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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
24
users have liked this narrative
6
users have commented on this narrative
55
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
87
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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Paradox Interactive
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisitions Of Haemimont Games And Alien Dawn Will Diversify Portfolio
Key Takeaways Expanding into new game segments and strategic DLC packaging aim to boost player engagement and drive diverse revenue growth. Improved development efficiency and strategic release scheduling during sales periods could enhance cash flow and bolster future earnings growth.
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SEK 192.80
FV
16.2% undervalued
intrinsic discount
10.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
8 days ago
author updated this narrative
oOh!media
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Partnerships With Petbarn, Officeworks, And Australia Post Will Unlock New Revenue Streams
Key Takeaways Structural growth in Out of Home advertising and new partnerships are expected to drive oOh!media's revenue growth and unlock new streams. Cost reduction and restructuring efforts are projected to improve margins and enhance market share through efficient asset deployment.
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AU$1.81
FV
0.8% overvalued
intrinsic discount
6.48%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 days ago
author updated this narrative
ADF Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Contracts And Work-Sharing Will Balance USMCA Risks
Key Takeaways Work-sharing and strategic facility use aim to stabilize margins and increase capacity amid production fluctuations. Efforts to secure USMCA exemptions and new contracts aim to improve margins and bolster future revenue streams.
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CA$12.00
FV
27.1% undervalued
intrinsic discount
4.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
8 days ago
author updated this narrative
Avanti Feeds
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion Into Japan, Korea, And Europe Will Boost Shrimp Exports And Diversify Income Sources
Key Takeaways Expanding into Japan, Korea, and Europe could reduce U.S. market reliance and boost revenues through diversified income sources. Strategic joint ventures and product upgrades in less competitive foods could enhance net margins and revenue growth.
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₹824.50
FV
21.1% undervalued
intrinsic discount
5.29%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
8 days ago
author updated this narrative
V-Guard Industries
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Expansion Into Solar Rooftop Solutions Will Strengthen Electronics Segment
Key Takeaways Enhanced in-house manufacturing and new facility expansion are expected to drive gross margin improvements and revenue growth in the Consumer Durables segment. Diversifying revenue through the non-South market and expanding solar solutions could stabilize revenue streams and improve electronics segment margins.
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₹429.78
FV
16.2% undervalued
intrinsic discount
12.35%
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
8 days ago
author updated this narrative
Ibstock
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
New Factories And Product Innovation Will Drive Future Success
Key Takeaways Strategic investments in new products and capital projects are poised to enhance operational leverage and drive significant revenue and earnings growth. Favorable market conditions, supported by government initiatives and strong cash flow, position Ibstock for future earnings expansion and increased shareholder returns.
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UK£1.95
FV
23.3% undervalued
intrinsic discount
9.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
8 days ago
author updated this narrative
Nickel Industries
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Hengjaya, ENC And Sampala Will Unlock Future Potential
Key Takeaways Expansion of mining and refinery operations positions the company to benefit from strong nickel demand in EV batteries and energy storage. Improved ESG practices and rising MHP payabilities enhance profitability, margin stability, and access to capital.
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AU$0.97
FV
24.7% undervalued
intrinsic discount
16.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
50
users have followed this narrative
8 days ago
author updated this narrative
Grupo Traxión. de
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
The Integration Of Solistica Will Reshape North American Supply Chains
Key Takeaways Acquisition and integration activities, alongside expanding North American trade, position the company for significant revenue growth and enhanced supply chain capabilities. Operational efficiencies, cost synergies, and continued tech investments are aimed at protecting margins and sustaining profit growth amid evolving logistics sector dynamics.
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Mex$35.89
FV
55.4% undervalued
intrinsic discount
15.07%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
8 days ago
author updated this narrative
Fintel
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Fintech Acquisitions And Integration Will Unlock New Synergies
Key Takeaways Fintel's acquisition and integration strategy aims to drive efficiencies and increase revenue through a unified platform, capitalizing on scale and cross-selling opportunities. Expanding SaaS and subscription models, along with new product investments, enhances earnings stability, margin improvement, and shareholder value growth.
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UK£3.40
FV
30.0% undervalued
intrinsic discount
7.27%
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
8 days ago
author updated this narrative
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