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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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Sapphire Foods India
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Digital Ordering And Value Promotions Will Fuel QSR Turnaround
Key Takeaways Strategic marketing and digital innovation are enhancing customer engagement, supporting improved sales growth, and creating a foundation for long-term earnings expansion. Effective cost control and regional revival strategies position the company for margin recovery and above-industry growth in underpenetrated and emerging markets.
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₹357.48
FV
11.0% undervalued
intrinsic discount
13.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
NCAB Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
European Recovery And M&A Consolidation Will Unlock Future Potential
Key Takeaways Expansion into advanced, high-margin PCB applications and successful cost pass-through are supporting resilience and robust profitability amid market pressures. M&A-driven consolidation and sectoral shifts toward digitalization and electrification are broadening the customer base and underpinning long-term organic growth.
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SEK 58.40
FV
7.8% undervalued
intrinsic discount
9.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Cembra Money Bank
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Investments And Retail Partnerships Will Shape Long-Term Market Potential
Key Takeaways Accelerated digitization and strong fintech partnerships are expected to expand reach, boost efficiency, and drive growth in card and consumer financing products. Focus on higher-quality lending and advanced data analytics should stabilize credit losses and enhance net profit resilience amid evolving consumer trends.
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CHF 88.35
FV
3.8% overvalued
intrinsic discount
6.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
3 days ago
author updated this narrative
Fleury
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Integration With Pardini Group And Key Acquisitions Will Extend The Service Footprint
Key Takeaways Strategic acquisitions and expanded service offerings are driving revenue growth and enhancing operational synergies with geographic expansion and market share gains. Digitalization and mobile services are improving customer satisfaction and efficiency, potentially boosting net margins and earnings with minimal investment.
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R$15.18
FV
5.5% undervalued
intrinsic discount
6.22%
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
PPC
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Restructuring And Partnerships Will Improve Efficiency In Cement Operations
Key Takeaways Strategic turnaround plan, focusing on asset optimization and cost containment, aims to enhance operational efficiency and boost profitability. Partnerships and restructuring efforts are set to increase revenue and improve net earnings through efficiency and infrastructure spending opportunities.
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R5.60
FV
9.3% undervalued
intrinsic discount
10.43%
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
Treatt
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Into Asian Markets Will Strengthen Global Reach Through Low-Cost Strategies
Key Takeaways Expansion into Asian markets and focusing on premium products is driving revenue growth and higher margins with low-cost strategies. Customer-centric approaches and leveraging existing capacity enable scalable growth, reinforcing operational efficiency and boosting earnings.
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UK£3.08
FV
30.1% undervalued
intrinsic discount
2.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
3 days ago
author updated this narrative
Thunderbird Entertainment Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Starfall Will Diversify Income Sources
Key Takeaways Strategic expansion into ancillary markets like gaming and consumer products is expected to diversify income sources and enhance profit margins. Strong partnerships with major streamers and increased Canadian tax incentives bolster revenue growth and international project opportunities.
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CA$3.00
FV
43.0% undervalued
intrinsic discount
12.50%
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
3 days ago
author updated this narrative
Viva Leisure
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Franchise Expansion And Tech Integration Will Optimize Future Cash Flows
Key Takeaways Franchise network expansion and high-margin segments are set to drive revenue growth, enhancing scalability, profitability, and earnings for Viva Leisure. Strategic focus on capital-light models and international expansion aims to improve cash flow, brand recognition, and revenue growth.
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AU$2.38
FV
42.3% undervalued
intrinsic discount
16.11%
Revenue growth p.a.
Set Fair Value
0
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
Texmaco Rail & Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Upcoming Mergers And Capacity Expansion Will Streamline Operations And Meet Rising Demand
Key Takeaways Mergers and strategic realignment initiatives aim to enhance operational efficiency and drive revenue growth through better business structure and focused segment growth. Capacity expansion and improved supply chain logistics underscore efforts to meet growing demand, enhancing production capabilities and potentially boosting revenue and margins.
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₹211.00
FV
34.5% undervalued
intrinsic discount
5.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
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