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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.
Set Fair Value
25
users have liked this narrative
7
users have commented on this narrative
56
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
28.9% 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
88
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
20.8% 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
13
users have followed this narrative
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Mitsubishi Motors
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Intensifying US Competition Will Shrink Profit Margins To 27%
Key Takeaways Intensifying competition in the U.S. and rising sales expenses might compress net margins despite efforts to increase inventory turnover. Currency fluctuations and restructuring costs could significantly impact profit, with negative effects on sales and overall earnings anticipated.
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JP¥423.33
FV
4.0% undervalued
intrinsic discount
2.97%
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
1 day ago
author updated this narrative
Parkland
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Ontario Alcohol Sales And Caribbean Investments Will Strengthen Future Prospects
Key Takeaways Strategic review and potential restructuring aim to unlock value and optimize the business, impacting revenue and earnings. Market share gains through rewards and partnerships could enhance customer loyalty and convenience store revenue.
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CA$43.17
FV
11.8% undervalued
intrinsic discount
2.57%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
1 day ago
author updated this narrative
Steadfast Group
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In InsurTech And International Expansion Will Improve Operational Efficiency
Key Takeaways Competitive pricing, premium rate increases, and strategic acquisitions in international markets bolster revenue growth and operational efficiencies. Technology investments and management strengthening are anticipated to improve net margins through streamlined operations and enhanced risk management.
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AU$6.77
FV
10.6% undervalued
intrinsic discount
4.71%
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
1 day ago
author updated this narrative
Vibra Energia
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Service Stations And BR Mania Stores Will Expand Market Presence But High Leverage May Strain Future Operations
Key Takeaways Expansion into new markets and improved reseller relationships are expected to enhance revenue, net margins, and competitiveness. Strategic cost reductions and efficiency improvements will likely boost earnings, cash flow, and financial stability.
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R$26.21
FV
17.4% undervalued
intrinsic discount
3.48%
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
1 day ago
author updated this narrative
PCCW
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Transformation And OTT Expansion Will Unlock Asia's Potential
Key Takeaways Expanding digital media and enterprise services, alongside efficiency improvements, strengthens PCCW's revenue growth and margin outlook across media and connectivity segments. Enhanced capital structure and strategic investments enable greater focus on high-growth opportunities while supporting potential increases in shareholder returns.
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HK$5.30
FV
4.5% overvalued
intrinsic discount
0.99%
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
1 day ago
author updated this narrative
Ambu
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
New SureSight Launch Will Strengthen Leadership In Airway Visualization
Key Takeaways Strong growth in Endoscopy Solutions and new product launches suggest future revenue boosts in key medical sectors and airway visualization. Operational improvements and strategic focus on innovation indicate enhanced net margins and sustained earnings growth prospects.
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DKK 130.70
FV
29.9% undervalued
intrinsic discount
10.68%
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
1 day ago
author updated this narrative
Porto Seguro
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Diversification And Technology Investments Will Drive Future Profitability
Key Takeaways Diversification and a record-high client base bolster cross-selling potential, driving future revenue and profitability growth. Technology investments yield productivity gains and cost reductions, improving margins and earnings.
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R$53.64
FV
1.5% undervalued
intrinsic discount
1.00%
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
1 day ago
author updated this narrative
Aspen Pharmacare Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Commercial Pharma And GLP-1 Expansion Will Empower Future Progress
Key Takeaways Steady commercial pharma growth through strategic market focus in China and Russia enhances revenue stability. GLP-1 and insulin manufacturing expansion offers substantial long-term revenue and margin growth potential.
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R123.66
FV
9.0% undervalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
1 day ago
author updated this narrative
Schaeffler
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
E-Mobility And Energy Efficiency Will Drive Future Transformation
Key Takeaways Expansion in electrified mobility and adoption of high-value, energy-efficient components are driving revenue growth, gross margin improvement, and premium segment positioning. Enhanced scale, cost efficiency, and growing aftermarket services are set to boost earnings quality, net margins, and recurring revenue streams.
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€5.38
FV
11.9% undervalued
intrinsic discount
9.99%
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
1 day ago
author updated this narrative
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