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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
23
users have liked this narrative
6
users have commented on this narrative
52
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
86
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
12
users have followed this narrative
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Orchid Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
US Partnership For Enmetazobactam Will Unlock Significant Market Opportunities
Key Takeaways EU GMP certification could enable Orchid Pharma's European market expansion and boost future revenue. Investments in Orchid AMS targeting antimicrobial resistance are expected to enhance future profitability.
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₹1.00k
FV
24.2% undervalued
intrinsic discount
31.67%
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
8 days ago
author updated this narrative
Topsports International Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Inventory Optimization And Online Expansion Will Strengthen Future Performance
Key Takeaways Strategic inventory management and collaboration with brand partners are likely to enhance net margins and optimize inventory turnover, boosting earnings. Omnichannel efficiency and growth in online sales are expected to drive revenue growth and improve financial performance.
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HK$3.77
FV
16.1% undervalued
intrinsic discount
1.93%
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
8 days ago
author updated this narrative
Liontrust Asset Management
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Transformation And Global Expansion Will Create Opportunities
Key Takeaways Leadership in sustainable funds and global expansion position Liontrust to capture long-term demand and drive growth in diverse markets. Technology integration and improved client strategies boost operational efficiency, supporting higher margins and revenue resilience as market conditions shift.
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UK£4.46
FV
21.5% undervalued
intrinsic discount
-3.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
22
users have followed this narrative
8 days ago
author updated this narrative
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
16.1% 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
8 days ago
author updated this narrative
Erawan Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk
Key Takeaways Expansion in the budget segment with HOP INN hotels and new locations in Thailand and Japan is expected to drive substantial revenue growth. Focus on cost management and renovating luxury properties is anticipated to enhance margins and increase overall revenue and profitability.
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฿3.24
FV
25.3% undervalued
intrinsic discount
4.09%
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
8 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
2.4% 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
8 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
15.2% undervalued
intrinsic discount
-22.70%
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
8 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
26.4% overvalued
intrinsic discount
13.62%
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
8 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
14.0% 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
81
users have followed this narrative
8 days ago
author updated this narrative
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