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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
8
users have liked this narrative
1
users have commented on this narrative
17
users have followed this narrative
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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
10
users have liked this narrative
2
users have commented on this narrative
25
users have followed this narrative
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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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
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IFGL Refractories
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Joint Venture With Marvels Group Will Expand Product Portfolio
Key Takeaways Focus on the Indian domestic market and joint ventures support growth in market share, product portfolio, and long-term revenue. Operational restructuring and technological upgrades aim to improve efficiency, margins, and positioning across international subsidiaries.
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₹292.50
FV
19.5% undervalued
intrinsic discount
17.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Cargojet
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Direct Shipping Routes Will Boost Freighter Capacity Despite Margin Concerns
Key Takeaways Decoupling of North American supply chains from Asia is expected to boost revenue growth and drive expansion opportunities for Cargojet. Fleet expansion and increased online sales penetration likely to enhance revenue and earnings stability, offsetting softer segments.
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CA$141.69
FV
30.9% 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
6
users have followed this narrative
6 days ago
author updated this narrative
Agios Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
PYRUKYND's Upcoming Launches Will Open New Markets But Face Regulatory Hurdles
Key Takeaways Agios's strategic focus on PYRUKYND and a strong early-stage pipeline aims for significant revenue growth and market expansion. Effective capital deployment and a strong balance sheet position Agios to manage product launches and potential earnings growth efficiently.
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US$50.00
FV
27.6% undervalued
intrinsic discount
120.14%
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
6 days ago
author updated this narrative
Coor Service Management Holding
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Structure Will Optimize Facility Management In Norway And Denmark
Key Takeaways Coor's new structure and CEO focus on operational efficiency and strategic growth aim to improve margins and drive long-term earnings. Strong contract wins and a robust sales pipeline suggest stable revenue growth, enhancing liquidity and maintaining competitiveness in facility management.
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SEK 55.50
FV
13.4% undervalued
intrinsic discount
2.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 days ago
author updated this narrative
TotalEnergies
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
LNG And Renewables Will Drive Global Energy Transition
Key Takeaways Expansion in LNG and renewables, combined with disciplined divestment, positions the company to benefit from energy transition and stable long-term revenue streams. Digitalization and operational efficiency efforts support higher margins and shareholder returns, with a business model resilient to energy market volatility.
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€64.24
FV
19.2% undervalued
intrinsic discount
1.58%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
121
users have followed this narrative
6 days ago
author updated this narrative
Creative Realities
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New AdLogic Platform Will Deliver High-Performance Campaigns More Cost-Effectively
Key Takeaways The AdLogic platform and strategic sports projects are expected to boost revenue, earnings, and cash flow due to efficient targeting and new revenue streams. Resolving liabilities and pursuing SOC 2 certification may strengthen financial flexibility and credibility, enhancing competitiveness and investor confidence.
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US$6.63
FV
60.6% undervalued
intrinsic discount
16.80%
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
6 days ago
author updated this narrative
Karur Vysya Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
India's Digital Finance And Inclusion Will Transform Banking
Key Takeaways Digital investments and innovative customer acquisition strategies are enabling operational efficiency and margin expansion, appealing to younger and tech-savvy demographics. Focus on high-margin retail, agriculture, and MSME lending, combined with strong risk management, underpins stable growth and better long-term profitability.
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₹304.31
FV
14.5% undervalued
intrinsic discount
4.55%
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
Alliance Global Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New Townships And Integrated Resorts Will Create Opportunities
Key Takeaways Megaworld's new township launches and Travellers' resort projects suggest potential revenue growth in real estate and hospitality due to increased tourist footfall. Emperador's expansion in low-price and premium whiskey segments aims to capture a wider consumer base and achieve higher margins despite core business challenges.
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₱9.00
FV
15.8% undervalued
intrinsic discount
1.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
59
users have followed this narrative
6 days ago
author updated this narrative
Byggmax Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Improved E-Commerce Logistics And Modular Houses Will Drive Success
Key Takeaways Strong financial position and optimized strategies enhance profitability and provide room for strategic growth initiatives to bolster future earnings. Operational efficiencies and expanded product offerings drive potential revenue growth and improved net margins, positioning Byggmax well for future market opportunities.
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SEK 57.50
FV
0.9% overvalued
intrinsic discount
4.51%
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
6 days ago
author updated this narrative
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