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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
18
users have liked this narrative
4
users have commented on this narrative
44
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
5
users have commented on this narrative
65
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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Breedon Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
UK Housing And US Acquisitions Will Advance Decarbonisation Trends
Key Takeaways Strategic expansion and sustainability initiatives are set to drive revenue diversification, operational efficiency, and margin improvement as demand recovers. Exposure to housing and infrastructure, alongside urbanisation trends and environmental priorities, supports long-term construction demand and premium product growth.
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UK£5.05
FV
28.1% undervalued
intrinsic discount
7.54%
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
7 days ago
author updated this narrative
SKF India
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Separation Will Optimize Capital Allocation And Manufacturing Efficiencies
Key Takeaways Separation into independent companies aims to optimize capital allocation and efficiencies, potentially boosting earnings for each sector. Localization and market share growth in industrial and automotive sectors signal potential revenue and margin improvements over time.
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₹5.04k
FV
5.0% undervalued
intrinsic discount
11.13%
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
7 days ago
author updated this narrative
Next 15 Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
AI And JourneyLab Will Redefine Future Subscription Services
Key Takeaways Significant investment in AI and new capabilities could drive future revenue growth and stabilize revenue streams through a subscription-based model. Strategic simplification and expansion into U.S. and European markets aim to enhance efficiency, reduce costs, and capture market share, boosting margins and revenues.
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UK£4.55
FV
40.4% undervalued
intrinsic discount
-11.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
7 days ago
author updated this narrative
Waterdrop
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New AI Tools Like DeepSeek Will Improve Sales Efficiency And Conversion Rates
Key Takeaways Waterdrop's AI innovation and investment aim to improve sales efficiency, reduce costs, and drive future revenue growth. Strategic expansions in customer acquisition and inclusive insurance products are set to enhance profitability and shareholder returns.
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US$1.83
FV
6.6% undervalued
intrinsic discount
13.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
7 days ago
author updated this narrative
Safehold
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Monetizing CARET And Multifamily Expansion Will Unlock Long-Term Value
Key Takeaways Safehold's expansion into affordable multifamily housing and strategic partnerships is expected to boost volume, revenue, and stability across market cycles. The monetization of CARET and share buybacks aim to unlock value and enhance EPS, leveraging stable cash flows and strong credit profile.
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US$22.00
FV
35.2% undervalued
intrinsic discount
4.64%
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
7 days ago
author updated this narrative
Lenovo Group
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
AI Investments Will Strengthen Brand Through Global Partnerships
Key Takeaways Lenovo's AI and infrastructure focus fuels revenue growth and margin expansion, driving profitability across Intelligent Devices, Infrastructure Solutions, and Services groups. Strategic global manufacturing and partnerships enhance Lenovo's brand equity, boosting competitive market performance and financial results.
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HK$12.98
FV
15.0% undervalued
intrinsic discount
8.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
7 days ago
author updated this narrative
Aurionpro Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Geographies And Proprietary AI Will Unlock Future Opportunities
Key Takeaways Expansion into new geographies and enhanced partnerships are set to diversify customers and spur balanced, sustainable growth. Focus on AI-driven software and in-house hardware production aims to boost profitability and improve recurring earnings over time.
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₹1.73k
FV
15.6% undervalued
intrinsic discount
26.91%
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
CellaVision
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Upcoming Bone Marrow Launch And APAC Expansion Will Unlock Markets
Key Takeaways New product launches and digital upgrades are expanding market reach and strengthening recurring revenue streams, particularly through automation and integration within clinical labs. Expansion into Asia-Pacific and localization efforts, alongside sustained R&D investment, are positioning the company for long-term growth and improved profitability.
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SEK 228.00
FV
27.5% undervalued
intrinsic discount
12.13%
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
7 days ago
author updated this narrative
Europris
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Modernization And IT Upgrades Will Improve Nordic Retail Operations
Key Takeaways Modernization and integration efforts at ÖoB are projected to enhance profitability and sales through clearance sales, category upgrades, and increased margin efficiency. Expansion in Norway and IT platform upgrades in Norway and Sweden are expected to boost revenue and net margins by improving market reach and operational efficiency.
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NOK 101.50
FV
3.4% undervalued
intrinsic discount
5.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
7 days ago
author updated this narrative
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