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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
25
users have liked this narrative
7
users have commented on this narrative
58
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
32
users have liked this narrative
6
users have commented on this narrative
89
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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JB Hi-Fi
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
E-commerce And DTC Rivals Will Crush Brick-And-Mortar Margins
Key Takeaways Intensifying online competition and direct-to-consumer sales are eroding JB Hi-Fi's market share, pricing power, and profitability. Market saturation and shifting consumer trends limit future revenue growth and place persistent pressure on margins.
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AU$57.09
FV
106.2% overvalued
intrinsic discount
5.18%
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
16 days ago
author updated this narrative
Ahluwalia Contracts (India)
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
India's Urbanization And Smart Cities Will Unlock Opportunities
Key Takeaways Strategic focus on high-margin private sector contracts, advanced technology, and new project types positions the company for substantial topline and net margin outperformance. Strong reputation and operational capabilities enable the company to benefit from sector shifts toward quality and compliance, driving sustained growth and higher profitability.
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₹1.20k
FV
20.0% undervalued
intrinsic discount
21.53%
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
16 days ago
author updated this narrative
Motilal Oswal Financial Services
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Digital Competition And High Compliance Costs Will Stifle Future Margins
Key Takeaways Rising competition from digital and low-cost brokers, along with a shift toward passive investments, is pressuring client growth, fees, and margin sustainability. Increased regulatory scrutiny and reliance on volatile equity markets are heightening compliance costs, operational risk, and earnings volatility.
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₹763.00
FV
18.7% overvalued
intrinsic discount
17.64%
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
16 days ago
author updated this narrative
Kenmare Resources
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Urbanization And Renewable Energy Will Boost Mozambique Mineral Demand
Key Takeaways Operational upgrades and new product streams are poised to substantially elevate profit margins, free cash flow, and shareholder returns through sustained efficiency and innovation. Strategic positioning in key global trends, including ethical sourcing and infrastructure growth, enables premium pricing and long-term revenue outperformance versus peers.
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UK£8.48
FV
62.0% undervalued
intrinsic discount
4.05%
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
16 days ago
author updated this narrative
TNE
Technology One
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
ANZ Public Sector Reliance And Global Scrutiny Will Constrain Margins
Key Takeaways Strong reliance on government contracts and a shift to SaaS models create revenue risks, while aggressive global and regulatory environments add further complexity and cost pressures. Rising competition from global SaaS giants and niche cloud solutions threatens market share, pricing power, and long-term earnings stability.
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AU$22.37
FV
80.3% overvalued
intrinsic discount
15.15%
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
16 days ago
author updated this narrative
ProCredit Holding
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Accelerated Digital Banking And Green Lending Will Unlock New Horizons
Key Takeaways Rapid digital banking expansion and financial inclusion position ProCredit for above-forecast revenue and profit growth, ahead of market expectations. Leadership in sustainable finance and cross-border scalability supports higher margins, greater pricing power, and improved access to ESG funding.
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€20.00
FV
53.7% undervalued
intrinsic discount
9.48%
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
16 days ago
author updated this narrative
Sif Holding
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
European Energy Transition And Maasvlakte Expansion Will Transform Offshore Wind
Key Takeaways Accelerated capacity ramp-up, sector tailwinds, and favorable market dynamics are poised to drive sustained revenue and margin outperformance. Structural safety, regulatory, and industry shifts have permanently improved operational efficiency, forward visibility, and resilience against supply chain or market risks.
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€19.00
FV
55.3% undervalued
intrinsic discount
30.18%
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
16 days ago
author updated this narrative
Scout24
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
European Homeownership Decline And GDPR Scrutiny Will Weaken Prospects
Key Takeaways Dependency on the German real estate market and declining homeownership among younger Europeans threaten long-term revenue growth and increase vulnerability to local economic shocks. Regulatory pressures and disruptive technologies challenge Scout24's data monetization, competitive positioning, and ability to expand margins and sustain new service initiatives.
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€82.03
FV
41.0% overvalued
intrinsic discount
9.12%
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
16 days ago
author updated this narrative
OPmobility
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Accelerating EV Adoption Will Boost Premium Auto Component Demand
Key Takeaways Rapid efficiency gains from carbon neutrality and business group integration are driving structural margin improvements and enhanced free cash flow potential. Strong positioning in electric and next-gen mobility markets, backed by premium technology offerings and OEM partnerships, supports diverse, resilient, above-market revenue growth.
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€14.00
FV
9.4% undervalued
intrinsic discount
3.78%
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
16 days ago
author updated this narrative
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