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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
24
users have liked this narrative
7
users have commented on this narrative
56
users have followed this narrative
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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
88
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
13
users have followed this narrative
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NTG Clarity Networks
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Saudi Vision 2030 Will Unlock New Digital Markets
Key Takeaways Strategic expansion into Saudi Arabia and Gulf markets underpins growth, leveraging regional digitization initiatives and existing relationships. NTGapps platform and efficiency improvements expected to enhance margins and drive profitability.
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CA$4.15
FV
47.0% undervalued
intrinsic discount
25.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 5 hours ago
author updated this narrative
Coats Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expansion Into Digital Products And Composite Tapes Will Drive Future Opportunities
Key Takeaways Leadership in recycled products and expansion into new markets are poised to drive revenue growth and market share gains through innovation and sustainability. Operational efficiencies and pension derisking improve margins and capital allocation, enhancing earnings and shareholder value with strategic growth initiatives.
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UK£1.19
FV
39.2% undervalued
intrinsic discount
7.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 5 hours ago
author updated this narrative
GQG Partners
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Rebranding To Quality Value And Abu Dhabi Expansion Will Open New Market Opportunities
Key Takeaways Rebranding to Quality Value targets broader market opportunities and increased revenue through expanded client interest in value branding. New strategic investments in Abu Dhabi and PCS expansion enhance diversity, revenue growth, and operational efficiency.
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AU$2.85
FV
29.0% undervalued
intrinsic discount
9.96%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
72
users have followed this narrative
about 5 hours ago
author updated this narrative
Fasadgruppen Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Cost Savings Of SEK 20 Million Will Improve Operational Efficiency
Key Takeaways Successful integration and strategic acquisitions enhance future revenue growth prospects, improve margins, and position Fasadgruppen well in professional markets. Focus on deleveraging and operational efficiency should strengthen the financial structure and improve profitability metrics.
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SEK 34.00
FV
15.1% undervalued
intrinsic discount
12.91%
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
about 5 hours ago
author updated this narrative
Pearl Global Industries
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Capacity In Bangladesh And Guatemala Will Optimize Production And Profitability
Key Takeaways Expanding operations in Bangladesh and Vietnam aims to optimize production and enhance earnings growth, leveraging multi-country presence and client relationships. Increasing production capacity via organic growth and partnerships seeks to boost revenue and impact earnings positively, tapping into new growth opportunities.
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₹2.09k
FV
37.6% undervalued
intrinsic discount
16.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
about 5 hours ago
author updated this narrative
Hunting
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Shift To Energy Transition And Middle East Expansion Will Improve Future Prospects
Key Takeaways Pivoting to energy transition markets like geothermal and carbon capture aims to drive future revenue and tap into high-growth sectors. Expanding orders with Middle East partners and cost-efficiency measures are expected to enhance growth and increase margins.
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UK£4.48
FV
31.7% undervalued
intrinsic discount
3.85%
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
about 5 hours ago
author updated this narrative
Peyto Exploration & Development
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Repsol Asset Integration Expected To Increase Production By 40%
Key Takeaways Successful asset acquisition and operational efficiencies are boosting production and reducing costs, enhancing revenue and net margins. Strategic diversification and local demand for natural gas enhance revenue security and future growth prospects.
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CA$21.66
FV
12.4% undervalued
intrinsic discount
19.06%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
about 5 hours ago
author updated this narrative
Huhtamaki India
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Sustainable Packaging Adoption Will Expand Future Market Reach
Key Takeaways Strategic emphasis on sustainable packaging and high-growth product categories enhances margins, future growth potential, and earnings resilience amidst evolving regulatory and market trends. Investments in operational efficiencies and premium product mix drive ongoing profitability gains and improve revenue quality as demand normalizes.
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₹348.00
FV
39.7% undervalued
intrinsic discount
8.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
about 5 hours ago
author updated this narrative
Ascopiave
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Wind Farm Projects And EstEnergy Stake Sale Will Improve Future Prospects
Key Takeaways Strategic restructuring and simplification may enhance operational efficiencies and net margins through mergers and acquisitions, particularly in renewable energy and gas distribution. Asset divestitures and strategic partnerships are expected to provide financial inflow, supporting future revenue growth and capital expenditures.
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€3.45
FV
9.3% undervalued
intrinsic discount
8.39%
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 5 hours ago
author updated this narrative
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