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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
23
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% 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
86
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
19.2% 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
12
users have followed this narrative
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Enghouse Systems
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Acquisitions Of Aculab And Margento Will Expand Services In High-Demand Sectors
Key Takeaways Strategic acquisitions and a shift to a dual SaaS/on-premise model are expected to boost revenue, net margins, and earnings stability. A strong financial position with no debt enables dividend increases, share buybacks, and improved EPS and return on equity.
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CA$25.17
FV
9.8% undervalued
intrinsic discount
4.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
8 days ago
author updated this narrative
New Zealand King Salmon Investments
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Blue Endeavour Project Will Expand Aquaculture Production
Key Takeaways Blue Endeavour's government-backed expansion and strategic market development, especially in China, are poised to drive significant future growth and revenue increases. Investments in sustainability and brand partnerships aim to enhance operational efficiency, reduce costs, and boost demand, positively impacting margins and earnings.
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NZ$0.27
FV
20.4% undervalued
intrinsic discount
4.77%
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
8 days ago
author updated this narrative
Fiskars Oyj Abp
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Asia Expansion And Digital Retail Will Fuel Future Success
Key Takeaways Expanding into new categories, direct-to-consumer channels, and emerging markets supports growth, margin expansion, and resilience against market volatility. Sustainability initiatives and ongoing innovation drive brand loyalty, enable premium pricing, and strengthen long-term revenue potential.
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€13.73
FV
2.4% overvalued
intrinsic discount
2.94%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
8 days ago
author updated this narrative
Alaris Equity Partners Income Trust
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
New Partnerships With Asset Managers Will Expand Deal Opportunities, But Increased Debt Could Affect Margins
Key Takeaways Strong transaction pipeline and strategic partnerships could enhance revenue growth and investment returns, offering greater optionality for future deals. Focus on share buybacks and U.S. service-based investments signals potential earnings growth, revenue stability, and an increase in book value per share.
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CA$24.95
FV
25.9% undervalued
intrinsic discount
11.22%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
28
users have followed this narrative
8 days ago
author updated this narrative
Wickes Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
New Store Openings And Tech Upgrades Will Advance Retail Operations
Key Takeaways Strategic store openings, tech investments, and TradePro expansion drive sales growth and operational efficiency, bolstering revenue and margins. Design & Installation momentum and new solar products enhance earnings, capitalizing on cross-selling and customer synergies.
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UK£2.34
FV
6.2% undervalued
intrinsic discount
4.28%
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
8 days ago
author updated this narrative
Brava Energia
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Atlanta Field Production And Merger Synergies Will Transform Operations
Key Takeaways Integration synergies and operational improvements from the merger are expected to enhance EBITDA and net margins significantly. Focused asset optimization and strategic partnerships aim to boost resource efficiency, improve margins, and accelerate cash generation.
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R$26.70
FV
25.5% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
8 days ago
author updated this narrative
Ethos
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Boutique Expansion And Digitalization Will Boost Luxury Lifestyle
Key Takeaways Retail network expansion and exclusive partnerships in high-margin categories position Ethos to capture luxury demand and structurally improve profitability over time. Digital investments and pre-owned segment growth enhance customer engagement and revenue resilience, while regulatory changes support margin and supply chain flexibility.
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₹3.50k
FV
19.5% undervalued
intrinsic discount
26.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
8 days ago
author updated this narrative
Micro Systemation
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Forensic Technology Investments Will Drive Future Global Opportunities
Key Takeaways Expansion into new regions and rising digital crime awareness are boosting contract wins and diversifying revenue streams. Increased recurring revenue and focus on subscriptions are improving earnings predictability and supporting strong profit margins.
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SEK 70.00
FV
18.3% undervalued
intrinsic discount
12.06%
Revenue growth p.a.
Set Fair Value
1
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
Electrosteel Castings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expansion To 1 Million Tonnes DI Pipe Capacity Will Be Completed By March 2025 Amid Strong Demand
Key Takeaways Brownfield expansion aims to enhance production and revenue, while efficient operations and stable credit rating boost financial performance. Strong DI pipe demand from government initiatives and market diversification improves export prospects and future growth.
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₹118.00
FV
13.5% undervalued
intrinsic discount
0.12%
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
8 days ago
author updated this narrative
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