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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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
64
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
93
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
20.6% 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
14
users have followed this narrative
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Avio
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Vega C And Ariane 6 Will Drive Expanding Satellite Demand
Key Takeaways Accelerated launch cadence, strong order backlog, and new product introductions are driving higher revenue growth and margin expansion beyond analyst expectations. Expansion into U.S. defense and benefiting from European strategic priorities diversify revenue and secure multi-year public funding for long-term growth.
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€34.50
FV
5.1% undervalued
intrinsic discount
17.41%
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
New
narrative
Ramelius Resources
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Inflation, De-Dollarisation, ESG And Automation Will Support Gold Demand
Key Takeaways Consistent production outperformance, operational efficiency gains, and disciplined risk management position Ramelius for strong revenue growth, margin expansion, and outsized market share gains. Advanced mine planning, early adoption of cost-saving technologies, and a robust balance sheet enable rapid project development and resilience against sector constraints.
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AU$3.95
FV
28.6% undervalued
intrinsic discount
17.33%
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
about 23 hours ago
author updated this narrative
Telkom SA SOC
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Expanding Fiber Networks And Cloud Platforms Will Empower Digital Inclusion
Key Takeaways Telkom's leadership in affordable data and large-scale migration from legacy users position it for substantial market share gains and high-margin, resilient revenue growth. Strategic network expansion, operational efficiencies, and integrated digital offerings underpin superior long-term earnings, free cash flow expansion, and enhanced shareholder returns.
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R65.00
FV
20.1% undervalued
intrinsic discount
4.36%
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
about 23 hours ago
author updated this narrative
Superior Plus
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
North American Urbanization And Decarbonization Will Energize Propane Logistics
Key Takeaways Superior Plus is poised for above-forecast growth and margin expansion through digital optimization, operational overhauls, and service bundling enhancing customer retention. Market consolidation, urbanization, and energy transition support sustained top-line and free cash flow gains, with M&A and scale providing further leverage against competitors.
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CA$12.00
FV
43.9% undervalued
intrinsic discount
11.38%
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
about 23 hours ago
author updated this narrative
Oxford Instruments
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Rising Quantum And Semiconductor Trends Will Expand Markets
Key Takeaways Strong growth anticipated from leadership in advanced technology sectors and expansion into high-value markets, underpinned by innovations and sector-wide investment. Transition toward recurring software and service revenues boosts margins, reduces earnings volatility, and enables aggressive strategic capital deployment.
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UK£27.00
FV
31.9% undervalued
intrinsic discount
0.61%
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
about 23 hours ago
author updated this narrative
Eurocell
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
European Energy Efficiency And Recycling Will Drive Modular Construction
Key Takeaways Strategic acquisitions, branch expansion, and digital investment position Eurocell for accelerated growth, increased market presence, and sustained margin improvement across evolving markets. Sustainability focus and product innovation provide cost advantages, market share gains, and leadership in energy-efficient and low-carbon construction solutions.
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UK£3.00
FV
50.2% undervalued
intrinsic discount
11.08%
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
about 23 hours ago
author updated this narrative
Cebu Air
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Rising Filipino Middle Class And Urbanization Will Ignite Air Travel
Key Takeaways Rapid market share gains and capacity uptake could drive stronger-than-expected growth, revenue acceleration, and operating leverage beyond market expectations. Fleet renewal, digital initiatives, and strategic partnerships may enable higher margins, cost leadership, and sustained profitability driven by structural demand tailwinds.
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₱60.00
FV
36.6% undervalued
intrinsic discount
11.87%
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
about 23 hours ago
author updated this narrative
Torrid Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Festy And Nightball Sub-Brands Will Diversify Product Assortment In 2025
Key Takeaways Strategic diversification with new sub-brands aims to improve margins and attract younger customers, enhancing customer growth and broadening consumer appeal. Optimizing store fleet and strategic inventory management aim to reduce costs, support sustainable revenue growth, and maintain gross margin stability.
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US$4.45
FV
n/a
intrinsic discount
-2.96%
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
Updated
narrative
Capstone Copper
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Santo Domingo And Global Electrification Will Strengthen Domestic Copper Supply
Key Takeaways Strong operational execution and asset optimization are driving production and margin upside, positioning Capstone for meaningful earnings and revenue growth. Strategic U.S. positioning and robust organic growth pipeline enable Capstone to capture benefits from government policy shifts and long-term copper demand trends.
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CA$13.00
FV
29.5% undervalued
intrinsic discount
25.55%
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
about 23 hours ago
author updated this narrative
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