a.
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0
users have liked this narrative
0
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5
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5 days ago
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Alimentation Couche-Tard
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Potential 7-Eleven Acquisition Will Strengthen Global Brand Presence
Key Takeaways The acquisition of Seven & i Holdings and TotalEnergies' assets in Europe is set to boost global growth and reduce expenses. Strategic investments in food programs, new stores, and EV infrastructure are likely to drive revenue growth and improve profit margins.
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CA$83.01
FV
15.5% undervalued
intrinsic discount
2.32%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
89
users have followed this narrative
5 days ago
author updated this narrative
Americana Restaurants International
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Upcoming Store Openings Will Expand Market Reach In Saudi Arabia, UAE, And Morocco
Key Takeaways Strategic expansions and digital enhancements aim to boost revenue, market share, and customer loyalty through improved customer experience. A focus on cost control and partnerships seeks to enhance operational efficiency and earnings despite geopolitical challenges.
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د.إ2.83
FV
25.2% undervalued
intrinsic discount
10.87%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 days ago
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