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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
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
2
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
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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
3.9% 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
6 days ago
author updated this narrative
GDI Integrated Facility Services
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Focus On Higher-Margin Accounts Will Support Earnings Resilience Amid Economic Fluctuations
Key Takeaways GDI's strategic focus on higher-margin accounts and debt reduction is expected to improve net margins and financial stability. Strong backlog, improved Technical Services margins, and tariff management support future earnings and margin resilience.
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CA$44.13
FV
25.2% undervalued
intrinsic discount
3.11%
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
Studio Dragon
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Global Expansion Through OTT Platforms In 2025 Will Increase Content Reach
Key Takeaways Diversifying platform presence and collaborating with top creators are expected to drive revenue and strengthen intellectual property through global expansion and high-demand series. Strategic partnerships with global OTT platforms aim to boost international distribution and earnings by targeting new regional markets and expanding subscriber bases.
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₩55.20k
FV
18.8% undervalued
intrinsic discount
20.35%
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
Repco Home Finance
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Branch Expansion In Karnataka, Andhra Pradesh, Telangana, And Maharashtra Will Improve Market Reach
Key Takeaways Streamlining operations and expanding the branch network aim to enhance service delivery and increase revenue through improved efficiency and market penetration. Emphasizing home loans, settling regulatory issues, and reducing NPAs are strategies to improve asset quality, revenue, and market share.
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₹501.00
FV
19.6% undervalued
intrinsic discount
5.53%
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
Castle Biosciences
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Anticipated Atopic Dermatitis Test Could Broaden Reach, Yet Medicare Coverage Concerns Persist
Key Takeaways Expanded product offerings, like the atopic dermatitis test, alongside increased market penetration could drive future revenue and growth. Strong clinician adoption, particularly for TissueCypher, coupled with a growing sales force, supports continued revenue expansion.
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US$35.89
FV
43.3% undervalued
intrinsic discount
-1.41%
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
Harvia Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Acquisition Of ThermaSol And Focus On New Products Will Capture Emerging Sauna And Spa Demand
Key Takeaways Harvia's U.S. acquisition and new product innovation aim to boost revenue and market expansion, benefiting steam and sauna segments. Strategic growth in APAC and North America focuses on operational efficiencies and optimized sales, enhancing margins and cash flow.
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€46.00
FV
10.0% overvalued
intrinsic discount
10.14%
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
CyberArk Software
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
Integration Of Venafi And Zilla Security Will Strengthen AI-Driven Identity Solutions
Key Takeaways Strategic acquisitions and R&D in AI and machine identities bolster CyberArk's identity security offerings, enhancing revenue through cross-selling and market expansion. Focus on unified identity security platform and machine identity market positions CyberArk for significant growth and improved margins as customers consolidate identity solutions.
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US$448.36
FV
9.7% undervalued
intrinsic discount
22.12%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
6 days ago
author updated this narrative
Luk Fook Holdings (International)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Overseas Expansion Will Broaden Appeal To Gen Z And Middle-Class Weddings
Key Takeaways Expansion into overseas markets, driven by rapid growth and retail initiatives in Mainland China, could boost revenue and diversify earnings. Operational efficiency via supply chain transformation and targeted brand strategies might enhance net margins and widen market appeal.
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HK$22.98
FV
9.5% undervalued
intrinsic discount
9.67%
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
Minerva
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integration Of South American Plants Will Unlock Synergies
Key Takeaways Strategic geographic diversification in South America enhances revenue growth and export volume through market penetration and supply-demand mismatches. Sustainability initiatives and infrastructure projects aim to boost brand value, exports, and net revenue by appealing to environmentally conscious buyers and favorable demand from major markets.
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R$7.03
FV
29.7% undervalued
intrinsic discount
17.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
6 days ago
author updated this narrative
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