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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
71
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
94
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
15
users have followed this narrative
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Charter Hall Retail REIT
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Diversifying With HPI Acquisition Will Strengthen Future Income Streams
Key Takeaways Diversifying its convenience-based portfolio and strategic acquisitions are expected to drive revenue growth and secure inflation-linked long-term income. High occupancy rates and strategic asset management optimize rental income, supporting robust revenue and earnings increases.
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AU$4.10
FV
3.4% undervalued
intrinsic discount
-2.59%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
Cobram Estate Olives
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Maturing Olive Groves And US Expansion Will Boost Future Production
Key Takeaways Strategic expansion and infrastructure improvements in the U.S. and Australia are set to significantly boost production capacity and revenue. Increased competitiveness in the U.S. market and strategic partnerships are expected to drive sustained revenue growth and market share expansion.
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AU$2.62
FV
3.4% overvalued
intrinsic discount
20.35%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
Judges Scientific
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Luciol And Allied Acquisitions Will Expand Scientific Instrument Capabilities
Key Takeaways Robust acquisition strategy and increased banking facilities support growth in revenue and earnings through strategic alignments. Focus on converting EBIT into cash increases financial flexibility, positively impacting net margins and debt repayment.
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UK£87.56
FV
31.9% undervalued
intrinsic discount
3.79%
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
3 days ago
author updated this narrative
Smartgroup
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Novated Leasing Will Meet Future Electric Vehicle Demand
Key Takeaways Targeted digital transformation and enhanced services aim to boost customer acquisition, retention, and revenue from existing clients. Expanding corporate segment and focus on novated leasing, including electric vehicles, offer significant growth opportunities and efficiency.
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AU$8.91
FV
8.7% undervalued
intrinsic discount
4.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
3 days ago
author updated this narrative
Bank Danamon Indonesia
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digital Transformation And MUFG Integration Will Expand Future Markets
Key Takeaways Aggressive digitalization and fintech partnerships aim to boost non-interest revenue and increase efficiency by capturing Indonesia's growing digital banking market. MUFG integration and SME lending expansion are set to diversify revenue streams, lower funding costs, and drive long-term profit growth.
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Rp2.75k
FV
8.7% undervalued
intrinsic discount
17.53%
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
3 days ago
author updated this narrative
Major Drilling Group International
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion Into Latin America Will Position The Company To Capitalize On Growing Demand For Specialized Drilling
Key Takeaways The Explomin acquisition and increased exploration budgets position Major Drilling for revenue growth through expanded market presence and drilling activity. Strategic focus on specialized services and geographic diversity enhance revenue potential and mitigate financial impacts of tariffs.
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CA$13.60
FV
35.4% undervalued
intrinsic discount
19.64%
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
3 days ago
author updated this narrative
Domino's Pizza Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Simplifying Business Will Reduce Complexity And Costs In Future
Key Takeaways Simplifying the business model and closing underperforming stores aim to cut costs, improve efficiency, and boost profit margins. Focusing on IT, marketing, and product simplification is expected to enhance operational efficiency, customer experience, and long-term profitability.
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AU$24.19
FV
22.0% undervalued
intrinsic discount
3.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
3 days ago
author updated this narrative
Hemnet Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Real Estate Transformation Will Fuel Swedish Market Expansion
Key Takeaways Expanding digital adoption and strong platform enhancements are boosting user engagement, revenue per listing, and maintaining Hemnet's pricing power and market leadership in Sweden. Dominant brand presence and network effects ensure resilience against competitors, supporting sustained high margins and efficient customer acquisition.
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SEK 346.68
FV
24.5% undervalued
intrinsic discount
19.06%
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
3 days ago
author updated this narrative
Vitec Software Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Vertical Market Software Acquisitions And Efficiency Investments Will Strengthen Success
Key Takeaways Strategic acquisitions and organic growth from upselling are expected to enhance revenue and potentially improve operating margins. Decentralized operations and customer-focused solutions aim to increase efficiency, building trust and potentially improving net margins.
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SEK 525.71
FV
27.5% undervalued
intrinsic discount
12.23%
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
3 days ago
author updated this narrative
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