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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
0
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2
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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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
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6
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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
20.1% 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
2
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Humana
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Nordic Elderly Care And AI Tools Will Unlock Value
Key Takeaways Expansion in elderly and disability care, along with portfolio adjustments and digital investments, positions Humana for growth and improved operational efficiency. Cost-cutting, specialization, and share repurchases are set to boost margins, free cash flow, and long-term shareholder returns.
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SEK 45.00
FV
16.6% undervalued
intrinsic discount
1.80%
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
5 days ago
author updated this narrative
Ridley
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Global Commercialization Of NovacqPro Will Open New Revenue Streams
Key Takeaways Strategic acquisitions and market expansion, notably in pet food and prawn markets, are expected to significantly elevate earnings and market presence. Operational efficiency improvements and high-margin focus are poised to boost net margins and reduce costs over the long term.
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AU$3.00
FV
4.0% undervalued
intrinsic discount
24.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
5 days ago
author updated this narrative
MA Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into US Private Credit Market Will Capitalize On Strong Demand
Key Takeaways Strategic partnerships and fund listings are likely to boost revenue growth through increased assets under management and diversified capital sources. Expansion into the U.S. private credit market and advanced loan processing are expected to enhance revenue and maintain market dominance.
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AU$9.42
FV
14.9% undervalued
intrinsic discount
-22.70%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
6
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5 days ago
author updated this narrative
Man Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
ESG And Data Analytics Will Transform Global Markets
Key Takeaways Strong institutional demand and product diversification are driving sustainable asset growth, recurring fee income, and resilience against market cyclicality. Investment in technology and operational efficiency is expanding scalable offerings and improving margins, supporting long-term profitability and strategic expansion.
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UK£2.10
FV
20.7% undervalued
intrinsic discount
3.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
59
users have followed this narrative
5 days ago
author updated this narrative
Aker BioMarine
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Lysoveta Trials And Houston Restructuring Will Expand Omega-3 Reach
Key Takeaways Expanding Omega-3 market share, new products, and major retail partnerships could significantly boost revenue and sales volumes. Centralizing resources and managing tariffs are expected to improve efficiency, reduce costs, and preserve net margins.
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NOK 61.96
FV
27.3% overvalued
intrinsic discount
13.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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7
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5 days ago
author updated this narrative
Barrick Mining
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Investments In Lumwana And Reko Diq Will Expand Gold And Copper Reserves, Driving Future Opportunities
Key Takeaways Strategic investments in reserves and projects could drive revenue growth and capitalize on future commodity price increases, enhancing long-term earnings potential. Cost efficiencies and strong cash flow generation may boost net margins and earnings per share through reduced costs and share buybacks.
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CA$36.94
FV
20.2% undervalued
intrinsic discount
13.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
80
users have followed this narrative
5 days ago
author updated this narrative
Triveni Engineering & Industries
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
India's Ethanol And Sugar Sectors Will Thrive Under Policy Support
Key Takeaways Government ethanol blending initiatives and supportive sugar policies enhance demand, margin stability, and revenue predictability for Triveni across its distillery and sugar segments. Expansion into premium sugar products, automation, and sustainability-linked strategies drives higher-margin, diversified, and more resilient long-term earnings.
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₹496.20
FV
30.4% undervalued
intrinsic discount
5.68%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 days ago
author updated this narrative
Bata India
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Scaling Floatz And Power Brands Will Strengthen Market Presence
Key Takeaways Expansion of Floatz and Power brands with innovative, high-margin products is expected to drive significant revenue growth. Scaling zero-based merchandising and franchise expansion aims to enhance net margins and improve consumer experience efficiently.
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₹1.24k
FV
4.2% undervalued
intrinsic discount
8.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
5 days ago
author updated this narrative
Cebu Landmasters
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Luzon Acquisitions And Diversification Will Open New Markets
Key Takeaways Strategic land acquisitions and project diversification into hotels and leasing position Cebu Landmasters for steady revenue growth and improved margins. Strong sell-out rates and a dual-focus on monetizing and expanding investments indicate potential for accelerated growth and enhanced shareholder value.
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₱2.90
FV
14.5% undervalued
intrinsic discount
7.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
5 days ago
author updated this narrative
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