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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
2
users have liked this narrative
0
users have commented on this narrative
2
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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
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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
users have followed this narrative
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Albany International
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Engineered Composites And 3D Woven Technology Will Expand Future Opportunities
Key Takeaways Strategic focus on Engineered Composites and Advanced Air Mobility indicates potential revenue and margin growth due to operational progress and proprietary technology. Long-term defense contracts and share repurchase program aim to enhance earnings, benefiting future revenue streams and earnings per share.
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US$69.00
FV
15.3% undervalued
intrinsic discount
3.98%
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
Updated
narrative
MARA Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
AI Infrastructure And Renewable Energy Will Unlock New Markets
Key Takeaways Expansion into AI infrastructure and global partnerships diversifies revenue streams and reduces reliance on core bitcoin mining operations. Focus on energy-efficient, vertically integrated operations and active treasury management strengthens cost structure and financial resilience for long-term growth.
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US$23.63
FV
32.1% undervalued
intrinsic discount
12.64%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
124
users have followed this narrative
Updated
narrative
Société Générale Société anonyme
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Digital Transformation And ESG Focus Will Drive European Expansion
Key Takeaways Digital transformation and cost-cutting initiatives are driving greater efficiency, client acquisition, and profitability across core retail and digital banking operations. Strong ESG focus and business diversification enhance client retention, revenue stability, and reduce earnings volatility across geographic and business segments.
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€57.70
FV
5.0% undervalued
intrinsic discount
4.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
Updated
narrative
FormFactor
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
HBM4 Demand And FICT Acquisition Will Drive Expansion
Key Takeaways Strategic divestment from China and focus on high-growth regions minimize geopolitical risks, stabilizing margins and optimizing revenues amid trade uncertainties. Collaborations in co-packaged optics and investments in generative AI drive revenue growth, enhancing market share in probe cards and Systems business.
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US$33.75
FV
n/a
intrinsic discount
8.79%
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
Updated
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Semirara Mining and Power
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Acacia And Narra Mine Efficiency Will Support Resilient Operations
Key Takeaways Approval of the DENR certificate for Acacia mine could boost revenue through increased coal production and operational efficiency gains. Implementing wind energy and reducing debt enhance margins and financial stability, supporting dividends and potential infrastructure investments.
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₱33.17
FV
1.3% undervalued
intrinsic discount
-6.32%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
210
users have followed this narrative
7 days ago
author updated this narrative
Aurinia Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Academic Medical Centers Will Expand Lupus Care Opportunities
Key Takeaways Expansion into medical centers and new treatment guidelines may drive higher prescriber engagement and revenue for LUPKYNIS. Pipeline progression and improved lupus nephritis care could boost future growth, positively impacting revenue and margins.
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US$11.57
FV
1.0% undervalued
intrinsic discount
14.71%
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
Updated
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American Superconductor
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Industrial Grid Projects And Renewable Integration Will Shape Future Markets
Key Takeaways Strategic acquisitions and diverse market orders are driving revenue growth and future scalability, despite potential margin impacts. Expanding into new markets and strengthening grid infrastructure are key to capturing demand and ensuring stable, diversified earnings.
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US$58.33
FV
4.8% undervalued
intrinsic discount
12.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
Updated
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HealthCare Global Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
KKR's Entry Will Enable Expansion Of Precision Oncology And Fertility Services
Key Takeaways Strategic moves, like KKR's entry and acquisitions, are expected to drive revenue growth through enhanced market reach and increased patient volumes. Emphasis on precision oncology and segment-focused restructuring aims to boost clinical outcomes, efficiency, and profitability, enhancing overall earnings performance.
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₹603.88
FV
2.0% overvalued
intrinsic discount
13.37%
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
Updated
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Howmet Aerospace
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Expansions In Japan And Europe Will Shape A Positive Future
Key Takeaways Strong demand for fuel-efficient and defense aerospace engines indicates likely revenue growth supported by solid customer agreements and capacity expansions. Operational efficiencies and strategic capital deployment suggest improved margins and enhanced shareholder returns, bolstering a positive earnings outlook.
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US$201.95
FV
10.3% undervalued
intrinsic discount
10.10%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
Updated
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