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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
New
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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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Anupam Rasayan India
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Pharma And Polymer Segments To Drive Future Success
Key Takeaways Pharma and Polymer growth, energy cost cuts, and a robust pipeline with new molecules will drive future revenue growth and improve net margins. Strengthened fluorination chemistry portfolio targets Japan and U.S. partnerships, boosting international sales and earnings significantly.
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₹795.43
FV
43.8% overvalued
intrinsic discount
26.48%
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
S4 Capital
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Restructuring, AI Services And NVIDIA Partnership Will Transform Operations
Key Takeaways Restructuring efforts and improved operational efficiency aim to boost margins and drive increased profitability for S4 Capital. AI-driven services and strategic client wins enhance revenue growth through innovation and expanded market engagements.
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UK£0.39
FV
42.0% undervalued
intrinsic discount
-2.87%
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
Thai Union Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Transformation And Marketing Efforts Will Drive Operational Efficiencies In The Future
Key Takeaways Strategic shifts in marketing and raw material management aim to enhance profitability by improving gross profit margins. Growth in the Ambient and PetCare categories, driven by premium offerings and rising demand, is expected to boost revenue.
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฿11.59
FV
7.0% overvalued
intrinsic discount
1.77%
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
6 days ago
author updated this narrative
AQ Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Electrification And Railway Deals Will Open New Opportunities
Key Takeaways Anticipated growth in electrification, railway, and defense segments, alongside strategic acquisitions, is expected to boost revenue growth and market diversification. Productivity improvements, refinancing, and cost-saving measures are projected to enhance net margins and transition loss-making acquisitions towards profitability.
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SEK 190.00
FV
2.7% overvalued
intrinsic discount
8.19%
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
Safilo Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
David Beckham Eyewear And Sustainability Focus Will Improve Future Prospects
Key Takeaways Acquisition and licensing agreements, including David Beckham eyewear and other brands, bolster Safilo's brand portfolio for sustained revenue growth and stability. Emphasis on sustainability and expansion of home brands and B2B platforms strengthens market position and relationships, driving revenue growth and enhancing brand value.
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€1.20
FV
5.5% overvalued
intrinsic discount
2.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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6 days ago
author updated this narrative
Medartis Holding
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
New CEO And Keri Touch Launch Will Accelerate US And LATAM Expansion
Key Takeaways The strategic initiatives under new leadership in the U.S. and LATAM, including product launches and acquisitions, aim to improve revenue and market share. Digital transformation and patient-specific innovation are expected to boost growth and competitive positioning, enhancing revenue and margins.
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CHF 89.20
FV
7.5% undervalued
intrinsic discount
13.60%
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
ClearView Wealth
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Business Transformation And Cloud Transition Expected To Improve Operational Efficiency By FY '26
Key Takeaways Strategic execution and cloud transition aim to enhance efficiency, flexibility, and net margins, bolstering overall earnings. Share buybacks and business transformation efforts reflect confidence, potentially boosting EPS and driving revenue growth.
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AU$0.76
FV
37.7% undervalued
intrinsic discount
10.00%
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
6 days ago
author updated this narrative
Logitech International
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Growing Video And Gaming Demand Will Sustain Future Upside
Key Takeaways Remote work trends and growth in gaming are expanding Logitech's market, boosting recurring demand and supporting revenue and margin improvements. Product innovation, diversification of manufacturing, and investment in software and services are driving premium pricing, mitigating risks, and enhancing profitability.
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CHF 80.18
FV
4.0% undervalued
intrinsic discount
4.18%
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
6 days ago
author updated this narrative
Reach
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Video Content And AI Will Transform The Digital Era
Key Takeaways Investments in video production, personalization, and digital expansion position Reach to capture younger audiences and grow premium digital ad revenue. Diversified revenue streams and cost rationalization enhance long-term margin stability and resilience as print and legacy income declines.
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UK£1.64
FV
58.2% undervalued
intrinsic discount
-3.43%
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
6 days ago
author updated this narrative
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